Vérios Investimentos has been acquired by Easynvest
December 2021 — The shareholders of Vérios Investimentos have sold the company to Easynvest (now part of Nu Bank).
Vérios is one of the largest robo-advisor platforms in Brazil, providing individual, cost-competitive financial advice for thousands of retail and affluent clients. Vérios has a proprietary algorithm-enabled platform to manage individual portfolios. The company was backed by Brazilian venture capital investor Igah Ventures.
Founded in 1968 as a brokerage company, Easynvest has evolved in recent years from the traditional equity brokerage model into a 100% digital investment marketplace, offering a wide range of financial products to retail investors in Brazil. With more than 150,000 active users and over US$1.8 billion in assets under management, the company is one of Brazil’s largest digital investment marketplaces. On the Easynvest platform, customers can evaluate, compare and invest in a wide range of financial instruments, including government bonds (Tesouro Direto), fixed-income securities and mutual funds, as well as trade in equities, options and futures.
Our role in the transaction
One of Oaklins’ teams in Brazil acted as sell-side advisor in this transaction.
Contacter l'équipe de la transaction
Transactions connexes
Be-Cloud has been acquired by PSG Equity
Be-Cloud, backed by B&Capital since 2021, has been acquired by PSG Equity, a leading growth equity firm specializing in software and technology-enabled services. The transaction marks the full exit of B&Capital and the reinvestment of Be-Cloud’s founders, Lenny and Sébastien Vercruysse, alongside PSG Equity.
En apprendre plusMattina Holding has sold a 5% stake in Gens Aurea via accelerated bookbuild
Mattina Holding S.A. (DVC Partners) has sold a 5% stake in Italian company Gens Aurea S.p.A. through an accelerated bookbuild, raising approximately US$69.96 million.
En apprendre plusComtax has been acquired by Ryan
Comtax, a São Paulo-based tax technology consultancy specializing in tax determination and digital tax compliance, had been acquired by Ryan, the world’s largest firm dedicated exclusively to business taxes. The transaction marks Ryan’s entry into the Brazilian market, adding a specialized team and an established base of large corporate clients in Brazil, one of the world’s most complex tax environments, at a time when the country’s consumption tax reform is set to reshape how companies calculate and report indirect taxes. For Comtax, the acquisition brings access to Ryan’s global platform, technology and client network across more than 80 countries, creating opportunities to scale its tax determination and compliance offering beyond its current footprint. Comtax’s founders will continue to lead the business.
En apprendre plus