What we saw

changed everything.

We spent over a decade helping build one of Latin America’s most successful investment platforms — from a small brokerage to a $20B public company. It was an incredible journey, and we’re proud of what we helped create.

But along the way, we noticed something.

A growing group of people quietly falling through the cracks. Individuals trying to make smart financial decisions, but without the level of support they truly deserved. Advisors doing their best, but spread too thin. Technology advancing — but not always in ways that made life easier for clients.

So we started to wonder:

What if financial guidance could feel proactive? Personal? Effortless? Scalable?
What if we could combine the intelligence of AI with the warmth of human relationships — and bring that to more people?
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That curiosity became a calling. We stepped away from comfort to build conviction. We tested it in real life, with real clients. It worked. And we’ve been moving forward ever since.