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Baluarte Capital Logo
Baluarte Capital CB Rank
1036009
Heat Score
51
Baluarte Capital is a financial planner that offers wealth management, asset allocation, tax analysis, and succession planning services.
Founded
obfuscation
Private São Paulo, Sao Paulo, Brazil1-10 baluartecapital.com/en/
Asset Management
Business Development
Consulting
Wealth Management
Overview

Baluarte Capital
Heat Score
51

Growth Score
pts
in past quarter
Heat Score 51
-25 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Baluarte Capital

CB Rank
1036009
Baluarte Capital is a financial planner that offers wealth management, asset allocation, tax analysis, and succession planning services.
Founded
obfuscation
Private São Paulo, Sao Paulo, Brazil1-10 baluartecapital.com/en/
Asset Management
Business Development
Consulting
Wealth Management

Key People

Details

Legal Name Baluarte Capital Consultoria Financeira Ltda
Operating Status Active
Company Type For Profit
Founders  Andre Markus Schor
Phone Number +55 11 3900-2000
Contact Email baluarte@baluartecapital.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management
A service that builds personalized investment portfolios considering tax and succession planning to manage and grow client assets.
Asset Allocation
A service that strategically distributes investments across various asset classes to align with client risk profiles and financial goals.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 4

Employee Profiles

News
Technology
View Tech Report

Active Website Tech Count

28Baluarte Capital is actively using 28 technologies for its website, according to BuiltWith. These include HSTS, Apple Mobile Web Clips Icon, and  DNSSEC.
Sub-Organizations
Frequently Asked Questions

Where is Baluarte Capital's headquarters? Baluarte Capital is located in São Paulo, Sao Paulo, Brazil.Who are Baluarte Capital's competitors? Alternatives and possible competitors to Baluarte Capital may include Cresset, Ballentine Partners, LLC, and  Wealthspire Advisors.
Who We Are
What We Do
Helpful Links
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