Fundada em 2009 em Franca-SP, interior de São Paulo, pelos empresários inquietos Wagner Vieira e Leone Cabral, a Blue3 hoje agrega R$ 22 bilhões sob custódia, mais de 35 mil clientes ativos, cerca de 700 profissionais e um NPS de 94,5. Em 2021, a Blue3 Investimentos foi eleita como Melhor Escritório de Assessoria de Investimentos do Brasil, pelo Brazil Advisor Awards da XP. Além disso, conta com uma estrutura completa para garantir os melhores resultados aos clientes: são mil metros quadrados com uma completa operação de suporte de inteligência ao AAI – Agente Autônomo de Investimento, que vai de brokers exclusivos e planejamento de sucessão patrimonial a mesa de alocação e blindagem patrimonial. Tem parcerias exclusivas com casa de análise, gestora de fundos e contabilidade focada em mercado financeiro.

Finance

Blue3 Investimentos

This department provides expert advice and strategic guidance in various domains to enhance decision-making and drive organizational success.

Advisory Services

This department provides expert guidance and strategies for investment opportunities to help clients optimize their financial portfolios.

Investment Advisory

This department manages financial reporting, analysis, and control processes to ensure accurate accounting and efficient financial operations.

Accounting and Finance

The Head Team at Blue3 Investimentos is comprised of senior leaders and experts heading various crucial departments, including analytics, commercial operations, product allocation, expansion, digital operations, data and operations, sales and trading, sales performance, and risk management. This team is responsible for strategic decision-making, overseeing the company's growth, optimizing operations, and ensuring the highest standards of service and performance to maintain the company's leading position in the investment advisory industry.

Head Team

This department oversees and manages operational activities and strategic initiatives.

Operations Management

This department oversees the relationships and business strategies with partners and stakeholders.

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People (14)

Jobs (0)

Other teams

Investment Advisory

Accounting and Finance

Head Team

Operations Management

Partnership Management

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People (14)

Jobs (0)

Other teams

Investment Advisory

Accounting and Finance

Head Team

Operations Management

Partnership Management

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