WE ARE ACTIVEST

independent

financial advisors.

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YEARS OFFERING
FINANCIAL
SOLUTIONS
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BILLION +
ASSETS*

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COUNTRIES WITH
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About US

We provide personalized financial advisory services with a focus on transparency and integrity.

1

Independent financial advisory

Activest is an ecosystem of financial advisors that, through a platform of innovative solutions, provides individual, transparent and independent advice, enabling our clients to plan and expand their wealth.

2

Integrated and customized solutions

Our independence gives us the flexibility to recommend products and services, providing tailored solutions to your needs.

3

Our goal is to build long-term relationships

Our focus is to add value to families and become their strategic ally, as reflected in the performance results and solutions we offer. We build a one-on-one relationship with each client, dedicating the time and resources necessary to develop a lasting connection.

Our Services

Investment Management

Investment Management

Our Independence from financial institutions, coupled with our access to cutting-edge technology platforms, allow us to choose innovative products and services, broadening the spectrum of investment opportunities for our clients.

Our diverse portfolio options encompass stocks fixed income, derivatives, commodities, mutual funds, hedge funds, private equity, real estate, venture capital, private loans, and more.

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Wealth
Management

Wealth
Management

Our wealth management service focuses on planning and managing finances in a personalized and transparent manner, free from any conflicts of interest.

We analyze various investment and financial planning options to meet the specific objectives of each client.

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Family Office

Family Office

Our Family Office service is the ideal solution for families seeking to simplify and optimize the intricate management of personal finance and assets.

We deliver a simple and efficient solution designed to bring peace of mind to our clients.

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Why Activest?

Independence

We represent the interests of our clients. We operate objectively and independently in search of the best outcome for our investors.

Transparency

We are unique due to the personal relationship that we always maintain with our clients.

Our team of seasoned experts will provide you with responsible and transparent guidance, meticulously outlining each stage of the process.

Innovation

We are dedicated to understanding and gaining in-depth knowledge of each client’s situation to provide innovative, high-quality solutions. 

We provide an open platform with the goal of providing access to a large variety of opportunities.

Contact

Contact us to find out more about Activest and how we can help you achieve your financial goals.