A Portfel atua como consultoria financeira com consultores registrados na CVM, impedindo que haja conflito de interesses na prestação de serviços. Nossa missão é oferecer uma gestão de patrimônios ética e profissional para todos. A Portfel tem um braço de educação cujo foco é levar educação financeira gratuita e de qualidade para todos os cidadãos do país.
| Website | http://www.portfel.com.br |
| Employees | 484 (484 on RocketReach) |
| Founded | 2019 |
| Industry | Financial Services |
| Keywords | Financial Consulting, Wealth Management, Investment Advisory, Ethical Investing, Financial Consulting Services, Portfolio Management, Wealth Preservation, Asset Management, Investment Strategies, Investment Solutions, Financial Planning, Financial Services, Retirement Planning, High Net Worth Individuals, Estate Planning, Tax Planning |
| Competitors | Nubank, C6 Bank, Banco Inter, Descomplica, PagueVeloz, Guiabolso, Organizze, Yubb Brasil, Miralta Servicos +9 more (view full list) |
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Portfel Questions
Lui Duran is the CEO of Portfel.
484 people are employed at Portfel.
Top Portfel Employees
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Lui Duran
CEO at Portfel
State of São Paulo, Brazil2 -
João Sales
Managing Partner at Portfel
State of São Paulo, Brazil1 -
Rafael Grando Stroppa
Financial Advisor at Portfel
São Paulo, Brazil21 -
Anderson Turchetti
Head of Corporate Sales at Portfel
State of São Paulo, Brazil1 -
Karen Hoffmann
Head de Expansão B2B at Portfel
São Paulo, Brazil1 -
Matheus Falcão
Head de Seguros | Sócio at Portfel
State of São Paulo, Brazil1 -
Gabriel Moraes
Financial Advisor at Portfel
Rio de Janeiro, RJ, BR1 -
Pedro Carrozza
Consulting Manager at Portfel
São Paulo, SP, BR2 -
Vinicius Junior
Senior Wealth Manager at Portfel
State of São Paulo, Brazil1 -
Renato Parentoni
Financial Advisor at Portfel
Rio de Janeiro, RJ, BR2
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