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Who we are

We are a leading digital platform in providing fiduciary services for investment funds and fixed income securities.

With offices in São Paulo and Rio de Janeiro, a team of excellence focused on meeting the needs of each client, we simplify your daily routine so you can focus on what is essential.

To be recognized as a business reference in the financial sector for the quality of its services, the competence of its professionals and the values it practices.

To operate in the financial market promoting the permanent satisfaction of clients, contributing to the well-being of all involved and also of society.

We value respect, dignity and honesty with others. We do not tolerate any type of discrimination against cultural, social, religious and racial diversity.

Our History

Key milestones

  1. 1991

    Fiduciary Agent

    When it all began, our first service

  2. 1996

    Digital Archive

    We transformed our paper cabinets into indexed images

  3. 1998

    Fiduciary Administration

    Beginning of service provision in Investment Funds

  4. A collaborator observing a dashboard on the computer screenEfeito visual
  5. 2003

    CCI Registration and Custody

    First company accredited at BM&FBovespa

  6. 2006

    Guarantee Agent

    Expansion of our fiduciary services

  7. 2010

    Qualified Services

    CVM authorization for Custody, Controllership and Bookkeeping services

  8. 2011

    Settlement Account

    One of the first DTVMs to participate in the SPB

  9. Sunset reflected on the facade of two buildingsEfeito visual
  10. 2018

    LIG Issuance

    First Fiduciary Agent in Brazil for Guaranteed Real Estate Letters

  11. 2019

    Digital Transformation

    Created the digital transformation area together with the innovation hub

  12. Thumb of a hand being digitally recognizedEfeito visual
  13. 2022

    Asset Tokenization

    In partnership with Liqi and Bee4, we formalized the digital representation of assets managed by us

  14. 2023

    TIDC

    In partnership with Itaú and Liqi, we created the first TIDC (Credit Rights Investment Token) in Brazil

Meet Our Team

Mauro Sérgio

Board Member

Founder

Cesar Leal

Board Member

Founder

Alexandre Lodi

Board Member | Director

Fiduciary Administration

José Alexandre Freitas

Director

CEO

Henrique Sismil

Director

CFO | IT | Compliance

Antônio Amaro

Director

Fiduciary Agent | IR

Raphael Morgado

Director

Qualified Services

Ismar Marcos

Manager

IT

Alan Najman

Manager

Fiduciary Administration

Paulo Sá

Manager

Fiduciary Administration

Maria Eunice

Manager

Legal

Robson Fernandes

Manager

Settlement

Marcelo Ouchi

Manager

Administrative | Financial

Carla Maia

Manager

People Management

Felipe Moraes

Manager

Compliance

Guilherme Erichsen

Manager

Fiduciary Administration

Marcel Vedrossi

Manager

Marketing | Investor Relations

Felipe Queiroga

Manager

Digital Transformation

Leonardo Goulart

Manager

FIDC Controllership

Thiago Silveira

Manager

Controllership

Thiago de Gusmão

Manager

Operations Structuring

Carla Lopes

Manager

Commercial Executive

Ricardo Lucas

Manager

Fiduciary Services

Maria Carolina

Manager

Fiduciary Agent

João Bezerra

Manager

Bookkeeping