Company Tagline
Juntos, desenhando o futuro.
Industry Category
Business Keywords
Company Description
Criteria Financial Group is a leading investment management firm dedicated to shaping the future through comprehensive financial solutions. With a strong entrepreneurial spirit and a rich history in the Brazilian stock market dating back to 1989, Criteria Financial Group was established in 2014 to enhance wealth creation and preservation services.
Expanding beyond traditional investments, Criteria Financial Group offers a diverse range of services including credit, insurance, foreign exchange, and mergers & acquisitions. Our multidisciplinary team delivers creative and sophisticated solutions tailored to individual, family, and corporate clients. Located at Avenida Magalhães de Castro 4800, Torre 3, 1° Andar, São Paulo, SP 05676-120, BR, Criteria Financial Group is committed to building long-term relationships that span generations. We draw inspiration from our history and these relationships to build a better future for our clients and the financial ecosystem.
Criteria Financial Group currently manages over R$12 billion in assets, with a dedicated team of 250 employees serving 16,000 clients. Criteria Financial Group is poised for continued growth and success in the investment management industry. We invite the manager of Criteria Financial Group to create a customized and exclusive company showcase and product listing on our platform to further amplify your market presence.
A Criteria Financial Group é uma empresa líder em gestão de investimentos, dedicada a moldar o futuro através de soluções financeiras abrangentes. Com um forte espírito empreendedor e uma rica história no mercado de ações brasileiro desde 1989, a Criteria Financial Group foi fundada em 2014 para aprimorar os serviços de criação e preservação de riqueza.
Expandindo-se além dos investimentos tradicionais, a Criteria Financial Group oferece uma gama diversificada de serviços, incluindo crédito, seguros, câmbio e fusões e aquisições. Nossa equipe multidisciplinar oferece soluções criativas e sofisticadas, adaptadas a clientes individuais, familiares e corporativos. Localizada na Avenida Magalhães de Castro 4800, Torre 3, 1° Andar, São Paulo, SP 05676-120, BR, a Criteria Financial Group está comprometida em construir relacionamentos de longo prazo que abrangem gerações. Inspiramo-nos na nossa história e nestes relacionamentos para construir um futuro melhor para os nossos clientes e para o ecossistema financeiro.
A Criteria Financial Group gere atualmente mais de R$12 bilhões em ativos, com uma equipe dedicada de 250 funcionários atendendo 16.000 clientes. A Criteria Financial Group está preparada para um crescimento e sucesso contínuos no setor de gestão de investimentos. Convidamos o gestor da Criteria Financial Group a criar uma apresentação de empresa e uma listagem de produtos personalizadas e exclusivas na nossa plataforma para amplificar ainda mais a sua presença no mercado.
Key Personnel / Employees
Compare Companies Side by Side
Compare Criteria Financial Group with 3 companies in Investment-Management
| Comparison Field |
Criteria Financial GroupMain Company |
ADIB - Abu Dhabi Isl...View Profile |
ZZFinancing.comView Profile |
SmarTrendView Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 1997 | 2005 | |
|
Company Size
|
— | 1,001-5,000 | 2-10 | 11-50 |
|
City
|
São Paulo, SP | Abu Dhabi, Abu Dhabi | ||
|
Country
|
Brazil | United Arab Emirates | ||
|
Skills & Keywords
Comparing with main company
|
11 Total Skills
Investment Management
Wealth Management
Financial Services
Asset Management
Credit Services
Insurance Services
Mergers and Acquisitions
Gestão de Patrimônio
Finance
Investments
Seguros
|
12 Total
12 Unique
Unique Skills:
Accounts
Banking
Busines Deposits
Business Banking
Covered Cards
Economy
+6
|
17 Total
17 Unique
Unique Skills:
Banking
Capital Investments
Capital Lending
Capital Markets
Equity Securities
Family Office
+11
|
15 Total
1 Common
14 Unique
Match
9%
Common Skills:
Investment Management
Unique Skills:
Equity
Equity Analysis
Equity trading
Financial Management
Money Management
Public Companies
+8
|
4
Total Companies1997
Oldest Founded2
Countries53
Unique SkillsSimilar Companies
Other organizations in the same industry
SB Investment Partners | Family Office
Investment-Managementwelcome to the family
Fortis Portfolio Solutions
Investment-ManagementFortis empowers advisors with unique insights and investment strategies that mitigate risk and enabl...
Alternative Company Names
This company is also known as