Blue3 Investimentos

Brazilian Investment Advisory Firm

Blue3 Investimentos is a Brazilian investment advisory firm founded in 2009 in Franca, São Paulo. The company serves investors across Brazil through in-person and online support, with a structure designed to assist clients at different stages of wealth building and financial planning. Blue3 states that it is registered with the Brazilian Securities and Exchange Commission and operates under a distribution agreement with XP Investimentos.

The firm’s ecosystem includes investment advisory, financial planning, portfolio structuring, fixed income, equities, private pension, insurance, international investments and corporate financial solutions. Its broader structure includes specialized areas such as Blue3 Private, Blue3 Empresas, Blue3 Research, Blue3 Capital, Blue3 Asset and teams focused on product intelligence, wealth protection and succession planning.

For Brazilian investors and international audiences seeking qualified financial guidance in Brazil, Blue3 represents an established advisory platform with national reach, specialized teams and an institutional approach to investment support. Its model combines advisory service, market access and a diversified financial ecosystem connected to Brazil’s capital markets.

Services

• Investment advisory
• Financial planning
• Portfolio structuring
• Fixed income and equities
• International investment access
• Financial solutions for companies

Highlights

• Founded in 2009 in Franca, São Paulo
• Investment advisory firm connected to XP
• CVM registration stated by the company
• In-person and online service
• Presence in 16 cities across Brazil
• Integrated financial ecosystem