Why choose Collab Capital?
We are an investment advisory firm accredited by XP Investimentos. Our focus is simple: recommendations aligned with your profile, with transparency, personalized service and total respect for your objectives.
Just clarity, responsibility and commitment to what really matters: your assets and your future.
Differentials
Collab Capital
Personalized service: you are served by someone who understands your current stage in life.
Transparency and security: no promises of return, with a focus on financial education.
Access to XP Investimentos products and structure.
Commitment to the long term and building a solid legacy.
We are
Collab Capital
We are an investment advisory firm accredited by XP Investimentos, focused on high-income clients and demanding investors.
Our mission is to offer investment products that are compatible with the client's profile, with ethics, transparency and commitment to good market practices. With a consultative approach and respecting CVM rules, we help our clients make decisions that are aligned with their objectives and risk profile. Our focus is to help you understand the market and invest with confidence.
The Collab Experience | Capital Co. Stations
At Collab Capital, we believe that the investor's journey is not linear, it is made up of phases, objectives, decisions and discoveries.
That's why we created Co. Capital Stations: strategic points on your financial journey, where you can find clear guidance, recommendations aligned with your profile and the support of a team that understands your story.
INVESTMENT STATION
Where building your wealth begins. Here you will find access to: •Investment Funds•Real Estate Funds•Fixed Income•Variable Income•Cryptoassets (available via XP) All with transparency, clarity and respect for your investor profile.
INTERNATIONAL MARKET STATION
Your way to diversify your assets globally. Here you will find access to: • Variable Income (Stocks) • Fixed Income (Bonds and Treasury) • Real Estate Funds (Reits) • Investment Funds (Mutual Funds) All with transparency, clarity and respect for your investor profile.
HERITAGE PROTECTION STATION
Taking care of what has already been achieved is part of growth. Here the focus is: •Strategic diversification•Emergency reserve•Succession organization (with specialized guidance and in accordance with current legislation)
PRIVATE PENSION STATION
Designed for those who want to live tomorrow with peace of mind: •Retirement planning•Tax benefits•Planned succession through pension plans (when appropriate)
CREDIT STATION
Solutions that connect assets and liquidity: •Real estate financing•Receivables anticipation•Property as collateral•Consortium•Debt Structuring via Capital Markets Each recommendation is analyzed and presented according to your profile and needs.
A JOURNEY WITH PURPOSE AND CLARITY
At Collab Capital, you don't receive a ready-made package. You go through the right stages, in your own time, with the support of an investment advisory firm accredited by XP Investimentos. Collab Capital. Intelligence and truth at the service of your assets.
An investment experience that matches your career path.
At Collab Capital, you will find an advisory service that respects your time, understands the complexity of your assets and makes recommendations with intelligence, transparency and alignment with your profile.
Open your account and discover an investment experience that matches your career path — with the support of XP Investimentos.
Investment Levels
INVESTMENT
SOURCE
Cultivating tomorrow's financial security today. Level 1: R$500,000 to R$3 million
Designed for those who are structuring their assets with focus, discipline and a vision for the future.
At this level, the client has:
- Recommendations aligned with your investor profile
- Periodic follow-up meetings
- Support in the IR declaration of invested capital
- Access to the Collab team via personal WhatsApp
- Invitations to educational events and workshops
HORIZON INVESTMENT
Designed for those who have already come far and want to go further.
Level 2: R$3 million to R$10 million
For investors and entrepreneurs with consolidated assets who seek more sophistication, structure and personalization in their monitoring.
- Strategic meetings with customized reports
- In-person service on demand
- Access to Collab offices in São Paulo and Cuiabá
- Invitations to networking events, dinners and workshops
- Priority service with the responsible advisor
INVESTMENT
LEGACY
Heritage with purpose.
Level 3: Above R$ 10 million
For families and investors with large financial structures that require discretion, strategic intelligence and legacy vision.
- Exclusive service, including home service
- Priority use of the office network
- Connections with experts and access to exclusive opportunities via XP
- Continuous support and 24/7 monitoring
- Support with topics such as asset and succession structuring (with authorized professionals)
Request contact with a Capital Co. Advisor
If you want to know more about Investments, leave your account and an advisor from our team will contact you shortly.
Contact us
Accredited by XP Investimentos with a focus on security, strategy and sustainable growth.
Solutions for companies
Exclusive service for partners and executives” “Access to events and strategic opportunities.
Collab is accredited by XP Investimentos and offers secure solutions, compatible with your company's profile — with predictability, control and zero guesswork.
Other Experiences
Co. Capital
Co.Trade
You act fast. We think together.
A service aimed at investors who want to move in the market with agility, security and technical support. All within CVM standards, with active monitoring, without promises of profitability — only with strategy, information and clean execution.
Collab Trade. For those who don't watch the market — participate.
Co. Private
While others offer care, we offer access.
Co. Private is Collab Capital's highest level of service, aimed at investors with large assets. Here, each decision is made with confidentiality, strategy and personalization, respecting the client's profile and with access to exclusive opportunities from XP Investimentos.
You have:
- Priority and tailored service;
- Senior team at your disposal;
- Meetings wherever necessary — in Brazil or abroad;
- Complete support in structuring investments;
- Invitations to restricted events and strategic connections.
Co. Private is more than just consulting. It is a silent presence, financial intelligence and respect for your legacy.
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