Brazil
PoM WM is reshaping the wealth management landscape by offering a next-generation investment platform that tailors Family Office services to Millennials and GenZ in Latin America. Founded in 2022 and headquartered in Brazil, this fintech startup targets the "Simple-needs Segment," addressing the glaring service gap left by traditional institutions.
The platform acts as a Single Family Office for both onshore and offshore assets, and provides affluent young investors with a consolidated asset view via Open Banking/Finance. PoM WM's use of a mobile app grants clients peace of mind with trusted, conflict-free advisory focused on goals-based planning. Users also benefit from cashbacks on investment products and concierge services aimed at lifestyle enhancement.
Since its inception, PoM WM has raised a $2.00M Pre Seed Round in September 2022, backed by a robust roster of investors including Gustavo Tella, Jorge Steffens, Ricardo Sato, and others, signaling strong investor confidence in its cutting-edge business model and future growth potential.
