Criteria Financial Group

About Criteria Financial Group

With an entrepreneurial spirit and a history in the Brazilian stock market dating back to 1989, Criteria was founded in 2014 seeking to improve wealth growth and preservation services. Expanding beyond Investments, Criteria offers Credit, Insurance, Foreign Exchange, and Mergers & Acquisitions services. With a multidisciplinary team, we bring creative and sophisticated solutions to our clients in the individual, family, and corporate spheres. The importance of building long-term relationships, passed down through generations, is deeply rooted in our essence. We mirror these relationships and our history to build a better future for our clients and the financial ecosystem. Today we have over R$10 billion under custody, 250 employees, and 16,000 clients.