In the midst of an accelerated growth cycle, InvestSmart XP, one of the largest investment consultancies in the country, is already planning the next strategic steps: increasing assets under custody to R$35 billion and advancing the IPO plan by 2030. The IPO project, according to the company, is no longer just a distant objective and has become part of the organization’s strategic planning.
The movement gained strength after a year of record results. In 2025, the company recorded revenue of R$200 million, around 20% above the previous year’s performance and the highest profit in its history. The performance occurred after an internal reorganization and expense review process, which strengthened the office’s financial structure and corporate governance.
“The IPO plan for 2030 is real, strategic and organized”, says the CEO of InvestSmart XP, Samyr Castro. “Before, we saw going public as a dream. Today it is part of our long-term planning.”
According to the executive, the restructuring carried out by the company even changed its expansion strategy.
“Dreaming about the IPO, we were looking for a strategic partner. Our reformulation worked in such a way that we were able to profit on our own and today we are no longer looking for a partnership”
Diversification and consortia drive growth
A relevant part of InvestSmart’s growth came from expanding the portfolio of solutions offered to clients. The company recorded strong demand for international investments, a movement driven by investors interested in asset diversification.
At the same time, the high interest rate scenario favored the expansion of consortium sales, which became a relevant alternative within the group’s commercial strategy.
“Many investors invested in international diversification as a form of asset protection and the high interest rate scenario was very favorable for the acquisition of consortiums”, explains Castro.
One of the highlights was the performance of be.smart Consórcios, the office’s commercial partner, which recorded significant sales volumes. In just one month of 2025, the company surpassed R$500 million in sales.
The improvement in results was also reflected in the expansion of the asset base under custody. InvestSmart started 2025 with around R$25 billion and ended the period with R$29 billion under management.
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By 2026, the company projects to reach R$35 billion, supported by the expansion of the service portfolio and new business fronts within the financial ecosystem.
“Our objective is to gain more space for operations of judicial assets and sales of cards covered by consortiums”, says Castro.
According to the executive, the strategy involves verticalizing the service chain and building partnerships with companies already consolidated in the financial market, which can expand the offering of solutions to customers.
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Expansion of the network and training of new advisors
Another axis of the growth strategy is the expansion of the workforce. InvestSmart intends to hire around three thousand investment advisors by the end of 2026, reinforcing its presence in different regions of the country.
To support this expansion, the company is investing in the Smart Campus project, an initiative that takes the company’s offices into universities with the aim of training new professionals and introducing a career as an investment advisor.
“We seek to train new professionals, introduce a career as an investment advisor and promote local financial education,” says Castro.
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Currently, the company already has project units in educational institutions in Rio de Janeiro, such as Unisuam and UniCarioca.
Paths to the capital market
Although the IPO on the Brazilian stock exchange is the central scenario in strategic planning, the company also evaluates other alternatives to access the capital market.
Among the possibilities analyzed are a possible opening of capital abroad or financing structures via equity crowdfunding — a modality that is beginning to gain ground in Brazil with regulatory advances.
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“We also envisage the possibility of an IPO outside Brazil or an equity crowdfunding, a new market that the CVM is starting to regulate”, projects Castro.
For InvestSmart, the IPO also represents an important step towards long-term business continuity, consolidating the company among the companies listed on the Brazilian market.
