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Warren

Warren

Private
Porto AlegreFinTechhttps://warren.com.br/

Last Round

Strategic

Oct 3, 2024

Total Funding Raised

$105.2M

Momentum

Top 50%

of companies Caplight tracks

Company Overview

Warren is a Brazilian wealth management and fintech company that provides a digital platform for investment management, brokerage services, and financial advisory.

Sector

FinTech

Verticals

Wealth Management, Investment Platforms, Corporate Banking

Business Model

B2C

Customer Profile

Services & Consulting, Subscription SaaS

AI Layer

Application

Keywords

wealth managementinvestment platformfee-based advisoryrobo-advisordigital brokerageassets under managementAUMindependent financial advisorIFAcorporate treasurywealthtechgoal-based investingwhite-label wealth platformB2B2Cfintech

Historical Pricing

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Caplight Momentum Score

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Warren Comparables

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Warren Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
StrategicOct 3, 2024
Series C ExtensionJul 6, 2022
Series CApr 28, 2021
Series BJul 13, 2020
Series AMar 28, 2019

Key People

Founding team and executive leadership

Rodrigo Grundig

Co-Founder, Chief Design Officer, Founder, Board Member At Warren Brasil

Founding Team

Dinarte Licks

Chief Financial Officer

Executive Team

Warren Investors

Notable investors and investment history

Warren investors
InvestorRounds
Citi VenturesSeries C Extension
Chromo InvestSeries A, Series B, Series C
Tera CapitalSeries C
GIC Private LimitedSeries C Extension, Series C
NexponStrategic
Sankhya Infotech LimitedSeries C
QED InvestorsSeries C Extension, Series C, Series B

Market signals

Structured signals derived from secondary market and firmographic data.

  • Mar 9, 2026

    Felipe Salto joins as Chief Economist.

Warren Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Warren Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Warren's valuation, stock price, and market status.

Firmographic Details

HeadquartersPorto Alegre
Employee Range366
Year Founded2017
Last FundingOct 3, 2024

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