Warren

Warren

Private
Porto Alegre, Rio Grande do SulFinTechhttps://www.warren.com.br

Last Round

Strategic

Oct 3, 2024

Total Funding Raised

$105.82M

Company Overview

Warren Investimentos is a financial technology company that offers a wealth management platform to help users invest in profitable products efficiently and without conflicts.

Sector

FinTech

Verticals

Investment Platforms, Wealth Management, Personal Finance, InsurTech, Foreign Exchange

Business Model

B2C

Customer Profile

Revenue Share, Payment Processing Fee, Subscription SaaS

AI Layer

Application

Keywords

investment platformdigital brokerageneobrokerfee-based modelwealthtechrobo-advisorasset managementgoal-based investingpersonalized portfoliosplatform for financial advisorscorretora digitalplataforma de investimentoshome brokerinternational account

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

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Warren Comps

Public and private peers based on sector, stage, and business model.

CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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Warren Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
StrategicOct 3, 2024
Series C ExtensionJul 5, 2022
Series CApr 28, 2021
Series BJul 10, 2020
Series AApr 4, 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

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.

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, Rio Grande do Sul
Employee Range366
Year Founded2014
Last FundingOct 3, 2024

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Disclaimer All investments involve risk, including the risk of loss of principal. You should carefully consider your investment objectives, risks, transaction costs and other expenses before deciding to invest in options, swaps or other investments.This does not constitute an offer by Caplight Technologies, Inc. to sell, or a solicitation of an offer to buy, any securities and may not be used or relied upon in connection with any offer or sale of securities. An offer or solicitation can be made only through the delivery of final offering document(s) and purchase agreement(s), and will be subject to the terms and conditions and risks delivered in such documents. Any securities offered are offered through Caplight Markets LLC, member FINRA/SIPC.