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Blue3 acquires financial planning firm FinSave to expand service portfolio

Investment firm Blue3 has acquired 100% of FinSave, a financial planning firm with 500 clients, as part of its ongoing consolidation strategy. The deal, involving a mix of cash and equity, retains the FinSave brand and personnel while integrating them into the Blue3 group, which counts XP Inc. as a minority shareholder.

Valor Econômico1 day agoBRCredibility 45%View source

Score Breakdown

Mosaic Score2.1
Confidence0.9
Significance0.1
Source credibility0.5

Intelligence Tags

#ma#wealth management#financial services#consolidation

Locations

Brazil

Entities

country
Source

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