Claint launched as an artificial intelligence-native investment advisory office within the XP network. The firm operates a proprietary platform where automated agents assist human advisors with administrative and research tasks. XP supports the launch as a strategic partner and plans to acquire an equity stake.
Backing and previous ventures
Co-founders Gabriel Cantu and Lucas Bastianik previously created Carteira Global, which Banco Modal acquired in 2021. Their subsequent venture, news application Newsco, raised R$1.6 million before the team pivoted to Claint. Early investors, including venture capital firm Strive, retained their ownership stakes during the transition.
Proprietary platform setup
The company built an internal system that replaces third-party customer relationship software and automated scheduling tools. Teams of specialized software agents research assets, summarize market documents, and transcribe client meetings. Human advisors retain legal responsibility and must approve every investment recommendation before delivery to clients.
Focus on smaller investors
Claint primarily targets individuals with less than R$300,000 to invest. The founders designed the automated workflow to deliver personalized wealth services to this underserved group. By reducing administrative duties, advisors can spend more time discussing personal financial goals.
The firm plans to expand its advisor network and hire additional software engineers. Leadership aims to fund ongoing platform development using cash flow generated from advisory operations. Over the long term, Claint aims to help 1 million Brazilian investors build R$1 million in wealth by 2040.