Revert, a Brazilian artificial intelligence infrastructure company for investment consultants, has secured its first institutional investment round led by Valor Capital Group and Headline. The funding was completed in June, although the exact amount was not disclosed. The company was founded in 2025 and aims to simplify how independent investment consultants manage assets spread across multiple financial institutions.
Origins and Investors
Revert is the new venture of entrepreneurs Rodrigo and Flavio Terni, who co-founded Giant Steps Capital before selling it to XP in 2021. The company emerged as a spin-off from a family office operation and now targets a growing pain point in the investment industry. Its mission is to bring together assets held across different banks, brokerages, currencies, countries, and asset classes on a single platform.
Technology and Positioning
The startup uses artificial intelligence agents to handle operational tasks such as consolidating and reconciling financial information. Unlike an investment advisor who distributes products through a financial institution, a securities consultant provides independent and individualized guidance. According to Flavio Terni, consultants should not have to choose between growing their client base and maintaining high-quality service.
Operational Approach and Goals
Terni explained that operational work should be handled by machines while professionals focus on understanding clients and building long-term relationships. The company wants to help a consultant who currently serves 100 clients expand to more than 300 clients. Revert has already processed approximately 5 billion reais in assets since its founding and expects to reach 10 billion reais during 2026.
Next Funding Round
A new funding round is planned by the end of this year, with advanced negotiations involving an American venture capital fund and a Brazilian strategic investor. As with the first round, the new capital will be fully allocated to technology development. The company's initial investors include Headline, which is led by Buscapé founder Romero Rodrigues.
Expanding Market and Regulatory Context
The company is entering a period of growth for investment consulting in Brazil. The number of securities consultants registered with the Brazilian Securities and Exchange Commission, or CVM, rose 11.5 percent in the first half of this year compared with the end of 2025. In January, the regulator issued new guidance on remuneration, order routing, and certification after noting a progressive increase in registered consultants.
Market Complexity and Opportunity
The CVM ended June with 92,978 regulated participants and estimates the total market under its supervision at 52 trillion reais. Excluding the reference value of derivatives, the figure is 19 trillion reais. A key source of complexity is fragmented wealth, where a single client may keep investments across different banks and brokers in Brazil and abroad.
Human-Centered AI Strategy
Revert aims to compete in the operational layer rather than replace the consultant in the client relationship. Its AI agents perform back-office work that previously required a large operational staff, allowing professionals to dedicate more time to advisory work. Terni said that as the market becomes more sophisticated, the relationship between consultant and investor grows more important, and technology should amplify human work rather than remove it.
With initial backing from two venture capital firms and plans for another round, Revert is positioning itself to support the operational side of Brazil's expanding investment consulting industry. The company's focus on AI-driven consolidation, reconciliation, and scale addresses a concrete challenge for independent consultants managing fragmented client assets. Its progress toward 10 billion reais in processed assets and upcoming fundraising will likely serve as key indicators of its ability to deliver on that promise.
Source: Exame