Revert lands Valor Capital seed round after processing R$5B in assets
What's the deal? RevertDealroom has a profile for this one. Try Dealroom →, a Brazilian AI infrastructure startup for investment advisers, has raised a seed round led by Valor Capital Group and Headline, the latter run by BuscapéDealroom has a profile for this one. Try Dealroom → founder Romero Rodrigues. The round closed in June; the amount was not disclosed.
What's the endgame? Founded in 2025 by Rodrigo and Flavio Terni — cofounders of Giant Steps CapitalDealroom has a profile for this one. Try Dealroom →, sold to XP in 2021 — Revert uses AI agents to handle operational work like consolidating and reconciling financial data. The goal: free independent advisers from back-office tasks so they can serve more clients.
"The adviser should not have to choose between growing and serving clients well," said Flavio Terni. He added that the aim is to let an adviser who currently handles 100 clients manage more than 300.
How's it going? Revert has processed about R$5 billion in assets through its infrastructure since launch and wants to reach R$10 billion in 2026. It began as a spin-off from a family office operation, tackling the challenge of managing wealth spread across banks, brokerages, currencies, countries, and asset classes in one place.
Why now? Investment advisory is expanding fast in Brazil. In the first half of 2026, the number of securities advisers registered with the Comissão de Valores Mobiliários (CVM) rose 11.5% from the end of 2025 — enough for the regulator to publish new guidance in January on pay, order routing, and certification.
The CVM ended June with 92,978 regulated participants and estimates the total market under its supervision at R$52 trillion, or R$19 trillion excluding the reference value of derivatives.
What's next? Revert plans a new funding round before year-end, with advanced talks underway with a US venture capital fund and a Brazilian strategic investor. Like the first check, the money will go entirely to technology development.
The signal: As Brazil's advisory market grows in size and complexity, startups are betting on AI to automate the back office rather than replace the human relationship — positioning that regulators, and now investors, are watching closely.
Read more: exame.com
Image credit: Generated with Gemini
