Brazilian wealth management and investment advisory with digital-first marketing
Renova Invest operates a financial advisory business anchored in São Paulo, serving Brazilian clients across wealth management, investment banking, and family office services. The tech stack reveals a marketing-heavy organization: Salesforce for client relationship management paired with active video production (Adobe Creative Suite, Runway) and paid social campaigns across Google and Meta. Current hiring is accelerating across finance, marketing, and sales with a balanced seniority mix, while projects center on YouTube and Instagram content—suggesting a shift toward digital lead generation to address documented challenges with lead quality.
Renova Invest is a financial conglomerate founded in 2012 that provides investment advisory, wealth management, and family office services to Brazilian clients. The company specializes in tailored investment solutions, international investments, succession planning, and asset management across individual and institutional portfolios. Operating from São Paulo with 51–200 employees, Renova combines traditional wealth advisory with contemporary digital marketing infrastructure: Salesforce powers client workflows, while Adobe and video tools support content marketing across YouTube and Instagram. The business addresses high-net-worth individuals and families seeking integrated financial guidance.
Renova uses Salesforce for client management, Google Ads and Meta Ads for paid media, and Adobe Creative Suite (Premiere Pro, After Effects) plus Runway for video production. YouTube and Instagram serve as distribution channels.
Active projects focus on YouTube and Instagram content production, plus paid media video campaigns—aligned with efforts to improve lead quality and expand advisory operations.
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