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Warren

Warren

Private
Porto AlegreFinTechhttps://warren.com.br/

Last Round

Strategic

Oct 3, 2024

Total Funding Raised

$105.2M

Company Overview

Warren is a Brazilian wealth management and fintech company that provides a digital platform for investment management, brokerage services, and financial advisory.

Sector

FinTech

Verticals

Wealth Management, Investment Platforms, Corporate Banking

Business Model

B2C

Customer Profile

Services & Consulting, Subscription SaaS

AI Layer

Application

Keywords

wealth managementinvestment platformfee-based advisoryrobo-advisordigital brokerageassets under managementAUMindependent financial advisorIFAcorporate treasurywealthtechgoal-based investingwhite-label wealth platformB2B2Cfintech

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Warren Comparables

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Warren comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Banco BTG Pactual
78%
Altar
76%
Banco Santander (Brasil) S.A.
75%

Warren Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
StrategicOct 3, 2024
Series C ExtensionJul 6, 2022
Series CApr 28, 2021
Series BJul 13, 2020
Series AMar 28, 2019

Key People

Founding team and executive leadership

Rodrigo Grundig

Co-Founder, Chief Design Officer, Founder, Board Member At Warren Brasil

Founding Team

Dinarte Licks

Chief Financial Officer

Executive Team

Warren Investors

Notable investors and investment history

Warren investors
InvestorRounds
Citi VenturesSeries C Extension
Chromo InvestSeries A, Series B, Series C
Tera CapitalSeries C
GIC Private LimitedSeries C Extension, Series C
NexponStrategic
Sankhya Infotech LimitedSeries C
QED InvestorsSeries C Extension, Series C, Series B

Market signals

Structured signals derived from secondary market and firmographic data.

  • Mar 9, 2026

    Felipe Salto joins as Chief Economist.

  • Jul 6, 2022

    $21M round with participation from Citi Ventures and GIC.

Warren Filings

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Warren filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

Common questions about Warren's valuation, stock price, and market status.

Is Warren a public or private company?

Warren is a private company.

What is the current stock price of Warren?

Warren is a private company with no public stock price. No recent secondary market data is available.

How much is Warren worth (valuation)?

Valuation information for Warren is not publicly available.

Can I buy Warren stock?

Warren shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.

When was Warren's last funding round?

Warren's most recent funding round was Strategic on October 3, 2024.

Who are the main investors in Warren?

Key investors in Warren include GIC Private Limited, Nexpon, QED Investors, Ribbit Capital, RBS Ventures.

Will Warren IPO soon?

No public IPO plans have been announced for Warren.

How can I track Warren secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Warren's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersPorto Alegre
Employee Range366
Year Founded2017
Last FundingOct 3, 2024

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