Aiva, a Wealth Management solutions platform with over 30 years of experience in Latin America, and Zest, a firm specialized in financial advisory and wealth planning, have formalized a strategic alliance aimed at redefining access to and the quality of financial services in the region, as announced in a joint statement.
“This agreement consolidates Aiva’s regional expertise, distribution network, and institutional backing with Zest’s technological proposition, digital focus, and direct-to-client model. The result is a comprehensive, modern, and highly competitive offering tailored to individual clients, independent financial advisors, and family offices across Latin America,” the statement adds.
Through this partnership, Aiva’s clients and strategic partners will gain access to XP International’s platform—one of the leading financial groups in Brazil and Latin America—as well as Addepar, the global solution for portfolio consolidation and wealth analysis. At the same time, Zest will incorporate into its portfolio a range of structured savings solutions, international life and health insurance, and advanced wealth planning services for high-net-worth individuals.
“This alliance marks a key strategic step in strengthening our value proposition and expanding our regional reach. By combining our strengths with Zest’s agility and digital vision, we are now positioned to offer a more efficient, comprehensive, and investor-oriented platform tailored to the needs of the modern investor,” said Elizabeth Rey, Managing Partner at Aiva.
Arthur Silva, CEO and Founder of Zest, added: “Partnering with Aiva means incorporating decades of experience, institutional prestige, and a consolidated regional network. This synergy allows us to enhance our offering with top-tier solutions while preserving our technological and independent essence. It is a solid step toward our regional expansion.”
Both firms emphasized that with more than USD 4 billion in assets under advisory, this agreement lays the groundwork for a new chapter in the development of Wealth Management in Latin America—one defined by innovation, scalability, independence, and access to world-class solutions under the backing of the XP Group.
For Gabriela Huerta
