Vórtx provides a comprehensive suite of financial back‑office services, including fund administration and corporate trust offerings for fiduciary agents, asset custody, transfer‑agent services, clearing agent, bookkeeping, legal representation and custody for non‑resident investors. The company has developed technology platforms — VX Meetings, Vórtx One (Funds Trust) and VX Informa+ (Corporate Trust) — to support digital meetings and fund/corporate trust operations. Vórtx intends to use the Series B proceeds to accelerate technology enhancements and expand its market presence in the financial back‑office market. Founded in 2015 and based in São Paulo, the firm reports more than R$125 billion of assets under custody and a team of over 150 employees. It has pursued strategic M&A and investments to broaden capabilities, including the 2019 acquisition of Vorasys/BCInf and a recent investment in fintech Parfin.

Total raised

$35M

Funding rounds

1

Latest round

Series B

Latest activity

Mar 2021