Tech

based.

Dream

powered.

There are evolutions and there are transformations. An Evolution requires an adaptation, a transformation redefines the scenario. Like a hurricane.

A world in constant transformation. Whatever you believed yesterday, it is no longer true today. Things are changed by innovation. At Vórtx,we believe that the ability to transform is power. As an innovative Solutions system to the capital markets, we believe it is important to build value based in the need for the new. Whatever is difficult, should be easy. Whatever is complicated, must be simple. Whatever is impossible, possible.

What used to be only for a few, must be for all. We live in a constant state of reinvention. Technology is our base, people are our reason to exist.

Responsibility is our guide because opportunity it is not something to be embraced. Must be created.

Our

story


Vórtx was born from the dreams of two Brazilians with great expertise with capital markets transactions. Alexandre Assolini and Juliano Cornacchia could not understand how, in such a competitive market as the investment funds market, infrastructure platforms were still following analogic-era business models. They decided they would bring innovation to the sector.

Alexandre and Juliano went to the Silicon Valley in California to search for information and specialization and then settle on the business model they would adopt. The birthplace of companies such as Google, Apple, and Facebook, Silicon Valley is not the mecca of technology for no reason. After a period of time where they learned new concepts and had the guts to reinvent themselves, they returned to Brazil and applied to Vórtx the disruptive philosophy of fintechs, the technology companies which are revolutionizing the entire global financial industry. Nimble and dynamic, such companies have no fear to challenge what has been deemed absolute truths. That is how revolutions are born.

And this is how Vortx was born: a company with deep knowledge of the market, experience and Brazilian DNA – and still with a heart that beats in the rhythm of the latest fintechs in the world.

  • 2015
  • 2016
  • 2017
  • 2018
  • 2019

2015

Our protocol at the Central Bank was registered in 2013, but only on October 15th, 2015 we were able to start operating! Game had just begun!

In 2015, we had our first transaction: CRI BTS Panasonic (Mortgage backed securities) with RB Capital.

2016

2016 was a year full of achievements. As the year kicks off, in January, we were authorized by CVM (Brazilian Securities and Exchange Commission) to administrate portfolios (ICVM 306). We became members at ANBIMA and we had our first fund under administration. Throughout the year, we were authorized to act as Custodians (ICVM 542) and by the end of the year we were also authorized to act as Registars (ICVM 543).

We expanded our offices to a 830 square feet from a 430 square feet place. Our tech team began drafting the first codes of our proprietary systems “VC Informa” and “VX Recebíveis”.

We then closed the year leading the Uqbar Ranking as Fiduciary Agent for CRIs (Mortgage backed securities).

2017

Our founding partners went to the Silicon Valley! By April 2017, we already had R$ 1 billion funds under administration. Still in 2017, we surpassed our 100th serie as Fiduciary Agent and a volume of R$ 50 billion!

We moved again! Now to a 4300 square feet office. Our Meet Up room comes alive! We hired our Head of Employee Experience, and we comprised a team of 20 people.

We closed the year leading the Uqbar Ranking as Fiduciary Agent for CRIs (Mortgage backed securities) and CRAs (Agribusiness backed securities).

2018

Vic, our dearest bot, is born! We concluded our first fund raising round (Series A) and welcomed our investor partners. We improved our Corporate Governance and created the Board of Directors, including an independent member.

We joined the Brazilian Payments System (SPB), under number 310. Our first money transfer was done at 6:30am. We started offering Clearing agent services and Services for Non-Resident Investors (Res. 4373), besides our Registar services. We reached R$ 5 billion in assets under administration and a number of 50 funds.

We expanded again to a over 10,000 square feet office and over 50 people in our team. We adopted the AGILE Methodology and began working in Sprints.

We continue leading the Fiduciary Agent rankings for CRIs (Mortgage backed securities) and CRAs (Agribusiness backed securities), and also lead the FII (Real Estate Investment Fund) ranking.

2019

Our Squad teams are born! We are close to R$10 billion in assets under administration and over 100 funds! We welcomed our first Winter Job team members from Insper. Our team comprises 80 professionals and our website is again renewed.

2015

Our protocol at the Central Bank was registered in 2013, but only on October 15th, 2015 we were able to start operating! Game had just begun!

In 2015, we had our first transaction: CRI BTS Panasonic (Mortgage backed securities) with RB Capital.

Who

we are

We were born from a dream inspired by technology. Vórtx is a fully independent company specializing in providing infrastructure for Capital Markets, focused on technology, transparency, service, and know-how. We offer all back-office services required by Brazilian law for portfolio managers, issuers and investors, so that they can worry about what matters: make investors and clients to maximize their investments.

Fundadores VórtxFundadores Vórtx
Fundadores Vórtx

One of the pillars of our work is customer service, where we focus on the user experience. Our goal is to establish solid and long-lasting partnerships with portfolio managers and issuers in the management of funds and issues of certificates of receivables (CRI and CRA), debentures and other assets. Vórtx is the capital markets processor: the operational system for the monitoring and integrated control, running in the background of your investments, a well-oiled machine so reliable and so secure that you don’t even have to remember it is there. All that technology makes us leaner, more dynamic and most importantly reduces significantly the margin of operational errors that could occur throughout the process.

At Vórtx, technology is not treated as a separated area: technology is the philosophy that runs the entire company. We are a company driven by the dream of using technology to change way one accesses the Capital Markets. We are a “Dreamtech” created in Brazil albeit under the influence of Silicon Valley. We operate in Brazilian markets but think in a global way. That is the secret behind all our agility, soundness and independence in the delivery of services: technology-inspired dreams, and reality-inspired technology.

Fundadores Vórtx

Meet the team

Vórtx - Alexandre Assolini

Alexandre Assolini

Co-Founder e Chairman

Vórtx - Juliano Cornacchia

Juliano Cornacchia

Co-Founder e CEO

Vórtx - Marcelo Maisonnave

Marcelo Maisonnave

Strategic Investor - Board Member

Vórtx - Eduardo Glitz

Eduardo Glitz

Strategic Investor

Vórtx - Pedro Englert

Pedro Englert

Strategic Investor

Vórtx - Nicholas Reade

Nicholas Reade

Independent Board Member

Vórtx - Eugênia Queiroga

Eugênia Queiroga

Head Corporate Trust

Vórtx - Marcos Wanderley

Marcos Wanderley

Head Funds Trust

Vórtx - Flavio Scarpelli

Flavio Scarpelli

COO

Vórtx - Raquel Varela

Raquel Varela

CFO

Vórtx - Carolina Ottoboni

Carolina Ottoboni

Head Employee Experience

Vórtx - Maurício Mirandola

Maurício Mirandola

CRO/CCO

Vórtx - David Lojudice

David Lojudice

CTO

Purpose

"

Simplify the capital markets.

"

Beliefs


The trust of our customers is the cornerstone on top of which we built the credibility and longevity of our business. Our controls work as clocks and we use innovation and technology as our great allies so as to make individuals and institutions feel safe and protected in their rights.

Philosophy


Vórtx is the first Brazilian company dedicated to the B2B capital markets infrastructure segment. We make investment transactions possible by using cutting-edge technology and better, smarter controls for operational risk. We are the guys working in the background of every trusted investment transaction, a true operational system – an IOS for capital markets.

We exist to make transactions viable with responsibility, and avoid blind spots in transfers of resources. We make investing more viable by making operations and monitoring more nimble, trustworthy, and efficient. This is only possible because we build upon our home-grown innovation, technology, and experience capabilities to handle customized transactions.

Our availability rate is high, our customer service is diligent and personalized, brings lots of embarked intelligence. Our team is experienced and assertive, formed of professionals who understand the needs of our clients because they came from the other side of the counter. We are independent and unbiased because we do not manage assets, we do not structure transactions, and we do not actively distribute issues. Here, before a “no” comes a “how” waiting to be discovered.

Principles


Making the difference
is what makes us
essential

To redefine standards, specialization is not enough – it is necessary to to pay attention to details and exercise empathy. At Vórtx we work proactively and always go beyond what is expected – to us, more than having clients, we wish to grow partnerships.

Being
independent
as a source of impartiality

We are an independent institution, and do not manage assets, structuring transactions or actively distribute issues and products. We made this choice to allow us to go to the market autonomously, without conflicts of interest, and with full absence of biases and with impartiality.

Diligence and rigor levered by
innovation
and cutting-edge technology

Vórtx is made of people and relationships and it is the quality and vitality of such bonds that strengthen us and lay the foundation for our future. We value those who strive, are not afraid to fail, and take risks. We provide a collaborative environment so that all may be co-responsible for the success.

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