XP
XP INVESTIMENTOS
MKT & Advisory
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Live
Captação Líquida
Net Asset Inflow
R$ 48.5M
+18% vs Last Month
Ativos sob Custódia
Total Assets Under Custody
R$ 1.2B
+5% YoY
Receita ROA
Gross Revenue
R$ 342.0K
85% of Monthly Goal
Novos Clientes Ativos
New Active Clients
142
+12 today
Daily Net Inflow vs Monthly Target
Captação diária acumulada — Junho 2026
Actual
R$ 48.5M
Target
R$ 34.2M
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Top Advisory Ranking
Volume & goal — this month
- 1
Carlos Silva
Private
R$ 128.4M
142% Meta - 2
Marina Duarte
Wealth
R$ 112.9M
128% Meta - 3
Rafael Costa
Corporate
R$ 98.1M
120% Meta - 4
Beatriz Lima
Retail+
R$ 87.6M
104% Meta - 5
Thiago Alves
Private
R$ 76.2M
96% Meta
Live Feed
Advisor Carlos Silva just closed a R$ 2.5M Private Equity allocation|Marina Duarte onboarded a R$ 4.1M family office mandate|Desk Private crossed R$ 500M in monthly custody|Rafael Costa hit 120% of quarterly ROA target|New institutional inflow of R$ 8.7M confirmed — São Paulo|Beatriz Lima converted 6 new active clients today|Fixed Income desk recorded R$ 3.2M net inflow in the last hour|Advisor Carlos Silva just closed a R$ 2.5M Private Equity allocation|Marina Duarte onboarded a R$ 4.1M family office mandate|Desk Private crossed R$ 500M in monthly custody|Rafael Costa hit 120% of quarterly ROA target|New institutional inflow of R$ 8.7M confirmed — São Paulo|Beatriz Lima converted 6 new active clients today|Fixed Income desk recorded R$ 3.2M net inflow in the last hour|