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Meu Vista provides a financial planning platform for independent professionals advising families.
Meu Vista is a Brazil-based B2B2C financial technology company that helps independent professionals provide financial guidance for family plans. Its platform combines billing, client management, asset and income records, planning, and investment updates. In November 2022, it raised BRL 700,000 from individual investors, SAI DO PAPEL, Grupo Primo, and Bossa Nova Investimentos. As of May 2023, it was led by CEO Luiz Fernando Schvartzman and COO Leonardo Gomes.
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