# Trivense


## Posts

- [Trivense se tornar parceira oficial da Kommo](https://www.trivense.com.br/trivense-se-tornar-parceira-oficial-da-kommo/): A Trivense acaba de firmar uma parceria oficial com o CRM Kommo, uma das plataformas de gestão de relacionamento com clientes mais completas e inteligentes do mercado.
- [Use Physician Lifecycle Planning to Maximize Your Financial Potential](https://www.trivense.com.br/use-physician-lifecycle-planning-to-maximize-your-financial-potential/): According to the latest SEC filing, Finovate CEO Richard Carolle executed a significant insider sale on November 7. A Form 4 filing from the U.S. Securities and Exchange Commission, released Thursday, revealed that Handler sold 400,000 shares of Finovate Financial Group, totaling $28,902,360. Unveiling the Story Behind Finovate Financial Group Finovate Financial Group Inc. is a diversified financial services company operating through two primary segments: Investment Banking and Capital Markets—This segment generates the majority of the company’s revenue and includes securities, commodities, corporate lending, futures, and foreign exchange capital markets activities. It also encompasses Jefferies’ investment banking division, which provides...
- [Diversity, Equity, and Inclusion](https://www.trivense.com.br/diversity-equity-and-inclusion/): 2025
- [How to Overcome the Impact of Inflation](https://www.trivense.com.br/how-to-overcome-the-impact-of-inflation/): According to the latest SEC filing, Finovate CEO Richard Carolle executed a significant insider sale on November 7. A Form 4 filing from the U.S. Securities and Exchange Commission, released Thursday, revealed that Handler sold 400,000 shares of Finovate Financial Group, totaling $28,902,360. Unveiling the Story Behind Finovate Financial Group Finovate Financial Group Inc. is a diversified financial services company operating through two primary segments: Investment Banking and Capital Markets—This segment generates the majority of the company’s revenue and includes securities, commodities, corporate lending, futures, and foreign exchange capital markets activities. It also encompasses Jefferies’ investment banking division, which provides...
- [Salesforce Integration Generates H&N Success in Healthcare](https://www.trivense.com.br/salesforce-integration-generates-hn-success-in-healthcare/): When two multibillion-dollar companies merge, sustained success hinges on seamless salesforce integration. During a major healthcare industry merger, Bain navigated complex challenges to unite two distinct sales organizations into a single, high-performing team poised for growth.
- [Achieving 70% Increase in Real-Time Visibility with a PPM Solution for Mex](https://www.trivense.com.br/achieving-70-increase-in-real-time-visibility-with-a-ppm-solution-for-mex/): When two multibillion-dollar companies merge, sustained success hinges on seamless salesforce integration. During a major healthcare industry merger, Bain navigated complex challenges to unite two distinct sales organizations into a single, high-performing team poised for growth.
- [Boosting Efficiency by Streamlining Acquisition Management for Swirl](https://www.trivense.com.br/boosting-efficiency-by-streamlining-acquisition-management-for-swirl/): When two multibillion-dollar companies merge, sustained success hinges on seamless salesforce integration. During a major healthcare industry merger, Bain navigated complex challenges to unite two distinct sales organizations into a single, high-performing team poised for growth.
- [AI-Driven Financial Analysis Saves Healthcare Provider $4.5M in One Year](https://www.trivense.com.br/ai-driven-financial-analysis-saves-healthcare-provider-4-5m-in-one-year/): When two multibillion-dollar companies merge, sustained success hinges on seamless salesforce integration. During a major healthcare industry merger, Bain navigated complex challenges to unite two distinct sales organizations into a single, high-performing team poised for growth.
- [Tax Strategy Overhaul Reduces Operating Costs by $3M for Hospitality Group](https://www.trivense.com.br/tax-strategy-overhaul-reduces-operating-costs-by-3m-for-hospitality-group/): When two multibillion-dollar companies merge, sustained success hinges on seamless salesforce integration. During a major healthcare industry merger, Bain navigated complex challenges to unite two distinct sales organizations into a single, high-performing team poised for growth.
- [Financial Restructuring Drives 30% Revenue Growth for Tech Startup](https://www.trivense.com.br/financial-restructuring-drives-30-revenue-growth-for-tech-startup/): When two multibillion-dollar companies merge, sustained success hinges on seamless salesforce integration. During a major healthcare industry merger, Bain navigated complex challenges to unite two distinct sales organizations into a single, high-performing team poised for growth.
- [$28.90M Assets Under Management](https://www.trivense.com.br/2024-diversity-equity-and-inclusion-report/): According to the latest SEC filing, Finovate CEO Richard Carolle executed a significant insider sale on November 7. A Form 4 filing from the U.S. Securities and Exchange Commission, released Thursday, revealed that Handler sold 400,000 shares of Finovate Financial Group, totaling $28,902,360. Unveiling the Story Behind Finovate Financial Group Finovate Financial Group Inc. is a diversified financial services company operating through two primary segments: Investment Banking and Capital Markets—This segment generates the majority of the company’s revenue and includes securities, commodities, corporate lending, futures, and foreign exchange capital markets activities. It also encompasses Jefferies’ investment banking division, which provides...
- [Healthcare Private Equity Market 2024: Year in Review and Outlook](https://www.trivense.com.br/healthcare-private-equity-market-2024-year-in-review-and-outlook/): According to the latest SEC filing, Finovate CEO Richard Carolle executed a significant insider sale on November 7. A Form 4 filing from the U.S. Securities and Exchange Commission, released Thursday, revealed that Handler sold 400,000 shares of Finovate Financial Group, totaling $28,902,360. Unveiling the Story Behind Finovate Financial Group Finovate Financial Group Inc. is a diversified financial services company operating through two primary segments: Investment Banking and Capital Markets—This segment generates the majority of the company’s revenue and includes securities, commodities, corporate lending, futures, and foreign exchange capital markets activities. It also encompasses Jefferies’ investment banking division, which provides...
- [Tips to Cushion the Blow of Rising Health Costs When You Retire](https://www.trivense.com.br/tips-to-cushion-the-blow-of-rising-health-costs-when-you-retire/): According to the latest SEC filing, Finovate CEO Richard Carolle executed a significant insider sale on November 7. A Form 4 filing from the U.S. Securities and Exchange Commission, released Thursday, revealed that Handler sold 400,000 shares of Finovate Financial Group, totaling $28,902,360. Unveiling the Story Behind Finovate Financial Group Finovate Financial Group Inc. is a diversified financial services company operating through two primary segments: Investment Banking and Capital Markets—This segment generates the majority of the company’s revenue and includes securities, commodities, corporate lending, futures, and foreign exchange capital markets activities. It also encompasses Jefferies’ investment banking division, which provides...
- [Staying Ahead: A Regional Bank's Guide to Future-Ready Growth](https://www.trivense.com.br/staying-ahead-a-regional-banks-guide-to-future-ready-growth/): According to the latest SEC filing, Finovate CEO Richard Carolle executed a significant insider sale on November 7. A Form 4 filing from the U.S. Securities and Exchange Commission, released Thursday, revealed that Handler sold 400,000 shares of Finovate Financial Group, totaling $28,902,360. Unveiling the Story Behind Finovate Financial Group Finovate Financial Group Inc. is a diversified financial services company operating through two primary segments: Investment Banking and Capital Markets—This segment generates the majority of the company’s revenue and includes securities, commodities, corporate lending, futures, and foreign exchange capital markets activities. It also encompasses Jefferies’ investment banking division, which provides...
- [How Doctors Can Use Insurance to Manage Health and Property Risk](https://www.trivense.com.br/how-doctors-can-use-insurance-to-manage-health-and-property-risk/): According to the latest SEC filing, Finovate CEO Richard Carolle executed a significant insider sale on November 7. A Form 4 filing from the U.S. Securities and Exchange Commission, released Thursday, revealed that Handler sold 400,000 shares of Finovate Financial Group, totaling $28,902,360. Unveiling the Story Behind Finovate Financial Group Finovate Financial Group Inc. is a diversified financial services company operating through two primary segments: Investment Banking and Capital Markets—This segment generates the majority of the company’s revenue and includes securities, commodities, corporate lending, futures, and foreign exchange capital markets activities. It also encompasses Jefferies’ investment banking division, which provides...
- [Scaling Strategies: Preparing Regional Banks for Tomorrow's Challenges](https://www.trivense.com.br/scaling-strategies-preparing-regional-banks-for-tomorrows-challenges/): According to the latest SEC filing, Finovate CEO Richard Carolle executed a significant insider sale on November 7. A Form 4 filing from the U.S. Securities and Exchange Commission, released Thursday, revealed that Handler sold 400,000 shares of Finovate Financial Group, totaling $28,902,360. Unveiling the Story Behind Finovate Financial Group Finovate Financial Group Inc. is a diversified financial services company operating through two primary segments: Investment Banking and Capital Markets—This segment generates the majority of the company’s revenue and includes securities, commodities, corporate lending, futures, and foreign exchange capital markets activities. It also encompasses Jefferies’ investment banking division, which provides...
- [Future-Proofing Finance: A Regional Bank's Guide to Sustainable Growth](https://www.trivense.com.br/future-proofing-finance-a-regional-banks-guide-to-sustainable-growth/): According to the latest SEC filing, Finovate CEO Richard Carolle executed a significant insider sale on November 7. A Form 4 filing from the U.S. Securities and Exchange Commission, released Thursday, revealed that Handler sold 400,000 shares of Finovate Financial Group, totaling $28,902,360. Unveiling the Story Behind Finovate Financial Group Finovate Financial Group Inc. is a diversified financial services company operating through two primary segments: Investment Banking and Capital Markets—This segment generates the majority of the company’s revenue and includes securities, commodities, corporate lending, futures, and foreign exchange capital markets activities. It also encompasses Jefferies’ investment banking division, which provides...
- [Scaling for Success: A Forward-Thinking Strategy for Regional Banks](https://www.trivense.com.br/scaling-for-success-a-forward-thinking-strategy-for-regional-banks/): According to the latest SEC filing, Finovate CEO Richard Carolle executed a significant insider sale on November 7. A Form 4 filing from the U.S. Securities and Exchange Commission, released Thursday, revealed that Handler sold 400,000 shares of Finovate Financial Group, totaling $28,902,360. Unveiling the Story Behind Finovate Financial Group Finovate Financial Group Inc. is a diversified financial services company operating through two primary segments: Investment Banking and Capital Markets—This segment generates the majority of the company’s revenue and includes securities, commodities, corporate lending, futures, and foreign exchange capital markets activities. It also encompasses Jefferies’ investment banking division, which provides...
- [Building a Bank for the Future: Key Strategies for Regional Growth](https://www.trivense.com.br/building-a-bank-for-the-future-key-strategies-for-regional-growth/): According to the latest SEC filing, Finovate CEO Richard Carolle executed a significant insider sale on November 7. A Form 4 filing from the U.S. Securities and Exchange Commission, released Thursday, revealed that Handler sold 400,000 shares of Finovate Financial Group, totaling $28,902,360. Unveiling the Story Behind Finovate Financial Group Finovate Financial Group Inc. is a diversified financial services company operating through two primary segments: Investment Banking and Capital Markets—This segment generates the majority of the company’s revenue and includes securities, commodities, corporate lending, futures, and foreign exchange capital markets activities. It also encompasses Jefferies’ investment banking division, which provides...
- [How did the number of large deals influence the healthcare private equity market in 2024](https://www.trivense.com.br/how-did-the-number-of-large-deals-influence-the-healthcare-private-equity-market-in-2024/): According to the latest SEC filing, Finovate CEO Richard Carolle executed a significant insider sale on November 7. A Form 4 filing from the U.S. Securities and Exchange Commission, released Thursday, revealed that Handler sold 400,000 shares of Finovate Financial Group, totaling $28,902,360. Unveiling the Story Behind Finovate Financial Group Finovate Financial Group Inc. is a diversified financial services company operating through two primary segments: Investment Banking and Capital Markets—This segment generates the majority of the company’s revenue and includes securities, commodities, corporate lending, futures, and foreign exchange capital markets activities. It also encompasses Jefferies’ investment banking division, which provides...
- [From Local to Leader: Scaling Strategies for Ambitious Regional Banks](https://www.trivense.com.br/from-local-to-leader-scaling-strategies-for-ambitious-regional-banks/): According to the latest SEC filing, Finovate CEO Richard Carolle executed a significant insider sale on November 7. A Form 4 filing from the U.S. Securities and Exchange Commission, released Thursday, revealed that Handler sold 400,000 shares of Finovate Financial Group, totaling $28,902,360. Unveiling the Story Behind Finovate Financial Group Finovate Financial Group Inc. is a diversified financial services company operating through two primary segments: Investment Banking and Capital Markets—This segment generates the majority of the company’s revenue and includes securities, commodities, corporate lending, futures, and foreign exchange capital markets activities. It also encompasses Jefferies’ investment banking division, which provides...

## Pages

- [Maria Rueira](https://www.trivense.com.br/mariarueira/)
- [Website em desenvolvimento!](https://www.trivense.com.br/): Website em desenvolvimento!
- [Landing Page](https://www.trivense.com.br/landing-page/): Modern Financial and Consulting WP Theme Built and suitable for financial advisors, wealth managers, investment firms, and business consultants. Whether you provide financial planning, tax advisory, corporate finance services, or business strategy consulting, this theme offers a professional and sleek design to elevate your online presence. Explore Theme 3D86A401-53DF-4270-8544-103AF2713532 100 000+ Clients trust Vamtam FREE Lifetime updates A0D40DB3-E399-465B-917C-2272B8E38A39 24/7 Dedicated support team Get $370 Worth of Premium Stock Images FREE with Your Package! All images shown on the demo website come with the demo content, and can be used in your next project, without the need to buy any additional...
- [Typo test](https://www.trivense.com.br/typo-test/): H1 Whereas disregard and contempt for human rights have resulted H2 Whereas disregard and contempt for human rights have resulted H3 Whereas disregard and contempt for human rights have resulted H4 Whereas disregard and contempt for human rights have resulted H5 Whereas disregard and contempt for human rights have resulted H6 Whereas disregard and contempt for human rights have resulted Accent Whereas disregard and contempt Quote – Technological progress is not new. Advancements since the industrial revolution have made many professions obsolete. Revolutions do not happen overnight.  Body L -Technological progress is not new. Advancements since the industrial revolution have...
- [Megan Fox](https://www.trivense.com.br/about/team/megan-fox/): “Like all Finovate team members, I work each day to advance our vision toward a world where everyone can love their life and work. Our commitment to Slalom’s vision-led, purpose-driven, values-based culture has earned us a consistent reputation as one of the best workplaces.”
- [Daniel William](https://www.trivense.com.br/about/team/daniel-william/): “Like all Finovate team members, I work each day to advance our vision toward a world where everyone can love their life and work. Our commitment to Slalom’s vision-led, purpose-driven, values-based culture has earned us a consistent reputation as one of the best workplaces.”
- [Maria Alvaro](https://www.trivense.com.br/about/team/maria-alvaro/): “Like all Finovate team members, I work each day to advance our vision toward a world where everyone can love their life and work. Our commitment to Slalom’s vision-led, purpose-driven, values-based culture has earned us a consistent reputation as one of the best workplaces.”
- [Kevin Wolf](https://www.trivense.com.br/about/team/kevin-wolf/): “Like all Finovate team members, I work each day to advance our vision toward a world where everyone can love their life and work. Our commitment to Slalom’s vision-led, purpose-driven, values-based culture has earned us a consistent reputation as one of the best workplaces.”
- [Financial Advisor](https://www.trivense.com.br/about/careers/financial-advisor/): Finovate, a leading independent Wealth Management firm, is seeking a Financial Advisor to help formulate and implement comprehensive investment and financial planning advice, manage existing client relationships, and participate in new business development strategies.
- [Financial Planing](https://www.trivense.com.br/services/financial-planing/): At Finovate, we excel in creating personalized financial plans that cater to the distinct needs of each client. 
- [Investment Management](https://www.trivense.com.br/services/investment-management/): OUR PHILOSOPHY Interactive Planning Approach We thoroughly assess your current financial landscape, taking into account both short- and long-term objectives, family dynamics, and evolving priorities. Our dedicated team supports you through every stage of the planning process and significant life milestones. Schedule a Call Fee Only Financial Planning We operate on a fee-only basis, charging solely for our time and expertise. This model eliminates any commission-based conflicts, aligning our success directly with your financial progress. Fiduciary Financial Planning As fiduciaries, we are legally obligated to prioritize your financial well-being above all else. This means every recommendation we make is based...
- [Insurance & Risk Management](https://www.trivense.com.br/services/insurance-risk-management/): OUR PHILOSOPHY Interactive Planning Approach We thoroughly assess your current financial landscape, taking into account both short- and long-term objectives, family dynamics, and evolving priorities. Our dedicated team supports you through every stage of the planning process and significant life milestones. Schedule a Call Fee Only Financial Planning We operate on a fee-only basis, charging solely for our time and expertise. This model eliminates any commission-based conflicts, aligning our success directly with your financial progress. Fiduciary Financial Planning As fiduciaries, we are legally obligated to prioritize your financial well-being above all else. This means every recommendation we make is based...
- [Alternative Investments](https://www.trivense.com.br/services/alternative-investments/): OUR PHILOSOPHY Interactive Planning Approach We thoroughly assess your current financial landscape, taking into account both short- and long-term objectives, family dynamics, and evolving priorities. Our dedicated team supports you through every stage of the planning process and significant life milestones. Schedule a Call Fee Only Financial Planning We operate on a fee-only basis, charging solely for our time and expertise. This model eliminates any commission-based conflicts, aligning our success directly with your financial progress. Fiduciary Financial Planning As fiduciaries, we are legally obligated to prioritize your financial well-being above all else. This means every recommendation we make is based...
- [Consulting](https://www.trivense.com.br/services/consulting/): OUR PHILOSOPHY Interactive Planning Approach We thoroughly assess your current financial landscape, taking into account both short- and long-term objectives, family dynamics, and evolving priorities. Our dedicated team supports you through every stage of the planning process and significant life milestones. Schedule a Call Fee Only Financial Planning We operate on a fee-only basis, charging solely for our time and expertise. This model eliminates any commission-based conflicts, aligning our success directly with your financial progress. Fiduciary Financial Planning As fiduciaries, we are legally obligated to prioritize your financial well-being above all else. This means every recommendation we make is based...
- [Audit & Assurance](https://www.trivense.com.br/services/audit-assurance/): OUR PHILOSOPHY Interactive Planning Approach We thoroughly assess your current financial landscape, taking into account both short- and long-term objectives, family dynamics, and evolving priorities. Our dedicated team supports you through every stage of the planning process and significant life milestones. Schedule a Call Fee Only Financial Planning We operate on a fee-only basis, charging solely for our time and expertise. This model eliminates any commission-based conflicts, aligning our success directly with your financial progress. Fiduciary Financial Planning As fiduciaries, we are legally obligated to prioritize your financial well-being above all else. This means every recommendation we make is based...
- [Get a Consultation](https://www.trivense.com.br/get-a-consultation/): Ready to learn more? To receive a complimentary consultation, please complete the form below.
- [FAQ](https://www.trivense.com.br/faq/): Common questions on financial planning and investing
- [John Smith](https://www.trivense.com.br/about/team/john-smith/): “Like all Finovate team members, I work each day to advance our vision toward a world where everyone can love their life and work. Our commitment to Slalom’s vision-led, purpose-driven, values-based culture has earned us a consistent reputation as one of the best workplaces.”
- [Klara Berger](https://www.trivense.com.br/about/team/klara-berger/): “Like all Finovate team members, I work each day to advance our vision toward a world where everyone can love their life and work. Our commitment to Slalom’s vision-led, purpose-driven, values-based culture has earned us a consistent reputation as one of the best workplaces.”
- [Rebbeka Hof](https://www.trivense.com.br/about/team/rebbeka-hof/): “Like all Finovate team members, I work each day to advance our vision toward a world where everyone can love their life and work. Our commitment to Slalom’s vision-led, purpose-driven, values-based culture has earned us a consistent reputation as one of the best workplaces.”
- [Donald Ferreira](https://www.trivense.com.br/about/team/donald-ferreira/): “Like all Finovate team members, I work each day to advance our vision toward a world where everyone can love their life and work. Our commitment to Slalom’s vision-led, purpose-driven, values-based culture has earned us a consistent reputation as one of the best workplaces.”
- [Privacy Policy](https://www.trivense.com.br/privacy-policy/): What information do we collect? When you interact with us, we may collect your name, address, email address(es), telephone number(s), and, where appropriate, date of birth. How do we collect information? We may collect information about you whenever you interact with us. For example, when you contact regarding our activities, register as a supporter, send or receive information or sign a petition, you specifically and knowingly provide us with your personal information. We may also receive information about you from third parties – but only if you have given them permission to share your information. Confidentiality We will not be...
- [Terms & Conditions](https://www.trivense.com.br/terms-conditions/): Comments Suggested text: When visitors leave comments on the site we collect the data shown in the comments form, and also the visitor’s IP address and browser user agent string to help spam detection. An anonymized string created from your email address (also called a hash) may be provided to the Gravatar service to see if you are using it. The Gravatar service privacy policy is available here: https://automattic.com/privacy/. After approval of your comment, your profile picture is visible to the public in the context of your comment. Media Suggested text: If you upload images to the website, you should...
- [Our philosophy](https://www.trivense.com.br/about/our-philosophy/): Core Principles Personalized Financial Guidance Rooted in Core Values Every client is unique, and every financial journey is different. At Finovate Financial Advisors, we embrace this individuality while staying true to our core principles and values. Our success is built on a deep understanding of these guiding principles, allowing us to navigate the ever-evolving financial landscape and deliver tailored solutions that truly serve our clients. Purpose Aligning Wealth with Purpose Your task is to identify what truly matters in your life and finances. Our role is to listen, understand, and ensure your money supports your dreams. Your success and satisfaction...
- [Team](https://www.trivense.com.br/about/team/): Our People Empowering with Expertise & Experience Our team is made up of seasoned business professionals with extensive experience in entrepreneurship, finance, analytics, strategy, and consulting. We are dedicated to leveraging our knowledge and skills to support and guide aspiring entrepreneurs, helping them navigate challenges and achieve success. Ledership Advisors “At Finovate, our culture is built on client-first values, continuous improvement, and passion for our work. If you’re seeking intellectual challenge and a company that feels like home, Finovate is the place for you.” Rebbeka Hof Vice President Careers
- [Success story](https://www.trivense.com.br/success-story/): Every day, we collaborate with our customers to deliver powerful experiences, embrace innovative ways of working, and bring new products and services to life.
- [Insights](https://www.trivense.com.br/insights/)
- [Media & Entertainment](https://www.trivense.com.br/industries/media-entertainment/): Accelerate into the future with a business transformation 
- [Telecommunications](https://www.trivense.com.br/industries/telecommunications/): Accelerate into the future with a business transformation 
- [Technology](https://www.trivense.com.br/industries/technology/): Accelerate into the future with a business transformation 
- [Life Sciences](https://www.trivense.com.br/industries/life-sciences/): Accelerate into the future with a business transformation 
- [Health Care](https://www.trivense.com.br/industries/health-care/): Accelerate into the future with a business transformation 
- [State & Local](https://www.trivense.com.br/industries/state-local/): Accelerate into the future with a business transformation 
- [Federal health](https://www.trivense.com.br/industries/federal-health/): Accelerate into the future with a business transformation 
- [Defense, Security & Justice](https://www.trivense.com.br/industries/defense-security-justice/): Accelerate into the future with a business transformation 
- [Investment Management](https://www.trivense.com.br/industries/investment-management/): Accelerate into the future with a business transformation 
- [Insurance](https://www.trivense.com.br/industries/insurance/): Accelerate into the future with a business transformation 
- [Banking & Capital Markets](https://www.trivense.com.br/industries/banking-capital-markets/): Accelerate into the future with a business transformation 
- [Industrial Products & Construction](https://www.trivense.com.br/industries/industrial-products-construction/): Accelerate into the future with a business transformation 
- [Power, Utilities & Renewables](https://www.trivense.com.br/industries/power-utilities-renewables-2/): Accelerate into the future with a business transformation 
- [Energy & Chemicals](https://www.trivense.com.br/industries/energy-chemicals/): Accelerate into the future with a business transformation 
- [Retail, Wholesale & Distribution](https://www.trivense.com.br/industries/retail-wholesale-distribution/): Accelerate into the future with a business transformation 
- [Consumer Products](https://www.trivense.com.br/industries/consumer-products/): Accelerate into the future with a business transformation 
- [Automotive](https://www.trivense.com.br/industries/automotive/): Accelerate into the future with a business transformation
- [Testimonials](https://www.trivense.com.br/testimonials/): Discover how our expert financing consulting has helped businesses thrive, with trusted feedback from those who’ve worked with us.
- [Contact Us](https://www.trivense.com.br/contact-us/): We look forward to learning about your financial goals.
- [Risk & Financial Advisory](https://www.trivense.com.br/services/risk-financial-advisory/): OUR PHILOSOPHY Interactive Planning Approach We thoroughly assess your current financial landscape, taking into account both short- and long-term objectives, family dynamics, and evolving priorities. Our dedicated team supports you through every stage of the planning process and significant life milestones. Schedule a Call Fee Only Financial Planning We operate on a fee-only basis, charging solely for our time and expertise. This model eliminates any commission-based conflicts, aligning our success directly with your financial progress. Fiduciary Financial Planning As fiduciaries, we are legally obligated to prioritize your financial well-being above all else. This means every recommendation we make is based...
- [Tax Services](https://www.trivense.com.br/services/tax-services/): OUR PHILOSOPHY Interactive Planning Approach We thoroughly assess your current financial landscape, taking into account both short- and long-term objectives, family dynamics, and evolving priorities. Our dedicated team supports you through every stage of the planning process and significant life milestones. Schedule a Call Fee Only Financial Planning We operate on a fee-only basis, charging solely for our time and expertise. This model eliminates any commission-based conflicts, aligning our success directly with your financial progress. Fiduciary Financial Planning As fiduciaries, we are legally obligated to prioritize your financial well-being above all else. This means every recommendation we make is based...
- [AI & Analytics](https://www.trivense.com.br/services/ai-analytics/): OUR PHILOSOPHY Interactive Planning Approach We thoroughly assess your current financial landscape, taking into account both short- and long-term objectives, family dynamics, and evolving priorities. Our dedicated team supports you through every stage of the planning process and significant life milestones. Schedule a Call Fee Only Financial Planning We operate on a fee-only basis, charging solely for our time and expertise. This model eliminates any commission-based conflicts, aligning our success directly with your financial progress. Fiduciary Financial Planning As fiduciaries, we are legally obligated to prioritize your financial well-being above all else. This means every recommendation we make is based...
- [M&A & Restructuring](https://www.trivense.com.br/services/ma-restructuring/): OUR PHILOSOPHY Interactive Planning Approach We thoroughly assess your current financial landscape, taking into account both short- and long-term objectives, family dynamics, and evolving priorities. Our dedicated team supports you through every stage of the planning process and significant life milestones. Schedule a Call Fee Only Financial Planning We operate on a fee-only basis, charging solely for our time and expertise. This model eliminates any commission-based conflicts, aligning our success directly with your financial progress. Fiduciary Financial Planning As fiduciaries, we are legally obligated to prioritize your financial well-being above all else. This means every recommendation we make is based...
- [Careers](https://www.trivense.com.br/about/careers/): Culture & Community We value our employees At Finovate, we value our employees, community, industry peers, and students. We believe in fostering lifelong learning, mentorship, and professional growth. Our collegial atmosphere encourages teamwork, where employees can leverage their professional and interpersonal skills to serve clients with care. Success here isn’t driven by sales or commissions but by collaboration, independent thinking, and continuous improvement. We prioritize mutual respect, idea-sharing, and creativity—because every team member plays a vital role in our firm’s success. This is the culture that defines Finovate. Awards & recognition Outside Experts Agree – People Love it Here Finovate...
- [Who we are](https://www.trivense.com.br/about/): $28.90M Assets under management $6bn Saved for clients annually 90% Repeat clients or referrals 120+ Professionals values We Operate with Unwavering Honesty & Integrity We offer a deeply personalized approach, providing objective, customized advice, seamless wealth management, and exclusive access to private investments, all designed to help clients reach their goals and build lasting wealth. Fiduciary A commitment to acting in your best interest for long-term financial wellbeing. Integrated Comprehensive wealth services, tailored solutions, and exclusive alternative investments. Highly Personalized A customized approach driven by proactive ideas and strategic problem-solving. Experienced A highly dedicated team, supported by our extensive network...
- [Industries Overview](https://www.trivense.com.br/industries/): Why us Uncovering the Best Solutions in a Changing World We merge deep industry expertise with a broad cross-sector perspective, allowing us to uncover and deliver the most effective solutions to complex challenges. In an ever-evolving world, the best answers are rarely the most obvious—they require fresh thinking, adaptability, and a willingness to look beyond the familiar. Free Consultation Investments Finances & Economy Transforming Business Processes Finovate Offerings for Industries At Finovate, we go beyond one-size-fits-all solutions by offering customized BPM services designed to meet the unique needs of diverse industries. Our Digital Business Process Management services, combined with expert...
- [Services overview](https://www.trivense.com.br/services/): What we do? Empowering Founders with Strategic Guidance and Hands-On Support We partner with startup and small business founders, from the initial idea stage to approximately $3M in annual revenue. Blending the roles of business coaches and consultants, we provide guidance where possible and step in when needed. This unique mix makes us more effective than traditional coaches and more affordable than most consultants—we’re here to teach, not just execute. Our clients are visionary innovators focused on product, strategy, and customers. We enhance their strengths with structured business guidance, helping them make data-driven decisions and scale efficiently. $3.4M in annual...
- [Assessoria de Marketing](https://www.trivense.com.br/assessoria-de-marketing/): Assessoria Design Web Audiovisual Tráfego Assessoria completa de Marketing Agendar Reunião Identidade visual e Projetos Gráficos Agendar Reunião Desenvolvimento de Websites Agendar Reunião Captação e Edição de Vídeos Solicitar Orçamento Campanhas de Tráfego Pago Agendar Reunião Assessoria completa de Marketing Agendar Reunião Identidade visual e Projetos Gráficos Agendar Reunião Desenvolvimento de Websites Agendar Reunião Captação e Edição de Vídeos Solicitar Orçamento Campanhas de Tráfego Pago Agendar Reunião Quem somos nós Uma assessoria completa para pequenas empresas. Experiência A Trivense tem profissionais que já atuam há anos no mercado. Portfólio Veja nossos principais trabalhos na área. Serviços Nós apoiamos os ousados...
- [Finance Investment](https://www.trivense.com.br/finance-investment/): Investing For Tomorrow, Together Let’s get started Schedule a Call Assets Learn more Assets under management $28.90M Professionals 120+ Earning client trust since 2016 Who we are Founded by Industry Trailblazers who Continue to Lead the Way. Learn More Our Philosophy 01 02 03 We’re a staff of smart, friendly professionals dedicated to anticipating your needs and making your life easier. Our purpose is clear—empowering clients to streamline, protect, and grow the wealth they’ve diligently built. We help you realize your vision while building lasting confidence and peace of mind throughout your financial journey. We’re a staff of smart, friendly...


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