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About Us

Ideal is committed to lead the evolution of the financial industry and advancing its transparency.

We are nonconformists and work tirelessly to deliver innovative investment solutions. It is always possible to be better every day.

Building Ideals

We were created from an Ideal.

Led by industry experts, our team strives to never lose sight of what is cutting edge and transformative.

Combining technology driven solutions whilst maintaining close collaborative relationships with our customers and partners. We will continue to bring down barriers, focusing on achieving excellence with the utmost transparency.

Our clientele will remain our biggest asset

Timeline

2024

Ideal launches its first IaaS white-label solution.

2023

The Central Bank of Brazil approves the acquisition of Ideal’s control by Itaú-Unibanco.

2022

Itaú, the largest private bank in Latin America, completes the negotiation to acquire Ideal’s control (with the possibility of a full acquisition in the future).

Out Team

CEONilson Monteiro

Holds a degree in Economics from USD, in California. Has built a successful career heading teams in first-tier local and global brokerage firms. Nilson pioneered electronic trading in Brazil in the mid-2000s, having led its development over the years. Joined as Ideal’s CEO in late 2019 with the mandate to establish and execute the firm’s strategy.

CFOLeandro Bolsoni

Engineer graduate from the University of São Paulo and an MBA from Insper. With in-depth experience in product control and financial planning, Leandro has held key roles in top local and international financial firms.

COOLucas Cury

Engineer from the University of São Paulo and a master's degree from IE Business School in Madrid. He has dedicated his career to risk management and control, as well as the development, implementation and supervision of processes, internal controls and corporate governance. He has held leadership roles in financial institutions in São Paulo and New York.

CROGregorio Matai

Earned his Engineering degree at the University of São Paulo. Started his career at Banco Itaú and joined Link Investimentos, the largest Brazilian independent brokerage firm at the time as product controller. Worked with strategic planning for Itaú’s institutional broker dealer in 2013, with oversight of the firm’s expansion in Latin America. Prior to joining Ideal, managed the portfolio of alternative investments at Pátria Investimentos, a leading São Paulo-based private equity firm.

CIOFabio Farias

Renowned executive with extensive experience in the development, implementation and management of technology solutions for broker dealers and investors. Has led teams and delivered projects that thrusted the development of electronic trading in Brazil. Worked in leading firms, such as Link Investimentos, the largest Brazilian independent brokerage firm at the time. Holds an MBA degree on IT architecture and is certified in cloud computing solutions.

TIFabio Andrade

Has years of experience leading large-scale projects, having built innovative solutions for brokers and investment banks. Has a degree in system analysis and development, and an international MBA in software engineering, as well as certifications in cloud solutions and agile methodologies.

Electronic Trading ServicesFabio Mattos

Holds a degree in Business Administration with an emphasis on capital markets from Insper, and a postgraduate degree in corporate finance and investment banking from FIA. Has more than 15 years of experience in the financial market, having worked in the commercial and electronic trading areas, covering international and local clients, in leading brokers in the national and international markets. He is currently a member of the Advisory Chamber of Operations and the Advisory Chamber of Equities of B3.

RHJuliana Loureiro

Human resources manager at Ideal, is also responsible for the company’s facility management services. Holds an MBA and built a solid experience in HR and administrative services, primarily within the financial industry. Worked most of her career at Link, the largest Brazilian independent brokerage firm at the time, prior to joining Ideal.

IaaSLaís Couy

Graduated in Business Administration at ESPM with an emphasis on Marketing and International Business, she holds an MBA from the University of São Paulo in Financial Engineering. He developed her career in a diversified way, working in areas such as product, digital marketing and business intelligence, in companies from different segments and financial services. He joined Ideal to build the new business line for the Investment as a Service solution.

OperationsMarlon Silva

An administrator by training, he has solid experience in the financial market and is a reference in operations processes, having worked in large national and international brokerage firms, and actively participated in key market innovation projects. In addition to his extensive technical experience, he consolidated a leadership role in the institutions where he worked. He joined Ideal in 2019 as Head of Operations. He is currently a member of the Post-Trading Advisory Chamber of B3.

SturcturingPeter Klein

Graduated in Law from Mackenzie Presbyterian University, he did postgraduate studies at FGV-Law. He has solid experience working as a lawyer in the areas of financial and capital markets, contracts and compliance in prominent financial institutions, such as HSBC, Cetip S.A. (currently B3 S.A. – UTVM) and RB Capital S.A. He has the PQO Compliance and CPA-20 certifications.

Legal & ComplianceHelena Gioia

Graduated in Law from the University of São Paulo and postgraduate in Corporate Law from FGV-Law. He worked for large law firms before joining the Ideal team and has PQO Compliance certification.

Banco Central do BrasilBSM SupervisãoB3 Brasil Bolsa BalcãoB3 Qualificação OperacionalANBIMA Distribuição de Produtos de Investimento