Financial Services Review: Specials Magazine
Debt capital markets depend on efficient execution. Issuing and managing financial instruments involve multiple steps, from documentation and verification to settlement and administration. Any disconnect between these processes can slow transactions and increase operational complexity. As capital markets grow more sophisticated, financial institutions need reliable technology infrastructure to manage transactions, maintain control and execute at scale. QI Tech addresses this need through an integrated financial technology platform. The company provides infrastructure for debt issuance, securities registration, settlement, custody, escrow management and fund administration. Its solutions serve banks, asset managers, securitization companies and other financial institutions seeking to streamline capital market operations and manage complex transactions. An Integrated Technology Platform Founded in 2018, QI Tech set out to give financial institutions the technology infrastructure to launch and manage financial products without building every component themselves. It became the first company in Brazil to receive Central Bank authorization to operate as a Sociedade de Crédito Direto (SCD), a regulated direct credit institution that can extend loans using its own capital through an electronic platform.
Financial Planning
Founded in 2014, Traslosheros y Asociados Estrategia Patrimonial has built its practice around combining detailed financial analysis with the personal attention of a boutique firm. Its work begins by understanding each client’s circumstances, responsibilities and aspirations before recommending a course of action. That approach now supports more than 2,500 active clients whose needs may span individuals, families, businesses and financial interests across countries. “Our mission is to help clients protect what they have built and prepare for the responsibilities and opportunities ahead,” says Alfonso Traslosheros, Founder and Director. The firm’s capabilities include life insurance, retirement planning, education funding, succession planning and business protection and continuity through key person life insurance. It also develops savings plans for children and grandchildren and can incorporate selected investment options. Relationships with partners in the United States provide access to additional life insurance instruments and investment choices for clients whose financial interests extend beyond one country.
CPA
Traditional accounting firms often pursue larger corporate accounts, leaving individuals and startups to navigate financial and regulatory responsibilities with limited professional support. GEOTAX chose to focus on this overlooked market and help entrepreneurs address tax, accounting and financial responsibilities that can impede business continuity. For Gaston Bernasconi, the opportunity became clear through years spent working with numbers and teaching others how to understand them. An accountant and university teacher with experience overseeing training at KPMG, he saw that many entrepreneurs could benefit from a more handson approach to the financial side of running a business. GEOTAX was built around that idea, helping business owners understand what sits behind their accounting and tax obligations rather than simply handling the paperwork for them. “If they succeed, we succeed. Our approach is to teach them, help them with accounting, tax and finance, and walk the path together,” says Bernasconi, managing partner.
CPA
Companies turn to BURÓ when a decision can no longer be viewed through one discipline. It may involve an investment, tax matter or cross-border operation where consequences extend beyond capital to reputation and business continuity, as well as relationships with banks, regulators or investors. Led by Founder and CEO Vanessa Gómez Sánchez, BURÓ starts with the decision the client needs to make rather than a catalog of services. The Paraguay-based multidisciplinary advisory firm connects tax, financial, corporate, regulatory and foreign trade perspectives, assessing not only whether a structure is possible but whether it is prudent, sustainable and defensible over time. “A good advisor is not the person who answers fastest. It is the person who knows what must be understood before answering,” says Alejandro Alvarenga, Founder and COO.
Wealth Management
Path to Growth: Opening Points in Brazil Tax Reform
Guilherme Iacovino, Senior Tax Manager, Decolar Brasil
Fintech
Building A Resilient Credit Portfolio For Economic Uncertainty
Filipe Matzembacher, Director - C&A Pay, C&A Brasil
CPA Firms
Three Moves, One Philosophy: How Cross Industry Transitions Shaped My Approach to Modern Indirect Tax Leadership
Taiwo Ogundele, Senior Director US Operations Tax, The Coca-Cola Company [NYSE: KO]
Investment Management Solution
The Unstoppable and Necessary Rise of the Independent Advisor
Lorenzo Ramos, Executive Vice President, Investments, Mora Capital Management LLC (Mora Capital Group)
Financial Consulting
The Role Of Accounting In Financial Compliance And The Impact Of Foreign Exchange Rate Fluctuations
Richard Kung, Chief Financial Officer, CTBC Bank Corp. (USA)
IN MY OPINION
Fintech
Keeping Technology Focused on Value
Freddy Arevalo Garcia, Director Technology Transformation, Bantrab
LAST WORD
Wealth Management
The Reality of Artificial Intelligence In Companies
Lauren Tammy Hikage, Data and AI Director Ticket Mobility BR, Edenred
IN FOCUS
Latin America Tax and Accounting Solutions: Navigating a New Compliance Landscape
Tax and accounting solutions improve financial accuracy, strengthen cash flow management and identify potential financial risks.
Agile Finance: Simplifying Latin Americas Tax Obligations with Digital Innovation
Tax obligations agile solutions in Latin America improve compliance through digital transformation, automation, data integration, regulatory adaptability and efficient financial management strategies.
EDITORIAL
Helping Latin America Build a Stronger Financial Future
Financial Services Review Latin America looks at how businesses are using technology, financial expertise and practical advice to tackle everyday challenges. This edition introduces organizations making financial services easier to access, helping companies meet regulatory requirements and guiding individuals toward greater financial security.
Our cover story features QI Tech, recognized as Top Debt Capital Markets Technology Platform in LATAM 2026. Founded in Brazil in 2018, QI Tech connects businesses to lending, payments, investments and capital markets through API-based financial infrastructure. By bringing technology and regulated financial services together, it helps companies introduce financial products without developing complex systems from scratch.
We also feature BURÓ, named Top Tax and Accounting Solutions in Latin America 2026. Led by Vanessa Gómez Sánchez and Alejandro Alvarenga, the Paraguayan firm combines expertise in taxation, finance, corporate governance and foreign trade to help businesses make confident, informed decisions.
For startups and entrepreneurs in Argentina, GEOTAX makes managing financial responsibilities easier. Recognized as Top Tax Obligations Agile Solutions in Latin America 2026, it supports company formation, tax registration, accounting and regular filings through digital tools and AI-enabled assistance.
Traslosheros y Asociados Estrategia Patrimonial, named Top Financial Advisory Firm in Latin America 2026, helps individuals and families plan for important milestones through insurance, retirement, education, succession and business protection services.
Our contributors extend these themes into technology leadership. Freddy Arévalo García, Director of Technology Transformation at Bantrab, stresses that innovation must deliver measurable business and customer value. Lauren Tammy Hikage, Data and AI Director, Ticket Mobility BR at Edenred, highlights the competitive importance of data, responsible AI and human-centered decision-making.
Together, these stories show how practical financial solutions are helping businesses and families across Latin America plan with greater confidence.
