In 18 months, Blue3 jumps R$22 billion, reaching R$52 billion under custody.

Blue3 reached R$ 52 billion under custody, a jump of R$ 22 billion in about a year and a half, placing the investment advisory firm among the largest independent operations linked to XP.

Growth was driven by a combination of acquisitions, hiring managers from large banks, and organic expansion of the customer base.

Even with the benchmark interest rate close to 14%, Blue3 went from R$ 30 billion under custody in January 2025 to R$ 45 billion at the end of that year and added another R$ 7 billion in the first half of 2026.

"I don't know many companies that have grown 50% in a single year, considering all the challenges the country has faced," says Wagner Vieira, CEO of Blue3, to NeoFeed during Expert XP.

The company's strategy was built on three pillars. The first is the digital channel, which today brings together around 50 consultants dedicated to acquiring clients through paid traffic and lead generation.

The second is strengthening the sales team with professionals from major banks. In the first half of this year alone, Blue3 hired around 50 managers from institutions such as Itaú, Bradesco, Safra, and Santander. The goal is to incorporate another 120 managers by the end of the year.

Finally, in recent months, Blue3 has accelerated its sector consolidation strategy with a series of acquisitions. Among the operations already announced are Únimo Investimentos , CMS Invest, Squad Capital, and All Investimentos. According to the executive, approximately R$ 11 billion of the current R$ 52 billion came from these acquisitions.

Today, Blue3 has over 800 employees, nearly 500 advisors, around 60,000 clients, and 23 offices spread across the country.

The company also took a step to expand its operations beyond investment advisory services. This week, it announced the acquisition of FinSave, a company specializing in financial planning.

The acquisition is part of a strategy to support the client even before the investment phase. The idea is to serve people who are still organizing their finances, renegotiating debts, reviewing financing, or learning to save.

FinSave will maintain its own brand. According to Vieira, the decision prevents clients from confusing the financial planning service — which has a specific fee — with the investment advisory services offered by Blue3.