Tailored plans.
Honest advice.
Real connection.

Because you’re not just another client — and this isn’t just another advice firm.

We created Verto because the advice industry forgot who it was meant to serve.

We kept hearing the same story:

“I paid thousands for a plan I didn’t understand.”

“I only saw my adviser when it was time to renew my plan.”

“I was told what to do, but never why.”

“It felt cold. Rushed. Like I was just a number.”

We built Verto to change that. To bring back clarity. Human connection. Real support. To give people the confidence to make decisions that actually align with their lives — and their dreams. Because money is personal.

Advice should be too.

Real advice. Built on real values.

We didn’t create Verto to become just another financial advice firm.

We created it to be different — and that difference starts with what we believe:
People first, always. We take the time to understand your life, your values, and your goals before making any recommendation.
No sugarcoating. We’ll always be honest with you, even if it’s uncomfortable — because progress starts with clarity.
Strategy with purpose. Every decision is made with intention — no generic plans or sales targets behind the scenes.
Here when you need us. We stay close, check in often, and never disappear after the first meeting.
Clear, not complex. We explain everything in plain language, so you can make confident decisions without second-guessing.

Meet the team

Thiago Borrelli

Founder & Financial Adviser

Rafaela Kinzel

Founder & Head of Digital

Meet your adviser

Thiago never wanted to build just another advice firm.
 After more than 20 years investing and creating his own financial strategy, Thiago decided to become a Financial Adviser — because over the years, he kept seeing the same pattern:

People earning good money — but carrying a silent weight.
 Feeling lost, unsupported, unsure of their next step.
 Trusting someone to help… only to feel like just another name on a list.

Verto was born from that frustration.
 From the belief that financial advice should feel like a partnership — not a transaction.
 That clarity, honesty and strategy can replace anxiety, doubt and guesswork.
 And that real support means walking with you — not above you.

Thiago created Verto for those who are tired of doing it all alone.
 Because with the right adviser, the weight lifts, the path clears — and your goals feel closer than ever.

Ready to stop carrying it all alone?

Let’s talk. We’ll help you figure out the best next step — whether you need a full planLet’s talk about where you are, where you want to go — and how we can help you get there with clarity, confidence, and real support. a review, or just someone to guide you through the options.

Get in touch

Want to understand how financial advice could fit into your life?

Reach out — no pressure, no jargon. Just real support.