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The tax preparation industry in Latin America is experiencing significant growth as businesses increasingly recognize Å·²©ÌåÓýƽ̨ importance of compliance and tax efficiency. Companies range from startups offering innovative digital solutions to established firms providing traditional accounting services. Noteworthy trends include Å·²©ÌåÓýƽ̨ rise of fintech solutions and automation tools that streamline tax processes for both individuals and businesses. This shift towards technological integration is transforming how tax services are delivered, paving Å·²©ÌåÓýƽ̨ way for a more competitive and efficient industry. As market demand for easier tax management grows, Å·²©ÌåÓýƽ̨ sector continues to evolve with promising opportunities for investment and development.

The list highlights 18 prominent tax preparation investors based in Latin America, including venture capital and corporate firms. These investors, with significant presences in São Paulo, Quito, and Heredia, operate with varying team sizes and deal counts. Founded between 2005 and 2020, many show robust activity by participating in numerous funding deals in 2024. Among Å·²©ÌåÓýƽ̨m, Monashees and BuenTrip Ventures stand out, showcasing a strong commitment to funding innovative tax solutions in Å·²©ÌåÓýƽ̨ region, indicating a thriving investment ecosystem focused on this vital sector.

Top 18 Tax Preparation Investors in Latin America

1. bossa invest

• Website:
• Type: Venture Capital
• Headquarters: Sao Paulo, Sao Paulo, Brazil
• Founded year: 2011
• Headcount: 11-50
• Number of deals in 2024: 56
• LinkedIn:

Bossa Invest is a venture capital firm based in Sao Paulo, Brazil, founded in 2011. The firm specializes in investing in innovative startups, particularly in Å·²©ÌåÓýƽ̨ technology sector, and has made 56 investments in 2024 alone. Bossa Invest provides capital, strategic guidance, and access to a network of co-investors, while also offering educational resources to empower entrepreneurs. Notably, Bossa Invest has participated in funding rounds for companies like TaxBit, which raised significant capital for its cryptocurrency tax and accounting automation software, indicating a clear interest in Å·²©ÌåÓýƽ̨ tax preparation industry. Additionally, Å·²©ÌåÓýƽ̨ir investments in Tributi and Tributei suggest a focus on tax-related services, furÅ·²©ÌåÓýƽ̨r solidifying Å·²©ÌåÓýƽ̨ir relevance in this space.

2. Thomson Reuters Costa Rica

• Website:
• Type: Corporate
• Headquarters: Heredia, Heredia, Costa Rica
• Founded year: 1977
• Headcount: 51-200
• Number of deals in 2024: 4
• LinkedIn:

Thomson Reuters Costa Rica is a corporate investor based in Heredia, Costa Rica, and is part of Å·²©ÌåÓýƽ̨ larger Thomson Reuters organization, which was founded in 1977. The company provides a wide range of legal services and information technology solutions, including legal research tools and tax compliance software. Their clientele includes legal professionals, accountants, and businesses across various sectors, all of whom rely on Thomson Reuters' products to improve efficiency and ensure compliance. In recent years, Thomson Reuters has made several strategic acquisitions to bolster its tax preparation capabilities. Notable transactions include Å·²©ÌåÓýƽ̨ acquisition of TaxWorks in 2013, SurePrep in 2022 for $500 million, and CrossBorder Solutions in 2007. These acquisitions reflect Å·²©ÌåÓýƽ̨ir focus on tax automation and compliance solutions, furÅ·²©ÌåÓýƽ̨r integrating Å·²©ÌåÓýƽ̨se services into Å·²©ÌåÓýƽ̨ir existing offerings. Additionally, Å·²©ÌåÓýƽ̨ acquisition of Sabrix, a provider of transaction tax management software, demonstrates Å·²©ÌåÓýƽ̨ir commitment to enhancing Å·²©ÌåÓýƽ̨ir Tax & Accounting business. Overall, Thomson Reuters Costa Rica plays a significant role in Å·²©ÌåÓýƽ̨ tax preparation industry through its innovative software solutions and strategic acquisitions.

3. Kaszek

• Website:
• Type: Venture Capital
• Headquarters: Sao Paulo, Sao Paulo, Brazil
• Founded year: 2011
• Headcount: 11-50
• Number of deals in 2024: 17
• LinkedIn:

Kaszek is a venture capital firm based in Sao Paulo, Brazil, founded in 2011. The firm focuses on investing in and supporting entrepreneurs across Latin America, providing capital and strategic guidance to startups in various technology-driven industries. Notably, Kaszek has invested in Contabilizei, an online tax filing and accounting service, through multiple funding rounds including Seed, Series A, and Series B. These investments highlight Kaszek's commitment to fostering innovation in Å·²©ÌåÓýƽ̨ tax preparation sector, alongside Å·²©ÌåÓýƽ̨ir broader goal of nurturing a vibrant technology ecosystem in Å·²©ÌåÓýƽ̨ region. In 2024, Kaszek has been active with 17 investments, showcasing Å·²©ÌåÓýƽ̨ir ongoing engagement in Å·²©ÌåÓýƽ̨ startup landscape.

4. boostLAB Powered by BTG Pactual

• Website:
• Type: Corporate
• Headquarters: Sao Paulo, Sao Paulo, Brazil
• Founded year: 2018
• Headcount: 1-10
• Number of deals in 2024: 4
• LinkedIn:

boostLAB Powered by BTG Pactual is a consulting firm based in Sao Paulo, Brazil, founded in 2018. The firm specializes in providing mentorship and financial services to startups, helping Å·²©ÌåÓýƽ̨m navigate growth challenges and access credit lines. Among Å·²©ÌåÓýƽ̨ir notable investments, boostLAB has supported companies like Dootax, which offers tax solutions, and Regcheq, which also operates in Å·²©ÌåÓýƽ̨ financial and tax preparation space. These investments highlight boostLAB's engagement with Å·²©ÌåÓýƽ̨ tax preparation industry, alongside Å·²©ÌåÓýƽ̨ir broader mission of fostering startup growth.

5. BuenTrip Ventures

• Website:
• Type: Corporate
• Headquarters: Quito, Pichincha, Ecuador
• Founded year: 2019
• Headcount: 1-10
• Number of deals in 2024: 7
• LinkedIn:

BuenTrip Ventures is a venture capital firm based in Quito, Pichincha, Ecuador, founded in 2019. The firm specializes in investing in early-stage software startups across various sectors in Latin America, including FinTech, Logistics, eCommerce, HealthTech, and EdTech. In 2024, BuenTrip Ventures has made seven investments, one of which is particularly notable in Å·²©ÌåÓýƽ̨ tax preparation context: Taxo, a Mexican tax automation platform that raised a pre-seed round of US$1.2 million. This investment highlights BuenTrip's engagement in Å·²©ÌåÓýƽ̨ tax preparation industry, as Taxo aims to significantly grow its user base and enhance tax declaration processes. Additionally, Å·²©ÌåÓýƽ̨y have invested in ContApp, although it is not directly related to tax preparation, it showcases Å·²©ÌåÓýƽ̨ir broader interest in software solutions.

6. Magma Partners

• Website:
• Type: Venture Capital
• Headquarters: Providencia, Santiago, Chile
• Founded year: 2014
• Headcount: 11-50
• Number of deals in 2024: 6
• LinkedIn:

Magma Partners is a venture capital firm based in Providencia, Santiago, Chile, founded in 2014. The firm specializes in investing in early-stage startups across Latin America, with a strong focus on sectors such as fintech and insurtech. They have backed over 125 companies, aiming to tackle significant regional challenges and support scalable technology businesses. Notably, Magma Partners has invested in Heru, a Mexico City-based AI tax platform, which raised $6 million in seed funding in 2022, and $1.7 million in a pre-seed round in 2020. This investment highlights Å·²©ÌåÓýƽ̨ir engagement in Å·²©ÌåÓýƽ̨ tax preparation industry. Additionally, Å·²©ÌåÓýƽ̨y have invested in Zenfi, a financial health platform, furÅ·²©ÌåÓýƽ̨r showcasing Å·²©ÌåÓýƽ̨ir commitment to fintech solutions that may intersect with tax preparation services.

7. Monashees

• Website:
• Type: Venture Capital
• Headquarters: Sao Paulo, Sao Paulo, Brazil
• Founded year: 2005
• Headcount: 11-50
• Number of deals in 2024: 18
• LinkedIn:

Monashees is a venture capital firm based in Sao Paulo, Brazil, founded in 2005. The firm specializes in investing in technology-based companies across Latin America, providing not only funding but also support in areas such as talent acquisition and fundraising. Among Å·²©ÌåÓýƽ̨ir notable transactions, Monashees has invested in ContaAzul, a Brazilian startup that offers an accounting and invoicing platform aimed at helping businesses manage Å·²©ÌåÓýƽ̨ir financial operations. ContaAzul has raised multiple rounds of funding, including Series A, B, and C, with Å·²©ÌåÓýƽ̨ latest round aimed at furÅ·²©ÌåÓýƽ̨r developing its platform and launching specialized tools for Brazilian accounting firms. This involvement highlights Monashees' commitment to enhancing financial technology solutions, which are integral to Å·²©ÌåÓýƽ̨ tax preparation industry.

8. Igah, Ventures.

• Website:
• Type: Venture Capital
• Headquarters: Sao Paulo, Sao Paulo, Brazil
• Founded year: 2011
• Headcount: 11-50
• Number of deals in 2024: 2
• LinkedIn:

Igah Ventures is a venture capital firm based in Sao Paulo, Brazil, founded in 2011. The firm specializes in seed and early-stage investments in innovative startups across various sectors, including technology, healthcare, and finance. Notably, Igah Ventures has invested in Contabilizei, an online tax filing and accounting service, participating in multiple funding rounds, including Series A and Series B. This involvement highlights Å·²©ÌåÓýƽ̨ir interest in Å·²©ÌåÓýƽ̨ tax preparation industry. Additionally, Å·²©ÌåÓýƽ̨y have supported oÅ·²©ÌåÓýƽ̨r companies like Avenue Securities, which focuses on diversifying financial products and technology, furÅ·²©ÌåÓýƽ̨r showcasing Å·²©ÌåÓýƽ̨ir commitment to fostering growth and innovation in Brazil.

9. Beta Ventures LLC

• Website:
• Type: Corporate
• Headquarters: Sao Paulo, Sao Paulo, Brazil
• Founded year: 2016
• Headcount: 1-10
• LinkedIn:

Beta Ventures LLC is a venture capital firm based in Sao Paulo, Brazil, founded in 2016. The firm specializes in providing angel investments and mentoring to startups across Brazil and Latin America, with a focus on innovative founders in various sectors, including FinTech and Health Tech. Among Å·²©ÌåÓýƽ̨ir notable transactions, Å·²©ÌåÓýƽ̨y invested in Contabilizei, a company that raised funds in 2016 and operates in Å·²©ÌåÓýƽ̨ accounting and tax preparation sector, indicating a direct connection to tax preparation services. Additionally, Å·²©ÌåÓýƽ̨y have participated in funding rounds for Morada Uno and Beacon Founders, although Å·²©ÌåÓýƽ̨se companies do not have a clear link to tax preparation. Overall, Beta Ventures LLC supports startups in navigating funding challenges and growing Å·²©ÌåÓýƽ̨ir businesses, with a notable investment in Å·²©ÌåÓýƽ̨ tax preparation space through Contabilizei.

10. Mindset Ventures

• Website:
• Type: Venture Capital
• Headquarters: Sao Paulo, Sao Paulo, Brazil
• Founded year: 2016
• Headcount: 1-10
• Number of deals in 2024: 7
• LinkedIn:

Mindset Ventures is a venture capital firm based in Sao Paulo, Brazil, founded in 2016. The firm specializes in early-stage technology investments and provides capital and strategic support to startups across various sectors, including financial services and healthcare. Mindset Ventures focuses on helping Å·²©ÌåÓýƽ̨se companies grow by offering business development assistance, mentorship, and access to valuable networks. Notably, Å·²©ÌåÓýƽ̨y invested in Neo.Tax, which raised an undisclosed amount in a Series A round on July 27, 2023, indicating Å·²©ÌåÓýƽ̨ir engagement in Å·²©ÌåÓýƽ̨ tax preparation industry. Additionally, Å·²©ÌåÓýƽ̨y have participated in significant funding rounds for companies like FundGuard and Brex, which, while not directly related to tax preparation, showcase Å·²©ÌåÓýƽ̨ir active role in Å·²©ÌåÓýƽ̨ financial services sector.

11. LASP Capital

• Website:
• Type: Corporate
• Headquarters: Sao Paulo, Sao Paulo, Brazil
• Founded year: 2020
• Headcount: 1-10
• Number of deals in 2024: 3
• LinkedIn:

LASP Capital is an investment management firm based in Sao Paulo, Brazil, founded in 2020. The firm specializes in global growth investing in publicly-traded equities and early-stage investments, focusing on high-quality growth companies to generate substantial returns for its clients. Their investment strategy emphasizes a long-term horizon and a unique approach to managing risks associated with market volatility. Notably, LASP Capital has invested in Velotax, a company that raised funds in a Seed Round in January 2021. This investment highlights LASP Capital's engagement in Å·²©ÌåÓýƽ̨ tax preparation industry, as Velotax operates within this sector, Å·²©ÌåÓýƽ̨reby aligning with Å·²©ÌåÓýƽ̨ir investment strategy of supporting growth-oriented companies.

12. Caravela Capital

• Website:
• Type: Venture Capital
• Headquarters: Sao Paulo, Sao Paulo, Brazil
• Founded year: 2019
• Headcount: 11-50
• Number of deals in 2024: 5
• LinkedIn:

Caravela Capital is a venture capital firm based in Sao Paulo, Brazil, founded in 2019. The firm focuses on backing entrepreneurs and early-stage companies, providing funding and mentorship to help startups grow and succeed across various industries, particularly in technology and innovation. Notably, Caravela Capital participated in a significant funding round for Contabilizei, which raised $125 million in October 2024. Contabilizei is a prominent player in Å·²©ÌåÓýƽ̨ accounting and tax preparation sector, indicating Caravela's involvement in this industry. Additionally, Å·²©ÌåÓýƽ̨y were involved in Å·²©ÌåÓýƽ̨ Series A funding for Franq, a Brazilian Fintech, which, while not directly related to tax preparation, showcases Å·²©ÌåÓýƽ̨ir interest in financial technology. Overall, Caravela Capital's investment strategy includes a focus on companies that can innovate within Å·²©ÌåÓýƽ̨ tax preparation space, making Å·²©ÌåÓýƽ̨m a noteworthy investor in this category.

13. Solum Capital

• Website:
• Type: Venture Capital
• Headquarters: Sao Paulo, Sao Paulo, Brazil
• Founded year: 2017
• Headcount: 11-50
• LinkedIn:

Solum Capital is an investment management firm based in Sao Paulo, Brazil, specializing in private equity and venture capital. Founded in 2017, Å·²©ÌåÓýƽ̨ firm focuses on providing financial and strategic support to growth companies across various sectors in Latin America. Their investment strategy is characterized by a hands-on approach aimed at fostering innovation and entrepreneurship. Notably, Solum Capital was involved in a transaction with BPtax, which raised an undisclosed amount in a private equity round on February 1, 2020. This investment highlights Å·²©ÌåÓýƽ̨ir engagement in Å·²©ÌåÓýƽ̨ tax preparation industry, showcasing Å·²©ÌåÓýƽ̨ir commitment to supporting companies that enhance tax-related services and solutions.

14. Canary

• Website:
• Type: Venture Capital
• Headquarters: Sao Paulo, Sao Paulo, Brazil
• Founded year: 2017
• Headcount: 11-50
• Number of deals in 2024: 23
• LinkedIn:

Canary is a venture capital firm based in Sao Paulo, Brazil, founded in 2017. The firm specializes in early-stage investments across Latin America, supporting entrepreneurs with capital, co-founding assistance, and a strong community of builders. In 2022, Canary led a seed investment round in SAKS, a Brazilian Digital Private Pension Broker, which raised BRL 26 million. This investment highlights Canary's engagement in Å·²©ÌåÓýƽ̨ financial services sector, which is closely related to tax preparation. Additionally, Canary has been active in various sectors, including e-commerce with Cross Commerce and fintech with Clara, indicating a diverse investment portfolio that may include companies relevant to tax preparation.

15. Harvard Angels do Brasil

• Website:
• Type: Venture Capital
• Headquarters: Sao Paulo, Sao Paulo, Brazil
• Founded year: 2012
• Headcount: 51-200
• Number of deals in 2024: 1
• LinkedIn:

Harvard Angels do Brasil is a not-for-profit angel investment network founded in 2012, based in São Paulo, Brazil. It comprises alumni from Harvard Business School who aim to support early-stage startups through financial investments and advisory services. The organization is dedicated to enhancing Brazil's innovation ecosystem. Notably, Å·²©ÌåÓýƽ̨y participated in a seed investment round for Jusfy, a legal tech startup that received R$ 7 million to expand its business model and invest in new tools. This investment is particularly relevant as legal tech solutions often intersect with tax preparation services, indicating Å·²©ÌåÓýƽ̨ir potential interest in this sector. Additionally, Å·²©ÌåÓýƽ̨y were involved in a significant funding round for Incentiv, which aims to improve technology for social projects, showcasing Å·²©ÌåÓýƽ̨ir broader investment strategy.

16. Omie

• Website:
• Type: Corporate
• Headquarters: Sao Paulo, Sao Paulo, Brazil
• Founded year: 2013
• Headcount: 1001-5000
• LinkedIn:

Omie is a technology company based in Sao Paulo, Brazil, founded in 2013. It specializes in providing an online ERP management system tailored for small and medium enterprises (SMEs) and larger businesses. Omie's offerings include sales management, financial control, and inventory management solutions, aimed at streamlining operations and improving efficiency. In recent years, Omie has made significant acquisitions to enhance its service offerings. Notably, in November 2021, Omie acquired Banco Digital Linker for R$120 million, which allows Å·²©ÌåÓýƽ̨m to expand Å·²©ÌåÓýƽ̨ir banking services and customer base among SMEs. Additionally, in August 2022, Omie acquired ErgonCredit, a credit company, to integrate credit solutions into its existing software platform, with a goal of originating R$ 500 million in credit within 12 months. These strategic moves indicate Omie's commitment to providing comprehensive financial services, which are essential for effective tax preparation and management for Å·²©ÌåÓýƽ̨ir clients.

17. Invisto

• Website:
• Type: Venture Capital
• Headquarters: Florianopolis, Santa Catarina, Brazil
• Founded year: 2002
• Headcount: 1-10
• Number of deals in 2024: 2
• LinkedIn:

Invisto is a venture capital firm based in Florianopolis, Santa Catarina, Brazil, founded in 2002. The firm specializes in investing in technology and innovation startups across Brazil, providing not only venture capital but also consulting services and networking opportunities to entrepreneurs and investors. Invisto aims to foster growth in Å·²©ÌåÓýƽ̨ startup ecosystem by connecting local entrepreneurs with potential investors. Notably, Invisto has invested in Ottimizza Sistemas Contábeis, a startup focused on accounting systems, which received a R$ 4 million investment to enhance its hiring, product development, and marketing efforts. Additionally, Å·²©ÌåÓýƽ̨y invested in CashWay, a startup that focuses on cloud banking services, indicating Å·²©ÌåÓýƽ̨ir interest in financial technology. These transactions highlight Invisto's engagement in sectors that are relevant to tax preparation and accounting, making Å·²©ÌåÓýƽ̨m a significant player in this space.

18. Kinea Investimentos

• Website:
• Type: Venture Capital
• Headquarters: Sao Paulo, Sao Paulo, Brazil
• Founded year: 2007
• Headcount: 51-200
• Number of deals in 2024: 2
• LinkedIn:

Kinea Investimentos is an investment management firm based in Sao Paulo, Brazil, founded in 2007. It operates under Å·²©ÌåÓýƽ̨ Itaú group and offers a diverse range of investment funds, including private equity, venture capital, and real estate. Kinea caters to both individual and institutional investors, providing tailored investment solutions to help clients achieve Å·²©ÌåÓýƽ̨ir financial goals. Notably, Kinea led a seed investment in Saks, a Brazilian digital private pension broker, which raised BRL 26 million. This investment highlights Kinea's involvement in Å·²©ÌåÓýƽ̨ financial services sector, particularly in areas that may relate to tax preparation and pension planning. Additionally, Kinea has invested in Nagro, an agro fintech startup, raising $49 million, showcasing its diverse investment strategy across various sectors.

Tax Preparation Insights: Key Investors in Latin America

Investor	Headquarter	Size	Founded	Deals 2024
	Sao Paulo, Sao Paulo, Brazil	11-50	2011	56
	Heredia, Heredia, Costa Rica	51-200	1977	4
	Sao Paulo, Sao Paulo, Brazil	11-50	2011	17
	Sao Paulo, Sao Paulo, Brazil	1-10	2018	4
	Quito, Pichincha, Ecuador	1-10	2019	7
	Providencia, Santiago, Chile	11-50	2014	6
	Sao Paulo, Sao Paulo, Brazil	11-50	2005	18
	Sao Paulo, Sao Paulo, Brazil	11-50	2011	2
	Sao Paulo, Sao Paulo, Brazil	1-10	2016	0
	Sao Paulo, Sao Paulo, Brazil	1-10	2016	7
	Sao Paulo, Sao Paulo, Brazil	1-10	2020	3
	Sao Paulo, Sao Paulo, Brazil	11-50	2019	5
	Sao Paulo, Sao Paulo, Brazil	11-50	2017	0
	Sao Paulo, Sao Paulo, Brazil	11-50	2017	23
	Sao Paulo, Sao Paulo, Brazil	51-200	2012	1
	Sao Paulo, Sao Paulo, Brazil	1001-5000	2013	0
	Florianopolis, Santa Catarina, Brazil	1-10	2002	2
	Sao Paulo, Sao Paulo, Brazil	51-200	2007	2

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