WHO WE ARE

Bulltick is an international financial services firm supporting institutions and ultra-high net worth private clients,
primarily from Latin America.

We are a majority employee-owned group headquartered in Miami, Florida, with more than 25 years in operation. We are committed to building lasting relationships with our clients by delivering personalized solutions and founded on trust, transparency, and competence.

Utilizing a combination of proprietary and market-leading digital solutions along with client-tailored approaches, we provide comprehensive solutions to our institutional and private clients.

OUR HISTORY

From our founding in 2000 to becoming a trusted partner for clients,
Bulltick’s story is one of growth, innovation, and unwavering commitment
to excellence. These key milestones have shaped who we are today.

2025

Continuing Enhancements to Become the Regional Leader in Finance.

• Bulltick now integrates wealth management, brokerage, insurance, and digital solutions, becoming a trusted regional platform.
• Launches B4U, a financial cross-border marketplace for retail clients.
• Opens Mexico City office to better service the region.

2023

Expanding Protection Services

• BIA joins NFP’s Partners Financial network, offering more life insurance options.

2020

Going Digital for Clients

• Launches BT360, a digital platform giving clients easy access to portfolios, reports, and services.

2018

Helping Clients Grow & Protect Their Wealth

• Launches Bulltick Insurance Agency (BIA).
• Opens the Houston office to expand U.S. presence.
• Launches Private Markets services.

2012
2013

Launching Wealth Management for Clients

• Centralizes key talent in Miami and acquires Progress Advisors, a boutique wealth management firm, starting our private client advisory services.

2003
2009

Growing Across Latin America

• Expands beyond Mexico, establishing operations in Brazil, Argentina, and a representation office in Colombia. Participates in IPOs and builds a strong regional network.

2002
2003

Strengthening Our U.S. Presence

• Secures its U.S. platform.

2001
2002

U.S. Registration

• Bulltick registers with FINRA and earns its broker-dealer license.
• Also signs a clearing agreement with Bank of New York (now Pershing LLC).

2000

A New Way to Invest

• Bulltick is founded with an innovative idea: letting Mexican investors trade U.S. stocks and bonds directly.
• After the dot-com bubble, the focus shifts to institutional clients.