Best Investment Tech Companies in State of Sao Paulo, Brazil
The 93 best Investment Tech companies in State of Sao Paulo, Brazil in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Investidores.nu.
Our analysis of 229 Investment Tech companies
$28.6b in tracked funding; 94% of the stack-profiled cohort runs cloud-native; funding activity peaked in 2025.
Ranked: Best Investment Tech companies in State of Sao Paulo
| # | Company | Disclosed funding | Last round | Employees | Founded | Founder | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Investidores.nu Online platform provides financial solutions and experiences for individuals and SMEs | $1.8B | 60 mo ago | — | 2013 | Edward Wible Co-Founder | WordPressMySQLPHP+18 | — |
| 2 | Vórtx Trade management software suite for the capital market | $35M | 63 mo ago | 261 | 2015 | — | Apple iCloud MailMicrosoft 365Node.js+24 | — |
| 3 | Gorila Wealth data aggregation platform | $26M | 54 mo ago | 136 | 2016 | Robinson Dantas Co-Founder & CFO | Apple iCloud MailGoogle WorkspaceNode.js+19 | — |
| 4 | Ali Online platform for financial planning solutions for business | $25M | 44 mo ago | 106 | 2018 | — | ElasticsearchNode.jsIonic+19 | — |
| 5 | Velotax Online tax calculator platform for individuals 62Growth top 20%Tech top 24%News top 36%Talent top 38% All 8 signals ▾Growthtop 20% Techtop 24% Newstop 36% Talenttop 38% Fundingtop 40% Productbottom 48% Marketbottom 36% Globalbottom 36% Growth: Web rank 1,000,000 → 500,000 YoY · App-install growth +154% YoY Tech: 51 technologies across 5/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 rank vs industry peers · Fliar Intelligence Index 62/100 | $23M | 7 mo ago | 33 | 2020 | Victor Savioli Co-Founder | BootstrapAnt DesignAmazon Web Services+27 | 1 award |
| 6 | Ideal Stock brokerage firm | $18M | 69 mo ago | 41 | 2019 | Nilson Monteiro CEO | WordPressApple iCloud MailMicrosoft 365+14 | — |
| 7 | SmartBrain Portfolio management solutions for asset managers | $10M | 52 mo ago | 63 | 2004 | Cassio Bariani Co-Founder & CEO | WordPress Block EditorElementorWordPress+24 | — |
| 8 | SNACKCLUB NFT-based trading platform for digital games | $9M | 49 mo ago | 30 | 2021 | Angelo C Co-Founder | — | — |
| 9 | Consorciei Provider of technology-driven solutions for the consórcio market | $7M | 60 mo ago | 62 | 2016 | — | WebflowFirebaseAmazon Web Services+9 | — |
| 10 | Kamino Providing startups toolkit for early stage companies 48Tech top 30%Growth top 35%Funding top 41%Talent bottom 49% All 7 signals ▾Techtop 30% Growthtop 35% Fundingtop 41% Talentbottom 49% Productbottom 48% Globalbottom 36% Marketbottom 34% Tech: 56 technologies across 5/8 capability areas · Cloud: Cloudflare Growth: Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 48/100 | $6M | 9 mo ago | 45 | 2021 | Gonzalo Navajas Founder & CEO | Cart FunctionalityWordPressMySQL+36 | — |
| 11 | LoopiPay Online platorm providing an online cryptocurrency wallet | $5M | 59 mo ago | 28 | 2021 | — | — | — |
| 12 | Liqi Online platform for trading crypto and NFT tokens | $5M | 21 mo ago | 48 | 2021 | Andre Montenegro Co-Founder | Node.jsTypeScriptGraphQL+18 | — |
| 13 | Quansa Online financial management & savings platform for employees | $4M | 58 mo ago | 11 | 2020 | Mafalda Barros Co-founder & COO | WebflowLeadfeederGoogle Analytics+14 | — |
| 14 | Cumbuca App-based platform for splitting the bills | $3M | 33 mo ago | 16 | 2021 | Daniel Ruman Co-Founder & CEO | WordPress Block EditorCart FunctionalityWordPress+22 | — |
| 15 | Noh Online platform for splitting expenses | $3M | 51 mo ago | 33 | 2016 | Ana Zucato CEO & Founder | WebflowCart FunctionalitySwiper+19 | — |
| 16 | Laqus Online platform provides trade management solutions for business | $2M | 32 mo ago | 122 | 2010 | — | — | — |
| 17 | DEEP ESG Online platform for ESG rating data | $2M | 46 mo ago | 74 | 2020 | Paulo De Miranda Chair & Co-Founder | HubSpot CMS HubHubSpotcore-js+16 | — |
| 18 | Allya Provider of financial guidance solution for employees | $1M | 70 mo ago | 45 | 2013 | Gustavo Antonelli Co-Founder | Cart FunctionalityWordPressMySQL+30 | 1 award |
| 19 | TRAAD.AI Platform offering AI-based solutions for global trade, logistics and finance compliance | $1M | 20 mo ago | — | 2023 | Gunnar Viana Founder & CEO | — | — |
| 20 | Raketo Online fundraising platform to connect investor from startup to mature companies | $947K | 39 mo ago | — | 2022 | Fred Santoro Founder & CEO | — | — |
| 21 | Ulend Fintech platform that offers credit and investment solutions to businesses | $836K | 70 mo ago | 28 | 2018 | Beatriz Antibero Co-Founder | Webflowcore-jsOWL Carousel+12 | — |
| 22 | Grão Online platform for investments and savings | $526K | 77 mo ago | 20 | 2004 | — | WordPressMySQLPHP+23 | — |
| 23 | TradeMachine Automated investment platform | $524K | 77 mo ago | 15 | 2017 | Rafael Marchesano CEO | — | 1 award |
| 24 | Plano Online platform offering financial advisory services | $495K | 28 mo ago | 25 | 2018 | — | WordPressMySQLPHP+29 | — |
| 25 | Estratz Digital platform providing solution for hedge fund | $355K | 12 mo ago | — | 2024 | Marcelo Martins Co-Founder & COO | — | — |
| 26 | App Renda Fixa Digital platform that provides small and medium investors with search and comparison tool | $270K | 88 mo ago | 7 | 2015 | — | TypeScriptNode.jsHighcharts+27 | — |
| 27 | Glebba Real estate crowdfunding platform | $190K | 78 mo ago | 3 | 2017 | — | — | — |
| 28 | Vitrify Provider of real-time data and alerts for capital market securities | $190K | 3 mo ago | — | 2025 | Daniel Magalhaes Co-Founder & Head of Strategy and Sales | Amazon Web ServicesWhatsApp Business ChatGoogle Font API+4 | — |
| 29 | Meuportfol Financial planning and management solutions for organizations | $189K | 65 mo ago | 20 | 2018 | — | — | — |
| 30 | Guardadoria Online platform providing free custody, digital will, and wealth planning solutions | $150K | 38 mo ago | 3 | 2020 | Thiago Campos Co-Founder | — | — |
Top 12 Investment Tech companies in State of Sao Paulo
#1
Series A · Sao Paulo, State of Sao Paulo · founded 2020 · 33 employees$23.2Mraised▾
Online tax calculator platform for individuals. The platform provides an IR calculator for various assets like crypto assets, foreign assets, stocks, and more. Users can use the calculator to automatically issue their DARF. The calculator can also be integrated with B3 and major crypto and foreign exchanges.
- Oct 2025Series A$23.2M
#2
Series A · Sao Paulo, State of Sao Paulo · founded 2021 · 45 employees$6.1Mraised▾
Providing startups toolkit for early-stage companies. It offers digital banking and financial management services for startups. Its services include savings accounts, credit and prepaid cards for online/offline purchases, bill payments, money transfers, and more. It features business credit lines, cross-border transfer services, and more.
- Sep 2025Series A$10M
- Mar 2022Seed$6.1M
#3
Seed · Sao Paulo, State of Sao Paulo · founded 2025$190Kraised▾
Provider of real-time data and alerts for capital market securities. The platform supports assertive decision-making in both primary and secondary markets. It offers monitoring of securities and generates alerts. The company combines technology and artificial intelligence to identify opportunities and transform information into value.
- Mar 2026Angel$190K
#4
Series D · Sao Paulo, State of Sao Paulo · founded 2013$1.8Braised▾
Online platform provides financial solutions and experiences for individuals and SMEs. It provides an online platform for startups and private companies to manage their legal documentation, cap tables, stock options, and more before raising funding.
- Jun 2021Series D$400M
- Feb 2021Series D$400M
- Jun 2020Series D$300M
- Jul 2019Series D$400M
#5
Series A · Sao Paulo, State of Sao Paulo · founded 2021 · 48 employees$4.6Mraised▾
Online platform for trading crypto and NFT tokens. Buy and sell crypto, track investments, control the assets in the portfolio, check trading statements, and get access to all market updates and real-time quotes.
- Aug 2024Series A$2M
- Sep 2023Seed$2.6M
#6
Seed · Sao Paulo, State of Sao Paulo · founded 2024$355Kraised▾
Digital platform providing solution for hedge fund. It enables users to track their profit and loss, customize dashboard, sync trade, manage shareholders and more.
- May 2025Seed$355K
#7
Seed · Sao Paulo, State of Sao Paulo · founded 2023$1.3Mraised▾
TRAAD.AI is an Agentic Engine for advisors and investors, orchestrating agentic AI to turn fragmented financial data into structured, auditable, and goal-aligned decisions. The solution support investment advisors and investors to deal with individual asset decision making: risk management, wellthbeing, tax and profit optimization.
- Oct 2024Seed$579.6K
- Mar 2023Seed$761.9K
#8
Series A · Sao Paulo, State of Sao Paulo · founded 2018 · 106 employees$25Mraised▾
Online platform for financial planning solutions for business. It provides training tools for financial management. Its offers financial education throughncontent and technologies.
- Sep 2022Series A$25M
#9
Series B · Sao Paulo, State of Sao Paulo · founded 2016 · 136 employees$26.1Mraised▾
Gorila is a wealth data aggregation platform. It allows users to consolidate all investments and update the current market prices through app-based platforms. Provides tools for tracking & monitoring the performance, managing returns in the form of dividends, interest, and maturities, and visualize portfolios. Also, offers alerts, notifications, and news updates to assist users. The application can be accessed on iOS and Android devices.
- Dec 2021Series B$17.7M
- Oct 2019Series A$8.4M
#10
Series B · Sao Paulo, State of Sao Paulo · founded 2015 · 261 employees$35Mraised▾
Trade management software suite for the capital market. It offers solutions for investment trust administration, back-office management, custodian, and more to managers, issuing companies, and non-resident investors. It offers solutions for registrar and transfer agent to registers investors, transactions with assets, records of pledges of assets, corporate events, and information relative to the title of the assets.
- Mar 2021Series B$35M
#11
Seed · Sao Paulo, State of Sao Paulo · founded 2021 · 16 employees$3.2Mraised▾
App-based platform for splitting the bills. The company offers a platform to share expenses. It allows users to divides the expenses and split bills. The app is available for Android and iOS users
- Aug 2023Seed$3.1M
- 2021Seed$125K
#12
Funding Raised · Sao Paulo, State of Sao Paulo · founded 2010 · 122 employees$1.9Mraised▾
Online platform provides trade management solutions for business
- Oct 2023Venture Debt$1.9M
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Investment Tech coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
How research on Fintech is moving in Brazil
A read on the academic research around Fintech — which themes are gaining ground, the institutions and researchers driving them, and how the tone is shifting. Based on 33 Brazil-affiliated papers.
- Fundação Getulio Vargas5
- Universidade de Ribeirão Preto4
- Universidade Federal de Minas Gerais4
- Central Bank of Brazil3
- Universidade de São Paulo2
- Financial services6
- Financial inclusion4
- Blueprint2
- Sentiment analysis2
- Commission2
- Financial services10
- Financial inclusion4
- Payment3
- Competition (biology)3
- Loan3
Where fintech is researched across Brazil
Location clusters by institution affiliation — each city's volume, stance tone, and a quick read on its hot topic, what's advancing, the opening opportunity, and the main concern.
Common questions
Rohit lives in the feed. He covers what's moving right now — the funding rounds, launches and shifts breaking across the trade press — and ties them back to where the sector is heading.