What it sells
AI agents specialised in investment/portfolio management for retail clients with assets from R$100k.
Business model breakdown
Buyer: who owns the budget?
UnverifiedIndividual Brazilian investors with R$100k+ portfolios (consumer-paid).
Trigger: what makes them buy now?
Wanting independent advice free of product-sale conflicts of interest; free portfolio diagnosis is the hook.
Workflow: what inputs become what output?
Free portfolio diagnosis, then personalised planning by AI agents, stated as free of product-sale conflicts of interest.
Distribution: how it reaches customers
Direct-to-consumer web app (Flutter) with a free portfolio diagnosis as entry funnel.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| 2025-12-17 | Pre-seed | R$17M | Urca Angels (lead), angels | startups.com.br |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-13.