Gorila

What Gorila does

Gorila is a Brazilian fintech founded in 2016 that provides investment consolidation and portfolio management technology to financial institutions, investment advisors, and individual investors. The company's flagship product is GorilaCORE, a RESTful API that ingests transaction data from multiple custodians and exchanges (including B3 and Brazil's Open Finance system), enriches it with market data, models corporate events, and calculates portfolio metrics such as time-weighted return, internal rate of return, profit and loss, and net asset value. GorilaVIEW is the consumer-facing front-end for portfolio visualization, offered on a freemium model (up to three portfolios free, Pro tier with unlimited portfolios and professional features). Supporting products include the GorilaCORE Spreadsheet Excel add-in, GorilaFLOW news terminal (built on the 2022 Fluxonaut acquisition), and Gorila AI, a conversational portfolio assistant launched in 2025 with an MCP server for AI agents.

Gorila makes money through a combination of B2C freemium subscriptions (GorilaVIEW Pro), B2B enterprise API subscriptions (GorilaCORE), and professional services for custom integrations with large financial institutions. The company operates a dual go-to-market motion: product-led growth with self-service signup for retail investors and advisory offices, alongside enterprise field sales targeting brokers, banks, payment institutions, fintechs, and multi-family offices. Pricing is quote-based for enterprise and not publicly disclosed. Gorila's enterprise customers include XP Investimentos, Genial, C6 Bank, PicPay, an independent broker with R$200 billion-plus in assets under custody, and a digital bank serving 150,000-plus investment clients. Notable advisor-side customers include Clube do Valor (3,000+ clients served by 100 consultants) and Vita Investimentos (grew from R$350 million to R$2 billion AUM between 2020 and Q1 2023 using GorilaCORE).

Gorila was founded by Guilherme Assis (CEO) and Robinson Dantas (CFO), with additional C-suite comprising Guilherme Miziara (CRO), Frederico Padilha (CPO), and Pedro Abbud (CTO). The company raised a Series A round led by Ribbit Capital in 2019 and a R$100 million Series B in December 2021 led by Ribbit with participation from Apis Partners, Iporanga, Monashees, and 2TM. In January 2022, Gorila acquired Fluxonaut, a Brazilian financial news and data services provider, and subsequently launched GorilaFLOW as part of an explicit strategic shift toward B2B. The company also operated FIP Gorila between 2021 and 2022 to make minority investments in investment advisory firms, creating ecosystem alignment. Gorila is headquartered in São Paulo, Brazil, and operates domestically with no disclosed international expansion.

Name

Gorila

Legal name

Gorila Desenvolvimento e Customização de Software de Investimentos LTDA.

Website

https://gorila.com.br

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

101–250 employees

Short description

Gorila is a Brazilian fintech founded in 2016 that provides investment consolidation and portfolio management APIs and front-end tools to financial institutions, investment advisors, and individual investors across Brazil. Its GorilaCORE API, GorilaVIEW platform, and GorilaFLOW news terminal serve brokers, banks, fintechs, and multi-family offices managing multi-custody portfolios at scale.

Ownership category

akta.pro rank

Product category

WealthTech / Investment Portfolio Management Software

NAICS

Portfolio Management and Investment Advice (523940), Computer Systems Design and Related Services (54151)

SIC

Services-Computer Programming, Data Processing, Etc. (7370), Investment Advice (6282)

akta.pro primary industry

Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)

akta.pro secondary industries

Account Aggregation & Connectivity (Multi-bank linking) (FSAGACAA), Managed Accounts & Model Portfolios (SMA/UMA) (FSAAAAAG)

Keywords

• Investment consolidation platform
• Portfolio management software
• Wealth management technology
• Investment API platform
• Financial data infrastructure

Headquarters

HQ city

São Paulo

HQ country

Brazil

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Software

Cost components

Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations

Revenue model

1. GorilaVIEW Subscription (B2C): Freemium model with free tier (up to 3 portfolios) and Pro tier subscription for professionals and advisory offices. Free tier generates user acquisition and data network effects; Pro tier monetizes power users and professional advisors requiring unlimited portfolio management, B2B integrations, and advanced features.
2. GorilaCORE API Licensing (B2B): B2B API subscription model where financial institutions (brokers, banks, fintechs) and large advisory offices pay for API access and usage. Pricing based on portfolio volume, transaction volume, and feature tiers. Includes dedicated integration support and SLAs for enterprise clients.
3. Enterprise Integration Projects: Custom integration and implementation services for large institutional clients requiring bespoke API integrations, custom report development, and dedicated technical support. Typically delivered as one-time projects with ongoing subscription tails.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels7 records

Core offering

Gorila provides an investment consolidation and portfolio calculation technology platform that aggregates transactions across multiple custodians, enriches them with market data, models corporate events, and computes portfolio metrics. It delivers this capability through two flagship products: GorilaCORE, a RESTful API used by financial institutions and developers to build portfolio applications, and GorilaVIEW, a front-end platform for advisors and individual investors to visualize, analyze, and report on consolidated portfolios. The platform also offers Gorila AI for conversational portfolio insights and supports Excel integration via an add-in.

Product overview

Gorila is an investment consolidation technology company offering a platform with multiple integrated products: GorilaCORE (API for developers to build custom portfolio applications), GorilaVIEW (front-end portfolio visualization for investors and professionals), and Gorila AI (conversational AI assistant for portfolio analysis). The platform consolidates investment transactions from multiple custodians, processes market data, and calculates portfolio metrics (performance, P&L, benchmarks). GorilaCORE Spreadsheet add-in extends Excel integration. Solutions serve financial institutions (brokers, banks, fintechs), investment advisors and offices, and individual investors, with B2B and B2C offerings.

Differentiator

Problem solved

Functional benefit

Brands

• GorilaVIEW: Front-end portfolio visualization platform for investors and professionals, available in free and pro versions.
• GorilaCORE
• Gorila AI
• GorilaFLOW

Products and services

• GorilaVIEW Front-end portfolio visualization and management platform for individual investors and advisory professionals. Consolidates investments from multiple custodians, tracks performance (profitability, asset allocation, benchmarks), and generates custom reports. Available in a free tier (up to 3 portfolios) and a paid Pro tier for advisors and offices with unlimited portfolios and B2B integrations.
• GorilaCORE RESTful API platform that provides the entire portfolio calculation engine of Gorila, enabling developers and financial institutions to build custom investment consolidation applications. Supports transaction data ingestion, market data enrichment, corporate event modeling, and calculation of portfolio metrics (P&L, TWR, IRR, NAV, average price, benchmark comparisons). Integrates with brokerage notes, Open Finance, B3, and CSV inputs. Includes an MCP Server for AI generative integration.
• Gorila AI Conversational AI assistant that transforms real investment data into natural language responses, analyses, and insights. Combines generative AI with consolidated portfolio data to make portfolio intelligence accessible through conversation. Includes AI Summary for news articles, diagnostic skill, portfolio rebalancing recommendations, asset comparison, and risk identification.
• GorilaFLOW Real-time financial news terminal for financial professionals, providing curated news, trending topics, and market indicators with AI-powered content summarization and terminal chat for sharing content via WhatsApp and Telegram.

Quantifiable outcome

• Reduced report generation time from 20 days to seconds for OP Finance
• +3 more outcomes

Named customers11 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability7 records

Feature6 records

Partnerships

Six partnerships are on record, tiered core and minor.

• FluxonautcoreStrategic or Co-development Partner · 1 January 2022Financial news and data services provider acquired by Gorila in January 2022. The acquisition enhanced Gorila's B2C and B2B offerings by integrating financial news and data services into the consolidation platform, strengthening product development capabilities.
• FIP Gorila (Portfolio Companies)minorStrategic or Co-development Partner · 1 January 2021Minority stake investments in investment advisory firms made by Gorila Technologies through the FIP Gorila fund between 2021-2022. These partnerships foster technology adoption and innovation in high-growth advisory operations, increasing alignment between Gorila and its customer base.
• C6 BankcoreTechnology or IntegrationDigital bank partner using Gorila's consolidation technology for investment portfolio services. Part of Gorila's institutional client base demonstrating platform scalability.
• PicPaycoreTechnology or IntegrationPayment institution and super-app using Gorila's platform to offer investment portfolio services to its user base. Demonstrates Gorila's reach across different financial institution types.
• Genial InvestimentoscoreTechnology or IntegrationBrokerage firm partner using Gorila's technology for investment portfolio consolidation. One of several brokerage integrations in Gorila's institutional portfolio.
• XP InvestimentoscoreTechnology or IntegrationMajor Brazilian brokerage using or partnering with Gorila's platform. XP Investimentos is one of the largest brokerages in Brazil, representing significant market reach.

Scale indicators11 records

Recent moves6 records

Expansion highlights5 records

Regional players

• Orama (previously Órama): Brazilian digital investment platform and wealth manager offering multi-product portfolio tools and advisory services. Comparable regional player serving retail and advisor segments, though with stronger distribution and weaker API/infrastructure focus than Gorila.

Direct peers

• Kinvo: Brazilian investment consolidation and portfolio tracking app for retail investors and advisors. Most direct domestic competitor, offering comparable multi-broker aggregation and profitability analytics for the Brazilian market.
• Status Invest: Brazilian investment tracking and analysis platform for retail investors covering equities, FIIs, fixed income, and crypto. Comparable retail-facing portfolio analytics product, with weaker multi-custody aggregation than Gorila.
• Magnetis: Brazilian digital wealth manager offering robo-advisory and managed portfolios. Comparable in serving Brazilian retail investors with consolidated portfolio views and advisor tools, though with discretionary AUM management Gorila does not perform.
• Addepar: US-based wealth management technology platform providing portfolio analytics, reporting, and data aggregation for advisors and institutions. Closest international analog to GorilaCORE, serving a similar multi-custody aggregation use case at enterprise scale.
• Mais Retorno: Brazilian investment research and fund analytics platform serving retail investors and advisors. Comparable as a portfolio analytics and fund-research data layer for the Brazilian market, though less focused on multi-custody consolidation APIs.

Broad incumbents

• Plaid: US-based open banking and financial data aggregation platform connecting applications to bank and brokerage accounts via APIs. Overlaps with Gorila's data aggregation and B3/Open Finance connectivity layer, but operates globally and across multiple financial use cases beyond investments.
• Empower (Personal Capital): US-based personal finance and wealth management platform offering free portfolio tracking plus advisory services. Comparable B2C value proposition to GorilaVIEW for retail investors, though US-focused and with managed-money components.
• XP Inc. Brazil's largest independent brokerage and wealth manager, simultaneously a Gorila customer and a potential competitive threat. Operates a broad investment platform across retail, advisory, and institutional segments with proprietary portfolio tools.
• Yodlee (Envestnet): Established financial data aggregation platform owned by Envestnet serving wealth management firms and fintechs. Overlaps with GorilaCORE's enterprise aggregation value proposition but at much larger scale and with broader product portfolio.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/gorilainvest
• YouTubeyoutube.com/@Gorilainvest
• Facebookfacebook.com/GorilaInvest
• LinkedInlinkedin.com/company/gorila
• Instagraminstagram.com/GorilaInvest

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries1 record

Funding overview

Funding rounds3 records

Investors6 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Gorila