BRITech

What BRITech does

BRITech S.A. is a Brazil-headquartered B2B SaaS company founded in 2014 that provides an integrated investment management platform for the asset management, wealth management, fund administration, brokerage, family office, and custody ecosystem. The platform is built on a cloud-native, API-first microservices architecture and is composed of modular products covering portfolio management, risk evaluation, receivables management, pre-trade compliance and order management, investor portal, asset registry/securities transfer, structuring and governance, and reports and analytics. The company has expanded its product surface through acquisitions, most notably a majority stake in ABS - Asset Banking System (April 2022), which added the Atlas PAS cloud system, and the February 2025 acquisitions of Sisfinance Evoluir and IT4Finance.

BRITech monetizes via enterprise SaaS subscriptions sold through direct enterprise field sales (demo-driven, quote-based, multi-year contracts), supplemented by a global franchise network spanning 20+ countries. It claims a fixed-cost pricing structure with no expensive customizations, 24x7x365 availability, and supports local regulatory frameworks including CVM 175 and CVM 210. The platform serves hundreds of clients across Latin America, the United States, and Europe, processing over US$1 trillion in assets under custody and 2+ million positions daily. Notable customers disclosed in case studies include M. Safra & Co., Brasil Plural / Banco Genial, Vitalis, Simétrica Investimentos, RJI Gestão e Investimentos, Varianza, ID, and Pilotage Investimentos.

The company is privately held and privately funded since its 2015 investment by ORIA Capital, which led to the formation of a Board of Directors. Its leadership team is concentrated in the Brazilian capital markets and enterprise software ecosystem, with CEO Yuryi Ferber (formerly founder/CEO of YMF, acquired by TOTVS) anchoring the strategy. BRITech has been recognized as Overall LATAM WealthTech Provider of the Year for two consecutive years and as a Rising Star in the FeaturedCustomers Winter 2026 Fund Administration Software Customer Success Report.

Name

BRITech

Legal name

BRITech S.A.

Website

https://britech.global

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

51–100 employees

Short description

BRITech is a Brazil-headquartered B2B SaaS provider of an integrated, cloud-native investment management platform serving asset managers, wealth managers, fund administrators, brokers, family offices, and custodians across Latin America, the United States, and Europe via direct enterprise sales and a global franchise network.

Ownership category

akta.pro rank

Product category

WealthTech / Investment Management Software

NAICS

Portfolio Management and Investment Advice (523940), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182)

SIC

Investment Advice (6282), Finance Services (6199)

akta.pro primary industry

Sub-Accounting & Platform Servicing (Omnibus, Intermediary/NSCC, Retirement Platforms) (FSAAAMAI)

akta.pro secondary industries

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD), Full-Service Retail Brokerage & Wealth Platforms (FSAAAAAA), Execution-Only / Self-Directed Investing Platforms (FSAAAAAI)

Keywords

• Investment management software
• Wealth management platform
• Portfolio management SaaS
• Fund administration software
• Asset management technology

Headquarters

HQ city

São Paulo

HQ country

Brazil

HQ region

Latin America

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. SaaS Subscription: BRITech operates as a B2B SaaS company offering scalable investment management software on a subscription basis. The platform is delivered as a cloud-native SaaS solution with 24x7x365 availability. Pricing follows a fixed cost structure with flexible deployment models.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels7 records

Core offering

BRITech provides a modular, cloud-native SaaS investment management platform for financial institutions, covering portfolio management, risk evaluation, receivables management, trading and pre-trade compliance, an investor portal, asset registry/securities transfer, structuring and governance, reporting and analytics, and investor management. The platform is delivered as a subscription service with fixed-cost, multi-year contracts and is sold via direct enterprise sales and a global franchise network to asset managers, wealth managers, family offices, fund administrators, custodians, brokers, and security registrars.

Product overview

BRITech offers a modular SaaS investment management platform comprising integrated modules for Portfolio Management, Risk Evaluation, Receivables Management, Trading & Order Management (Pre-Trade Compliance), Investor Portal, Asset Registry/Securities Transfer, Structuring & Governance, and Reports & Analytics. The platform is designed for Asset Managers, Neobanks, Fund Administrators, Family Offices, Wealth Management firms, Brokers & Distributors, and Custodians. Key capabilities include end-to-end workflow unification, API-first architecture with native integrations, and agentic AI automation. The platform serves clients across 3 continents with over $1 trillion in assets under custody and processes 2+ million positions daily.

Differentiator

Problem solved

Functional benefit

Products and services

• Gestão de Portfólio (Portfolio Management) Core portfolio management module that controls investments of managed portfolios, funds, custody and distribution of quotas and fixed income, enabling efficient management of multiple funds and portfolios with fewer manual entries.
• Avaliação de Risco (Risk Evaluation) Risk assessment module that controls and manages market risk, liquidity risk, and compliance/regulatory adherence; assesses market value at risk, stress scenarios, and monitors portfolio compliance.
• Gestão de Recebíveis (Receivables Management) Complete receivables operation management module that monitors and calculates portfolios of credit rights, providing agility in controlling receivables portfolios.
• Boletagem e Enquadramento Pre-Trade (Trading & Order Management) Pre-trade compliance and order management module that validates orders before execution, ensuring portfolio compliance and fulfillment of mandatory responsibilities, with an integrated trade blotter showing real-time positions and cashflow, automated rebalancing, and compliance monitoring.
• Portal do Investidor (Investor Portal) Digital client and investor portal that delivers statements with multiple analyses to clients via web or application, providing visibility and transparency to customers through exclusive dashboards.
• Escrituração de Ativos (Asset Registry / Securities Transfer) Asset registry and securities transfer agent module that controls investments of managed portfolios, funds, custody and distribution of quotas and fixed income.
• Estruturação e Governança (Structuring & Governance) Business structuring and governance module that organizes and controls business processes, providing tools for convening assemblies and legal registrations, with integration of compliance, monitoring, and automation for shareholder meetings.
• Relatórios e Análises (Reporting & Analytics) Reports and analytics module that provides easily accessible management and operational information to support portfolio decision-making, with highly configurable reporting tools and automated report generation based on Sharpe, Sortino, volatility, and tracking error methods.
• Investor Management Investor relationship management module that organizes clients and opportunities, including functionality for sales, marketing, and customer support with flexible client onboarding.
• Atlas PAS (ABS - Asset Banking System) Cloud-deployed investment operations system originally from acquired company ABS - Asset Banking System, used for back and middle office operations; provides portfolio processing, verification, and management with fast implementation and organized deployment.

Quantifiable outcome

• Tripling of client capacity enabling aggressive business growth goals
• +4 more outcomes

Named customers8 records

Segments7 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability1 record

Feature7 records

Partnerships

Two partnerships are on record, tiered core.

• 3rd-eyes analyticscoreTechnology or Integration · 5 April 2022BRITech announced a strategic partnership with 3rd-eyes analytics to revolutionize wealth planning solutions. The partnership combines BRITech's investment management platform with 3rd-eyes analytics' wealth planning technology to deliver enhanced wealth planning capabilities to joint customers.
• ABS - Asset Banking SystemcoreStrategic or Co-development Partner · 5 April 2022BRITech acquired a majority stake in ABS - Asset Banking System. ABS founders Alfredo Bracco and Mateus Vidigal continue as executives. The transaction adds ABS technology to BRITech's product portfolio and expands its customer base. ABS gains access to BRITech's infrastructure, experience, and reach across 20+ countries. This was BRITech's third acquisition.

Scale indicators7 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• SimCorp: Global provider of investment management software (SimCorp Dimension) for asset managers, fund administrators, and pension funds. Directly comparable to BRITech as both serve fund administration and investment operations; SimCorp was named alongside BRITech in the FeaturedCustomers Fund Administration Software report.
• Fundwave: Fund administration and investment management software provider recognized alongside BRITech in the FeaturedCustomers Fund Administration Software report as a peer competitor in the same customer success ranking tier.

Broad incumbents

• SS&C Technologies: Large global financial software vendor offering Advent (portfolio/accounting), Eze (order/risk management), and GlobeOp (fund administration). Comparable to BRITech's portfolio, trading, and fund administration modules at a much larger scale across global institutions.
• TOTVS: Largest Brazilian enterprise software company and acquirer of YMF (the founder's prior company). Comparable as a domestic Brazilian financial software incumbent with broad ERP and vertical capabilities overlapping BRITech's portfolio management and compliance modules.
• Temenos: Global banking and wealth management software platform serving retail, private, and wealth segments. Comparable to BRITech in wealth management and asset management functionality, particularly for institutions operating across multiple geographies.
• Charles River Development (State Street): Investment management platform (now part of State Street Alpha) covering order management, portfolio management, and risk. Comparable to BRITech's trading and portfolio management modules, particularly for buy-side institutions.
• BlackRock Aladdin: End-to-end investment management and risk platform used by institutional asset managers and asset owners. Comparable to BRITech's integrated portfolio, risk, and compliance value proposition, though at a much larger enterprise scale.
• Broadridge Financial Solutions: Global fintech providing post-trade, asset management, and investor communications technology. Comparable to BRITech's investor portal, asset registry, and reporting modules, particularly for wealth and asset management clients.

Regional players

• Linx SA: Brazilian vertical SaaS provider acquired by StoneCo, with software for retail and financial services. Comparable as a Brazilian enterprise software incumbent with overlap in financial services workflows for the local market.
• Senior Sistemas (Senior Software): Brazilian enterprise software provider with financial services and ERP modules used by mid-market and enterprise customers. Comparable to BRITech as another domestic Brazilian software platform serving financial institutions and asset managers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/BritServices
• LinkedInlinkedin.com/company/britechsa

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries1 record

Funding overview

Funding rounds1 record

Investors1 record

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

M&A2 records

Investments

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

Frequently asked questions about BRITech