What Nomos does

Nomos Assessor de investimentos Ltda. is a Brazil-based investment advisory firm registered with the CVM under Resolução 178/23, headquartered in São Paulo's Vila Olímpia district with additional offices in Rio de Janeiro and Joinville. Founded in 2012, the firm serves over 120,000 clients across four segments — active traders, individual investors, high-net-worth families, and corporate clients — and operates through an exclusive distribution partnership with XP Investimentos, Brazil's largest independent broker. Nomos claims the largest variable income desk and the largest mini-contract trading volume within the XP ecosystem.

The firm's core technology stack is a multi-platform trading and portfolio management suite. Clients access four trading platforms — Profit Pro (200+ indicators), Profit Trader XP, MetaTrader 5, and the OnTick automated-trading system — all integrated directly with XP account execution. Complementary tools include Carteiras Recomendadas (30+ monthly-updated portfolios), Carteiras Max (automated rebalancing portfolios managed by NMS Research), a free Calculadora de Imposto de Renda integrated with XP accounts, biweekly Trading Data risk reports, and live trading rooms with WhatsApp communities. A Mesa de Câmbio extends the offering into FX, hedging, and trade finance for individuals and corporates.

Nomos earns revenue through a hybrid model: recurring advisory fees as a registered investment advisor plus transaction-based brokerage fees on XP execution, with additional service fees for FX and corporate services. The firm is sales-led, supported by a network of certified advisors using WhatsApp-based outreach, and is mid-transition toward becoming a full broker-dealer (corretora) — a move that would unlock direct execution revenue, balance-sheet economics, and full client ownership. CVM and ANCORD compliance, LGPD-aligned data handling, and an internal cybersecurity policy underpin its regulatory posture.

Name

Nomos

Legal name

Nomos Assessor de investimentos Ltda.

Website

https://somosnomos.com.br

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

51–100 employees

Short description

Nomos is a CVM-registered Brazilian investment advisory firm serving 120,000+ clients through an exclusive partnership with XP Investimentos, offering multi-platform trading tools, automated portfolios, tax automation, and FX services to active traders and individual investors.

Ownership category

akta.pro rank

Headquarters

HQ city

Vila Olímpia

HQ country

Brazil

HQ region

Latin America

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Investment Advisory Fees: Nomos generates revenue as an investment advisor registered with CVM, earning fees through its distribution partnership with XP Investimentos. The advisory services are provided to clients who operate in the capital markets through the XP platform.
2. Brokerage Transaction Fees: Revenue is generated through client trading activity and brokerage commissions on the XP platform. Clients pay minimum brokerage fees starting from R$25/month for certain premium services.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels6 records

Core offering

Nomos is a CVM-registered Brazilian investment advisor that distributes professional and retail trading platforms (Profit Pro, Profit Trader XP, MetaTrader 5, OnTick) and delivers wealth advisory, recommended investment portfolios, tax calculation tools, a foreign exchange desk, and dedicated wealth management services to individuals, high-net-worth families, and corporate clients. Its offerings are executed and custodied through its distribution partnership with XP Investimentos.

Product overview

Nomos é uma assessoria de investimentos brasileira com foco em traders, oferecendo uma plataforma multi-produto que integra ferramentas de trading (Profit Pro, Profit Trader XP, MetaTrader 5, OnTick), serviços de wealth management (carteiras recomendadas e automatizadas, mesa de alocação, investimentos internacionais) e educacional (e-books, simuladores, sala de trading ao vivo). A empresa opera como allied da XP e oferece produtos desde calculadoras de IR automatizadas até mesas de câmbio corporativas, posicionando-se como 'a casa do trader' com o maior volume de minicontratos do país.

Differentiator

Problem solved

Functional benefit

Brands

• Nomos+: Premium membership program offering exclusive tools, content, and services for Nomos clients.
• Profit Pro
• Profit Trader XP
• OnTick
• Calculadora de IR

Products and services

• Wealth Advisory for Families (Wealth Management)
• Profit Pro
• Profit Trader XP
• MetaTrader 5
• OnTick
• Calculadora de IR
• Carteiras Recomendadas
• Carteiras Max
• Mesa de Câmbio
• Programa HFT (HFT Desk Program)
• International Investment Access (via XP Internacional)

Quantifiable outcome

• Largest mini contract volume in Brazil
• +2 more outcomes

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature6 records

Partnerships

One partnership is on record.

• XP InvestimentoscoreChannel Partner/ Reseller/ DistributorNomos maintains a distribution contract with XP Investimentos Corretora de Câmbio, Títulos e Valores Mobiliários S.A. As an affiliated investment advisor, Nomos can operate in the capital markets on behalf of clients through XP's platform and infrastructure. This is the core distribution partnership for all of Nomos' services.

Scale indicators5 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Modalmais: Brazilian investment platform combining brokerage, advisory and research; overlapping customer segments and product breadth with Nomos, particularly investors rather than active traders.
• Toro Investimentos: Brazilian retail-focused broker with active trader tools, educational content and commission-based pricing; competes head-on with Nomos for the day-trader persona.
• Warren Investimentos: Brazilian digital investment platform offering brokerage, advisory and recommended portfolios; comparable in target retail-investor segment and product proposition.
• MyCAP: XP-affiliated investment advisory from which Nomos acquired a portfolio of individual clients in Aug 2024 to accelerate AUM; a near-clone competitor in business model.
• Giant Steps Investimentos: Brazilian XP-affiliated investment advisory with a strong trader and institutional orientation; directly comparable to Nomos as a competing assessora inside the same XP distribution ecosystem.

Broad incumbents

• BTG Pactual: Largest Brazilian investment bank; offers full-stack retail advisory, brokerage, wealth management and FX services that overlap with Nomos's investor, trader, and corporate offerings.
• XP Investimentos: Brazil's largest independent broker and Nomos's core distribution partner; sets the rails (platform, custody, execution, client onboarding) that Nomos relies on and competes with at the retail-trader level.
• Mirae Asset (Brasil): International broker with Brazilian operations offering retail brokerage, research and advisory services; comparable in multi-asset retail offering and in competition for international-investment share.
• Genial Investimentos: Brazilian broker-dealer combining brokerage, advisory and asset management; comparable in retail-investor distribution, plataforma multi-produto and FX/câmbio desk like Nomos.
• Rico Investimentos: Brazilian retail investment platform owned by XP Inc.; offers brokerage, advisory, fixed income and research — closely comparable to Nomos's trader/investor stack on the same XP infrastructure.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/somosnomos
• YouTubeyoutube.com/@SomosNomos
• Facebookfacebook.com/nomosmelhoresinvestidores
• LinkedInlinkedin.com/company/nomosassessoria
• Instagraminstagram.com/somos_nomos
• TikToktiktok.com/@somosnomos

Compliance7 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Nomos