Nomos
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.
- Company typePrivate
- Founded2013
- HeadquartersVila Olímpia, Brazil
- Headcount51–100
- GTM typeB2B and B2C
- OfferingServices
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.
Nomos firmographics
Firmographics- 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
Where Nomos is headquartered
LocationHeadquarters
- HQ city
- Vila Olímpia
- HQ country
- Brazil
- HQ region
- Latin America
Offices3 records
Markets served
Nomos business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others
Revenue model
- 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.
- 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
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Basic Advisory Services - Free account opening with access to XP platform |
| Usage-based | Monthly | Premium Trading Tools - Calculadora de IR and advanced platform access |
| Subscription | Monthly | Automated Trading (Ontick) - Basic Plan free for Nomos clients |
| Unit Pricing | Pay-as-you-go | International Investment - Minimum starting at US$5 |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels6 records
Nomos product offering
Product offeringCore 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
Companies that use Nomos
Customer profileSegments4 records
Ideal customer profiles3 records
Nomos technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Feature6 records
Nomos partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- XP InvestimentoscoreNomos 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
Nomos competitors and assessment
Company assessmentDirect 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
Nomos social profiles
Digital presenceNomos compliance and trust
Trust signalCompliance7 records
Nomos financial estimates
Financial estimateRevenue estimate
Valuation estimate
Nomos leadership team
Management profileNumber of profiles
Profiles1 record
Nomos funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Nomos M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Nomos
What does Nomos do?
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.
Is Nomos a public or private company?
Nomos is a private company. It is classified as unknown and is currently operating.
When was Nomos founded?
Nomos was founded in 2013. It employs 51 to 100 people.
Where is Nomos based?
Nomos is headquartered in Vila Olímpia, Brazil, in the Latin America region.
How does Nomos make money?
Two revenue lines are on record. Investment Advisory Fees are the primary driver. The others are brokerage Transaction Fees.
Who are Nomos's main competitors?
Direct peers on record are Modalmais, Toro Investimentos, Warren Investimentos, MyCAP and Giant Steps Investimentos. Broad incumbents are BTG Pactual, XP Investimentos, Mirae Asset (Brasil), Genial Investimentos and Rico Investimentos.
Does Nomos have an API?
No public API is recorded for Nomos.