Vérios
Vérios is a São Paulo-based Brazilian SaaS company founded in 2015 that provides automation software for the operational aspects of individual investment portfolio management, serving individual investors and/or wealth managers. The privately held company has 11-50 employees.
- Company typePrivate
- Founded2015
- HeadquartersSão Paulo, Brazil
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Vérios does
Vérios is a privately held Brazilian software company founded in 2015 and headquartered in São Paulo that develops automation software for the operational aspects of individual investment portfolio management. The company's positioning — that it "automates all the operational aspects of managing individual portfolios and simplifies investment" — suggests a workflow-automation platform aimed at individual investors, wealth managers, or financial advisors who need to streamline the administrative and operational tasks associated with running portfolios, rather than a discretionary investment-management or trading-decisioning product.
The company operates at small scale, with 11-50 employees and a two-person executive team comprising Felipe Sotto-Maior (CEO) and Alberto Anderick (CXO/CTO). The technology footprint is not documented in the available source data: no product feature inventory, no API or integration details, no architecture disclosures, and no mention of proprietary algorithms, models, or platforms are present. The website domain (verios.com.br) and São Paulo base confirm a Brazil-only operating market, with no signals of international expansion. The only channel-specific artifact available is a WhatsApp business contact link, indicating WhatsApp is a customer-engagement touchpoint.
The only documented capital event is an early-stage funding round on 2018-03-16 led by Igah Ventures (a known Brazilian VC) with participation from Startup Farm, the financial terms of which are not disclosed. No subsequent priced rounds, M&A activity, partnerships, customer logos, pricing model, or revenue figures are available in the source data. The business model (SaaS subscription vs. transaction-based vs. freemium vs. enterprise licensing) cannot be determined from the available evidence, which constitutes a significant diligence gap for an investment assessment.
Vérios firmographics
Firmographics- Name
- Vérios
- Website
- https://verios.com.br
- Company type
- Private
- Founded year
- 2015
- Headcount range
- 11–50 employees
- Short description
- Vérios is a São Paulo-based Brazilian SaaS company founded in 2015 that provides automation software for the operational aspects of individual investment portfolio management, serving individual investors and/or wealth managers. The privately held company has 11-50 employees.
- Ownership category
- akta.pro rank
Vérios industry classification
Industry- Product category
- Portfolio Management Software
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Model Portfolio & Portfolio Construction Engines (FSAGAEAD)
Keywords
Where Vérios is headquartered
LocationHeadquarters
- HQ city
- São Paulo
- HQ country
- Brazil
- HQ region
- Latin America
Markets served
Vérios business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Vérios product offering
Product offeringCore offering
Vérios automates the operational aspects of managing individual investment portfolios and simplifies the investment process. The company provides a technology platform designed to streamline portfolio administration tasks for investment professionals.
Product overview
No Vérios-specific product information available in the source data.
Differentiator
Problem solved
Functional benefit
Products and services
- Portfolio Management Automation Platform Software platform that automates the operational aspects of managing individual portfolios and simplifies investment workflows, targeted at investment professionals and wealth managers.
Companies that use Vérios
Customer profileIdeal customer profiles1 record
Vérios technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Vérios partnerships and signals
Strategic signalRecent moves3 records
Expansion highlights3 records
Vérios competitors and assessment
Company assessmentDirect peers
- Addepar: Addepar is a wealth management technology platform that helps advisors and institutions aggregate, analyze, and report on portfolio data across multiple custodians. It is the closest analog to Vérios' stated mission of automating the operational side of managing individual portfolios, but at much greater scale and primarily in the US.
- Orion Advisor Tech: Orion provides portfolio management, rebalancing, and reporting software to RIAs and broker-dealers. Like Vérios, it focuses on automating day-to-day portfolio operations for advisors, making it a direct functional peer in the wealthtech stack.
- Black Diamond (Advyzon): Black Diamond, part of Advyzon, offers portfolio rebalancing, reporting, and performance tools for independent advisors. It competes head-to-head with what Vérios is building for Brazilian advisors on the operational side.
- AdvisorEngine: AdvisorEngine provides CRM, portfolio management, and rebalancing tools for financial advisors, directly mirroring the automated portfolio operations that Vérios targets.
Broad incumbents
- Envestnet: Envestnet is a large incumbent that offers portfolio management tools, advisor workstations, and managed account solutions. It overlaps with Vérios' portfolio automation niche but as a much broader platform serving advisors across the US.
- InvestCloud: InvestCloud is a digital wealth platform offering portfolio management, reporting, and digital advice capabilities to wealth managers globally. It overlaps with Vérios' portfolio construction and management automation focus at a broader enterprise level.
- BTG Pactual Digital: BTG Pactual Digital is the digital wealth platform of Brazil's largest investment bank, with deep resources to build or buy portfolio automation tooling. It is a regional incumbent whose breadth of distribution dwarfs any independent wealthtech like Vérios.
Regional players
- Magnetis: Magnetis is a Brazilian digital wealth manager (robo-advisor) serving retail investors directly. While B2C rather than B2B like Vérios, it addresses the same underlying market of automated portfolio management in Brazil and serves as the most relevant local reference point.
- Warren Investimentos: Warren is a major Brazilian investment platform offering automated portfolio products and wealth management tools. It competes for the same end market of simplified, automated investing in Brazil as Vérios enables through its advisor platform.
Emerging players
- iCapital: iCapital is a fintech platform that streamlines operational and administrative aspects of alternative investing for advisors and their clients. It is comparable to Vérios in taking workflow-heavy, back-office tasks in wealth management and making them digital and scalable.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat2 records
Key risks5 records
Key highlights4 records
Customer concentration
Vérios social profiles
Digital presenceVérios financial estimates
Financial estimateRevenue estimate
Valuation estimate
Vérios leadership team
Management profileNumber of profiles
Profiles2 records
Vérios funding detail
Funding detailFunding overview
Funding rounds1 record
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Vérios 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 Vérios
What does Vérios do?
Vérios automates the operational aspects of managing individual investment portfolios and simplifies the investment process. The company provides a technology platform designed to streamline portfolio administration tasks for investment professionals.
When was Vérios founded?
Vérios was founded in 2015. It employs 11 to 50 people.
Where is Vérios based?
Vérios is headquartered in São Paulo, Brazil, in the Latin America region.
Who are Vérios's main competitors?
Direct peers on record are Addepar, Orion Advisor Tech, Black Diamond (Advyzon) and AdvisorEngine. Broad incumbents are Envestnet, InvestCloud and BTG Pactual Digital. Regional players are Magnetis and Warren Investimentos. iCapital is listed as an emerging player.
Does Vérios have an API?
No public API is recorded for Vérios.
What industry is Vérios in?
Vérios's product category is Portfolio Management Software. Its primary akta.pro industry code is FSAGAEAD, Model Portfolio & Portfolio Construction Engines. Its NAICS code is 523940 and its SIC code is 6282.