Vérios

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.

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

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

• Portfolio management software
• Investment automation
• Wealth management technology
• Portfolio administration
• Investment operations

Headquarters

HQ city

São Paulo

HQ country

Brazil

HQ region

Latin America

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Core 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.

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves3 records

Expansion highlights3 records

Direct 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

• Xx.com/VeriosInvest

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds1 record

Investors2 records

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 Vérios