Levante

What Levante does

Levante Ideias de Investimentos S/A is a São Paulo-headquartered financial analysis and investment advisory company founded in 2017. The firm operates a subscription-based platform that delivers curated investment recommendations across multiple asset classes — Brazilian equities, options, cryptocurrencies, fixed income, and international dividend stocks — to Brazilian retail investors. Its core product stack includes Carteira Semanal (weekly 4-stock portfolios with entry, target, and stop-loss levels), Trade dos 5 Dias (5-day swing trades), Lucro Acima de Tudo (multi-strategy short-term system covering swing, options, long & short, BDRs, and fixed income), Clube das Opções 3X (options recommendations targeting minimum 100% returns), CopyTrading Automatizado de Cripto (automated cryptocurrency copy trading claiming +529% returns in 2025), and Dividendos em Dólar / Investimento Global (international and BDR dividend portfolios).

The platform combines human-curated analyst recommendations with a copy-trading execution engine, supported by backend integrations with Google Analytics (web analytics), Salesforce (CRM), and Tax Trader (B3-certified automated DARF tax calculator embedded in the Lucro Acima de Tudo product). The recommendation engine is staffed by CNPI-certified analysts, with Enrico Cozzolino (Head of Analysis, ranked TOP 3 Trader in Brazil by Estadão) anchoring the short-term strategies and Rafael Bevilacqua (Chief Strategist, ex-Bresser Asset Management and Eleven Research Financial) overseeing macro and fixed-income strategy. Self-reported performance metrics include a 71% historical hit rate for weekly stock picks, 81.5% accuracy on the Lucro Acima de Tudo system, and +529% returns on the crypto copy-trading system during 2025; these claims are first-party and unaudited.

The business model is a recurring subscription model with a freemium content-led acquisition funnel. Paid subscription tiers range from R$121.19 to R$230 per month (approximately $24-$46 USD), sold primarily on annual auto-renewal with 7-30 day money-back guarantees and performance-credit clauses (e.g., minimum 192 operations or R$1,500 credit commitments on certain products). Distribution is fully digital and product-led via a self-serve web platform at app.levanteideias.com.br, with delivery through Telegram groups, email, and WhatsApp; customer acquisition is driven by free e-books, a daily market newsletter ("E Eu Com Isso?"), and a multi-channel social presence on YouTube, Instagram, Facebook, Twitter/X, and LinkedIn. The customer base consists entirely of Brazilian retail investors — beginners to active traders — with no disclosed enterprise, institutional, or B2B clients. The company is privately held, has 11-50 employees, and lists no material outside funding in the provided data (a 2020-03-01 round is recorded with $0 raised).

Name

Levante

Legal name

Levante Ideias de Investimentos S/A

Website

https://levanteideias.com.br

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

Levante Ideias de Investimentos is a São Paulo-based subscription investment advisory firm serving Brazilian retail investors with CNPI-certified analyst recommendations across equities, options, cryptocurrencies, and international dividends, delivered via a self-serve digital platform.

Ownership category

akta.pro rank

Product category

Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)

akta.pro secondary industry

Software/SaaS Subscriptions (Consumer & Prosumer) (CRAFAIAB)

Keywords

• Investment advisory services
• Stock recommendations
• Copy trading crypto
• Options trading signals
• Investment education

Headquarters

HQ city

São Paulo

HQ country

Brazil

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Subscription Services: Monthly/annual recurring subscriptions for investment recommendation services including Carteira Semanal, Trade dos 5 Dias, Lucro Acima de Tudo, Dividendos em Dólar, and other portfolio strategies. Auto-renewal with monthly recurring charges.
2. Digital E-books and Educational Materials: Free and paid digital guides covering investment topics including Tesouro Direto, Fundos Imobiliários, Ações, Dividendos, Opções, Valuation, and cryptocurrency education.
3. Premium Educational Courses: Premium courses including Long & Short, Opções, and Special Reports on brokers with zero brokerage fees, offered as bonuses for subscribers.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels9 records

Core offering

Levante Ideias de Investimentos is a Brazilian subscription-based investment advisory platform that delivers recurring stock, options, cryptocurrency, and international dividend trade recommendations produced by CNPI-certified analysts. Customers pay monthly or annual subscriptions for access to named product series (Carteira Semanal, Trade dos 5 Dias, Lucro Acima de Tudo, Clube das Opções 3X, CopyTrading Automatizado de Cripto, Dividendos em Dólar, Investimento Global) and receive exact entry, target, and stop-loss levels via Telegram, WhatsApp, and email, supported by free educational e-books and a daily market news bulletin ("E Eu Com Isso?").

Product overview

Levante Ideias de Investimentos is a Brazilian investment analysis company offering a platform of subscription-based financial advisory services. The core offerings include stock trading recommendations (Carteira Semanal, Trade dos 5 Dias), short-term trading systems (Lucro Acima de Tudo, Clube das Opções 3X), cryptocurrency services (CopyTrading Automatizado de Cripto), and international investment portfolios (Dividendos em Dólar, Investimento Global). These are complemented by educational content (Manuais de Investimento e-books) and daily market news (E Eu Com Isso?). Services are delivered through multiple certified analysts (CNPI) via WhatsApp, Telegram, and email, with automated execution capabilities.

Differentiator

Problem solved

Functional benefit

Products and services

• Carteira Semanal

Quantifiable outcome

• 529% returns in crypto copy trading (2025)
• +3 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature5 records

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• XP Inc. Brazil's largest independent broker and wealth platform, offering research, advisory, and execution to retail and high-net-worth clients. Competes with Levante on the content/advisory layer, but bundles it with brokerage, funds, and credit products at scale.
• Genial Investimentos: Full-service Brazilian broker and content publisher producing investment research, recommendations, and market commentary for retail clients. Overlaps with Levante on the subscription research and advisory offering, but offers integrated execution.
• Rico Investimentos: Brazilian retail broker with a heavy content and research offering (articles, daily market commentary, analyst calls) targeting the same retail-investor persona as Levante. Comparable in audience and freemium content model, with the addition of integrated trading.

Direct peers

• Empiricus: Brazil's largest subscription-based investment research and advisory publisher, offering independent stock, options, and macro recommendations to retail investors. Closest direct competitor to Levante, sharing the same freemium-to-paid content funnel and CNPI-credentialed analyst model.
• eToro: Global social trading platform best known for copy trading functionality, allowing users to replicate top traders' portfolios. Most direct analog to Levante's CopyTrading Automatizado de Cripto product, and a reference point for the platform's broader roadmap into automated execution.
• Seeking Alpha: Global subscription investment research platform combining contributor analysis with proprietary quant ratings. Closest international analog to Levante's model — paid access to actionable stock and portfolio recommendations, often with performance attribution tracking.
• Tastylive (tastytrade): US-based financial content and options education network offering subscription access to options trading strategies and live programming. Closest international analog to Levante's Clube das Opções 3X product line, with a comparable content-plus-signals monetization model.
• Suno Research: Brazilian independent investment research firm that sells subscription access to stock picks, asset allocation reports, and proprietary valuation models. Directly comparable product offering, target audience (retail/affluent Brazilian investors), and distribution model.
• The Motley Fool: Subscription-based investment advisory and stock-picking service built around named analysts and productized portfolio services. Mirrors Levante's multi-product subscription structure (foundational + premium tiers) and analyst-led branding approach.

Emerging players

• Nord Research: Independent Brazilian equity research house producing institutional-quality reports and recommendations, increasingly distributed via paid subscription channels to retail. Comparable on research depth, CNPI-credentialed analysts, and Brazil-only equity coverage.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/levante_ideias
• YouTubeyoutube.com/channel/UC7Nnkn76ijG-vM4mfhp4Cjw
• Facebookfacebook.com/levante.ideias
• LinkedInlinkedin.com/company/levante-ideias
• Instagraminstagram.com/levante.investimentos

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds1 record

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 Levante