What Fundamentei does

Fundamentei Serviços de Informação LTDA is a privately-held Brazilian SaaS company founded in 2019 and headquartered in Rio de Janeiro that operates a web-based fundamental analysis platform covering 6,000+ assets across Brazilian stocks (Ações, 300+), Brazilian real estate and agro funds (FIIs/Fiagros, ~400), U.S. stocks on NYSE and Nasdaq (5,500+), and U.S. REITs (190+). The platform exposes 900+ fundamental indicators with 29+ years of Brazilian stock history and 19+ years of U.S. stock history, drawn from regulatory sources (CVM, SEC) and proprietary data partners (Fiscal.ai, Enfoque Informações Financeiras, Intrinio, Currencylayer). Technical differentiators include a proprietary filtering language with a custom mobile keyboard, a screener ("Planilhão") with sub-one-second query performance, real-time data synchronization, customizable indicator tables, a portfolio allocator, a five-asset comparator, a community discussion and ranking layer, an earnings calendar, and material-facts tracking.

The company operates a freemium model. The free tier grants access to 6,000+ assets with last annual financials, daily valuation, 5-year prices, 30-day trade data, a limited asset manager, and a weekly material-facts email. The Premium subscription at R$320/year unlocks unlimited history, the full screener, discussions, rankings, customizable tables, and Excel data export. Fundamentei Black, priced at R$1,997 (or 12x R$206.54), bundles Premium with 66+ courses on Buy&Hold methodology and is distributed through Hotmart's affiliate network. A generative AI report-summarization feature is gated to Premium subscribers on a quarterly cadence, with outputs reviewed by certified analyst Arthur Svidzinski.

Distribution is direct-to-consumer and self-serve through fundamentei.com (Portuguese and English) with Google OAuth signup, supported by a multi-channel content layer (YouTube, Instagram, blog, weekly email), affiliate partnerships with MyProfit and Remessa Online, and community-led growth via in-platform discussions and user testimonials. The company is bootstrapped, has not disclosed any external funding rounds, lists 1–10 employees, and operates from a single headquarters in Rio de Janeiro, serving retail investors primarily in Brazil and, since 2025, in the United States.

Name

Fundamentei

Legal name

Fundamentei Serviços de Informação LTDA

Website

https://fundamentei.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Fundamentei is a Brazil-based SaaS platform offering fundamental analysis tools for Brazilian and U.S. stocks and real estate funds, serving 448K+ retail investors with 6,000+ assets, 900+ indicators, and integrated community and education layers.

Ownership category

akta.pro rank

Product category

Investment Research Software

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Digital Brokerage & Self-Directed Investing Platforms (FSAGAEAC)

akta.pro secondary industry

Execution-Only / Self-Directed Investing Platforms (FSAAAAAI)

Keywords

• Fundamental analysis platform
• Stock screening software
• Investment research tools
• Financial data analytics
• Equity analysis SaaS

Headquarters

HQ city

Rio

HQ country

Brazil

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2C

Offering type

Software

Cost components

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

Revenue model

1. Premium Subscription: Annual subscription at R$320/year providing full access to Screener, unlimited data history, all tools, discussions, rankings, customizable tables, and Excel data downloads. Represents the primary revenue stream.
2. Black Membership: Comprehensive investment education program at R$1,997 (or 12x R$206.54). Includes all Premium benefits plus courses on Buy&Hold investing, valuation, stocks, REITs, FIIs, and advanced analysis. Sold through Hotmart platform.
3. Free Tier: Limited free access with 6,000+ assets, last annual financials, daily valuation, 5-year prices, 30-day trade data, limited asset manager, and weekly email. Serves as lead generation for Premium conversion.

Pricing tiers

Go-to-market motion3 records

Distribution channels2 records

Marketing channels7 records

Core offering

Fundamentei is a web-based SaaS platform for fundamental analysis of Brazilian stocks (Ações), Real Estate Funds (FIIs), US Stocks, and US REITs, aggregating data on 6,000+ assets with 29+ years of Brazilian stock history and 19+ years of US stock history. The platform offers a free tier with limited data, a Premium subscription (R$320/year) unlocking 900+ indicators, full Screener access, customizable tables, Excel export, community discussions, and asset rankings, plus the Fundamentei Black education bundle (R$1,997) that combines all Premium benefits with 66+ investment courses. The platform targets individual long-term Buy&Hold investors and includes portfolio management, asset comparison, earnings calendar, material facts tracking, and community-driven rankings.

Product overview

Fundamentei is a unified investment research platform offering comprehensive fundamental analysis tools for Brazilian and U.S. stock markets. The core product centers on the Fundamentei Platform combined with the Screener (Planilhão), an advanced screening tool with 900+ financial indicators that forms the centerpiece of the Premium subscription. The product suite includes the free tier with basic access, a Premium subscription (R$320/year) unlocking full historical data and all analytical tools, and Fundamentei Black (R$1,997), a premium education bundle combining 66+ courses on investing methodology with full platform access. Supporting tools include Portfolio Manager for asset allocation, Ranking based on community ratings, Comparativo for side-by-side analysis, Agenda de Balanços for earnings tracking, Fatos Relevantes for material disclosures, Discussões for community engagement, Blog for educational content, and Favoritos for watchlists. The platform covers over 6,000 assets across Ações (300+ Brazilian stocks), FIIs (~400 real estate funds), Stocks (5,500+ U.S. companies), and REITs (190+).

Differentiator

Problem solved

Functional benefit

Products and services

• Fundamentei Platform A comprehensive fundamental analysis platform for Brazilian and U.S. stock markets, providing access to over 6,000 assets including Ações, FIIs, Stocks, and REITs, with historical financial data, valuation metrics, and community-driven rankings. Targeted at individual long-term Buy&Hold investors and financial planning professionals.
• Screener (Planilhão) Advanced stock screening and comparison tool with over 900 financial indicators, custom filters using a proprietary filtering language, saved screeners, portfolio/bookmark integration, and real-time data updates. Accessible exclusively to Premium subscribers for filtering across Ações, FIIs, Stocks, and REITs.
• Premium Subscription Paid annual subscription (R$320/year with 45% discount) providing unlimited data history, full Screener access, all platform tools, participation in Discussions, asset Ranking, customizable financial tables, and Excel data downloads. The primary revenue-generating product.
• Free Plan No-cost tier offering access to over 6,000 assets with last annual financial statements, daily valuation, 5-year price history, 30-day trade data, limited Portfolio Manager functionality, and weekly email on Fatos Relevantes. Excludes Ranking, Discussions, Screener, and full data history.
• Fundamentei Black Comprehensive investment education program priced at R$1,997 (or 12x R$206.54) with annual renewal at 50% discount (R$1,000). Combines 66+ video courses covering Mindset, Buy&Hold errors, Portfolio management, Stocks, REITs, FIIs, AI, and advanced analysis with full Premium site access and live bonus content. Sold through the Hotmart affiliate platform.
• Fundamentei English Platform (en-US) Bilingual (English) variant of the Fundamentei Platform targeting US investors with coverage of 5,500+ US stocks on NYSE/Nasdaq and 190+ US REITs, including SEC-sourced fundamental data and the same Screener, Ranking, and Comparativo tools as the Brazilian version.

Quantifiable outcome

• 447K+ registered investors on platform
• +4 more outcomes

Named customers6 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

AI capability1 record

Feature4 records

Partnerships

Five partnerships are on record, tiered core and minor.

• Fiscal.aicoreTechnology or IntegrationPrimary data provider for US company fundamental data (Stocks/REITs). Provides daily updated financial statements and historical data for 5,500+ US stocks. Data feeds directly into Fundamentei's Screener and analytics tools.
• Enfoque Informações Financeiras LTDAcoreTechnology or IntegrationProvider of quotes for Brazilian assets (Ações and FIIs). Provides real-time and historical price data for B3-listed securities. Daily updates synchronized with market close.
• Intrinio Inc.coreTechnology or IntegrationProvider of quotes for American assets (Stocks and REITs). Provides real-time and historical price data for NYSE and Nasdaq securities. Daily updates for US market data.
• MyProfitminorGTM or Marketing PartnerTax calculation service partnership. MyProfit offers 10% discount to Fundamentei users for automatic tax calculation for investors. Cross-promotion on Fundamentei's discounts page.
• Remessa OnlineminorGTM or Marketing PartnerInternational money transfer partnership. Fundamentei users receive 15% discount on international transfers using code FUNDAMENTEI. Mutual promotion for investors needing international transfer services.

Scale indicators17 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Status Invest: Brazilian fundamental analysis platform offering stock and FII screening, portfolio tracking, and investment data for retail investors. Closest direct competitor in Brazil with overlapping product (Screener, portfolio manager, fundamentals) and the same self-directed retail long-term investor audience.
• Funds Explorer: Specialized Brazilian platform for FII (Real Estate Investment Fund) analysis with dividend tracking, yield comparisons, and fundamental data. Directly comparable for the FII segment of Fundamentei's offering and the Brazilian long-term income-investor persona.
• Simply Wall St: Visual fundamental analysis platform for self-directed retail investors with infographic-style summaries of company financials. Comparable in philosophy (fundamental analysis for retail) and target audience, though primarily focused on US, Australian, and UK markets rather than Brazil.

Broad incumbents

• TradingView: Global charting and social trading platform with extensive technical and fundamental analysis tools covering Brazilian and US markets. Competes for the same retail investor audience and offers overlapping screening and fundamental indicator functionality, though broader in scope.
• Morningstar: Global investment research and data provider with comprehensive fundamental analysis, ratings, and screening tools. Overlaps with Fundamentei in fundamentals, valuation metrics, and screening, though targeting more institutional and affluent retail audiences at higher price points.
• Investing.com: Global financial portal with real-time quotes, news, analysis, and screening tools covering stocks, ETFs, and other assets worldwide. Comparable in retail-investor focus and breadth of asset coverage including Brazilian markets.
• Yahoo Finance: Mass-market financial data, news, and portfolio tracking platform with global coverage including Brazilian and US stocks. Competes indirectly for the same retail investor audience, though with broader but shallower fundamental-analysis tools.

Emerging players

• Atom Finance: Modern investment research platform offering institutional-quality data and analysis tools for individual investors. Comparable in focus on fundamental analysis, premium subscription model, and curated retail-investor experience.
• Koyfin: Financial data and analytics platform with fundamental data, screening, and visualization tools for retail and professional investors. Overlaps with Fundamentei's screener and fundamental-analysis value proposition at a comparable subscription price point.

Regional players

• ADVFN: Long-established financial data and stock-information platform operating in multiple geographies including Brazil. Comparable in fundamentals, quotes, and stock-information delivery, with stronger geographic concentration outside the US.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• GitHubgithub.com/fundamentei
• Xx.com/fundamentei
• Facebookfacebook.com/fundamenteioficial
• LinkedInlinkedin.com/company/fundamentei

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

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 Fundamentei