Mais Retorno

Investment Data and Analyticsmaisretorno.com

Mais Retorno is a São Paulo-based financial data and investment analysis platform that aggregates official Brazilian market data (CVM, B3) to power portfolio management, fund comparison, and ranking tools for individual investors and investment professionals, monetized via subscriptions, advertising, and a developer API.

Company typePrivate
Founded2018
HeadquartersSão Paulo, Brazil
Headcount11–50
GTM typeB2B and B2C
OfferingSoftware

Mais Retorno firmographics

Firmographics

Name: Mais Retorno
Legal name: MR Educação & Tecnologia Ltda.
Website: https://maisretorno.com
Company type: Private
Founded year: 2018
Operating status: Operating
Headcount range: 11–50 employees
Short description: Mais Retorno is a São Paulo-based financial data and investment analysis platform that aggregates official Brazilian market data (CVM, B3) to power portfolio management, fund comparison, and ranking tools for individual investors and investment professionals, monetized via subscriptions, advertising, and a developer API.
Ownership category
akta.pro rank

Mais Retorno industry classification

Industry

Product category: Investment Data and Analytics
NAICS: Portfolio Management and Investment Advice (523940)
SIC: Finance Services (6199)
akta.pro primary industry: Investment Management Advisory (RIA) (FSAEAAAB)
akta.pro secondary industry: Digital/Hybrid RIAs (Robo-Enabled, Tech-Forward) (FSAAACAJ)

Keywords

Investment fund comparison
Financial data platform
Portfolio management software
Fund analytics tools
Investment comparison platform

Where Mais Retorno is headquartered

Location

Headquarters

HQ city: São Paulo
HQ country: Brazil
HQ region: Latin America

Offices1 record

Markets served

Mais Retorno business model

Business model

GTM type: B2B and B2C
Offering type: Software
Cost components: Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

Retorno Prime Subscription: Subscription service for individual investors providing portfolio tracking, asset comparison, investment simulation, and advanced tools. Operates on tiered subscription model with free trial period.
Retorno PRO Subscription: Professional tier subscription for investment advisors and consultants. Includes client portfolio management, custom reports, team management, and professional-grade tools.
API and Data Access: REST API access and MCP integration for developers and businesses wanting to connect real market data to their products and AI systems.
Retorno ADS (Sponsored Funds): Sponsored fund listings allowing fund managers to promote their funds on the platform, generating advertising revenue.
White Label Solutions: White label fund comparison technology for businesses wanting to embed Mais Retorno's tools on their own platforms.

Pricing tiers

Model	Billing	Price
Freemium	Monthly	Free tier with basic access limitations
Subscription	Annual	Retorno Prime - Individual Investor Subscription
Subscription	Annual	Retorno PRO - Professional Subscription
Usage-based	Pay-as-you-go	API Access - Developer/Business Tier

Go-to-market motion3 records

Distribution channels4 records

Marketing channels6 records

Mais Retorno product offering

Product offering

Core offering

Mais Retorno is a Brazilian financial data and investment analysis platform that aggregates fund, stock, and asset data from official sources (CVM, B3) to power portfolio management, fund comparison, ranking, and simulation tools. It sells subscription access to individual investors (Retorno Prime) and investment professionals (Retorno PRO), and offers a market data API with MCP integration for AI developers plus white-label and advertising solutions for businesses.

Product overview

Mais Retorno is a financial data and investment analysis platform offering a unified ecosystem of tools and subscription products. The core offerings include Retorno Prime (for individual investors) and Retorno PRO (for investment professionals), supported by a suite of analytical tools: Portfolio Manager (Gerenciador de Carteiras), Asset Comparator (Comparador de Ativos), Fund Comparator (Comparador de Fundos), Portfolio Simulator (Simulador de Carteira), Fund Ranking (Ranking de Fundos), and comprehensive asset/manager/administrator directories. The platform also includes developer-facing products through its Market Data API with MCP integration for AI systems, plus business solutions like Retorno ADS (advertising) and White Label comparisons. The platform aggregates data from public sources including CVM for Brazilian investment funds.

Differentiator

Problem solved

Functional benefit

Brands

Retorno Prime: Subscription product for individual investors to track portfolio performance, compare assets, and simulate investments.
Retorno PRO
Retorno ADS
MCP Integration

Products and services

Retorno Prime
Retorno PRO
API de Dados (Market Data API) Developer-facing API product with REST API and MCP (Model Context Protocol) integration that enables connection of real Brazilian market data to products and AI systems for automated analyses, AI-powered fund analysis, and financial reporting.
Retorno ADS Advertising and sponsorship product allowing fund managers to sponsor and promote their funds on the Mais Retorno platform, including featured fund cards.
Comparador White Label White-label fund comparison solution for businesses to embed Mais Retorno's comparison functionality into their own platforms and products.

Quantifiable outcome

Platform provides data on thousands of investment funds from multiple asset classes including Multimercado, Cambial, Renda Fixa, Ações, and more.

Companies that use Mais Retorno

Customer profile

Segments4 records

Ideal customer profiles4 records

Mais Retorno technology and API

Technology

Technology focussed Yes

API detail

Has API: Yes
API docs
API detail

Core technology

AI maturity

App detail

Integration1 record

AI capability4 records

Feature7 records

Mais Retorno partnerships and signals

Strategic signal

Partnerships

13 partnerships are on record, tiered core, major and minor.

B3 (Brasil, Bolsa, Balcão)coreTechnology or IntegrationIntegration with B3 stock exchange allowing users to connect their B3 accounts directly to import assets into portfolio management tools automatically.
CVM (Comissão de Valores Mobiliários)coreTechnology or IntegrationPrimary data source for fund information. Platform aggregates and displays data from official CVM filings and databases for investment funds.
XP Inc.majorStrategic or Co-development PartnerMajor fund manager and distributor whose funds are prominently featured on the platform, including top-performing funds in rankings and comparisons.
BTG PactualmajorStrategic or Co-development PartnerLeading investment bank and asset manager with multiple funds featured on the platform, including top-ranking multimercado funds.
Itaú UnibancomajorStrategic or Co-development PartnerBrazil's largest private bank with asset management products featured on the platform, including Blackrock co-managed funds.
Banco do BrasilmajorStrategic or Co-development PartnerState-owned bank with multiple fund products (BB RF Ativa series) among top-ranking fixed income funds on the platform.
SaframajorStrategic or Co-development PartnerPrivate bank with multimercado funds (Safra Explorer series) prominently featured in platform rankings and comparisons.
BradescomajorStrategic or Co-development PartnerMajor Brazilian bank with fixed income and equity funds listed on the platform.
BlackRockmajorStrategic or Co-development PartnerGlobal asset manager with international investment funds (World Tech series) prominently featured in platform equity rankings.
Inter (Banco Inter)minorStrategic or Co-development PartnerDigital bank partnership for fund administration (Inter BB FC FIF RF) featured in fixed income rankings.
V8 CapitalminorChannel Partner/ Reseller/ DistributorAsset manager with sponsored fund listings (V8 Cash Platinum, Speedway) utilizing Retorno ADS platform.
Somma InvestimentosminorChannel Partner/ Reseller/ DistributorAsset manager with sponsored fund listing (Somma Torino) using Retorno ADS platform.
Norte Asset ManagementminorChannel Partner/ Reseller/ DistributorAsset manager with sponsored fund listing (Norte Equity Hedge) using Retorno ADS platform.

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Mais Retorno competitors and assessment

Company assessment

Broad incumbents

Bloomberg: Global financial data and analytics incumbent serving institutional and professional investors. Overlaps with Mais Retorno's market data and analytical tool offering, albeit at a vastly different scale and price point.
S&P Capital IQ Pro: Institutional-grade financial data, screening, and research platform from S&P Global. Adjacent at the data-infrastructure and analytics layer where Mais Retorno's API/MCP offering also competes.
Morningstar: Global leader in fund data, ratings, and portfolio analytics. Operates at much larger scale across geographies but overlaps with Mais Retorno's fund comparison, ranking, and portfolio analytics functionality.
Yahoo Finance: Mass-market consumer financial data and portfolio platform with global coverage. Comparable in providing free investor tools and reference data, though Brazil-specific coverage is shallower than Mais Retorno's.
Investing.com: Large global financial information platform with quotes, comparisons, portfolio tools, and educational content — overlaps with Mais Retorno's comparison/ranking/educational content mix.
LSEG (Refinitiv): Global financial data infrastructure provider covering funds, reference data, and portfolio analytics. Comparable at the API/data-infrastructure layer, particularly relevant given Mais Retorno's API-first GTM.

Direct peers

Investidor10: Brazilian investment information portal covering stocks, FIIs, fixed income, and funds with comparison and ranking tools — directly comparable product surface for Brazilian retail investors.
Fundamentus: Brazilian fundamental-analysis platform focused on stocks and funds with screening, comparison, and historical metrics — overlaps directly with Mais Retorno's stock/fund comparison and ranking tools.
Status Invest: Brazilian retail-investor analytics platform offering stock, FII, and fund data with comparisons, rankings, and portfolio tracking. Closest direct competitor in the Brazilian investment-data and comparison category.

Emerging players

ADVFN: Multi-market financial data and quotes platform with screening and portfolio tools across equities and funds. Comparable in retail-investor data orientation, with overlapping global/regional coverage.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Mais Retorno financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Mais Retorno leadership team

Management profile

Number of profiles

Profiles2 records

Mais Retorno funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Mais Retorno M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Mais Retorno

What does Mais Retorno do?

Is Mais Retorno a public or private company?

Mais Retorno is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Mais Retorno founded?

Mais Retorno was founded in 2018. It employs 11 to 50 people.

Where is Mais Retorno based?

Mais Retorno is headquartered in São Paulo, Brazil, in the Latin America region.

How does Mais Retorno make money?

Five revenue lines are on record. Retorno Prime Subscription is the primary driver. The others are retorno PRO Subscription, API and Data Access, retorno ADS (Sponsored Funds) and white Label Solutions.

Who are Mais Retorno's main competitors?

Broad incumbents on record are Bloomberg, S&P Capital IQ Pro, Morningstar, Yahoo Finance, Investing.com and LSEG (Refinitiv). Direct peers are Investidor10, Fundamentus and Status Invest. ADVFN is listed as an emerging player.

Does Mais Retorno have an API?

Yes. API de dados for developers to connect real market data to their products and AIs. The platform offers REST API and MCP (Model Context Protocol) integration, enabling developers to automate analyses, generate financial reports, and deliver insights directly into workflows and tools. Enables AI-powered fund analysis including profitability, risk, composition, and portfolio-level analysis down to underlying assets. Developer documentation is at pages.maisretorno.com/api.

What industry is Mais Retorno in?

Mais Retorno's product category is Investment Data and Analytics. Its primary akta.pro industry code is FSAEAAAB, Investment Management Advisory (RIA), with a secondary code of FSAAACAJ, Digital/Hybrid RIAs (Robo-Enabled, Tech-Forward). Its NAICS code is 523940 and its SIC code is 6199.