Vitalis

What Vitalis does

Vitalis is a Mexico-headquartered professional services firm specializing in pension consulting, actuarial valuations, and investment management for corporate clients. Founded in 1992 and operating under the legal entities Vitalis Expertos en Pensiones S.A. de C.V. and Vitalis Asesor Independiente, S.A.P.I. de C.V., the firm provides actuarial valuations of labor liabilities under NIF D3, USGAAP, IFRS, and GermanGAAP standards; designs and administers private pension plans built on the "Capuchino Holandés" (Dutch Cappuccino) model that combines government, employer, and employee contributions; and delivers independent investment advisory services registered with Mexico's CNBV (number 30053). As of the latest data, Vitalis reports serving more than 1,700 corporate clients (razones sociales), impacting over 600,000 workers, and managing more than 12,286 MDP (Mexican pesos) in assets under advisement.

The company operates an in-house technology platform comprising a savings calculator, web-based quotation system (Cotizador), document and webinar portal, and an interactive investment graphing tool (Graficador). Its proprietary innovation "Millas para el Retiro" — the first retirement savings system in Mexico that converts everyday spending into retirement savings — is integrated with PayBook and represents a consumer-facing extension of its traditional B2B advisory model. Vitalis is a signatory to the UN Principles for Responsible Investment since 2018 (the first independent Mexican advisor to do so), is a member of the international actuarial network ABELICA Global, and operates offices in Mexico City, Montreal, and Lisbon.

Vitalis monetizes primarily through professional-services fees on actuarial engagements (quote-based, multi-year contracts) and performance-based investment advisory fees without retrocession commissions. Its go-to-market is sales-led: direct advisory relationships with enterprise clients, supported by a website, quotation tools, an extensive webinar library, and LinkedIn presence. Customer segments include enterprise companies with labor obligations, institutions managing pension funds and savings vehicles, and labor unions administering collective savings — a horizontally diversified base with no single anchor customer disclosed.

Name

Vitalis

Legal name

Vitalis® Expertos en Pensiones S.A. de C.V.

Website

https://vitalis.com.mx

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

101–250 employees

Short description

Vitalis is a Mexico-headquartered actuarial consulting and independent investment advisory firm serving over 1,700 corporate clients with pension plan design, labor liability valuations under multiple accounting standards, and CNBV-registered investment management across Mexico, Canada, and Portugal.

Ownership category

akta.pro rank

Product category

Actuarial and Pension Consulting Services

NAICS

Insurance and Employee Benefit Funds (5251), Pension Funds (525110)

SIC

Finance Services (6199)

akta.pro primary industry

Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF)

akta.pro secondary industry

Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)

Keywords

• Actuarial consulting services
• Pension plan management
• Labor liability valuation
• Investment advisory
• Retirement benefit administration

Headquarters

HQ city

Mexico City

HQ country

Mexico

HQ region

Latin America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Actuarial Consulting Services: Professional fees for actuarial valuations of labor liabilities under NIF D3, USGAAP, IFRS, and GermanGAAP standards. Services include pension liability calculations, severance valuations, and actuarial projections for employee benefit plans.
2. Private Pension Plan Administration: Management and administration of private pension plans for companies, providing retirement benefit structures with government, employer, and employee contribution components.
3. Investment Advisory Services: Independent investment advisory services for long-term asset management. The firm is registered with CNBV (Comisión Nacional Bancaria y de Valores) under number 30053. Fees are primarily performance-based, aligned with client returns.
4. Labor Liability Advisory: Advisory services for companies to understand and quantify labor liabilities as strategic long-term financial obligations.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Vitalis provides actuarial valuation of contingent labor liabilities (severance, pensions) under NIF D3, USGAAP, IFRS, and GermanGAAP standards, designs and administers private pension plans based on the Dutch Cappuccino model, and delivers independent long-term investment advisory services registered with Mexico's CNBV. The firm serves corporate clients, pension funds, savings funds, and labor unions through direct advisory engagements, supported by a suite of digital calculators, quoters, and document portals.

Product overview

Vitalis is a comprehensive financial services platform specializing in pension management, actuarial services, and investment management. The portfolio includes core offerings for labor liability valuation (Pasivos Laborales), private pension plans (Planes de Pensiones Privados), and investment management (Gestión de Inversiones), supported by a technology platform providing calculators, quoters, document portals, and graphing tools. Additional services include savings fund management (Fondos y Cajas de Ahorro) and the innovative 'Millas para el Retiro' program that converts spending into retirement savings. The company operates as an independent investment advisor registered with CNBV.

Differentiator

Problem solved

Functional benefit

Brands

• Millas para el Retiro: The first savings system for retirement through spending, developed by Vitalis as an innovative employee benefit.

Products and services

• Pasivos Laborales (Labor Liabilities Valuation) Actuarial valuation services for contingent labor liabilities (severance, pensions, post-employment benefits) under NIF D3, USGAAP, IFRS, and GermanGAAP accounting standards. Targets corporate finance and HR teams needing to quantify and disclose long-term employee benefit obligations.
• Planes de Pensiones Privados (Private Pension Plans) Long-term savings mechanism based on the "Dutch Cappuccino" (Capuchino Holandés) model that combines government pension, employer contributions, and voluntary employee savings to deliver a dignified retirement. Targets HR, compensation, and finance leaders at companies building supplementary retirement programs.
• Gestión de Inversiones (Investment Management) Active portfolio management service grounded in fundamental analysis, generating real returns above inflation. Offers multiple investment strategies including Mexican debt, global balanced allocation, and high-conviction global equity. Targets pension funds, savings funds, and institutional pools requiring independent advisory free from retrocession conflicts.
• Fondos y Cajas de Ahorro (Savings Funds) Management services for employee savings funds and cajas de ahorro, providing financial wellness tools for employees and administrative platforms for employers and unions. Targets labor unions, worker associations, and companies offering collective savings vehicles to their workforce.
• Millas para el Retiro (Miles for Retirement) Retirement savings program that converts everyday spending into retirement savings, enabling users to accumulate retirement miles through purchases. Targets employees of corporate clients, union members, and individuals seeking an alternative retirement accumulation mechanism beyond traditional pension plans.

Quantifiable outcome

• Serving over 1,700 reasons sociales with impact on more than 600,000 workers
• +2 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Four partnerships are on record, tiered core and supporting.

• UNPRI (United Nations Principles for Responsible Investment)coreStrategic or Co-development Partner · 1 January 2018Since 2018, Vitalis has been a signatory to the UN Principles for Responsible Investment, committing to incorporate ESG factors into investment analysis and decision-making. Vitalis was the first independent Mexican investment advisor to join this initiative.
• ABELICA GlobalcoreStrategic or Co-development PartnerInternational actuarial network that sets excellence standards in actuarial practice and guarantees quality of services for clients operating in different countries. Membership provides Vitalis with access to international best practices and cross-border actuarial expertise.
• PayBooksupportingTechnology or IntegrationIntegration for the 'Millas para el Retiro' service, which allows users to track and manage their retirement savings miles accumulated through spending.
• FIP (Foro Internacional de Pensiones)supportingOthersInternational pension forum membership for industry collaboration and knowledge sharing.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Willis Towers Watson (WTW): Global advisory firm with a major actuarial, retirement, and investment consulting practice serving Mexican enterprises. Closely comparable to Vitalis across actuarial valuations, pension plan design, and corporate retirement advisory, though at much larger scale and broader geographic scope.
• Mercer (Marsh McLennan): Global HR and actuarial consultancy with deep Mexican presence, offering pension risk management, actuarial valuations, and investment advisory. Directly comparable in target market and service mix, with broader product breadth.
• Aon: Global professional services firm providing actuarial, retirement, and investment consulting to Mexican corporate clients. Comparable in serving enterprises with complex pension and benefit obligations, while also offering risk and broking services.
• Profuturo AFORE: One of Mexico's largest private pension fund managers (AFORE), operating in the same retirement savings value chain as Vitalis. Comparable on pension plan administration and investment management for Mexican workers, though operating at mandatory savings scale.
• AFORE SURA: Mexican AFORE with strong institutional pension and investment capabilities. Competes with Vitalis for retirement plan design and investment mandates, with deeper institutional AUM but a narrower focus on mandatory savings.
• GBM (Grupo Bursátil Mexicano): Independent Mexican asset manager offering investment management solutions to institutional and high-net-worth clients. Comparable to Vitalis's investment advisory and discretionary portfolio services within the Mexican market.

Broad incumbents

• Pensiones Banorte: Pension and benefits business within Grupo Financiero Banorte, offering private pension plans and retirement products. Comparable in product set, but operates as part of a large financial conglomerate with broader banking distribution.
• Principal Financial Group: Global asset management and retirement services firm with Mexican operations. Comparable in retirement plan design and investment capabilities, with substantially larger scale and broader geographic footprint.
• BlackRock Mexico: Global investment manager with a Mexican presence serving institutional clients, including pension portfolios. Comparable on the investment advisory side of Vitalis's offering, with materially larger AUM and broader product range.

Emerging players

• Korn Ferry: Global organizational consulting firm with retirement and benefits advisory capabilities relevant to enterprise clients. Partial overlap with Vitalis on corporate retirement advisory, with a stronger emphasis on executive compensation and HR strategy.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/vitalis_2
• Xx.com/VITALIS_TforT
• Facebookfacebook.com/VITALISTforT

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

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 Vitalis