Fiere Investimentos
Fiere Investimentos is a CVM-authorized Brazilian private wealth manager serving HNW individuals, families, and family offices through managed portfolios, exclusive investment funds, and life-planning services across tax, succession, and asset dimensions.
- Company typePrivate
- Founded2009
- HeadquartersSão Paulo, Brazil
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Fiere Investimentos does
Fiere Investimentos is a privately held Brazilian wealth management firm, organized as Fiere Investimentos Ltda (CNPJ 21.891.835/0001-59), authorized by the CVM as a Gestora de Investimentos. The firm serves high-net-worth individuals, families, and family offices, offering two service pillars: Gestão de Recursos (Resource Management) — comprising Carteira Administrada (Managed Portfolio) and Fundo Exclusivo (Exclusive Fund) structures — and Planejamento de Vida (Life Planning), covering tributary (tax), patrimonial (asset), financeiro (cash flow), and sucessório (succession) dimensions. It manages four named investment funds (FIERE STATISTIC FIM, FIERE STRATEGY FIA, MDI STRUCTURE FIM, THE NORTH FIA), all administered by BTG Pactual.
The firm's business model is asset-management and advisory fee-based, with explicitly fixed and transparent remuneration and no commissions from financial institutions. Distribution combines direct relationship-led sales (website, WhatsApp, phone, an 11-step online Cadastro onboarding portal) with the Planejador Fiere planner network, where independent planners are trained via Fiere University and supported by operational, commercial, and partner-platform infrastructure from BTG Pactual, XP, Genial, Prudential, MAG, Azos, and MetLife. The group operates under the Grupo Fiere umbrella with sub-brands Fiere Família and Fiere Bússola.
Headquartered in Alphaville (Campinas, São Paulo state), Fiere employs 11-50 staff, has been operating for over 15 years since founding in 2009, and has no disclosed parent, external investors, funding rounds, M&A, or revenue figures. Technology is not publicly disclosed beyond the proprietary Goals Based Financial Planning methodology and standard regulatory/policy documentation published under CVM Resolution 21/21.
Fiere Investimentos firmographics
Firmographics- Name
- Fiere Investimentos
- Legal name
- Fiere Investimentos Ltda
- Website
- https://fiere.com.br
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Fiere Investimentos is a CVM-authorized Brazilian private wealth manager serving HNW individuals, families, and family offices through managed portfolios, exclusive investment funds, and life-planning services across tax, succession, and asset dimensions.
- Ownership category
- akta.pro rank
Fiere Investimentos industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- OCIO Providers (Outsourced CIO) (FSAAAGAH)
- akta.pro secondary industries
- Fiduciary Investment Management (Trust Portfolios) (FSAEAKAI), Trust Administration & Fiduciary Accounting Services (FSAAANAF)
Keywords
Where Fiere Investimentos is headquartered
LocationHeadquarters
- HQ city
- São Paulo
- HQ country
- Brazil
- HQ region
- Latin America
Offices1 record
Markets served
Fiere Investimentos business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others
Revenue model
- Gestão de Recursos (Managed Accounts): Asset management services where the company manages client portfolios. The company explicitly states it has no affiliation with any financial institution and does not receive commissions. Remuneration is fixed and transparent, aligning company interests with client interests.
- Planejamento de Vida (Life Planning): Financial life planning services including succession planning, tax optimization, and comprehensive family wealth advisory. Services address tributary, patrimonial, financial, and succession concerns.
- Exclusive Fund Management: Management of exclusive investment funds (FIERE STATISTIC FIM, FIERE STRATEGY FIA, MDI STRUCTURE FIM, THE NORTH FIA) with CNPJs for single investor or restricted group investors, providing tax efficiency and consolidated wealth visibility.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Consultoria de Valores Mobiliários - Advisory service with fee structure aligned with client interests |
Go-to-market motion2 records
Distribution channels5 records
Marketing channels8 records
Fiere Investimentos product offering
Product offeringCore offering
Fiere Investimentos is a Brazilian investment management firm that develops customized investment strategies for high-net-worth individuals and families. Its offering combines managed portfolios (Carteira Administrada) and exclusive single-investor or restricted-group investment funds (Fundo Exclusivo) under the Gestão de Recursos pillar, with comprehensive life planning (Planejamento de Vida) spanning tax, asset, cash flow, and succession dimensions. The firm is CVM-authorized, operates with fixed and transparent fees, and does not receive commissions from financial institutions.
Product overview
Fiere Investimentos operates as a wealth management and investment advisory firm authorized by Brazil's CVM (Comissão de Valores Mobiliários) under its corporate entity Fiere Investimentos Ltda (CNPJ 21.891.835/0001-59). The company offers two primary service pillars: (1) Gestão de Recursos (Resource Management) encompassing the Carteira Administrada (Managed Portfolio) service and Fundo Exclusivo (Exclusive Fund) structures for personalized investment management; and (2) Planejamento de Vida (Life Planning) providing comprehensive family financial planning across tax, asset, cash flow, and succession dimensions. The firm manages four investment funds under its brand: FIERE STATISTIC FIM, FIERE STRATEGY FIA, MDI STRUCTURE FIM, and THE NORTH FIA, all administered by BTG Pactual. Fiere operates through a network of Planejador (Planner) professionals supported by Fiere University and operational infrastructure, and does not maintain exclusivity agreements with any financial institution, ensuring conflict-free advisory services.
Differentiator
Problem solved
Functional benefit
Brands
- Fiere Investimentos: Core investment management and wealth management services brand
- Fiere Família
- Fiere Bussola
- Fiere Planejador
Products and services
- Carteira Administrada (Managed Portfolio) A professionally managed discretionary investment portfolio service for individual and family clients, where Fiere's team makes investment decisions aligned with the client's risk profile and financial objectives. Includes asset protection, tax efficiency considerations, professional management, consolidated financial information, constant monitoring, and a transparent fee structure.
- Fundo Exclusivo (Exclusive Fund) A customized investment fund structure designed for a single investor or restricted group, offering professional management, tax efficiency, and consolidated visibility of financial assets. Provides access to exclusive products with no conflict of interest, including FIERE STATISTIC FIM, FIERE STRATEGY FIA, MDI STRUCTURE FIM, and THE NORTH FIA administered by BTG Pactual.
- Planejamento de Vida (Life Planning) Comprehensive life and financial planning service for families that assesses current financial position, defines future goals, and creates actionable roadmaps. Covers four dimensions: Tributary (tax optimization), Patrimonial (asset evaluation), Financeiro (cash flow analysis and scenario planning), and Sucessório (estate/succession planning). Uses a Goals Based Financial Planning methodology.
- Planejamento Sucessório (Succession Planning) Estate succession planning service that organizes and preserves family or business wealth, creating structured plans to transmit assets to future generations while optimizing tax obligations, delivered as part of the broader Planejamento de Vida offering.
- FIERE STATISTIC FIM A Long Biased Fixed Income Multi-market fund (FIM) managed by Fiere, CNPJ 39.471.309/0001-03, with BTG Pactual as administrator and fiduciary agent. Available within the exclusive fund structures.
- FIERE STRATEGY FIA A Fixed Income Fund (FIA) managed by Fiere, CNPJ 38.228.369/0001-29, with BTG Pactual as administrator and fiduciary agent. Available within the exclusive fund structures.
- MDI STRUCTURE FIM A Structured Multi-market fund (FIM) managed by Fiere, CNPJ 47.698.494/0001-93, with BTG Pactual as administrator and fiduciary agent. Available within the exclusive fund structures.
- THE NORTH FIA A Fixed Income Fund (FIA) managed by Fiere, CNPJ 37.583.188/0001-58, with BTG Pactual as administrator and fiduciary agent. Available within the exclusive fund structures.
- Planejador Fiere (Fiere Planner Program) A professional financial planner program where trained independent planners guide end clients toward their financial objectives. Planners are supported by Fiere University (training programs), technical and operational back-office, commercial support, and access to partner institutions (BTG Pactual, XP, Genial, Prudential, MAG Seguros, Azos, MetLife), with fee structure based on service delivery rather than investment rebates.
Companies that use Fiere Investimentos
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
Fiere Investimentos technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Fiere Investimentos partnerships and signals
Strategic signalScale indicators1 record
Recent moves5 records
Expansion highlights5 records
Fiere Investimentos competitors and assessment
Company assessmentDirect peers
- Warren Investimentos: Brazilian digital investment manager offering managed portfolios and advisory services to retail and HNW clients. Comparable managed-portfolio offering and Brazilian HNW focus, differentiated primarily by digital-first delivery model.
- Modal Investimentos: Brazilian investment platform offering wealth management and advisory services to retail and HNW clients. Comparable managed portfolio and advisory offering for Brazilian investors, differentiated by digital-native model.
- Constellation Investimentos: Brazilian wealth manager serving HNW and family office clients with managed portfolios and advisory services. Comparable boutique positioning targeting HNW/UHNW families in Brazil with similar integrated planning approach.
- Genial Investimentos: Brazilian investment platform offering wealth management, managed portfolios, and exclusive funds to HNW individuals. Directly comparable product suite and target market, though larger in scale and serving a broader retail-plus-HNW audience.
- Vinci Partners: Brazilian alternative asset manager and wealth manager serving HNW individuals and families with multi-strategy funds and advisory services. Comparable focus on exclusive fund structures and family wealth management in Brazil.
- Mirae Asset (Brazil): Brazilian arm of global asset manager Mirae Asset offering managed portfolios and investment advisory to retail and HNW clients. Comparable in offering managed portfolios and exclusive funds to Brazilian HNW individuals.
- Squadra Investimentos: Brazilian wealth management firm focused on HNW individuals with managed portfolios and personalized advisory. Comparable boutique HNW positioning and fee-based advisory model with similar target clientele.
Broad incumbents
- XP Investimentos: Brazil's largest independent investment platform serving retail and HNW clients with managed portfolios, funds, and advisory services. Comparable in offering managed portfolios and investment products to HNW individuals, though operating at much greater scale and with commission-driven model.
- Itaú Asset Management: Brazil's largest incumbent bank-owned asset manager offering wealth management and private banking services to HNW/UHNW clients. Comparable in offering managed portfolios and exclusive structures, though as part of a full-service incumbent bank with much larger scale.
- BTG Pactual Digital: Brazil's largest investment bank with a digital wealth management arm offering managed portfolios, exclusive funds, and advisory services. Directly comparable as it serves HNW families with fund structures, and is also Fiere's fund administrator, making it both a partner and a competitor.
Market position
Strengths1 record
Weaknesses4 records
Competitive moat5 records
Key risks4 records
Customer concentration
Fiere Investimentos social profiles
Digital presenceFiere Investimentos financial estimates
Financial estimateRevenue estimate
Valuation estimate
Fiere Investimentos leadership team
Management profileNumber of profiles
Profiles1 record
Fiere Investimentos funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Fiere Investimentos M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Fiere Investimentos
What does Fiere Investimentos do?
Fiere Investimentos is a Brazilian investment management firm that develops customized investment strategies for high-net-worth individuals and families. Its offering combines managed portfolios (Carteira Administrada) and exclusive single-investor or restricted-group investment funds (Fundo Exclusivo) under the Gestão de Recursos pillar, with comprehensive life planning (Planejamento de Vida) spanning tax, asset, cash flow, and succession dimensions. The firm is CVM-authorized, operates with fixed and transparent fees, and does not receive commissions from financial institutions.
Is Fiere Investimentos a public or private company?
Fiere Investimentos is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Fiere Investimentos founded?
Fiere Investimentos was founded in 2009. It employs 11 to 50 people.
Where is Fiere Investimentos based?
Fiere Investimentos is headquartered in São Paulo, Brazil, in the Latin America region.
How does Fiere Investimentos make money?
Three revenue lines are on record. Gestão de Recursos (Managed Accounts) is the primary driver. The others are planejamento de Vida (Life Planning) and exclusive Fund Management.
Who are Fiere Investimentos's main competitors?
Direct peers on record are Warren Investimentos, Modal Investimentos, Constellation Investimentos, Genial Investimentos, Vinci Partners, Mirae Asset (Brazil) and Squadra Investimentos. Broad incumbents are XP Investimentos, Itaú Asset Management and BTG Pactual Digital.
Does Fiere Investimentos have an API?
No public API is recorded for Fiere Investimentos.
What industry is Fiere Investimentos in?
Fiere Investimentos's product category is Wealth Management. Its primary akta.pro industry code is FSAAAGAH, OCIO Providers (Outsourced CIO), with a secondary code of FSAEAKAI, Fiduciary Investment Management (Trust Portfolios). Its NAICS code is 523940 and its SIC code is 6282.