Fernanda Prado

Name

Fernanda Prado

Legal name

Fernanda Prado – Consultoria e Gestão Ltda – ME

Website

https://fernandaprado.com.br

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Personal Financial Planning

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

Keywords

• Fiduciary financial planning
• Investment management services
• Personal financial advisory
• Corporate financial education
• Wealth management consulting

Headquarters

HQ city

Salvador

HQ country

Brazil

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. AUM-based Fiduciary Management Fee: Charges a single percentage fee on assets under management. No performance fees are charged. Includes complete financial planning advisory plus professional investment management.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels7 records

Core offering

Fernanda Prado is a Salvador, Brazil-based fiduciary financial planning and investment management firm serving individuals, families, and corporate clients. It delivers a proprietary 7-step planning methodology (goal diagnosis, asset/liability analysis, cash flow projection, investment policy design, portfolio curation, and follow-up) and charges an AUM-based fiduciary management fee for ongoing portfolio curation. Corporate clients are served separately through financial education programs.

Product overview

Fernanda Prado offers a comprehensive financial planning ecosystem centered on three core services: Planejamento Financeiro Fiduciário (personalized financial planning), Gestão Fiduciária de Investimentos (professional investment management), and Educação Financeira para Empresas (corporate financial education). These are supported by a Quiz Financeiro tool for client assessment. All services operate under a fiduciary model with no conflicts of interest, serving hundreds of Brazilian families since 2010 through a proprietary 7-step methodology integrating coaching, mentoring, and NLP techniques.

Differentiator

Problem solved

Functional benefit

Products and services

• Planejamento Financeiro Fiduciário (Fiduciary Financial Planning)

Quantifiable outcome

• Clients achieve financial balance while maintaining quality of life, paying off debts, and allocating savings toward life goals
• +1 more outcomes

Named customers6 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Vérios Investimentos: Brazilian fiduciary investment manager providing independent, fee-only portfolio management to individuals and families. Comparable in fiduciary model, independent positioning and target client profile.
• Warren Investimentos: Brazilian digital investment platform offering diversified portfolios, fiduciary advisory and managed products to retail investors. Closely comparable in serving emerging-affluent Brazilian families with curated, conflict-free investment management.
• Magnetis: Brazilian digital wealth manager offering fiduciary, algorithm-supported investment advisory and portfolio management to mass-affluent clients. Directly competes for the same target audience as Fernanda Prado's investment management service, with a tech-led delivery model.

Emerging players

• Kinvo: Brazilian investment tracking and portfolio management platform aggregating assets from multiple brokers. Adjacent competitor for clients seeking portfolio visibility and consolidation without full-service advisory.
• Gorila Investimentos: Brazilian investment tracking and wealth management platform with advisory services. Comparable to the technology-enabled, ongoing monitoring portion of Fernanda Prado's offering.
• Olivia (Fintech): Brazilian financial planning app focused on helping users organize finances, set goals and invest. Comparable at the planning layer where Fernanda Prado's 7-step methodology operates, though delivered via mobile rather than personal advisory.

Broad incumbents

• BTG Pactual Digital: Major Brazilian investment bank with a large digital wealth platform serving retail and affluent clients. Competes for the same AUM pool with broader product offerings and stronger brand recognition.
• XP Inc. Largest Brazilian independent wealth manager, offering investment advisory, brokerage and wealth planning across mass-affluent and high-net-worth segments. Broad incumbent with overlapping planning and investment management capabilities.
• Genial Investimentos: Brazilian broker and wealth manager with platform-based advisory and discretionary management offerings. Broad incumbent overlapping with Fernanda Prado on managed portfolios and advisory services.

Others

• Planejar: Brazilian Association of Financial Planners — the industry body of which Fernanda Prado is a member. Not a competitor but the certification and professional community that defines the fiduciary planning category in Brazil.

Market position

Strengths1 record

Weaknesses1 record

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/fernandaprado.com.br
• LinkedInlinkedin.com/company/fernandaprado
• Instagraminstagram.com/fernandaprado.com.br
• Xx.com/_feraprado_

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Fernanda Prado