InvestFlex
InvestFlex is a Brazilian SaaS provider founded in 2008 that builds cloud-based quantitative trading platforms (FlexScan, Trade Certo) for the Brazilian stock exchange (B3), distributed exclusively through five major brokerages to retail and institutional traders.
- Company typePrivate
- Founded2008
- HeadquartersRio De Janeiro, Brazil
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What InvestFlex does
InvestFlex Desenvolvimento de Sistemas Profissionais e Gerenciais LTDA is a Brazilian privately-held technology company founded in 2008 that builds cloud-based quantitative trading infrastructure for the Brazilian capital markets (B3). The company's flagship product, FlexScan, is a SaaS platform enabling planning, simulation, and algorithmic execution of trading strategies across options, mini contracts, stocks, and ETFs. FlexScan is offered in three tiers (Standard, Advanced, Professional) supporting 10 to 100 simultaneous algorithms respectively, with advanced order types (MIT, Sniper, TWAP, Best Offer), multi-leg spreads (2-6 legs), and B3 colocation execution for the Professional tier. An add-on module, Super GL (Gradiente Linear), was developed with partners Valerio Klug and Fabricio Lodi and provides visual gradient strategy configuration; Trade Certo is a sister platform exclusive to students of partner-educator Ricardo Brasil.
The company employs 11-50 people and operates exclusively through a B2B2C distribution model, licensing its platform to end-customers via five major Brazilian brokerages: Genial Investimentos, Nova Futura, CM Capital, BTG Pactual, and Nomos. Subscription pricing ranges from R$130/month (Standard) to R$569.90/month (Professional) at the highest-priced brokerage, with brokerages setting final price points and offering volume-based free access. InvestFlex also operates a proprietary Order Management System (OMS) serving institutional clients, an educational platform (educacional.investflex.com.br) for paid courses on Gradiente Linear and Options trading, and an AI-powered customer support system trained on platform-specific knowledge. Revenue derives primarily from recurring SaaS subscriptions plus one-time course fees and managed institutional services.
InvestFlex firmographics
Firmographics- Name
- InvestFlex
- Legal name
- InvestFlex Desenvolvimento de Sistemas Profissionais e Gerenciais LTDA
- Website
- https://investflex.com.br
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- InvestFlex is a Brazilian SaaS provider founded in 2008 that builds cloud-based quantitative trading platforms (FlexScan, Trade Certo) for the Brazilian stock exchange (B3), distributed exclusively through five major brokerages to retail and institutional traders.
- Ownership category
- akta.pro rank
InvestFlex industry classification
Industry- Product category
- Quantitative Trading Software
- NAICS
- Investment Banking and Securities Intermediation (52315), Investment Banking and Securities Intermediation (523150)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Algorithmic Trading & Execution Platforms (FSAFANAN)
- akta.pro secondary industries
- Copy Trading, Social Trading & Automated Trading Platforms (FSADAAAK), Digital Brokerage & Self-Directed Investing Platforms (FSAGAEAC)
Keywords
Where InvestFlex is headquartered
LocationHeadquarters
- HQ city
- Rio De Janeiro
- HQ country
- Brazil
- HQ region
- Latin America
Offices1 record
Markets served
InvestFlex business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Infrastructure, Operations, Marketing or Sales, Others
Revenue model
- SaaS Platform Licensing: InvestFlex generates revenue primarily through monthly SaaS subscriptions to its FlexScan platform. Pricing varies by version (Standard, Advanced, Professional) and is managed through partner brokerages. Some brokerages offer free access based on trading volume conditions.
- Educational Courses: Revenue generated from educational courses including Gradiente Linear and Options trading courses offered through educacional.investflex.com.br.
- B2B/Enterprise Services: Professional services and custom solutions for institutional clients including investment funds, HFTs, and brokerages with dedicated infrastructure and support.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Standard - Up to 10 algorithms, basic features |
| Subscription | Monthly | Advanced - Up to 30 algorithms, Super GL included |
| Subscription | Monthly | Professional - Up to 100 algorithms, API, TWAP, B3 colocation |
Go-to-market motion2 records
Distribution channels7 records
Marketing channels5 records
InvestFlex product offering
Product offeringCore offering
InvestFlex develops and licenses FlexScan, a cloud-based quantitative trading platform that enables Brazilian-market traders, funds, HFTs, and brokerages to plan, simulate, and algorithmically execute trading strategies in options, mini contracts, stocks, and ETFs on B3. The platform is sold via partner brokerages in three subscription tiers (Standard, Advanced, Professional), with add-on modules such as the proprietary Super GL gradient tool, a proprietary OMS, B3 colocation, and API access, and is complemented by the Trade Certo exclusive execution platform and paid educational courses.
Product overview
InvestFlex operates as a technology and infrastructure hub for the Brazilian financial market, offering a unified platform-plus-modules architecture centered on FlexScan. FlexScan is a cloud-based quantitative trading platform enabling planning, simulation, and algorithmic execution of options, mini contracts, stocks, and ETFs. The core FlexScan platform is available in three tiers (Standard, Advanced, Professional) differentiated by algorithm capacity and features. Key add-on modules include Super GL (advanced gradient visualization and management) and a proprietary OMS. Trade Certo is a separate execution platform built on FlexScan technology, exclusive to Ricardo Brasil's students. The Educacional platform provides educational courses on trading strategies including Gradiente Linear and Options trading. The portfolio is distributed through partner brokerages (Genial Investimentos, BTG Pactual, Nova Futura, CM Capital, Nomos) with infrastructure co-located at B3.
Differentiator
Problem solved
Functional benefit
Brands
- FlexScan: Professional quantitative trading platform for planning, simulation, and execution of trading strategies. Available in three versions: Standard, Advanced, and Professional. Supports options, minis, stocks, and ETFs.
- Trade Certo
- Super GL
Products and services
- FlexScan Cloud-based quantitative trading platform for planning, simulation, and algorithmic execution of trading strategies in options, mini contracts, stocks, and ETFs on B3. Sold via partner brokerages across three subscription tiers (Standard, Advanced, Professional) to retail traders, HFTs, investment funds, and brokerages.
- Trade Certo Execution platform exclusive to Ricardo Brasil's students, built on FlexScan technology, offering strategic planning and automated execution of trading strategies for traders who want institutional-style operation without constant market monitoring.
- Educacional InvestFlex Educational platform offering paid courses on trading strategies including Gradiente Linear and Options trading, with practical tutorials and step-by-step guides for using FlexScan and understanding trading concepts. Sold direct via educacional.investflex.com.br.
Quantifiable outcome
- 132.26% profitability in 197 trading sessions (May-November 2025) with R$20K investment yielding R$26,452 net profit
- +1 more outcomes
Companies that use InvestFlex
Customer profileNamed customers7 records
Segments5 records
Ideal customer profiles3 records
InvestFlex technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability2 records
Feature8 records
InvestFlex partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core and flagship.
- Genial InvestimentoscoreMajor Brazilian brokerage offering FlexScan platform to their customers across all three tiers (Standard, Advanced, Professional) with volume-based free access options. FlexScan is prominently featured on their platform pages.
- Nova FuturacoreBrazilian brokerage offering all three FlexScan tiers to their trading customers with competitive pricing.
- CM CapitalcoreBrazilian brokerage offering FlexScan platform across all tiers (Standard R$169.90, Advanced R$369.90, Professional R$569.90/month) with volume-based conditions.
- BTG PactualcoreMajor Brazilian investment bank (BTG Pactual) offering FlexScan to their clients. Listed as a key partner with institutional focus.
- NomoscoreBrazilian brokerage offering all three FlexScan tiers with competitive pricing (Standard R$130, Advanced R$220, Professional R$440/month) with volume-based conditions.
- Ricardo BrasilflagshipRenowned trading educator and mentor who became a shareholder in InvestFlex. Partnered to create Trade Certo platform exclusive to his students, built on FlexScan technology. Features advanced statistical analysis, pattern structuring, and InvestFlex infrastructure.
- Valerio Klug and Fabricio LodicoreDevelopers of the Super GL module - a gradient strategy module integrated into FlexScan (Advanced and Professional versions). The partnership brings visual gradient configuration and intelligent unfolding capabilities to the platform.
- B3 (Brazilian Stock Exchange)coreBrazilian stock exchange where InvestFlex maintains colocation infrastructure for low-latency trading execution. Professional version includes B3 colocation execution capabilities.
Scale indicators5 records
Recent moves6 records
Expansion highlights4 records
InvestFlex competitors and assessment
Company assessmentDirect peers
- Sierra Chart: Professional-grade trading platform with deep order flow analytics, custom studies, and direct exchange connectivity — overlapping FlexScan's Professional tier capability set for institutional and advanced traders.
- Nelogica: Brazilian trading technology company behind the Profit, BlackArrow, and SmarttBot platforms, offering algorithmic, options, and mini-contract execution tools directly comparable to FlexScan across Brazilian retail and institutional segments.
- Quantower: Multi-broker analytical and algorithmic trading platform providing professional charting, DOM, and execution — functionally close to FlexScan in targeting serious retail and prop traders.
- Tryd: Brazilian day-trading platform offering charts, simulator, and order-routing integrated with Brazilian brokers. Targets the same active Brazilian options and mini-contract retail traders as FlexScan.
Broad incumbents
- MetaQuotes (MetaTrader 5): Global leader in retail algorithmic trading platforms. MetaTrader's ecosystem of algorithmic strategies, EAs, and broker integrations is the dominant competitive benchmark InvestFlex competes against in the Brazilian retail algo-trader segment.
- TradeStation: Multi-asset trading platform with proprietary order routing, API, and algorithmic strategy tools — comparable to InvestFlex's Professional tier in supporting sophisticated, multi-leg, programmatic execution.
- NinjaTrader: Established US-based futures and equities algorithmic trading platform with advanced order types, automation, and broker connectivity — comparable to FlexScan Professional in feature scope and target use cases.
- TradingView: Global charting and social trading platform with broker integrations including Brazilian venues. Overlaps with FlexScan on analysis, scanners, and community-driven trading workflows targeting retail traders.
Emerging players
- Bookmap: Order-flow and liquidity-visualization platform popular among active futures and equities traders. Comparable to InvestFlex's execution-focused tooling where low-latency order placement and market visualization intersect.
- ATAS (Order Flow Trading): Order-flow analytics and trading platform offering footprint charts and execution tools used by prop and active retail traders — overlaps with FlexScan's Super GL-based decision and execution layer.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
InvestFlex social profiles
Digital presenceInvestFlex financial estimates
Financial estimateRevenue estimate
Valuation estimate
InvestFlex leadership team
Management profileNumber of profiles
Profiles2 records
InvestFlex funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
InvestFlex 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 InvestFlex
What does InvestFlex do?
InvestFlex develops and licenses FlexScan, a cloud-based quantitative trading platform that enables Brazilian-market traders, funds, HFTs, and brokerages to plan, simulate, and algorithmically execute trading strategies in options, mini contracts, stocks, and ETFs on B3. The platform is sold via partner brokerages in three subscription tiers (Standard, Advanced, Professional), with add-on modules such as the proprietary Super GL gradient tool, a proprietary OMS, B3 colocation, and API access, and is complemented by the Trade Certo exclusive execution platform and paid educational courses.
Is InvestFlex a public or private company?
InvestFlex is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was InvestFlex founded?
InvestFlex was founded in 2008. It employs 11 to 50 people.
Where is InvestFlex based?
InvestFlex is headquartered in Rio De Janeiro, Brazil, in the Latin America region.
How does InvestFlex make money?
Three revenue lines are on record. SaaS Platform Licensing is the primary driver. The others are educational Courses and B2B/Enterprise Services.
Who are InvestFlex's main competitors?
Direct peers on record are Sierra Chart, Nelogica, Quantower and Tryd. Broad incumbents are MetaQuotes (MetaTrader 5), TradeStation, NinjaTrader and TradingView. Emerging players are Bookmap and ATAS (Order Flow Trading).
Does InvestFlex have an API?
Yes. API access is available exclusively in the Professional version of FlexScan. The platform offers APIs that enable developers to connect to and build custom integrations with the trading infrastructure. The Professional version includes advanced capabilities such as TWAP, portfolio balancing, volatility trading, volatility skew strategies, and execution via B3 co-location.
What industry is InvestFlex in?
InvestFlex's product category is Quantitative Trading Software. Its primary akta.pro industry code is FSAFANAN, Algorithmic Trading & Execution Platforms, with a secondary code of FSADAAAK, Copy Trading, Social Trading & Automated Trading Platforms. Its NAICS code is 52315 and its SIC code is 6211.