Data A

What Data A does

Data A is a privately held Brazilian consulting and software firm founded in 1998 in Florianópolis, Santa Catarina, that serves the Brazilian closed private pension fund market (Entidades Fechadas de Previdência Complementar, or EFPCs). The company combines proprietary pension-management software (most notably the Fênix ERP, built in partnership with MAPS) with hands-on professional services across actuarial, accounting, governance, and pension-liability BPO. Its product suite includes Harpa (risk management in monetary terms, BRL), Cronos (legal obligations calendar), loan-management, electoral, EFD-REINF, and DA Light (simplified actuarial demonstration) modules, alongside consultancy offerings in actuarial valuation, pension bookkeeping, and compliance.

Data A operates a hybrid revenue model: subscription-style software licensing for Fênix and its modules (multi-year enterprise contracts), fee-for-service work across actuarial, accounting, governance, and BPO engagements, and freemium content/newsletter products (Data A News on WhatsApp, Newsletter Data A) used as top-of-funnel engagement. The go-to-market is sales-led and direct: enterprise sales to EFPC decision-makers via website contact forms, WhatsApp, phone, and product demonstrations. Customer segments are vertical — primary EFPCs (350+ entities in Brazil), with secondary reach into RPPS (public-servant pension regimes). Pricing is not publicly disclosed; quotes are tailored to entity scope.

The firm is led by its two founding partners, Tulnê Vieira (Commercial & Technical Director, 40+ years in the sector, ex-pension-fund director and pioneer behind all OABPrev institutional plans) and Marina Vieira Fabro (Executive Director). The company maintains two legal entities in Brazil and operates exclusively in the domestic market. The 2022 commercial partnership with MAPS, branded "Maps + Data A," is the most significant structural move and underpins the Fênix ERP co-marketing. Customer satisfaction is reportedly strong (NPS of 69 in 2021, in the "zone of quality").

Name

Data A

Legal name

DATA A SOLUÇÕES EM SERVIÇOS ATUARIAIS ECONÔMICOS E PREVIDENCIÁRIOS LTDA

Website

https://dataa.com.br

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

11–50 employees

Short description

Data A is a Florianópolis-based consulting and software firm that sells the Fênix ERP and actuarial, accounting, governance, and BPO services to Brazilian closed private pension funds (EFPCs). Founded 1998, it operates entirely in Brazil's domestic pension market.

Ownership category

akta.pro rank

Product category

Pension Management Software and Services

NAICS

Funds, Trusts, and Other Financial Vehicles (525), Trusts, Estates, and Agency Accounts (52592), Offices of Certified Public Accountants (541211), Software Publishers (513210)

SIC

Finance Services (6199)

akta.pro industry

PRIMARYBPAAAGAL

Record-to-Report (R2R) Operations (End-to-End Accounting Ops, Statutory Pack Support)

Business & Public Services/Administrative & Support Services (BPO, Call Centers, Back Office)/Finance & Accounting Outsourcing (AP/AR, GL, Billing)

SECONDARYHDAEAEAK

Enterprise Performance Management (EPM) & FP&A Platforms

Hardware, Technology & Telecom/Enterprise Platforms & Databases/Enterprise Resource Planning (ERP) Platforms

SECONDARYBPAAAGAC

General Ledger & Close (Journal Entries, Month-End Close, Reconciliations)

Business & Public Services/Administrative & Support Services (BPO, Call Centers, Back Office)/Finance & Accounting Outsourcing (AP/AR, GL, Billing)

SECONDARYFSAAAMAL

Fund Document & Data Management (Prospectus/KIID, Data Quality, Master Data)

Financial & Insurance/Asset & Wealth Management/Asset Management — Fund Administration & Transfer Agency

SECONDARYHDABAHAI

Cloud Compliance, Audit & Continuous Controls Monitoring (CCM/GRC)

Hardware, Technology & Telecom/Cloud & Data Center Infrastructure/Cloud Security & Compliance Infrastructure

SECONDARYBPAAAGAI

Tax Operations Support (Indirect Tax, Withholding, Compliance Admin)

Business & Public Services/Administrative & Support Services (BPO, Call Centers, Back Office)/Finance & Accounting Outsourcing (AP/AR, GL, Billing)

Keywords

• Pension management software
• Actuarial consulting services
• Pension accounting services
• Closed pension fund management
• EFPC compliance solutions

Headquarters

HQ city

Florianópolis

HQ country

Brazil

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Software Licensing: Licensing of proprietary systems including Fênix, Harpa, Cronos, and other EFPC management software. Systems include Fenix, Harpa, Emprex and Eleja as named systems.
2. Professional Services - Actuarial: Actuarial services including monthly reserve monitoring, actuarial audits, benefit audits, pension plan modeling, and actuarial valuation for pension and health plans.
3. Accounting Services: Pension accounting services including consulting, pension bookkeeping, CNPJ creation per plan, payroll processing, budget elaboration and advisory, and financial statement opinions.
4. Governance and BPO Services: Governance consulting, process audits, BPO for pension liability management, internal controls, certification management, and legal obligations management.
5. News and Information Services: Data A News (WhatsApp newsletter) and Newsletter Data A provided free of charge as customer engagement and value-add services.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels8 records

Core offering

Data A develops and licenses proprietary cloud-based software (Fênix ERP, Harpa risk management, Cronos obligation control, electoral and loan management systems) and delivers specialized professional services — actuarial consulting, pension accounting, governance/BPO, and RAI reporting — to Brazilian closed private pension entities (EFPCs) and RPPSs.

Product overview

Data A offers a comprehensive portfolio of solutions for closed pension entities (EFPCs), consisting of an integrated ERP platform called Fênix combined with specialized modules (Harpa for risk management, Cronos for obligations control, loan management, electoral system, REINF sender) and professional services (actuarial, accounting, governance/BPO). The Fênix system serves as the core unified platform available in cloud with either individual modules or the full integrated suite. Additional services include Data A News (WhatsApp news feed) and Newsletter for regulatory updates.

Differentiator

Problem solved

Functional benefit

Brands

• Fênix: Integrated pension management ERP system for EFPCs, developed through the Maps + Data A partnership.
• Harpa
• Cronos
• DA Light
• Data A News
• Newsletter Data A

Products and services

• Fênix – ERP para EFPC Integrated cloud-based ERP for closed private pension entities (EFPC) that manages the entity end-to-end, available in flexible individual modules or as a fully integrated system. Built for EFPC administrators that need a unified platform across actuarial, accounting, governance, and operational workflows.
• Harpa – Sistema de Gestão de Riscos Risk management system for EFPCs that organizes information in an intuitive, visually appealing interface and uniquely calculates risk in Brazilian Reais (R$), enabling cost-and-error estimation for entity decision-makers.
• Cronos – Sistema de Controle de Obrigações Complete and customizable system to organize and monitor the agenda of legal and internal obligations for pension entities, featuring calendar visualization, responsibility identification, status tracking, and compliance reporting.
• Sistema de Gestão de Empréstimos para EFPC Loan management system for closed pension entities, providing agile and quick loan portfolio management for EFPC administrators.
• Sistema Eleitoral para EFPC (Eleja) Online election management system for pension entities that delivers transparency, auditability, and simplicity for plan-participant voting processes.
• Reinf Sender System that transmits EFD-REINF compliance filings related to pension entity tax obligations, ensuring regulatory submission for EFPCs.
• DA Light – Demonstração Atuarial Simplificada Simplified Actuarial Demonstration tool that presents actuarial data as a management tool, helping EFPC leaders drive data-driven decisions.
• Serviços Atuariais (Actuarial Services) Actuarial assistance and planning for pension obligations, including monthly reserve monitoring, actuarial audits, benefit audits, pension plan modeling, and actuarial valuation for pension and health plans.
• Contabilidade Previdenciária Pension accounting services including consulting, pension bookkeeping, CNPJ creation per plan, payroll processing, budget elaboration and advisory, and financial statement opinions.
• Governança & Passivo (Governance and BPO for Pension Liability) Governance and pension liability management services including process audits, BPO for pension liability, internal controls, certification management, legal obligations management, and risk matrix design.

Quantifiable outcome

• NPS score of 69 in 2021 (zone of quality), improved by 2 points from previous year
• +1 more outcomes

Named customers7 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature7 records

Partnerships

One partnership is on record.

• MAPScoreTechnology or Integration · 1 January 2022MAPS, a reference in specialized technology for the financial market with 30 years of innovation, partnered with Data A's 24 years of pension expertise to create Maps + Data A. The partnership developed Fênix - the most complete and powerful pension management solution in Brazil, combining MAPS technology capabilities with Data A's pension domain expertise. The solution includes flexible individual modules or integrated system available in cloud.

Scale indicators4 records

Recent moves7 records

Expansion highlights4 records

Broad incumbents

• TOTVS: TOTVS is the largest Brazilian enterprise software company, offering broad ERP, HR, and financial management suites. While not EFPC-specialized, its scale and vertical customization capabilities make it a credible competitor for pension fund technology budgets.
• Stefanini: Stefanini is a major Brazilian-origin global IT services and software firm with strong financial services vertical coverage. Its scale and consulting capabilities make it an alternative provider for EFPCs seeking technology and BPO services.
• Oracle Financial Services: Oracle offers financial services-specific ERP and analytics platforms used by insurance and pension entities globally. Oracle's risk and compliance modules overlap with Harpa and Cronos at large enterprise EFPC customers.
• SAP Brasil: SAP provides enterprise ERP and financial management solutions used by large Brazilian corporations and financial institutions. SAP's S/4HANA Finance and analytics capabilities can substitute for portions of Fênix ERP functionality at larger EFPCs.
• Senior Sistemas: Senior Sistemas provides ERP and HCM software serving Brazilian financial institutions and corporate clients. Its financial services portfolio overlaps with EFPC operational needs (payroll, accounting, benefits) and competes for the same budget allocations.
• FIS (Fidelity National Information Services): FIS provides technology solutions for financial institutions including retirement and pension administration globally. Its pension administration platform competes for large EFPC mandates where Data A's smaller scale is a constraint.

Direct peers

• MAPS: MAPS is Data A's strategic technology partner and also a provider of specialized technology for the Brazilian financial market with 30 years of innovation. Together they co-developed Fênix ERP, making MAPS the most directly comparable peer in EFPC technology.

Regional players

• ADP Brasil: ADP Brazil provides payroll, HR and benefits administration for Brazilian employers and pension entities. Its HR/payroll offerings compete with portions of Data A's accounting and BPO services for EFPCs.
• Consist: Consist is a Brazilian IT solutions provider with deep presence in financial services and pension fund segments. It offers software and consulting comparable to Data A's actuarial, accounting and governance services for Brazilian financial institutions.

Emerging players

• Lumera: Lumera provides insurance and pension software focused on policy administration and analytics. Though primarily European/US, its pension domain technology is comparable to Data A's Fênix ERP and Harpa risk management capabilities.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/dataa
• LinkedInlinkedin.com/company/data-a
• Instagraminstagram.com/dataa
• Xx.com/dataasolucoes
• Facebookfacebook.com/dataaprevidencia

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

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 Data A