Sisfinance Evoluir

What Sisfinance Evoluir does

Sisfinance Evoluir is a Brazilian back-office technology provider for financial firms, founded in 2022 and headquartered in Rio de Janeiro. The company was built to serve investment management workflows and, according to the source materials, has been acquired by BRITech, a global B2B SaaS investment management software company headquartered in São Paulo; co-founder Jorge Alex Branco Torres continues in a leadership role as part of the integration. Sisfinance's own public footprint is small (1-10 employees per firmographic data), with limited standalone distribution outside Brazil.

Through the BRITech acquisition, Sisfinance's capabilities have been folded into BRITech's broader product portfolio, which includes portfolio management, risk evaluation, receivables management, trading and pre-trade compliance, investor portal (web and mobile), asset registration, and structuring and governance workflows, all delivered via the unified ONE platform built on a microservices/API cloud architecture with agentic AI features. The combined offering serves asset managers, family offices, wealth managers, fund administrators, brokers/distributors, neobanks and investment advisors across more than 20 countries, supported by BRITech offices in São Paulo and London.

The business model operates as B2B SaaS subscriptions on annual, quote-based contracts, with direct enterprise field sales and inside sales motions, and marketing driven by content (blog, webinars, guides, case studies, industry talks) and SEO. Sisfinance Evoluir's standalone financials are not disclosed; the company's revenue and growth are now embedded in BRITech's broader group rather than reported separately.

Name

Sisfinance Evoluir

Legal name

Sisfinance

Website

https://sisfinance.com.br

Company type

Private

Founded year

2022

Operating status

Acquired

Headcount range

1–10 employees

Short description

Sisfinance Evoluir is a Brazilian back-office software provider for financial firms, founded in 2022 and now operating as part of the BRITech investment management platform after acquisition. It serves investment management workflows and has been integrated with BRITech's broader suite.

Ownership category

akta.pro rank

Product category

Investment Management Software

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Digital/Hybrid Robo-Wealth & Retirement Advisory (FSAEABAK)

akta.pro secondary industry

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

Keywords

• Investment management software
• Portfolio management systems
• Risk evaluation platform
• Investor portal solutions
• Back office financial software

Headquarters

HQ city

Rio De Janeiro

HQ country

Brazil

HQ region

Latin America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. SaaS Subscription Platform: BRITech operates as a B2B SaaS company offering investment management software on a subscription basis. The platform is provided as a service with 24x7x365 availability, integrating multiple functionalities including portfolio management, risk evaluation, compliance, and investor services.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Sisfinance Evoluir is a back office software system for financial firms that provides portfolio management, risk evaluation, receivables management for credit rights, pre-trade order validation and compliance, investor portal access via web and mobile, asset registration, and structuring and governance workflows. Following its acquisition by BRITech, the offering is delivered as part of the BRITech ONE Platform, a cloud-native SaaS investment management suite serving asset managers, family offices, wealth managers, fund administrators, brokers, neobanks, and investment advisors.

Product overview

Sisfinance Evoluir operates within the BRITech investment management technology ecosystem. BRITech offers a unified SaaS platform called ONE, which integrates multiple modules for investment management: Portfolio Management controls investments, funds, custody, and fixed income distribution; Risk Evaluation manages market, liquidity, and compliance risks; Receivables Management monitors credit rights; Trading & Order Management validates orders pre-execution; Investor Portal delivers multi-analysis statements via web and mobile; Asset Registration tracks investments; and Structuring & Compliance handles governance workflows. The platform serves Asset Managers, Neobanks, and Fund Administrators across Family Office, Wealth Management, and Asset Management segments.

Differentiator

Problem solved

Functional benefit

Products and services

• Gestão de Portfolio (Portfolio Management)

Quantifiable outcome

• Tasks that previously took a full day are now completed in 15-20 minutes
• +3 more outcomes

Named customers9 records

Segments7 records

Ideal customer profiles7 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

AI capability1 record

Feature10 records

Partnerships

Seven partnerships are on record, tiered major acquisition, core and minor.

• ABS - Asset Banking Systemmajor acquisitionStrategic or Co-development Partner · 5 April 2022BRITech acquired majority shareholding in ABS - Asset Banking System. Partners Alfredo Bracco and Mateus Vidigal continue as executives. ABS technology complements BRITech's product portfolio and expands customer base across more than 20 countries. This was BRITech's third acquisition.
• FlankscoreTechnology or IntegrationIntegration partnership with Flanks enabling seamless communication with custodians for smooth and secure data gathering from customers. Provides automated data aggregation capabilities for investment advisors using the BRITech platform.
• 3rd-eyes analyticscoreStrategic or Co-development PartnerStrategic partnership announced to revolutionize wealth planning solutions. 3rd-eyes analytics brings advanced wealth planning capabilities integrated with BRITech's investment management platform.
• Sisfinancemajor acquisitionStrategic or Co-development PartnerBRITech acquired Sisfinance, a move to expand product and service offerings. Sisfinance co-founder Jorge Alex Branco Torres expressed enthusiasm about the integration bringing growth opportunities. BRITech CEO Yuryi Ferber stated the acquisition reinforces commitment to high-quality solutions.
• CEPEDA AdvogadosminorStrategic or Co-development PartnerPartnership with CEPEDA Advogados legal specialists for regulatory webinars on CVM 175, RCVM 181, and FIDC topics. BRITech joined forces with legal experts to provide insights on regulatory aspects and how technology can assist in compliance processes.
• CalastonecoreTechnology or IntegrationPartnership with Calastone to facilitate offshore fund distribution in Brazil. Enables seamless integration for fund distribution capabilities.
• Clarity AIminorStrategic or Co-development PartnerPartnership for impact investing solutions, providing ESG analysis capabilities integrated with BRITech's platform for sustainable investment management.

Scale indicators7 records

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• Charles River Development (State Street): Charles River IMS provides front-to-back investment management solutions including portfolio management, order management, compliance, and reporting. It competes for the same institutional asset management and wealth management technology deals as Sisfinance.
• BlackRock Aladdin: BlackRock's Aladdin is a leading enterprise investment management and risk platform serving large asset managers, insurers, and banks. It is comparable to Sisfinance's portfolio management, risk evaluation, and compliance workflows, but at significantly greater scale and with a global institutional focus.
• Envestnet Yodlee: Envestnet offers wealth management technology platforms serving financial advisors with portfolio management, financial planning, and reporting. It is comparable to Sisfinance's wealth management and investment advisor-facing modules, with broader U.S. and global reach.
• SimCorp: SimCorp Dimension is an established investment management platform used by large asset managers, insurance companies, and pension funds for portfolio management, risk, compliance, and reporting. It competes with Sisfinance for institutional asset management technology budgets globally.
• SS&C Advent (Geneva): SS&C Advent's Geneva platform is a global incumbent in investment management and accounting software for asset managers, fund administrators, and hedge funds. It is broadly comparable to Sisfinance's portfolio management, accounting, and fund administration functionality, but at much larger global scale.

Direct peers

• BRITech: BRITech is the parent company that acquired Sisfinance and operates the underlying investment management platform. It serves the same asset managers, family offices, wealth managers, and fund administrators across LATAM with portfolio management, risk, compliance, and investor portal solutions. As the acquirer and operator of Sisfinance's technology, it is the most directly comparable entity.

Emerging players

• Orion Advisor Tech: Orion provides portfolio management, reporting, and advisor technology solutions to wealth managers and RIAs. Comparable to Sisfinance's wealth management and reporting modules, though focused on the U.S. registered investment advisor market.
• Advisor360°: Advisor360° provides a unified technology platform for wealth management firms including CRM, financial planning, portfolio management, and reporting. It competes with Sisfinance's wealth management offering but focuses primarily on the U.S. independent advisor segment.

Regional players

• ArkiTech Solutions: ArkiTech is a Brazilian software provider serving investment managers, fund administrators, and wealth managers with portfolio management and back-office solutions. Comparable to Sisfinance as a regional LATAM player targeting the same Brazilian financial firm segments.
• Absolut Software (now part of Prophix): Absolut Software was a Brazilian-origin financial management software provider for asset managers and wealth managers, with deep local market knowledge. Comparable to Sisfinance's Brazilian roots and target customer segments, now operating as part of Prophix with expanded capabilities.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

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 Sisfinance Evoluir