Strategicos Group

What Strategicos Group does

Strategicos Group is a Brazilian professional services firm founded in 2012 by Rafael Brito and Claudio Trovao, headquartered in Alphaville/Barueri, Sao Paulo. The firm built its reputation around tax consulting — specifically PIS/COFINS credit recovery for mid-market and enterprise clients — and has since expanded into a six-vertical ecosystem: Core (Tax), Axios (Finance), Dike (Legal), Soteria (Insurance), Logikos (Accounting), and Sophia (Education). Client logos referenced include Pão de Açúcar, Telefonica, BRF, Elektro, Carrefour, and Caterpillar, with operations now spanning eight Brazilian cities.

The firm's operating model is professional services-led. Engagements generate fees tied to tax credit recovery, advisory mandates, and adjacent compliance work across the six verticals. The firm formalizes this delivery through internal education (PromovaEs), a 10-step partner onboarding program, and committee representation in industry bodies (APAS, ABRAS, OAB). Great Place to Work certifications in 2023 and 2025 indicate sustained HR investment as the firm scales.

Go-to-market combines direct sales (including WhatsApp-based outreach) with a formalized partner referral program that includes revenue share mechanics. There is no disclosure of external investors, funding rounds, revenue figures, or headcount. The competitive positioning rests on Big Four alumni talent, cross-vertical client stickiness, and institutional committee access, rather than on a distinct technology or AI platform — no proprietary AI/ML, data flywheel, or platform architecture is documented in available sources.

Name

Strategicos Group

Legal name

Strategicos Group

Website

https://strategicos.com.br

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

51–100 employees

Short description

Strategicos Group is a Brazilian professional services firm founded in 2012, specializing in PIS/COFINS tax credit recovery and operating a six-vertical ecosystem spanning tax, finance, legal, insurance, accounting, and education services for mid-market and enterprise clients across Brazil.

Ownership category

akta.pro rank

Headquarters

HQ city

Santana De Parnaíba

HQ country

Brazil

HQ region

Latin America

Offices8 records

Markets served

GTM type

B2B

Offering type

Services

Revenue model

1. Tax Consulting and Advisory Services: Professional consulting services focused on tax credit recovery, tax planning, compliance, and corporate restructuring. Services are delivered through specialized business units covering taxation (Core), finance (Axios), legal (Díké), insurance (Soteria), accounting (Logikos), and education (Sophia).
2. Partner Program Revenue Share: Partners (accounting offices, law firms, consultancies) refer clients and receive recurring revenue shares. This creates a channel-driven revenue stream with partners handling initial client relationships while Strategicos delivers services.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

No source-backed information available in the provided input.

Product overview

Strategicos Group is a multi-specialist business ecosystem offering integrated strategic solutions across six core verticals: Core (Tax), Axios (Financial), Díké (Legal), Soteria (Insurance), Logikos (Accounting), and Sophia (Education). The ecosystem provides tax intelligence and compliance, corporate banking, legal advisory, insurance, strategic accounting, and executive education services. The company operates through a partner program targeting accounting and legal firms, positioning itself as a comprehensive business strategy partner for Brazilian companies navigating complex tax reform.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Companies often leave 30% to 40% of entitled credits unused without specialized consulting
• +3 more outcomes

Named customers8 records

Segments4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered core and minor.

• APAS - Associação Paulista de SupermercadoscoreStrategic or Co-development PartnerStrategicos Group maintains active leadership involvement in APAS committees (Jurídico, Tributário, e Laboral). The company regularly participates in APAS events and provides advisory services to the association. Marcos Baraldi serves as Committee Member and Tax Consultant for APAS, and Vladimir Prado serves as committee member.
• ABRAS - Associação Brasileira de SupermercadoscoreStrategic or Co-development PartnerStrategicos Group maintains committee membership (Jurídico, Tributário, e Laboral) in ABRAS, the national supermarket association. Vladimir Prado serves as committee member providing tax and legal advisory.
• Strategicos Partner Program (Accounting Offices, Law Firms, Consultancies)coreChannel Partner/ Reseller/ DistributorPartner program targeting accounting offices, law firms, and business consulting firms. Partners refer clients and receive recurring revenue shares. The program offers business intelligence, training, technology access, and brand recognition. No capital investment required from partners. Includes 10-step onboarding process.
• Bossa InvestminorOthersTatiane Zastrow, Operations Director, serves as investor member on AI company committees at Bossa Invest, indicating venture investment ecosystem connections.
• Colégio William CareyminorOthersSocial responsibility partnership where Rafael Brito supports education access for underprivileged children through a social education project.

Scale indicators3 records

Recent moves8 records

Expansion highlights5 records

Direct peers

• Baker Tilly Brasil: Mid-tier global advisory firm with Brazilian tax and consulting practice. Comparable as a similarly-positioned competitor offering integrated tax advisory, accounting, and consulting services to Brazilian enterprises.
• Mazars Brasil: International audit, tax, and advisory firm operating in Brazil. Comparable as a mid-tier alternative targeting enterprises needing specialized tax recovery and advisory without Big Four pricing.
• BDO Brasil: Mid-tier global accounting and tax advisory network with strong Brazilian presence. Closely comparable to Strategicos as a non-Big-Four firm serving mid-market and enterprise clients with integrated tax, accounting, and advisory services.
• Grant Thornton Brasil: Global mid-tier audit and tax advisory firm with substantial Brazilian operations. Comparable as a similarly-sized alternative to Big Four targeting enterprise clients needing specialized tax recovery and restructuring work.
• RSM Brasil: Mid-tier global accounting and consulting network with presence in Brazil. Comparable business model: tax advisory, corporate consulting, and accounting services for mid-market and enterprise clients.

Broad incumbents

• PwC Brasil: Big Four firm with significant Brazilian tax and advisory practice. Competes for the same large enterprise tax credit recovery, planning, and compliance work that anchors Strategicos' book of business.
• KPMG Brasil: Big Four firm offering tax advisory, corporate restructuring, and accounting services in Brazil. A natural incumbent competitor for the same mid-market and enterprise tax advisory mandates Strategicos pursues.
• EY (Ernst & Young) Brasil: One of the Big Four with deep tax advisory and corporate restructuring practices in Brazil. Directly comparable because Strategicos' Corporate Restructuring Leader (Ronaldo Marsolla) was an EY Partner for 20 years, and Big Four tax teams compete for the same enterprise tax credit recovery mandates.
• Deloitte Brasil: Big Four firm offering tax consulting, M&A advisory, and corporate restructuring. Comparable as a direct competitor for large Brazilian enterprise tax mandates and because Strategicos' Dìké co-founder (Rodrigo Lira) came from Deloitte.

Regional players

• Lopes Consultoria Tributária: Brazilian tax consulting boutique focused on credit recovery and fiscal advisory. Comparable niche overlap with Strategicos' PIS/COFINS credit recovery specialization, though typically serving a smaller regional client base.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@strategicosgroup
• Facebookfacebook.com/strategicosgroup
• LinkedInlinkedin.com/company/strategicos
• Instagraminstagram.com/strategicosgroup

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries6 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 Strategicos Group