Fides Financial

Name

Fides Financial

Legal name

FIDES FINANCIAL

Website

https://fides-financial.com

Company type

Private

Operating status

Operating

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Agencies, Brokerages, and Other Insurance Related Activities (5242), Insurance Agencies and Brokerages (524210), Insurance Agencies and Brokerages (52421), Finance and Insurance (52)

SIC

Life Insurance (6311), Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Variable Universal Life (VUL) Insurance (FSAIABAD)

akta.pro secondary industry

Private Banking Cross-Border & International Wealth Services (FSABADAL)

Keywords

• Financial advisory services
• Investment advisory
• Life insurance products
• Disability insurance solutions
• Wealth protection planning

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Advisory Services: The company generates revenue through advisory fees for financial planning and investment advisory services focused on patrimonial and family protection, including investment products and insurance solutions.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Fides Financial delivers personalized financial advisory services across Latin America and the Caribbean, covering three core product lines: strategic investment planning (Productos de Inversión), life and health insurance (Seguros de Vida y Salud), and disability insurance (Seguros de Incapacidad). Services are delivered through one-on-one consultations coordinated by email, with the Costa Rica office functioning as a customer service and investment agent coordination point rather than a direct sales channel.

Product overview

Fides Financial is a unified financial advisory service offering a portfolio of three core product lines: Investment Products (Productos de Inversión), Life and Health Insurance (Seguros de Vida y Salud), and Disability Insurance (Seguros de Incapacidad). The company positions itself as a one-stop solution for heritage and family asset protection in Latin America and the Caribbean, providing strategic investment planning and innovative insurance solutions for unexpected life events.

Differentiator

Problem solved

Functional benefit

Products and services

• Productos de Inversión (Investment Products)

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Broad incumbents

• Mapfre: Global insurer with a sizable Iberian and Latin American franchise across life, health, and general insurance lines. Comparable to Fides because both target Spanish-speaking LATAM/Caribbean households for life and health coverage.
• XP Inc. Brazilian financial services platform combining investment advisory, wealth management, and insurance distribution. Comparable to Fides because both offer unified wealth-and-protection advisory to individuals, though XP operates at vastly greater scale.
• SURA (Grupo de Inversiones Suramericana): Large Latin American financial holding with insurance, asset management, and wealth advisory arms across the region. Comparable to Fides because both operate wealth- and protection-focused offerings for LATAM households, though SURA is a much larger incumbent.
• Zurich Insurance (LATAM): Global insurer with Latin American life and general insurance operations. Comparable to Fides in selling life, health, and disability protection products across multiple LATAM jurisdictions.
• Principal Financial Group (LATAM): US-based financial group with significant Latin American retirement, investment, and life insurance operations. Comparable to Fides for combining investment products with life and disability insurance for individuals.
• MetLife Latin America: Major life and health insurance carrier with deep LATAM distribution. Comparable to Fides because both sell life, health, and disability-type protection products to individuals and families across Latin America and the Caribbean.

Direct peers

• Pacific Prime: International insurance broker specializing in life, health, and disability coverage for expatriates and cross-border clients. Closely comparable to Fides because both act as advisors/brokers rather than carriers, targeting internationally mobile and family-protection-oriented clients.
• Clements Worldwide: Specialist international broker for life, health, and personal-insurance coverage for globally mobile individuals and families. Comparable to Fides as a boutique cross-border advisory and brokerage focused on family financial protection.

Regional players

• INS (Instituto Nacional de Seguros, Costa Rica): Costa Rica's state-owned insurance company offering life, health, and disability products domestically. Comparable to Fides as a Costa Rica-anchored provider of life/health/disability coverage, though it is a carrier rather than an advisory firm.

Emerging players

• GBM (Grupo Bursátil Mexicano) / similar LATAM brokerages: Regional broker/advisory offering combining investment products with insurance distribution across Latin America. Comparable to Fides in bundling investment advisory and insurance for individuals and families in the region.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights4 records

Customer concentration

• LinkedInlinkedin.com/company/fides-financial

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 Fides Financial