Finda Capital

Proactive AI for proactive wealth managers in Latin America.

Finda finds what to do for each client before they ask. You approve every recommendation.

Portfolio demo → Access for your firm
Illustration, not any account's status: data from Chase, Interactive Brokers and Santander flows into Finda and out as five advisor outcomes — Compliance, Upselling, Differentiated service, Automation, Reports. The rotating notices (bank commission lowered, portfolio rebalanced, client documents reviewed) are examples.
Chase
Interactive Brokers
Santander
ChaseChase
Interactive BrokersInteractive Brokers
SantanderSantander
ChaseChase
Interactive BrokersInteractive Brokers
SantanderSantander
  • Bank statements
  • Client WhatsApps
  • Holdings
  • Fees
  • KYC
  • Tax documents
  • Compliance
  • Upselling
  • Differentiated service
  • Automation
  • Reports

More service. Less manual work.

More features

Finda

Profiles, documents, advice and tasks

HomeBroker + WhatsApp

Follow-up is up to you

Investing apps

Simple, with few features

More advisor work

Client onboarding and profile review demos →

Your portfolio belongs here, too.

Finda for clients →

Onboarding the first firms in Latin America.

Wealth managers, family offices and advisory firms with clients spread across custodians and countries. Write to us with your firm's size and how you build client reports today. An email is enough.

Request access → Partner with us
Read-onlynever trades, never holds custody
Any custodianstatements or read-only APIs
Priced by AUMnot per seat

Guides