Velna
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Investment Advisory · AI Platform

The AI platform
built for investment advisors.

Research, portfolio intelligence, and client documentation — delivered with the depth of a full analyst team, at the cost of software.

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What Velna does

01

Research, on any question

Every macro shift, every earnings release, every sector development that touches a client's holdings — synthesized, sourced, ready for the conversation. In minutes.

02

Every portfolio, monitored

Position drift, approaching maturities, tax-loss opportunities, macro events that affect specific holdings. Across every client, simultaneously. You see the priority before they do.

03

Reports under your name

Portfolio reviews, rebalancing proposals, documented rationale — generated, reviewed by you, sent as yours. The client sees the work. Velna stays invisible.

04

Documentation in every decision

Suitability analysis, investment policy statements, compliance disclosures — built from the actual client context, not a template. Every recommendation covered.

The market

27K+

credentialed investment advisors in Brazil — a profession that grew 500% in a decade and is raising its standards to match.

100+

clients per advisor on average — each with different objectives, holdings, and expectations, managed without a research team.

R$7.3T

in individual investments in Brazil navigating a rate cycle that demands active guidance — not passive allocation.

A book that never stops growing.
Hours that don't.

A productive advisor manages over 100 clients. Monitoring every portfolio simultaneously, producing original research for every conversation, and documenting every recommendation — that is not possible without infrastructure. Until now, it was not possible at all.

What the best advisors do
  • Produce original research for every relevant client conversation
  • Monitor every portfolio simultaneously, not one at a time
  • Call clients before market events reach them elsewhere
  • Send reports that document reasoning, not just performance
  • Generate compliant documentation for every recommendation
  • Have capacity to grow while fully serving the existing book
What most advisors work with
  • Multiple broker platforms open at once, none talking to each other
  • Messaging apps doubling as a CRM
  • A spreadsheet that is always a week behind
  • Research forwarded from the platform's morning note
  • Compliance paperwork done manually, at night, on deadline
  • No capacity to prospect because servicing is already at the limit

The research your clients
think you already have.
Now you do.

Velna is built for the advisor, not the investor. You keep the relationship, the judgment, the accountability. Velna does the work that used to require a team — research, portfolio surveillance, report generation, compliance documentation. What required three analysts yesterday requires a conversation today.

The advisor who uses Velna is the same person the client already trusts. They just serve twice as many clients at twice the depth — and have the documentation to prove every decision they ever made. That is not a feature. That is an unfair advantage.

The advisors who win are not the ones with the most products.

They are the ones whose clients never wonder whether there is someone better.

Request early access.

For investment advisors building a practice that compounds. Reviewed personally.