Launch day at Sudo: Investdex is live. It is the Brazilian directory of investment advisors and consultants, built for anyone who wants professional help caring for their wealth and does not know where to start looking.
Caring for your wealth is serious business. And, until now, choosing who helps you with it was a blind process: a friend’s referral, a brokerage ad, or a Google search returning the same sponsored names. Investdex exists to replace that process with informed choice.
The problem: a huge market with no storefront
Brazil has passed 27,000 investment advisors accredited by ANCORD, plus the investment consultants registered with the CVM and the financial planners holding the CFP certification. It is a large, fragmented and growing market, and yet there was no single place to find these professionals, understand the differences between them and compare options side by side.
We have solved this exact problem once before, in another market: Softdex is Brazil’s software house directory. Investdex applies the same thesis to the investment market.
How it works
Investdex’s home page is the directory itself: you arrive and you are already searching. The structure follows each professional’s registration, because advisors and consultants are not the same thing:
- Investment advisors: professionals tied to market institutions, along with the advisory firms they belong to.
- Investment consultants: independent professionals paid directly by the client, including a dedicated listing of CFP-certified planners.
The filters reflect what actually differentiates professionals in practice: state, registration type, certifications, compensation model, service format and minimum assets. You compare full profiles and talk directly to the professional, with no intermediation and no investor account: searching is open and free.
Beyond the directory, Investdex launches with an educational content area: a dictionary of investment terms, to unlock the market’s vocabulary, and a news blog organized by category.
For professionals and firms
If you are an advisor, a consultant, a CFP planner or run an advisory firm, Investdex is your storefront for an audience that is already searching: whoever reaches the directory arrives wanting to hire. Create your profile, present your work and show up in the searches for your state and category. Details are on the page for professionals.
Start now
Investdex is live: search for advisors and consultants in your state, compare profiles and choose with criteria. Caring for your wealth is serious business.
Investdex is a product by Sudo, a digital product studio from Brazil, also the maker of Softdex, Parly, Fluxo and Kanjica.