Finda Capital

The portfolio platform for wealth managers in Latin America.

Brokers, banks, offshore accounts, bonds, property and private assets, in local currency and dollars, consolidated into one read-only book per client and one view across your firm. Made for the exchange rate, the local tax office and offshore accounts, which US platforms ignore.

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Read-onlySelf-hosted or private cloudAny custodian
ChaseCitibankHSBCUBSBitcoinInteractive BrokersSaxoSchwabStocksTech stocksBondsOptionsETFCashRandom WalkReal estateAI crazeCRSIRSFATCACheap loansLower commissionsDiversificationHigh risk · high gainDollar hedgeTax residencyLower taxesTax-free inheritance
Finda Capital One picture in USD

Today each client's book lives in six PDFs and a spreadsheet. Every quarter.

  1. Every client, every custodian, one book

    Statements from local brokers, foreign banks, offshore accounts and property deeds land in one USD book per client, with source and date on every number. Roll it up and you see the whole firm: exposure, concentration, cash.

    Consolidated wealthUS · US · IE
    USD 18.4MTotal consolidated
    Stocks38%
    Bonds · notes18%
    Cash7%
    BTC5%
    Real estate22%
    Private inv.10%
    Liquid68% Illiquid32%
    6 sources · 3 countries
    Interactive BrokersUSat market7.7 M
    CChaseUStax value3.1 M
    FlatUStax 120k · market 340k

  2. Show each client where a position is cheapest to trade

    Finda computes the real cost of turning over each position: commission, taxes, fees, spread and the gap against the same asset abroad. On illiquid foreign listings a bad route can burn a real share of what is turned over. That number, per client, is your advice.

    Cost to turn over a position
    up to15%lost
    Local route · illiquid CEDEAR (Argentine example)up to 15%
    Route abroad · liquid asset0.05–0.30%
    Potential saving detectedup to USD 14,700 / 100k

    Hypothetical example. Not every CEDEAR; depends on spread, liquidity and size.

  3. Wealth taxes on every client's real portfolio

    Exemptions and timing most firms leave on the table, run on each client's actual book, not a textbook case. An optimized scenario per client, ready for their accountant.

    Wealth taxes · this year−56%
    What you pay todayUSD 92,400
    Optimized scenarioUSD 40,700
    USD 51,700difference between the two scenarios.

    Hypothetical scenario to review with your accountant — not tax advice.

  4. Which clients have a 40% US estate-tax problem

    Clients holding US stocks or ETFs directly face the American estate tax on anything above USD 60,000: up to 40%, before the family touches a thing. Finda flags the exposure across your client base while there is still time to plan.

    US estate tax
    40%goes to
    the IRS
    • Goes to the IRS
      USD 1.2 M
    • Stays with your family
      USD 1.8 M
    Planned in time40%→8%

“We built Finda to run our own book across several custodians and countries. The banks' platforms were 20 years old, and the US platforms had never heard of this region.”

Finda's founders

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

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