# FinPlan

FinPlan is a Bank / Wealth / Trust based in Sao Paulo, Brazil.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Sao Paulo, Brazil
- **Region:** Latin America
- **Address:** Sao Paulo, Brazil
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** finplan.com.br
- **LinkedIn:** https://www.linkedin.com/company/finplanapp

## Regulatory record

- **Reports private funds:** No

## About

FinPlan is a digital financial planner, offering unbiased financial advice to service the need for trustworthy and affordable financial guidance.

## Questions

### What investment vehicles does FinPlan use for private clients?

FinPlan combines direct securities portfolios with local fund commitments. For Brazilian clients, typical vehicles include exclusive funds, FIDCs for private credit exposure, and separately managed accounts for public equities and fixed income. The firm structures around local tax wrappers and long-term planning mandates rather than transactional brokerage.

### How does FinPlan's model differ from a Brazilian retail bank's private banking division?

Unlike large retail banks that distribute predominantly proprietary funds and structured products, FinPlan operates under an independent fiduciary framework. The firm's planning-first approach and multi-asset direct management allow it to source third-party funds and direct securities without institutional conflicts tied to a bank's treasury or distribution targets.

### Does FinPlan invest directly in private companies or strictly through funds?

The firm's primary private market exposure comes through local fund commitments, including private credit FIDCs and real estate funds. Direct, proprietary private equity investing is not a publicly known component of its standard client allocation model.

### What geographic regions does FinPlan cover?

FinPlan's investment activity is domestic, concentrated in Brazil with a particular focus on the Southeast region's capital markets and real assets. It does not publicly operate an offshore booking platform or maintain international offices for client capital.

## Related profiles

- [Finnish Medical Foundation](https://altss.com/profile/finnish-medical-foundation)
- [FINRA Employees Retirement Plan](https://altss.com/profile/finra-employees-retirement-plan)

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Last updated: 2026-06-03T20:00:00.000Z

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