If you also believe that investment recommendations should be exempt, without commercial bias and with the interests of clients first, so let's have a chat.
We are the first Brazilian Wealth Tech merging high technology with a high level service, for a high-income public.
Methodology
We offer client-based, non-commission investment guidance.
Tech
360º view of investments, integrated with the best planning and analysis tools.
Learn about the advantages of being a TRAAD Associate Consultant®
We offer the necessary infrastructure and knowledge to serve consultants who wish to expand their managed portfolios, focusing on relationships with clients.
Entrepreneurship
Be part of one of the most requested services in the current market and gain more autonomy in your career.
remuneration
Get paid for the provision of the consulting service, without relying on goals or sales commissions on products.
Equity
Build a solid client portfolio and have the possibility of achieving a shareholding in TRAAD.
Middle Office and the Back Office
Act on the front line and surprise your customers with personalized service and premium support. We take care of the rest.
customer experience
Develop yourself in the financial market by helping people to make better investment decisions, according to their monitoring and the moment of life of each client.
multi-bank
Get access to all banks and brokerage firms and count on a diversified portfolio to offer the best products to your clients.