We elevate our clients' financial lives through people and technology synergy .

Our business is built around you. We help you find a better, more logical and personal way to invest and manage your money.
Meet our team
Learn about our history
 TRAAD was founded with the primary objective of promote financial education in an impartial, clear and objective manner. In 2019, Gunnar Viana began his career teaching courses to a select group of doctors, who sought greater security in the management of their assets.

Later, those classes formed the first clients of TRAAD, a startup that identified a gap in the market: the claim for agnostic investor support, whether in the organization, consolidation, or recommendation of essential information around making investment decisions. This need was not restricted to the initial group, but encompassed a wide range of individuals seeking solutions truly aligned with their interests.

TRAAD currently has a team of consultants spread across Brazil and abroad, all connected to its innovative platform WealthTech. This combination of personalized service with the most advanced technology thanks to the integration of data from outstanding players in the global Wealth market within an extensive experience managing large fortunes.

The TRAAD journey continues with the mission of being a platform that is deeply connected to people's financial lives, in an impartial, personalized and simplified way



Mission

The safe path to reliable, transparent, and personalized financial decisions in families and organizations
Vision 2030:

To be the most complete and intelligent financial platform in the world, offering clients a secure, personalized and simplified experience for the daily management of their investments and their family's assets.
Meet our team

At TRAAD, we are driven by the belief that doing differently requires being different. Our multidisciplinary team, comprised of economists, engineers, lawyers, publicists, designers, and data scientists, is here to support your long-term aspirations.

Comprehensive experience
With extensive background in fund management, IPOs, M&A, venture building, and cutting-edge technology, our leaders bring a 360º vision to each project.

Alignment and Partnership
We founded TRAAD based on shared values, creating partnerships that aim not only for immediate success, but for lasting impact.
Based on the alignment of purpose, values and objectives, we founded TRAAD:

TRAAD: A Great Place to Partner.‍
Gunnar Viana, CGA, CFP®
Founder & CEO
Glauco Legat, CFA
Founder & Head of Investments
Adriana Cervini
Head of Operations
Douglas Rosa
Sales Director
Leandro El Ossais
Sales Director
Leonardo Cappa
Offshore Strategist
Jéssica Reis, CFP
Investment Advisor
Arthur Moraes, CEA
Investment Advisor
Vera Veras, CFP®
Investment Advisor
Aline Molina, CEA
Investment Advisor
Gustavo Heldt , CEA
Investment Advisor
Felipe Trevigno, CEA
Investment Advisor
Verônica Sarmento, CFP®
Investment Advisor
Angelo Marton
Investment Advisor
Silvio Barbosa, CFP®
Investment Advisor
Ricardo Lino
Founder
Marcelo Terrazzan
Founder
Patrice Lamiral
Founder
Bruno Oyama
Founder
José Oyadomari
Director - Partners Channel
Paulo Arbex, CEA
Product Specialist
Andreas Freymann
Head of Legal and Compliance
Augusto Mangeth
CTO
Ingrid Cardoso
Client Service Analyst
Ricardo Oliveira
Back-office Analyst
Brenda Leite
Back-office Analyst
Alex Alves
Investment Analyst Jr.
Nathália Lourenço
Marketing & Design Analyst
Jonas Marinho
Data Engineer
Gabriel Fantozzi
Software Developer
Thays Azevedo
Software Developer
Nossos clientes são a nossa prioridade.
Somos uma empresa construída por e para pessoas. Por isso, nosso objetivo principal é oferecer as melhores estratégias para você chegar mais longe.
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