Fiduz is a Mexican wealth‑management platform that lets high‑net‑worth individuals upload statements for all their assets—securities, real estate, alternatives, insurance—and stores them in an encrypted vault.
Funding
Funding not disclosed
Founders
Product
Problem
Investors often lack a unified view of their diversified holdings—including securities, real estate, and alternative assets—making it difficult to assess overall risk, identify tax inefficiencies, and receive consistent advice. Traditional wealth‑management services may charge hidden commissions or require multiple platforms, leading to fragmented decision‑making.
Solution
Fiduz offers a single, secure vault where clients upload statements and documents for all asset classes. An AI engine aggregates and analyzes the complete portfolio, while certified human advisors interpret the results and provide personalized, fee‑only recommendations. Clients can choose between advisory-only guidance or discretionary management executed under transparent, asset‑based annual fees. The platform operates without custody of funds, ensuring assets remain with regulated institutions while still benefiting from integrated analytics and expert oversight.
Target Audience
Fiduz serves high‑net‑worth individuals and entrepreneurs in Mexico who hold diversified assets and seek a consolidated, unbiased wealth‑management solution.
Features
- AI‑driven aggregation of data from brokerage accounts, banks, real‑estate records, alternative investments, and insurance policies
- Risk and tax‑efficiency analysis tailored to the client’s profile and financial goals
- Personalized recommendations delivered by certified human advisors, with optional discretionary execution
- Transparent annual asset‑based fee structure, free of third‑party commissions or hidden costs
- Secure document upload (images, PDFs, Excel) and storage within an encrypted vault
- Compliance with CNBV regulations as an independent investment advisor