Nuvara 360
Nuvara 360 provides a turnkey technology infrastructure platform that lets independent financial advisors, EAFs, and small firms deliver a private-banking experience under their own brand. The platform includes a white-label client portal, bank aggregation, AI agents for administrative automation, and open-architecture access to investment, financing, and savings products, all built on a compliance-ready layer with EU-hosted data.
- Financial Technology
- AI Agents
- Software Only
- Artificial Intelligence
Funding
Founders
Founder details are not available yet.
Product
Problem
Independent financial advisors and small firms struggle to build the full technology stack required to operate a modern practice—software, client portals, documentation, compliance, and product access—which is typically only available to large private banks. This forces advisors to either piece together disparate tools or accept limitations that weaken their client experience and operational efficiency.
Solution
Nuvara 360 provides a turnkey infrastructure platform that enables financial advisors, EAFs, and independent firms to run their practice under their own brand without building the underlying technology. The platform includes a comprehensive advisor workspace for managing clients, tasks, alerts, and proposals; a white-label client app and portal with bank connectivity and wealth overview; AI agents that automate reporting, meeting preparation, and administrative tasks; and access to open-architecture financial products across investment, financing, savings, and insurance. All data and operations sit on a compliance-ready layer with KYC, activity logging, and EU-hosted infrastructure, allowing advisors to deliver a private banking experience to their clients from day one. The platform is modular, with capabilities like Wealth, Finance, and Savings that can be activated as needed, and optional full white-label deployment for firms that want to present the digital experience as their own.
Target Audience
Primary customers are financial advisors, EAFs (asesores financieros), former bankers, and independent advisory firms in Spanish-speaking markets who need institutional-grade infrastructure to serve their clients professionally.
Features
- Advisor workspace with 360° client views, family-group visibility, task management, alerts, upcoming deadlines, and traceable proposals and documentation
- White-label client portal and mobile app, including a personal advisor website with appointment booking and secure document/message channels
- Bank aggregation and consolidated wealth view covering investments, liquidity, debt, and non-liquid assets
- AI agent layer that prepares client meeting briefings, generates post-meeting summaries and follow-up emails, and automates task management, reminders, and invoicing
- Open architecture product marketplace offering investment, credit, savings, and insurance solutions from multiple entities without lock-in
- Digital account opening with eKYC, suitability testing, and mobile contract signing
- Compliance and security infrastructure with onboarding, client file management, activity registry, encryption in transit and at rest, and data residency in the European Union
- Modular product capabilities (Nuvara Wealth, Nuvara Finance, Nuvara Savings) that can be activated as needed, with optional full white-label deployment of the digital experience