No consolidated view
Investments scattered across multiple custodians, with no unified view and no real-time data.
Regulated by CNBV · Folio 30210-001
Wealth advisory, powered by technology
Expert advisors with complete visibility of your entire wealth. Personalization, optimization and independence in every financial decision.
Get your diagnosis
The current reality
Managing your wealth should not be this hard
Conflicts of interest
Excessive fees and biased recommendations driven by the commissions your advisor earns on the products they sell you.
No personalization
Standardized strategies, with no continuous monitoring and no opportunity detection.
Scattered documents
Wills, deeds and contracts with no secure backup and no immediate access when it matters most.
Control in your hands
Advanced technology and independent judgment to make better wealth decisions
Real independence
We do not sell our own products. Analysis first, strategy second. No conflicts of interest.
Technology as infrastructure
We organize, consolidate and analyze your entire wealth as one integrated operating system.
Complete view
Liquid investments, companies, real estate, succession and insurance, all in one place.
Human judgment + technology
The expert advisor interprets and decides. Technology empowers them with analysis, efficiency and precision.
- 100%
- Recommendations free of conflicts of interest
- 24/7
- Continuous availability of Fido AI
- 30+
- Years of experience in traditional financial markets and fintech.
- CNBV
- Regulated Folio 30210
Fiduz in action
See how it works
Discover how our platform is transforming the way wealth is managed.
Your wealth management platform
Everything organized and visible in one place.
Your entire wealth in a single panel: investments, real estate, accounts and insurance in real time.
Returns and benchmark comparison, exposure by currency, country, entity and industry.
Your intelligent advisor available 24/7 to answer questions and review transactions.
Encrypted digital vault for wills, deeds, contracts, policies and statements, accessible instantly. A powerful tool to simplify succession processes.
fiduz.ai/dashboard
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Illustrative data. The actual platform adapts to your specific wealth profile.
Available at any time
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Expert Human Support
Certified financial advisors powered by Artificial Intelligence.
Data Protection
End-to-end encryption to keep your data always secure.
24/7 Availability
Financial information anytime, from anywhere.
Specialized Team Totally Impartial Always Active
Technology can analyze, organize and track your wealth, but decisions and trade execution always stay under human supervision.
Join Fiduz
The control is yours, the optimization is ours
Transform how you manage your wealth in four simple steps.
Frequently Asked Questions
Have questions? We can help
Find answers to the most common questions about FIDUZ
What is Fiduz and how does it work?
Fiduz is an independent wealth advisory firm registered with the CNBV that combines technology, analysis and human judgment to help clients make better decisions about their wealth. We bring together information, risks, goals and investments into a clear, actionable view of your wealth. Our wealth team interprets that information with context and independence to build better-grounded strategies.
Do I have to deposit my money directly with Fiduz?
Fiduz never takes custody of your money. Your assets stay with regulated institutions. We work with domestic and international custodians. Your money and investments are always held in an account in the client’s name. Fiduz cannot transfer money or assets to a third-party account.
How much does the service cost?
We charge a transparent annual fee on the assets Fiduz advises on or manages, with no hidden costs and no product commissions. We receive no payments from funds or issuers, which guarantees our recommendations are 100% aligned with your interests. Additional assets added to the platform that we do not manage carry no extra cost.
Does Fiduz execute trades automatically?
It depends on the mandate agreed with each client. Fiduz can operate under an investment advisory arrangement, where the client keeps the final decision, or under discretionary management, where the wealth team executes according to a previously agreed strategy.
Do I need to know about investing to use Fiduz?
No. That is what our expert advisors, backed by our technology, are for. They will guide you step by step. The platform and our services are also designed for more experienced investors.
What kinds of assets can I include?
Mexican brokerage accounts, international brokers, bank accounts, real estate, alternative investments, insurance and other wealth assets.
Is Fiduz regulated?
Yes. Fiduz is an independent investment advisor registered with and supervised by the Comisión Nacional Bancaria y de Valores (CNBV). As independent advisors, we receive no third-party commissions — our only commitment is to you.
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What do you get when you complete the form?
- A personalized wealth diagnosis.
- Your Investment Policy, drafted for you.
- A historical simulation of your strategy.