Massive investor base Modalmais positions itself as the largest broker by investor count on B3 with around 1 million clients, presenting a substantial audience for cross-sell of services, premium research, and educational products.

Zero brokerage advantage Highlight the competitive appeal of zero brokerage as a differentiator to attract price-sensitive traders and to upsell premium trading tools, education, and advanced platforms.

Growth trajectory Recent emphasis on revolutionizing the market and expanding investor reach indicates ongoing growth potential; sales strategies can focus on onboarding partnerships, referral programs, and tiered offerings to capture new segments.

Tech-enabled experience Utilize the existing tech stack and digital engagement tools (HubSpot, Google Tag Manager, analytics, and UI libraries) to drive personalized onboarding, targeted campaigns, and conversion optimization for new product bundles.

Market positioning As a leading Brazilian broker with competitive pricing and strong content/education, there is a sales opportunity to bundle research, content platforms, and turnkey white-label solutions to other financial institutions or fintechs seeking a Za Brokerage feel.