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Doutor Finanças

Intermediário de crédito vinculado com tecnologia

Overview

Doutor Finanças acts as a licensed credit intermediary in Portugal, connecting clients with banks, financial institutions and insurers to arrange housing and consolidated loans that fit their needs. Its technology powers a digital, streamlined process for clients, consultants and partners, including a one-click collection of key documents for pre-approval and access to advisory support from credit specialists. It differentiates itself through its technology-driven workflow, a broad partner network, and a Bank of Portugal certification, along with ongoing recognition in the Portugal Fintech Report. Its goal is to help people make informed borrowing decisions and improve financial literacy while guiding them to the best funding options.

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About Doutor Finanças

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Industries

Financial ServicesReal Estate

Company Size

201-500

Company Stage

N/A

Total Funding

N/A

Headquarters

Oeiras, Portugal

Founded

2014

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Benefits

  • Health Insurance
  • Life Insurance
  • Flexible Work Hours
  • Hybrid Work Options
  • Meal Benefits
  • Mental Health Support

Company News

Versos e Trocadilhos – Lda
Feb 19th, 2026
Doctor Finanças presents three new proposals to strengthen financial literacy.

Doctor Finanças presents three new proposals to strengthen financial literacy. Link to Leaders February 19, 2026 With the launch of the Well-Being Center, the Competency Framework, and the Financial Competencies Diagnostic, Doctor Finanças reinforces its contribution to strengthening financial literacy in the Portuguese market. Doctor Finanças presented the Financial Literacy Competency Framework, a document that aims to actively contribute to strengthening literacy and fostering a more structured debate on this topic. It identifies the essential competencies that citizens should develop throughout different life stages, integrating knowledge, behavior, and decision-making. Simultaneously, Doctor Finanças also launched a Financial Competencies Diagnostic, a tool that allows for individual assessment of financial literacy levels, identification of improvement opportunities, and practical, personalized guidance toward developing more sustainable financial evolution behaviors. The diagnostic helps each person understand their starting point and progressively develop more solid and informed financial behaviors. Sérgio Cardoso, Chief Education Officer at Doctor Finanças, explained that 'the Framework and the financial competencies diagnostic allow us to understand where we are, what we need to improve, and how to evolve consistently. The more clarity and support we have, the better prepared society will be to face challenges, reduce vulnerabilities, and create real opportunities for progress.' The new initiatives were presented during the inauguration of the Well-Being Center, a Doctor Finanças space dedicated to empowering, training, and supporting people throughout their financial journey. This initiative reflects the belief that financial well-being is an essential pillar of family autonomy, resilience, and peace of mind, and the center will feature programming with initiatives and training tailored to diverse audiences. 'The Well-Being Center was created to combine efforts, unite knowledge, and create solutions that none of us could achieve alone. The establishment of the Advisory Board is the first step in this collective commitment: aligning visions, building bridges, and accelerating the path to move Portugal from the bottom of Europe, elevating financial literacy to a new level - stronger, fairer, and truly transformative,' explained Vanda de Jesus, co-CEO of Doctor Finanças.

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