News · 5 November 2026

Planeia features in the Portugal Fintech Report 2026

Insurance broking is part of Portugal’s financial innovation story. Planeia features in the 10th Portugal Fintech Report, bringing an AI-first approach to the everyday work of insurance brokers.

Planeia featured in the Portugal Fintech Report 2026, the 10th edition published by Portugal Fintech with support from Morais Leitão, NTT DATA and Visa.

A decade of tracking Portugal’s fintech ecosystem

Published annually by Portugal Fintech, the report explores the country’s fintech ecosystem through data on growth, innovation and collaboration, including the role of artificial intelligence in financial services. The 2026 publication marks its 10th edition.

Less repetitive work. More room for client relationships.

Planeia is an AI-first insurance broker network in Portugal. It turns a broker’s portfolio into a daily work plan, helping with renewals, follow-ups and cross-selling opportunities. Technology handles repetitive tasks; brokers stay in charge of advice and the relationships their clients rely on.

“Being featured in the Portugal Fintech Report shows that innovation is reaching insurance broking too. We give brokers technology that takes care of repetitive work, so they can focus on what they do best: advising their clients.”

David Dourado, Planeia

Explore the full report

You can find the publication on Portugal Fintech’s website: portugalfintech.org.

What would a clearer working day look like?

Let’s talk about how Planeia can help you organise your portfolio and keep in touch with your clients.

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