Finizens
Madrid
About Finizens
Finizens is a wealth management company specializing in passive investments, offering a 100% digital alternative to traditional financial institutions consisting in a robo advisor platform which enable clients to invest in a more profitable and efficient fashion through globally diversified, low-cost index fund portfolios, using the best instituional share class funds from Vanguard and Amundi. Since launch Finizens has consolidated as an international reference in the wealth management realm, boasting to be the automated investment management company with the most comprehensive product offering in Europe, as well as the leading robo-advisor in Spain. Finizens is also pioneer in terms of sealing strategic distribution agreements with renowned financial entities. In 2017, carrying out the first alliance in Spain between a bank and an investment FinTech firm, with EVO Banco distributing directly to its client base Finizens services. Secondly, Finizens developed the first commercial partnership in Spain between a robo-advisor and an insurance company, Caser Seguros. The team of the company is formed by renowned professionals with extensive experience both in the domain of finance and investment management as well as in the digital economy, with a history of success and international reach.
Company Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 11 – 50
- Estimated revenue: $1K – $10K
- Total funding: $9.0M
- Funding stage: Early Stage Venture
- Last round: Series B (Jul 2019)
- Website: finizens.com
- Phone: +0034917909770
Industries & Categories
Asset Management, Financial Services, FinTech, Wealth Management
Social Profiles
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