5 Spain-based Wealth Management platforms to better handle your finances

By Gloria Methri

Wealth management is a professional service provided by wealth managers, including investment planning, accounting, tax planning, estate planning, or retirement planning, to business owners or corporations for a one-time fee.

B2B FinTech companies play a vital role in the future of financial services. Small business owners are typically solely responsible for their wealth management, and they do not benefit from employer programs from retirement to investing to planning for significant life events.

Here are 5  WealthTech companies to seek financial advice from in Spain.

• Finizens

Finizens is an Automated Investment Management platform specialising in Indexed Passive Investment. It offers a 100% digital robo-advisor investment service through globally diversified, low-cost index fund portfolios. Their portfolios are made up of 13 indexed investment funds and give access to more than 22,000 positions, and at the same time with lower commissions.

• Aura Real Estate Management

Aura Real Estate Experts is an advisory firm that focuses on data-driven analysis of the real estate industry. Headquartered in Madrid, the company advises clients on different asset topologies (residential, land, hotels, nursery homes, touristic apartments, industrial warehouses, commercial and retail assets) especially on large portfolios brought to the market.

• BBVA Asset Management 

BBVA Asset Management has been in the asset management industry for more than 40 years. It operates through multiple management centers, with an extensive and recognized range of products and a global presence.

• EtsFactory

EtsFactory develops artificial intelligence algorithms to make investment decisions based on research and science. In the WealthTech space since 1987, the company specialises in Quantitative financial advisory, Machine Learning, Artificial Intelligence, Asset Management, Data Science, Risk Management, Technology, Development, Software, and EAF.

• Sabadell Asset Management

Sabadell Asset Management is a management company of Undertakings for Collective Investment in Transferable Securities. It has been part of the Amundi group since June 2020. Its investment solutions are exclusively for private clients and companies of Banco Sabadell, taking advantage of the strategic alliance with Amundi.