Fynce is a Madrid-based fintech building a digital wealth advisor for mass-affluent retail investors, combining personalised financial planning with automated, low-cost investment management via Android and iOS apps. Founded in 2022 by two CFA charterholders, it was one of 11 startups (from 300+ applicants) selected for the Tenity (ex-F10) incubation programme in Zurich in August 2023, receiving an initial CHF 50k investment; headcount has stayed at roughly 2 people.
SectorsFintech, Wealthtech, Digital investment advisory, Personal finance
Start-up MapFintech › Wealth & investing
Founders
C
Carlos Escámez
Co-Founder
M
Miguel Carretero Rollón
Co-Founder
Global models 5
SScalable Capital
Germany · scalable.capital ↗
Digital wealth manager selling low-cost automated portfolios to retail investors through its app, earning an all-in management fee on assets.
$480MComparable
BBetterment
United States · www.betterment.com ↗
The original robo-advisor: goal-based financial planning plus automated, low-fee ETF portfolios for mass-affluent retail clients, charged as a percentage of assets.
$435MComparable
Personal Capital
United States · www.personalcapital.com ↗
Hybrid digital wealth advisor that pairs free financial-planning tools with managed portfolios for mass-affluent investors, now part of Empower.
$265MComparable
MMoneyfarm
United Kingdom · www.moneyfarm.com ↗
European app-based digital wealth manager that combines automated low-cost portfolios with access to human advisers for retail savers, charging an AUM fee.
$220MComparable
WWealthfront
United States · www.wealthfront.com ↗
Automated investing and financial-planning app for young mass-affluent investors, making money from a low annual advisory fee on managed assets.
$204MComparable
In the same niche 30 others
See all in the Start-ups Map →Notes: Most funded first
Investors 1
Open as list →Funding rounds 1
News 1
Open as list →| Published | Article |
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| 2024-02-21 |
Fynce, el asesor digital que nació como proyecto personal y está cambiando el juego ↗
Bolsamanía
2024-02-21 |






