GPTadvisor is a Madrid-based wealthtech founded in 2023 that builds a generative-AI platform ('AI wealth managers') for financial advisors, private bankers and wealth managers, automating investment research, fund and portfolio analysis, product search and client-facing narratives. The founding team previously ran the digital business at Allfunds through its 2021 IPO; the company was the first portfolio management app published in OpenAI's GPT Store and has worked with regulators including Spain's CNMV sandbox and the UK's FCA. It has raised roughly $1M in a single early round backed by Spanish VCs and serves clients in Spain, the UK and Latin America, with an Americas expansion led from Mexico City.
SectorsFintech, Wealthtech, Artificial Intelligence, SaaS, Asset & Wealth Management
Start-up MapFintech › Wealth & investing
Founders
C
Camila Rocha
Co-founder & GM Americas
I
Ignacio (Nacho) Díaz de Argandoña
Co-founder & Managing Director (Product & AI)
Global models 5
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VVise
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$128MComparable
JJump
United States · jumpapp.com ↗
Generative-AI assistant for financial advisors that automates meeting prep, notes and client communication, sold to wealth firms on subscription.
$100MComparable
ZZocks
United States · www.zocks.io ↗
AI assistant built for financial advisors that automates client data capture, planning inputs and follow-ups for wealth-management firms.
$65MComparable
In the same niche 30 others
See all in the Start-ups Map →Notes: Most funded first
Investors 5
Open as list →Funding rounds 1
| Date | Round | Amount | Lead |
|---|---|---|---|
| 2024-02-21 | Seed | €1M |
Lead not disclosed
+2 more
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News 1
Open as list →| Published | Article |
|---|---|
| 2026-08-31 |
Dealflow #524: HappyRobot raised $150M. Marosa acquired for €112M. Bootstrapped zernio gets to $3M ARR in 13 months ↗
Dealflow.es Newsletter
2026-08-31 |









