Finizens is a Madrid-based Spanish robo-advisor and automated wealth manager regulated by the CNMV, offering globally diversified passive/indexed investment portfolios (ETFs and index funds) with low fees and no minimums. It manages investment plans, pension plans, and savings plans for tens of thousands of clients, and was incubated in 2015 by Axon Partners Group; institutional shareholders include Caser Seguros and Mutualidad de la Abogacía.
SectorsFintech, Wealth Management, Robo-advisory
Start-up MapFintech › Wealth & investing
Founders
G
Giorgio Semenzato
CEO & Co-founder
M
Martín Huete
Co-founder & Board Member
Global models 5
AAcorns
United States · www.acorns.com ↗
Automated investing app that puts retail savings into diversified ETF portfolios for a low subscription fee.
$500MComparable
SScalable Capital
Germany · de.scalable.capital ↗
European robo-advisor and digital wealth manager offering automated, globally diversified ETF portfolios at low fees.
$470MComparable
BBetterment
United States · www.betterment.com ↗
The original robo-advisor, running automated low-cost ETF portfolios and retirement accounts for retail savers.
$435MComparable
P
Personal Capital
United States · www.empower.com ↗
Digital wealth manager combining automated index-style portfolios with retirement planning, earning a fee on assets under management.
$265MComparable
WWealthfront
United States · www.wealthfront.com ↗
Robo-advisor managing passive, diversified ETF portfolios for retail clients with low minimums and a small management fee.
$204MComparable
In the same niche 30 others
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Notes: Most funded first
Investors 12
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AAxon Partners Group
axonpartnersgroup.com
CCaser Seguros
F
Fintech Ventures
I
Inversiones Altius
J
Javier Marín
J
Jordi Bartomeu
L
Luis Moreno
M
Miguel Haupt
MMutualidad de la Abogacía
R
Reza Ghassemi
S
Steven Zitzer
MMupiti
Funding rounds 4
| Date | Round | Amount | Lead |
|---|---|---|---|
| 2022-02-21 | No stage disclosed | — |
Lead not disclosed
+1 more
|
| 2019-07-19 | Series B | €3.3M |
Lead not disclosed
+3 more
|
| 2017-07-13 | Series A (estimated) | €4M |
Lead not disclosed
+2 more
|
| 2017-03-02 | Seed | €700K |
Lead not disclosed
+7 more
|
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