Indexa Capital is Spain's leading independent automated wealth manager (robo-advisor), offering low-cost indexed fund portfolios, pension plans, and savings products supervised by CNMV. Founded in 2015, it manages roughly €5.9B for over 166,000 clients across Spain, Belgium and other EU markets. Its parent, Indexa Capital Group (which also owns Bewater Funds), listed on the Spanish BME Growth market in 2023 at a valuation of around €150M.
SectorsFintech, Wealthtech, Asset Management
Start-up MapFintech › Wealth & investing
Founders
Global models 5
SScalable Capital
Germany · scalable.capital ↗
European digital wealth manager offering automated indexed portfolios and pension products, the closest large-scale peer to Indexa's robo-advisory model.
$556MComparable
BBetterment
United States · www.betterment.com ↗
Pioneer robo-advisor providing automated, low-cost diversified index portfolios directly to retail investors, same core model as Indexa.
$335MComparable
WWealthfront
United States · www.wealthfront.com ↗
Automated investment platform using passive indexed portfolios and tax-optimization, functionally the same robo-advisor model as Indexa.
$274MComparable
MMoneyfarm
United Kingdom · www.moneyfarm.com ↗
Pan-European digital wealth manager offering risk-based indexed portfolios and pensions, directly comparable to Indexa's product set.
$182MComparable
NNutmeg
United Kingdom · www.nutmeg.com ↗
UK robo-advisor offering diversified indexed/ETF portfolios and ISAs/pensions before its 2021 acquisition by JPMorgan, same automated low-cost model.
$150MComparable
In the same niche 30 others
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Notes: Most funded first
Investors 8
Open as list →
CCabiedes & Partners
www.cabiedes.com
FFides Capital
www.fides-capital.com/en
VViriditas Ventures
viriditasventures.com
A
Amaia García
L
Luis M. Viceira
M
Marta Esteve
P
Pedro Luis Uriarte
Á
Álvaro Ortiz
Funding rounds 2
| Date | Round | Amount | Lead |
|---|---|---|---|
| 2016-12-01 | Seed (estimated) | €1M |
Lead not disclosed
+5 more
|
| 2015-12-15 | Seed | approximately €1M |
Lead not disclosed
+7 more
|