Finizens
Company

Last deal

$3.72M
Local Amount - EUR 3.3M

Amount

Series B

Stage

18.07.2019

Date

3

all rounds

$9.04M

Total amount

date founded

Financing round

General

About Company
Finizens is a digital wealth management firm that offers a robo-advisor investment service through low-cost index fund portfolios.

Industry

Sector :

Subsector :

Keywords :

founded date

01.09.2015

Number of employees

Company Type

For Profit

Last funding type

Series B

IPO status

Private

Description

The company's platform is a 100% digital alternative to traditional financial institutions, providing clients with a more profitable and efficient way to invest. Finizens uses globally diversified, low-cost index fund portfolios, using the best institutional share class funds from Vanguard and Amundi. The company has become an international reference in the wealth management realm, boasting the most comprehensive product offering in Europe and being the leading robo-advisor in Spain. Finizens has also sealed strategic distribution agreements with renowned financial entities, including the first alliance in Spain between a bank and an investment FinTech firm, EVO Banco, and the first commercial partnership in Spain between a robo-advisor and an insurance company, Caser Seguros. The team behind the company consists of renowned professionals with extensive experience in finance, investment management, and the digital economy. The platform allows investors to withdraw money at any time without penalties, providing them with the freedom to manage their investments as they see fit.
Contacts

Contact Email

Phone number

Social url

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total raised

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Financials

Funding Rounds
4
3

Number of Funding Rounds

$9.04M

Money Raised

Their latest funding was raised on 18.07.2019. Their latest investor FINTECH VENTURES. Their latest round Series B

Date 
Funding Round 
Investors 
Money Raised 
Lead 
18.07.2019
2
$3.72M
Local Amount - EUR 3.3M
17.07.2017
2
$4.59M
Local Amount - EUR 4M
01.06.2017
1
Co-Investors
Investors
2
0

Number of lead investors

2

Number of investors

Investor 
Lead 
Round 
Partners 
No
Seed, Series A, Series B
No
Series A, Series B
FINTECH VENTURES

FINTECH VENTURES

FinTech Ventures is a private investment club specializing in Fintech.

Sector

Investment Banking and Brokerage Services

Subsector

Asset Managers and Custodians

Keywords

Financial Services, FinTech, Finance

Location

Madrid, Spain

count Of Investments

6

Caser Seguros

Caser Seguros

count Of Investments

2

People

Founders
4
Martin Huete
Martin Huete

Martin Huete

Investment Services Industry Analyst. Blogger. Co-Founder at Finizens.

organization founded

1

Martin Huete

Giorgio Semenzato
Giorgio Semenzato

Giorgio Semenzato

organization founded

1

Giorgio Semenzato

Francisco Velazquez
Francisco Velazquez

Francisco Velazquez

Francisco founded Axon in 2006. Francisco has more than 20 years of experience in venture capital, private equity, finance and consulting. Among others, he has been involved in 5 private equity funds and more than 20 large M&A transactions worldwide and three IPOs. He also was the founding partner of SVP Advisors, an international strategy consulting firm, specialised in ICT, which is now part of Axon Partners Group. Francisco has more than twenty-five years of experience in venture capital, investment banking and strategic consulting, having worked in more than 30 countries, with reputable private clients, governments and investors across the globe. Francisco Velázquez de Cuéllar founded Axon Partners Group in 2006, and he is currently the President. Axon has become one of the largest Spanish advisory companies, with more than sixty employees, international offices, and a very extensive list of clients and international investors. Within the venture capital division, Axon manages more than two hundred million euros. In additional to his role at Axon, Francisco is a Board Member of numerous companies such as nxtGen and Captronic in India; O4IT and Mercadoni in Latin America; and Finizens and NicePeopleAtWork in Spain. Previously, he was an investor and Board Member of numerous successful companies, including Akamon, Wuaki.tv and JustEat.

current job

Axon Partners Group
Axon Partners Group

Francisco Velazquez

Alfonso de Leon
Alfonso de Leon

Alfonso de Leon

Alfonso Leon is the Co Chairman and Co-Founder of Finizens. Alfonso attended Comillas Pontifical University.

current job

Axon Partners Group
Axon Partners Group

Alfonso de Leon

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