{"id":44387,"date":"2019-08-26T00:00:00","date_gmt":"2019-08-25T22:00:00","guid":{"rendered":"https:\/\/techma.bakertilly.es\/finizens-levanta-33me-consolidando-su-crecimiento-y-liderazgo\/"},"modified":"2025-03-12T11:48:13","modified_gmt":"2025-03-12T10:48:13","slug":"finizens-crecimiento-y-liderazgo","status":"publish","type":"post","link":"https:\/\/techma.bakertilly.es\/en\/finizens-crecimiento-y-liderazgo\/","title":{"rendered":"FINIZENS RAISES \u20ac3.3M, CONSOLIDATING GROWTH AND LEADERSHIP"},"content":{"rendered":"<p style=\"text-align: justify;\">Finizens<strong>,\u00a0<\/strong>an investment and wealth management firm specialising in passive index-linked management, has just raised <strong>3,3M\u20ac<\/strong><strong>,<\/strong> bringing the capital injected by shareholders since the company was founded to more than \u20ac8m.<\/p>\n<h2 style=\"text-align: justify;\"><span class=\"ez-toc-section\" id=\"FINIZENS\"><\/span>FINIZENS<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p style=\"text-align: justify;\">It is a <strong>an asset manager specialising in passive indexed management, offering a convenient and competitive investment strategy compared to traditional financial institutions.<\/strong>.<\/p>\n<p style=\"text-align: justify;\">The firm offers different globally diversified portfolios through Vanguard's index funds, with lower costs than the market average, automated algorithmic management and regular rebalancing of portfolios. It also has the most diverse product offering in the industry in Europe, launching five different investment solutions in the market:<\/p>\n<ul style=\"text-align: justify;\">\n<li>Portfolio of investment funds Transferable for tax purposes<\/li>\n<li>Pension Plans<\/li>\n<li>Plans for children<\/li>\n<li>Savings insurance<\/li>\n<li>Finizens Premium<\/li>\n<\/ul>\n<p style=\"text-align: justify;\">With the entry of new strategic investors, both national and international, in addition to the existing investors who continue to support the company, the company has been able to <a href=\"https:\/\/techma.bakertilly.es\/en\/investor-seeking-and-capital-raising\/\">financing round<\/a> consolidates it as the <em>roboadvisor <\/em>which has achieved the most institutional backing and investment support in Spain, thanks to its technological engineering.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/finizens.com\/\" target=\"_blank\" rel=\"noopener\">Finizens<\/a> has just lifted <strong>3,3M\u20ac<\/strong> in a Series B round, its third capital increase since it obtained permission from the CNMV in 2016 to operate as a SECURITIES AGENCY in Spain. Since then, it has managed to attract more than 6,400 clients and the investment support of institutional shareholders such as <a href=\"https:\/\/www.caser.es\/\" target=\"_blank\" rel=\"noopener\">Caser Insurance<\/a>, <a href=\"https:\/\/www.axonpartnersgroup.com\/\" target=\"_blank\" rel=\"noopener\">Axon Partners Group<\/a> and Fintech Ventures.<\/p>\n<p style=\"text-align: justify;\">With these funds raised, it plans to further consolidate its exponential growth and market leadership, both in terms of customer base and product and service sophistication.<\/p>\n<h2 style=\"text-align: justify;\"><span class=\"ez-toc-section\" id=\"OTRAS_OPERACIONES_RELEVANTES_DEL_SECTOR\"><\/span>OTHER RELEVANT OPERATIONS IN THE SECTOR:<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"ACORNS\"><\/span>ACORNS<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><a href=\"https:\/\/www.acorns.com\/\" target=\"_blank\" rel=\"noopener\">Acorns<\/a> is a <strong>application of automatic micro-investments<\/strong> founded in 2012, which has recently closed a Series E round of financing worth <strong>105M\u20ac<\/strong>.<\/p>\n<p>The operation has involved media giants such as <a href=\"http:\/\/www.nbcuniversal.com\/\" target=\"_blank\" rel=\"noopener\">NBCUniversal<\/a> and Comcast Ventures, as well as venture capital firms such as MSD Capital, but also investors who had previously supported the startup financially.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"OPSEEKER\"><\/span>OPSEEKER<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>This mobile application offers a <strong>free practical coaching service for new investors. Allows investment simulations using virtual money<\/strong>This helps to check whether the investment is profitable and therefore whether it would be worthwhile to invest or not.<\/p>\n<p><img decoding=\"async\" class=\"size-medium wp-image-54843 aligncenter\" src=\"https:\/\/techma.bakertilly.es\/wp-content\/uploads\/2019\/08\/coaching-coach-development-educating-guide-concept-300x244.jpg\" alt=\"\" width=\"300\" height=\"244\" title=\"\" srcset=\"https:\/\/techma.bakertilly.es\/wp-content\/uploads\/2019\/08\/coaching-coach-development-educating-guide-concept-300x244.jpg 300w, https:\/\/techma.bakertilly.es\/wp-content\/uploads\/2019\/08\/coaching-coach-development-educating-guide-concept-1024x832.jpg 1024w, https:\/\/techma.bakertilly.es\/wp-content\/uploads\/2019\/08\/coaching-coach-development-educating-guide-concept-768x624.jpg 768w, https:\/\/techma.bakertilly.es\/wp-content\/uploads\/2019\/08\/coaching-coach-development-educating-guide-concept-1536x1248.jpg 1536w, https:\/\/techma.bakertilly.es\/wp-content\/uploads\/2019\/08\/coaching-coach-development-educating-guide-concept-2048x1664.jpg 2048w, https:\/\/techma.bakertilly.es\/wp-content\/uploads\/2019\/08\/coaching-coach-development-educating-guide-concept-15x12.jpg 15w, https:\/\/techma.bakertilly.es\/wp-content\/uploads\/2019\/08\/coaching-coach-development-educating-guide-concept-600x487.jpg 600w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/p>\n<p><a href=\"https:\/\/opseeker.com\/\" target=\"_blank\" rel=\"noopener\">Opseeker<\/a> offers informative content through a blog, training videos and e-books, which give it an educational character, and last year it won the MetLife innovation award for financial inclusion.<\/p>\n<p>The result? <strong>40.000\u20ac<\/strong> to further evolve and prepare low- and middle-income millennials for a better financial life.<\/p>","protected":false},"excerpt":{"rendered":"<p>We analyse from corporate finance the latest round raised by Finizens, which has increased its capital by \u20ac3.3m to consolidate its growth and leadership.<\/p>","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[1750],"tags":[155,153,157],"sectores":[],"tipo-contenido":[2260],"class_list":["post-44387","post","type-post","status-publish","format-standard","hentry","category-financiacion-sectorial","tag-corporate-finance-spain","tag-global-corporate-finance","tag-venta-de-empresas","tipo-contenido-noticias"],"acf":[],"_links":{"self":[{"href":"https:\/\/techma.bakertilly.es\/en\/wp-json\/wp\/v2\/posts\/44387","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/techma.bakertilly.es\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/techma.bakertilly.es\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/techma.bakertilly.es\/en\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/techma.bakertilly.es\/en\/wp-json\/wp\/v2\/comments?post=44387"}],"version-history":[{"count":0,"href":"https:\/\/techma.bakertilly.es\/en\/wp-json\/wp\/v2\/posts\/44387\/revisions"}],"wp:attachment":[{"href":"https:\/\/techma.bakertilly.es\/en\/wp-json\/wp\/v2\/media?parent=44387"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/techma.bakertilly.es\/en\/wp-json\/wp\/v2\/categories?post=44387"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/techma.bakertilly.es\/en\/wp-json\/wp\/v2\/tags?post=44387"},{"taxonomy":"sectores","embeddable":true,"href":"https:\/\/techma.bakertilly.es\/en\/wp-json\/wp\/v2\/sectores?post=44387"},{"taxonomy":"tipo-contenido","embeddable":true,"href":"https:\/\/techma.bakertilly.es\/en\/wp-json\/wp\/v2\/tipo-contenido?post=44387"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}