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FINIZENS RAISES €3.3M, CONSOLIDATING GROWTH AND LEADERSHIP


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BY : Diego GutiérrezAugust Mon, 2019

Finizensan investment and wealth management firm specialising in passive index-linked management, has just raised 3,3M€, bringing the capital injected by shareholders since the company was founded to more than €8m.

FINIZENS

It is a an asset manager specialising in passive indexed management, offering a convenient and competitive investment strategy compared to traditional financial institutions..

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:

  • Portfolio of investment funds Transferable for tax purposes
  • Pension Plans
  • Plans for children
  • Savings insurance
  • Finizens Premium

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 financing round consolidates it as the roboadvisor which has achieved the most institutional backing and investment support in Spain, thanks to its technological engineering.

Finizens has just lifted 3,3M€ in a B-series round, the third capital increase since it obtained permission from the CNMV in 2016 to operate as a SECURITIES AGENCY in our country. Since then, it has managed to attract more than 6,400 clients and the investment support of institutional shareholders such as Caser Insurance, Axon Partners Group and Fintech Ventures.

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.

OTHER RELEVANT OPERATIONS IN THE SECTOR:

ACORNS

Acorns is a application of automatic micro-investments founded in 2012, which has recently closed a Series E round of financing worth 105M€.

The operation has involved media giants such as NBCUniversal y Comcast Venturesas well as venture capital firms such as MSD Capitalbut also investors who had already supported the startup financially in the past.

OPSEEKER

This mobile application offers a free practical coaching service for new investors. Allows investment simulations using virtual moneyThis helps to check whether the investment is profitable and therefore whether it would be worthwhile to invest or not.

FINIZENS RAISES €3.3M, CONSOLIDATING GROWTH AND LEADERSHIP

Opseeker 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.

The result? 40.000€ to further evolve and prepare low- and middle-income millennials for a better financial life.

Our diferentiation

Market Research Technology
Our team of market analysis specialists is continuously analyzing the investments of the most active markets in the industry in order to unceasingly contribute ideas of the current market situation and identify the most relevant trends for senior management. We integrate the most relevant sources of information which allows us to discover the most interesting companies for venture capital and similarly helps us to identify the investors with the highest probability of involvement in an M&A process to ensure the success of our sell-side operations.

The reports and deductions of our advisors provide a broad view of the sector, both geographically and from the complementary or adjacent markets perspective.
Technology Data Analytics
for M&A
Advanced data anlytics is a weapon". Intelfin is an artificial intelligence tool we use for investing and creating value in SMEs through competitive analytics and the enterprise environment.

IntelFin consists of a cognitive system, which, through the application of advanced analytical technologies, facilitates the automation of investment and financing decisions in the field of non-listed companies and especially SMEs in high-growth sectors.

The information related to these companies is characterized by their lack of transparency and heterogeneity; thus, it is necessary to develop an advanced analysis which is as much predictive as prescriptive and is developed in a natural language custom, suitable to obtain greater clarity and knowledge of the investment scope.

The IntelFin system focuses especially on analyzing the variables that define and influence the competitive environment of a sector and the positioning of a company, analyzing their influence on future value creation. Therefore, IntelFin supports strategic decision-making to senior management by resolving questions such as:

¿What are my competitors' priorities, strategies and expansion plans? Who's my competition? Which competitor is most likely to grow at a higher rate?
Which areas of activity/business models will receive the most investment? Which sectors are most attractive to investors?
Which companies are going to experience the most growth in the near future? Which companies are most likely to receive investment or be acquired?
Training Methodology
We have developed training programs in an innovative set-up which guarantees our teams the acquisition of technical competences both in the field of corporate finance and in the field of psychology, that is much needed when it comes to negotiation processes.

We have a culture of continuous improvement of our processes, closely related to the use of information systems that allow the enhancement of internal communication between our teams, as well as external communication with our customers. Hence, we extend best practices identified internally in an efficient and rapid manner among our members.

Are you one of those who prefer to be well informed when making decisions?

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