Finizens is an independent automated manager (roboadvisor) specialized in index investing (index funds and ETFs), which offers a solution superior investment (higher profitability, greater diversification and lower costs) than traditional investment products.
Investment fund portfolios and pension plans with the best “institutional plus” class index funds and ETFs from the most prestigious managers in the world: Vanguard, BlackRock, Amundi, State Street, DWS, Lyxor, Invesco and Schwab.
The prestigious Morningstar endorses our results, already qualifying us in 2020 with 5 Morningstar stars.
With more than 20,000 clients, and growing, which corroborate the success of our passively managed indexed portfolios. We also manage the investments of renowned entities such as Caser Seguros and EVO Banco.
Added value of our automated manager:
✓ Higher profitability. Approximately between +2 and +3% per year above the average of comparable investment funds in Spain in the medium and long term
✓ Fees up to 85% lower. We are the only entity in Spain in Automatically reduce the management fee by 0.02% for each year you are with us, being the cheapest robo advisor on the market
✓ The most diversified portfolios on the market. Lower risk for your investment thanks to a global exposure in 25,000 different positions with the largest managers in the world (Vanguard, BlackRock, etc.)
✓ In addition to Fixed Income and Equities, we are the only roboadvisor that also includes Real Assets (Gold and Real Estate REITs)
✓ Indexed portfolios covering 5 risk profiles (from conservative to bold)
✓ Minimum contribution from just €1,000 for our Investment Fund Portfolio and €50 for the Pension Plan
✓ The cheapest pension plans on the market and with awards for the “best pension plan in Spain” and best profitability in the last 5 years
✓ 100% digital experience and visibility of your investments
✓ Automatic rebalancing to control the level of risk, in addition to generating higher returns
✓ Finizens Premium Service, from €100,000 with exclusive advantages
Investment Products:
✓ Index Mutual Fund Portfolios
✓ Indexed Pension Plans
✓ Indexed Savings Plans for Children
Security:
✓ Securities Agency authorized by the National Securities Market Commission (CNMV) (nº 267) and by the General Directorate of Insurance and Pension Funds (DGSFP)
✓ Our clients' investments are covered by their corresponding guarantee fund (FOGAIN and FGD)
✓ Our clients' investments are deposited in entities of recognized prestige and high solvency (Caser Seguros, Cecabank and Inversis)
✓ Firm audited by EY and Garrigues
✓ Financial entity endorsed by prestigious institutional partners and shareholders such as Caser Seguros, Inversis, EVO Banco, Cecabank, Axon Partners Group, Mutualidad de la Abogacía, Mutualidad de los Ingenieros
Awards:
✓ 5 Stars Trustpilot and Google Reviews
✓ Rankia - Best Pension Plan in Spain (2020 and 2021)
✓ Capital Radio - Best Robo Advisor (2021)
✓ Ecofin - TOP TEN Fintech (2019, 2020, and 2021 and 2022)
✓ La Razón - Best Private Bank 2019
✓ Merca2 - Best Robo-advisor in Spain (2019)
✓ Economic News - 100 Best Ideas (2018)
✓ Capital Radio - Best Private Banking Wealthtech (2018)
✓ La Razón - Best Fintech (2018)
✓ Rankia - Best Robo-aAdvisor (2017)