Indexa Capital

wealthtech-retailrobo advisors

FOUNDING YEAR: 2015
LOCATION: Spain
Last Update: 01/05/2020

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About

Indexa Capital is an automated investment service operating in Spain and managing index funds portfolios and index pension funds portfolios. It is authorized and supervised by the CNMV (Spanish Supervisor). The robo advisor platform offers highly diversified, indexed and low-cost investment portfolios providing greater potential returns due to automatization and lower commissions.

MEDICI Analysis

Indexa Capital is an automated investment advisor that recommends an investment plan based on the investor's profile. The platform invests money in a diversified portfolio of index funds with very low commissions. The company is authorized and supervised by the CNMV.

Focus

PRODUCTS & SERVICES

Automated investment platform for pension funds and index funds.

REVENUE MODEL

Average management fee of 0,20% including VAT (from 0,00% to 0,45% depending upon customer invitations and portfolio volume).

MAIN CLIENTS

The company serves to 1700+ clients including InversisBanco

CNMV

Fogain

FGD

BDO

etc.

PRIMARY PROBLEM SOLVED

Lower fees for operations

INTELLECTUAL PROPERTY

Patent(s) NOT_FILED

COMMENT

The company highlights that they are able to offer investment opportunities with costs down by 80% (Dec. 2016). It claims its fee is 0.59% compared to 3.4%, which is the average fee for a bank .

Traction

REVENUE

$0 - $99k

NUMBER OF TRANSACTIONS:

41 M

ACTIVE USERS:

1700

ACTIVE USERS COMMENT:

Lowest cost and fastest growing automated investment service in Europe (40M€ AUM's, growing +23% CMGR).

TRACTION COMMENT:

The company has managed more than 41 million euros for more than 1,700 clients (May 2017).

People

FOUNDERS

Carlos Gonzales Serna

BOARD MEMBERS AND ADVISORS

Ramon Blanco

François Derbaix

NUMBER OF EMPLOYEES

1-10

INVESTORS:

Alvaro Travado

Bewa7er

Cabiedes & Partners

Fides Capital partners

Francois Derbaix

Marta Esteve

Pedro Luis Uriarte Santamarina

Ramon Blanco

Viriditas Ventures

KEY EMPLOYEES:

Unai Ansejo (CEO); Alejandro D. Caneda (CTO) Manuel Farelo Hernanz (CFO)

Momentum

FUNDED

YES

TOTAL FUNDING

$2.21 M

DATE OF LAST FUNDING

Dec 2016

TOTAL FUNDING COMMENT

The company is planning to use the fund to reinforce the marketing campaign and expand in Spain and Europe (Dec. 2016).

SEED & PRIOR FUNDING

$2.21 M

SEED CLOSED ON

Dec 2016

LISTED

NO

For Investors

FUNDING NEEDED:

€1 M

USES OF FUNDS RAISED:

1. MARKETING

MONTHS LEFT WITH CURRENT CASH BURN RATE:

48 months from 5 Jun, 2017

Innovation Programs

BASICS

FOUNDING YEAR:

2015

LOCATION:

Spain

Views:

247 VISITORS | 416 VIEWS
LATEST FUNDING ROUND

$2.21 M

TOTAL EMPLOYEES
1-10

About

Indexa Capital is an automated investment service operating in Spain and managing index funds portfolios and index pension funds portfolios. It is authorized and supervised by the CNMV (Spanish Supervisor). The robo advisor platform offers highly diversified, indexed and low-cost investment portfolios providing greater potential returns due to automatization and lower commissions.

Subscribe to the MEDICI Inner Circle Membership and gain access to an exclusive Slack community where you can engage in discussions with global industry experts!

MEDICI Analysis

Indexa Capital is an automated investment advisor that recommends an investment plan based on the investor's profile. The platform invests money in a diversified portfolio of index funds with very low commissions. The company is authorized and supervised by the CNMV.

Focus+
Momentum+
Traction+
People+
For Investors+
Other+

Innovation Programs

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Indexa Capital

About

Indexa Capital is an automated investment service operating in Spain and managing index funds portfolios and index pension funds portfolios. It is authorized and supervised by the CNMV (Spanish Supervisor). The robo advisor platform offers highly diversified, indexed and low-cost investment portfolios providing greater potential returns due to automatization and lower commissions.

Focus

PRODUCTS & SERVICES

Automated investment service in indexed mutual funds and in indexed Spanish pension plans.

REVENUE MODEL

Average management fee of 0,20% including VAT (from 0,00% to 0,45% depending upon customer invitations and portfolio volume).

TOP PROBLEM SOLVED

We bring a solution to the currently low profitability of long term investments due to banks high fees, conflict of interests and poor activ management. We offer long term higher returns through indexation, diversification and automation. Lower fees, higher returns.

PRODUCT DEVELOPMENT STAGE

V2.0 or BEYOND

KEY DIFFERENTIATORS

Fully indexed Very low cost Fast growing (+23% CMR ince aunch) Leader in Sain (40M€+ AUM) Very high profile advisors (Manuel Conthe, Pedo Luis Uriarte, Luis Martin Cabiedes and Luis M. Vieira) Experienced entrepreneurs (François Derbaix, Unai Ansejo and Ramón Blanco with several previous exits like Toprural, Selfbank and Rentalia)

PRIMARY CUSTOMER TYPE

Consumer

PRODUCT ATTRIBUTES

SaaS

STRATEGIC CLIENTS AND PARTNERSHIP

Inversis Banco : Brokerage and custody

Caser Pensiones : Pension funds management

People

FOUNDERS

Carlos Gonzales Serna

NUMBER OF EMPLOYEES

1-10

KEY EMPLOYEES:

CRO: Ramón Blanco

employee: Unai Ansejo (CEO); Alejandro D. Caneda (CTO) Manuel Farelo Hernanz (CFO)

FOUNDER: Carlos Gonzales Serna

BOARD MEMBERS AND ADVISORS:

Ramon Blanco, François Derbaix

INVESTORS:

Alvaro Travado

Bewa7er

Cabiedes & Partners

Fides Capital partners

Francois Derbaix

Marta Esteve

Pedro Luis Uriarte Santamarina

Ramon Blanco

Viriditas Ventures

Momentum

FUNDED

YES

TOTAL FUNDING:

$1 M

LISTED

NO

FUNDING SERIES
Seed Nov 2015 --- USD1 M Cabiedes and Partners