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Financial Advisor Resource Centre
Almeria, Spain
A
1-10 Employees
-
Key takeaway
The company's mission is to provide a comprehensive resource center for financial advisors, offering a wide range of high-quality products and services to enhance their ability to advise clients and manage their businesses effectively.
Reference
Core business
Financial Advisor Resource Centre
Alentia Corporate
Madrid, Spain
A
1-10 Employees
-
Key takeaway
The company specializes in financial advisory services, particularly in Private Equity and Corporate Finance, providing expert support for small and medium-sized enterprises in corporate transactions. Their tailored approach and commitment to technical precision ensure that clients receive high-quality, independent financial advice aimed at enhancing their success and satisfaction.
Reference
Service
Financial Advisory – Alentia Corporate
Amviva Advisors
Orihuela, Spain
A
1-10 Employees
-
Key takeaway
Amviva Advisors offers a comprehensive range of financial services, including investments, savings accounts, loans, and insurance, tailored to the needs of residents and non-residents. Their goal is to provide reliable and professional financial advisory services, making them a valuable resource for individuals and companies seeking assistance with legal, tax, and financial matters in Spain.
Reference
Service
Financial services – Amviva Advisors
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XP Advisory
Barcelona, Spain
A
1-10 Employees
2018
Key takeaway
XP Advisory provides high-quality financial advisory services, including financial and M&A advisory, to help clients achieve their financial targets, regardless of their size, industry, or location.
Reference
Core business
Financial and M&A advisory - XP Advisory: Discover the Smart Finance
Financial and M & A advice with the motivation to accompany their clients to achieve their financial objectives. Aimed at all types of customers.
EuroAmerican Financial Advisors
Seville, Spain
A
1-10 Employees
2022
Key takeaway
EAFA specializes in investment advisory and financial planning services tailored for US citizens living in Europe, emphasizing fee transparency and access to global markets. They address the unique financial needs of American expatriates, offering bespoke investment solutions and educational seminars on personal finance.
Reference
Core business
Leading US Expat Financial Advisor in Spain & Portugal | EAFA
European American Financial Advisors is the leading financial advice provider for American expats living in Spain and Portugal.
You are Capital.
Barcelona, Spain
A
11-50 Employees
2020
Key takeaway
The company is an international Corporate Finance Advisory firm with a team that has over 30 years of experience, dedicated to providing transparent and trustworthy financial advice.
Reference
Core business
You Are Capital | Corporate Finance
International Corporate Finance Advisory firm with more than 30 partners worldwide and a team who has been in the business for over 35 years.
Finance-Spain.com
Marbella, Spain
A
1-10 Employees
-
Key takeaway
Finance-Spain.com, managed by qualified international financial adviser Patrick Macdonald, offers high standards of financial planning and advice, particularly for expats in Spain. With his UK background and membership in The Chartered Institute for Securities and Investment, clients can expect professional and regulated financial guidance.
Reference
Core business
Financial Advisors in Spain | Financial Advice for Expats | Regulated & Independent | IFA in Spain |
FinSolutia
Madrid, Spain
A
101-250 Employees
2007
Key takeaway
Finsolutia S.A. specializes in financial advisory, offering independent loan and real estate management services. Their expertise allows them to analyze and advise on diverse portfolios, providing tailored solutions that help clients navigate changing market conditions.
Reference
Service
Advisory - Finsolutia S.A.
An independent team that investors turn to
SJB US
Marbella, Spain
A
51-100 Employees
2020
Key takeaway
SJB US specializes in providing transparent, fee-based financial planning, particularly for expatriates in over 100 countries. Their independent status ensures that they prioritize client interests, offering tailored cross-border advice between the UK and the US.
Reference
Core business
SJB US | Financial & Pension Experts | Striving for a Better World
Our experienced & passionate financial advisors will work closely with you in assisting you in creating a sound financial & pension planning.
FARO CORPORATE FINANCE SL
Madrid, Spain
A
1-10 Employees
2011
Key takeaway
Faro Corporate Finance offers a comprehensive range of M&A advisory services, providing independent insights and guidance throughout the process. Their expertise in acquisition, growth, and financing strategies positions them to effectively advise clients on optimal financial solutions.
Reference
Core business
Faro Corporate Finance – High quality innovative corporate finance advice
Technologies which have been searched by others and may be interesting for you:
The Financial Advisory industry in Spain is shaped by several key considerations that aspiring professionals and companies must navigate. Regulatory compliance is critical, as financial advisors must adhere to the stringent guidelines set forth by the Comisión Nacional del Mercado de Valores (CNMV) and other local regulatory bodies, ensuring transparency and investor protection. Understanding the unique challenges within the Spanish market, such as economic fluctuations and the impact of political changes, is essential for effective decision-making. Opportunities abound, particularly in areas like sustainable finance and wealth management for an aging population. The increasing demand for personalized financial solutions highlights the need for advisors to stay updated on market trends, technological advancements, and client preferences. The competitive landscape is characterized by a mix of established firms and emerging fintech solutions, necessitating a focus on innovation and client relationships to stand out. Additionally, global market relevance is significant, with Spain being an integral part of the Eurozone, influencing cross-border investment strategies. Environmental concerns are also gaining traction, as clients increasingly seek sustainable investment options, pushing financial advisors to integrate ESG (Environmental, Social, and Governance) criteria into their offerings. Overall, those interested in this field should approach it with a comprehensive understanding of these dynamics to thrive in the Spanish Financial Advisory landscape.
Some interesting numbers and facts about your company results for Financial Advisory
Country with most fitting companies | Spain |
Amount of fitting manufacturers | 33 |
Amount of suitable service providers | 124 |
Average amount of employees | 1-10 |
Oldest suiting company | 2007 |
Youngest suiting company | 2022 |
Some interesting questions that has been asked about the results you have just received for Financial Advisory
What are related technologies to Financial Advisory?
Based on our calculations related technologies to Financial Advisory are Education, Engineering Services, IT & Technology Services, Healthcare Services, Consulting
Who are Start-Ups in the field of Financial Advisory?
Start-Ups who are working in Financial Advisory are EuroAmerican Financial Advisors
Which industries are mostly working on Financial Advisory?
The most represented industries which are working in Financial Advisory are Finance and Insurance, Consulting, Judiciary, Other, Real Estate
How does ensun find these Financial Advisory Companies?
ensun uses an advanced search and ranking system capable of sifting through millions of companies and hundreds of millions of products and services to identify suitable matches. This is achieved by leveraging cutting-edge technologies, including Artificial Intelligence.