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Top Financial Advisory Companies in Spain

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60 companies for Financial Advisory in Spain

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Financial Advisor Resource Centre's Logo

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's Logo

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's Logo

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's Logo

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's Logo

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.'s Logo

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's Logo

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's Logo

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's Logo

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's Logo

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


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Information about Financial Advisory in Spain

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.


Insights about the Financial Advisory results above

Some interesting numbers and facts about your company results for Financial Advisory

Country with most fitting companiesSpain
Amount of fitting manufacturers33
Amount of suitable service providers124
Average amount of employees1-10
Oldest suiting company2007
Youngest suiting company2022

Frequently asked questions (FAQ) about Financial Advisory Companies

Some interesting questions that has been asked about the results you have just received for Financial Advisory

Based on our calculations related technologies to Financial Advisory are Education, Engineering Services, IT & Technology Services, Healthcare Services, Consulting

Start-Ups who are working in Financial Advisory are EuroAmerican Financial Advisors

The most represented industries which are working in Financial Advisory are Finance and Insurance, Consulting, Judiciary, Other, Real Estate

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Financial Advisory results by various countries

Related categories of Financial Advisory