Finletic is a fintech asset management company with the mission of offering the highest standards of wealth management to every investor. Finletic offers you a whole new way to manage your life and wealth. Our goal-based investing strategy helps you follow you dreams through the management of your wealth. Thanks to the sum of the clients, Finletic obtains privileged conditions that otherwise would only be accessible to high patrimonies. Our team of professionals has extensive experience in wealth management and they select the best products, take care of investment risks and is close to the client to give him financial advisory. Technology does everything else, reduces cost, optimizes taxes, controls investments and ensures that they are always adjusted to the level of risk that the client is willing to assume; always with the determination to help the client to achieve his dreams through the most rigorous asset management. Finletic Capital SGIIC is a registered asset manager (# 257) supervised by the Spanish National Securities Market Commission (CNMV) and the Bank of Spain.
| Website | https://www.finletic.com |
| Employees | 12 (5 on RocketReach) |
| Founded | 2017 |
| Address | C/ Miguel Ángel, 21– 6ª PL, Madrid, Community of Madrid 28010, ES |
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| Industry | Investment Management |
| Keywords | Financial Technology, Wealth Management, Digital Wealth Management, Asset Management, Fintech, Automated Investing, Investing, Portfolio Management, Financial Planning, Retirement Planning, Investment Strategy, Goal Based Investing, Wealth Planning, Financial Advisor, Investment Management, Online Investing, Robo Advisor, Passive Investing, Etf Investing, Mutual Funds |
| Competitors | Bank of America, Ally, SoFi, Robinhood, Personal Capital, Betterment, Royal Canadian Mint, Acorns, Stash, Wealthfront +51 more (view full list) |
Looking for a particular Finletic employee's phone or email?
Javier Román López is the CTO of Finletic.
5 people are employed at Finletic.
Finletic is based in Madrid, Community of Madrid.