Top 10 Wealth Management Companies in Spain 2025

We’re tracking 305 Wealth Management companies in Spain.

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Companies	Employees	HQ location	Revenue	Founded	Estimated Traffic	Industries
Grupo Bárymont	View 260 employees	🇪🇸 Community Of Madrid, Madrid+21	$ 100-500M	2010	294,375	Advice, Consulting
Itzarri EPSV de Empleo	View 6 employees	🇪🇸 Vitoria-gasteiz+2	$ 100-500M	2005	68,478	Financial Services, Finance
Abante Asesores	View 323 employees	🇪🇸 Community Of Madrid, Madrid+16	$ 10-50M	2001	45,318	Advice, Consulting
Tressis	View 207 employees	🇪🇸 Community Of Madrid, Madrid+45	$ 10-50M	2000	88,238	Advice, Consulting
CaixaBank Asset Management	View 252 employees	🇪🇸 Madrid\|Madrid, Madrid+3	$ 10-50M	1985	146,370	Banking, Finance
TechRules	View 65 employees	🇪🇸 Community Of Madrid, Pozuelo De Alarcón+8	$ 10-50M	1999	41,355	Financial Services, Wealth Management
Beka	View 136 employees	🇪🇸 Community Of Madrid, Madrid+2	$ 10-50M	1989	24,829	Finance, Financial Services
Atl Capital	View 97 employees	🇪🇸 Madrid\|Madrid, Madrid+10	$ 10-50M	2003	9,490	Advice, Finance
Grupo Bárymont	View 260 employees	🇪🇸 Community Of Madrid, Madrid+21	$ 100-500M	2010	294,375	Advice, Consulting
Itzarri EPSV de Empleo	View 6 employees	🇪🇸 Vitoria-gasteiz+2	$ 100-500M	2005	68,478	Financial Services, Finance
Abante Asesores	View 323 employees	🇪🇸 Community Of Madrid, Madrid+16	$ 10-50M	2001	45,318	Advice, Consulting
Tressis	View 207 employees	🇪🇸 Community Of Madrid, Madrid+45	$ 10-50M	2000	88,238	Advice, Consulting
CaixaBank Asset Management	View 252 employees	🇪🇸 Madrid\|Madrid, Madrid+3	$ 10-50M	1985	146,370	Banking, Finance
TechRules	View 65 employees	🇪🇸 Community Of Madrid, Pozuelo De Alarcón+8	$ 10-50M	1999	41,355	Financial Services, Wealth Management
Beka	View 136 employees	🇪🇸 Community Of Madrid, Madrid+2	$ 10-50M	1989	24,829	Finance, Financial Services
Atl Capital	View 97 employees	🇪🇸 Madrid\|Madrid, Madrid+10	$ 10-50M	2003	9,490	Advice, Finance

1. Grupo Bárymont

Grupo Bárymont, based in Spain, specializes in comprehensive wealth management solutions tailored to meet the needs of individual and institutional clients. Renowned for their personalized financial education approach, Grupo Bárymont equips clients with the knowledge needed to make informed financial decisions. Their services, rooted in strategic financial planning and risk management, help clients achieve long-term financial goals while adapting to changing market conditions. Their commitment to client empowerment and sustainable wealth growth makes them a noteworthy leader in Spain’s wealth management sector.

Location 🇪🇸 Community Of Madrid, Madrid	Size View 260 employees
Revenue $ 100-500M	Industries Financial Services, Professional Services, Community and Lifestyle
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2. Itzarri EPSV de Empleo

Itzarri EPSV de Empleo, based in Spain, focuses on wealth management with a specific orientation towards employment-related financial solutions. This company provides a robust system of savings management that is tailored to enhance the financial security and future of employees, offering them a stable platform for retirement and pension planning. Itzarri EPSV de Empleo emphasizes personalized financial strategies that support individuals in achieving their long-term financial objectives, ensuring their services are aligned with client-centered wealth accumulation and management.

Location 🇪🇸 Vitoria-gasteiz	Size View 6 employees
Revenue $ 100-500M	Industries Financial Services
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3. Abante Asesores

Abante Asesores, located in Spain, is a prominent wealth management firm distinguished by its comprehensive approach to financial advising and investment strategy. Abante Asesores focuses on offering personalized financial planning, asset management, and advisory services, aimed at optimizing the financial health and investment portfolios of their clients. Their strategic insights and tailored advice are designed to navigate complex market dynamics, thereby fostering robust financial growth and wealth accumulation for their clientele in the wealth management sector of Spain.

Location 🇪🇸 Community Of Madrid, Madrid	Size View 323 employees
Revenue $ 10-50M	Industries Financial Services, Professional Services, Community and Lifestyle
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4. Tressis

Tressis, headquartered in Spain, is a premier wealth management firm acclaimed for its comprehensive financial advisory services. Catering mainly to high-net-worth individuals and institutional clients, Tressis offers tailored investment solutions that include portfolio management, financial planning, and pension funds. Striving to maximize client wealth, Tressis employs a client-centered approach, emphasizing transparent and personalized financial strategies to meet diverse financial goals. Their presence in the Spanish wealth management sector underscores their local expertise and commitment to financial excellence.

Location 🇪🇸 Community Of Madrid, Madrid	Size View 207 employees
Revenue $ 10-50M	Industries Financial Services, Professional Services, Community and Lifestyle, Lending and Investments
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5. CaixaBank Asset Management

CaixaBank Asset Management, based in Spain, is a prominent player in the wealth management sector. As the asset management division of CaixaBank, it focuses on providing comprehensive investment solutions tailored to meet the diverse needs of its clients. With a robust portfolio of funds, the company aims to maximize returns while adhering to strict risk management protocols. CaixaBank Asset Management leverages local expertise and a deep understanding of the Spanish market to offer innovative investment products and services that cater specifically to the evolving demands of investors in Spain.

Location 🇪🇸 Madrid\|Madrid, Madrid	Size View 252 employees
Revenue $ 10-50M	Industries Financial Services, Lending and Investments, Professional Services
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6. TechRules

TechRules, based in Spain, is a front-runner in providing technology-driven solutions for wealth management. This company delivers cutting-edge software that assists financial advisors and wealth managers in optimizing their investment strategies and enhancing client engagement. With a comprehensive suite that includes robo-advisory systems, wealth planning tools, and digital asset management platforms, TechRules is dedicated to empowering financial professionals to excel in a rapidly evolving market landscape. Their commitment to innovation makes them a key player in the Spanish wealth management industry.

Location 🇪🇸 Community Of Madrid, Pozuelo De Alarcón	Size View 65 employees
Revenue $ 10-50M	Industries Financial Services, Professional Services
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7. Beka

Beka, located in Spain, is recognized for its robust involvement in the wealth management sector, offering personalized investment solutions to meet diverse client needs. Their strategic approach focuses on generating sustainable value, emphasizing tailor-made portfolio management and strategic wealth advisory services. With a dedication to transparency and client-centric strategy, Beka aims to consistently outperform in creating and sustaining wealth for their clients across Spain, fostering long-term relationships and financial security.

Location 🇪🇸 Community Of Madrid, Madrid	Size View 136 employees
Revenue $ 10-50M	Industries Financial Services, Professional Services, Lending and Investments
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8. Atl Capital

Atl Capital, based in Spain, is a distinguished wealth management firm dedicated to delivering tailor-made financial strategies and wealth management solutions. With a clear focus on understanding individual client needs, Atl Capital leverages its deep market insight and expertise to help clients achieve their financial goals. The company’s dedication to building trusted client relationships makes it a strong player in Spain’s financial landscape, where it consistently seeks to optimize investment portfolios and enhance wealth management practices.

Location 🇪🇸 Madrid\|Madrid, Madrid	Size View 97 employees
Revenue $ 10-50M	Industries Financial Services, Professional Services, Community and Lifestyle
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Key Challenges Facing Wealth Management Companies in Spain

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Future Outlook for the Wealth Management Industry in Spain

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