Finametrix Employee Directory

Financial ServicesValencian Community, Spain2-10 Employees

Finametrix is a financial services company based in the Valencian Community, Spain, that provides portfolio management and analysis solutions for private banks, wealth and asset managers, and advisors and family offices. Its offerings cover strategy and digital innovation, implementation and consulting, customer support, and training, supporting institutions in areas such as benchmarking, performance attribution, risk analysis and optimization, asset valuation, discretionary portfolio management, and client-facing tools. The company positions itself as a global provider of tools that help professional clients manage portfolios, rebalance assets, profile clients, generate investment proposals, and integrate CRM and business intelligence with wealth management workflows. Founded and operating in a context of financial services automation, Finametrix serves sophisticated asset management and advisory practices seeking enhanced portfolio insight and streamlined operations. A notable development in the company’s history is its acquisition by Allfunds Group in early 2018, indicating a strategic integration within a larger global platform for asset management and advice fintech solutions.

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