Finizens - Fondos Indexados

4.4
474 reviews
10K+
Downloads
Content rating
Everyone
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About this app

Finizens is an independent automated manager (roboadvisor) specialized in index investing (index funds and ETFs), which offers a solution superior investment (higher profitability, greater diversification and lower costs) than traditional investment products.

Investment fund portfolios and pension plans with the best “institutional plus” class index funds and ETFs from the most prestigious managers in the world: Vanguard, BlackRock, Amundi, State Street, DWS, Lyxor, Invesco and Schwab.

The prestigious Morningstar endorses our results, already qualifying us in 2020 with 5 Morningstar stars.

With more than 20,000 clients, and growing, which corroborate the success of our passively managed indexed portfolios. We also manage the investments of renowned entities such as Caser Seguros and EVO Banco.

Added value of our automated manager:


✓ Higher profitability. Approximately between +2 and +3% per year above the average of comparable investment funds in Spain in the medium and long term
✓ Fees up to 85% lower. We are the only entity in Spain in Automatically reduce the management fee by 0.02% for each year you are with us, being the cheapest robo advisor on the market
✓ The most diversified portfolios on the market. Lower risk for your investment thanks to a global exposure in 25,000 different positions with the largest managers in the world (Vanguard, BlackRock, etc.)
In addition to Fixed Income and Equities, we are the only roboadvisor that also includes Real Assets (Gold and Real Estate REITs)
Indexed portfolios covering 5 risk profiles (from conservative to bold)
✓ Minimum contribution from just €1,000 for our Investment Fund Portfolio and €50 for the Pension Plan
The cheapest pension plans on the market and with awards for the “best pension plan in Spain” and best profitability in the last 5 years
✓ 100% digital experience and visibility of your investments
✓ Automatic rebalancing to control the level of risk, in addition to generating higher returns
✓ Finizens Premium Service, from €100,000 with exclusive advantages

Investment Products:

Index Mutual Fund Portfolios
Indexed Pension Plans
Indexed Savings Plans for Children

Security:

Securities Agency authorized by the National Securities Market Commission (CNMV) (nº 267) and by the General Directorate of Insurance and Pension Funds (DGSFP)
Our clients' investments are covered by their corresponding guarantee fund (FOGAIN and FGD)
Our clients' investments are deposited in entities of recognized prestige and high solvency (Caser Seguros, Cecabank and Inversis)
Firm audited by EY and Garrigues
Financial entity endorsed by prestigious institutional partners and shareholders such as Caser Seguros, Inversis, EVO Banco, Cecabank, Axon Partners Group, Mutualidad de la Abogacía, Mutualidad de los Ingenieros

Awards:

5 Stars Trustpilot and Google Reviews
Rankia - Best Pension Plan in Spain (2020 and 2021)
Capital Radio - Best Robo Advisor (2021)
Ecofin - TOP TEN Fintech (2019, 2020, and 2021 and 2022)
La Razón - Best Private Bank 2019
Merca2 - Best Robo-advisor in Spain (2019)
Economic News - 100 Best Ideas (2018)
Capital Radio - Best Private Banking Wealthtech (2018)
La Razón - Best Fintech (2018)
Rankia - Best Robo-aAdvisor (2017)
Updated on
Mar 22, 2024

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
This app may share these data types with third parties
Personal info and Financial info
This app may collect these data types
Personal info, Financial info and 3 others
Data is encrypted in transit
You can request that data be deleted

Ratings and reviews

4.4
474 reviews
Nicolas Wolyniec
January 31, 2023
There is a big latency problem. When I hit an icon it takes a few seconds to move to the new window, and sometimes the app just get blocked and you need to restart it in order to use it. I'm happy with the people behind but the app many times is useless.
Finizens
February 23, 2023
Buenos días Nicolas, nos podrías confirmar que la incidencia que nos trasladaste ha sido solucionada? Muchas gracias
claudia fontana
January 8, 2022
Easy and clear
Juan Carlos Brandan Junior
October 20, 2021
Pésimo servicio. Tuve perdidas durante todo el tiempo que mantuve mi plan de inversión en el perfil más conservador y ahora que quiero retirar mi dinero NO ME LO DEVUELVEN. Está retenido por ellos hace más de 20 días, mucho cuidado con esta plataforma.
1 person found this review helpful