Indexa Capital, Spain’s leading independent automated wealth manager, has reached €4 billion in assets managed or advised on behalf of more than 124,000 clients.
In June 2021, the company surpassed its first billion euros under management; in December 2023, it reached the second; in December 2024, the third; and now, in October 2025, it announces the fourth. Indexa Capital has doubled its assets under management and grown its client base by +78.3% in less than two years.
The company offers a range of investment and insurance services. Investment fund portfolios account for 85.3% of total assets under management, with annual growth of 46%. Pension plans represent 10.8% (€432 million), EPSV plans (Basque Country pension plans) 1.8% (€73 million), corporate and self-employed pension plans 1.1% (€44 million), its two fund-of-funds — Indexa RV Mixta Internacional 75 and Indexa RV Internacional — 0.5% (€21 million), and its new indexed savings accounts, launched less than three months ago, 0.4% (€18 million).
“Reaching €4 billion under management in less than a decade, with 46% growth in the last year alone, confirms the strength of our value proposition: low fees, diversification, and automation. The continued trust of our clients, through regular contributions and new investors joining by invitation, drives us to look to the future with great optimism and a firm commitment to improving the way Spaniards — and a growing number of Europeans — invest,” said Indexa Capital’s founders.
After nearly ten years in operation, the company has also reached €10 million in annual recurring revenue — another milestone that demonstrates the robustness and scalability of its business model.
By assets under management, 95.7% are located in Spain (€3.845 billion), 0.5% in Belgium (€19 million), 0.2% in France (€9 million), and 2.0% in other countries (€79 million).
The remainder corresponds to products distributed through third-party partners.
According to the company, the total assets managed or advised comprise approximately €3.25 billion in net contributions (deposits minus withdrawals) and around €750 million in total client gains across more than 124,000 clients — an average profit of over €6,000 per client.
Indexa Capital AV is Spain’s leading independent portfolio manager with more than €4 billion in assets under management and over 124,000 clients. Indexa combines automated investment management (for mutual fund portfolios and pension portfolios, including EPSV plans) with personalized financial planning services.
The company also offers an interest-bearing account in partnership with A&G Banco, sub-manages two index fund-of-funds managed by Renta 4 Gestora, and advises Caser Pensiones on corporate pension plans. Additionally, it provides clients with a life insurance product, in partnership with Caser Seguros, which is likely among the most competitively priced in the market.
Indexa delivers higher potential returns by maintaining management fees and costs that are, on average, 84% lower than those typically charged by banks and investment funds in Spain.
Founded in December 2015, Indexa Capital AV is authorized and supervised by the CNMV. It was established by Unai Ansejo, François Derbaix, and Ramón Blanco — experienced professionals in finance, investment, and internet businesses — and is advised by leading experts such as Manuel Conthe, Luis Martín Cabiedes, and Pedro Luis Uriarte.
More info:
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