What Inversis does

Inversis is a Spain-based, privately held financial services company headquartered in Madrid and founded in 2001, operating a digital banking and investment platform serving financial institution clients. Its core product surface includes online account management, investment services, and market analysis delivered through a web-based client portal, organized around categories such as "My bank," "Accounts," "Investments," and "Analysis and markets." The platform operates under PSD2 compliance frameworks, reflecting its status as a regulated Spanish financial entity with obligations for authentication, data protection, and open banking interoperability. No public mobile applications, APIs, SDKs, or developer-facing infrastructure are disclosed in the source material, indicating a primarily client-facing portal model rather than a platform-as-a-service or embedded finance offering.

The company's business model centers on providing banking and investment infrastructure to financial institution clients, with revenue mechanics and pricing not publicly disclosed. It serves a horizontal customer base within the financial institution segment and combines organic digital banking services with inorganic expansion through acquisitions such as Openfinance in 2023. Ownership is in transition: Banca March divested its 49% stake to Euroclear, the global post-trade market infrastructure provider, with total divestment planned by March 2028, making Euroclear the primary owner. This places Inversis within Euroclear's financial market infrastructure ecosystem and aligns its institutional banking capabilities with cross-border post-trade and settlement services. The company has 501-1000 employees and operates in Europe, with Spain as its primary market. Disclosed leadership includes a technology director, Hernán Rodríguez. The company has no disclosed funding rounds, no public listing, no patents or trademarks listed, and no certifications or awards captured in the input data.

Name

Inversis

Legal name

Inversis

Website

https://inversis.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

501–1,000 employees

Short description

Inversis is a Madrid-based, privately held digital banking and investment services platform founded in 2001, serving financial institution clients across Europe with online account management, investment, and market analysis capabilities under PSD2 compliance.

Ownership category

akta.pro rank

Product category

Financial Services

NAICS

International, Secondary Market, and All Other Nondepository Credit Intermediation (522299)

akta.pro primary industry

IPO & New Issue Issuer Services (Listing/ISIN setup) (FSACAKAH)

Keywords

• Financial services
• Investment platform
• Digital banking
• Asset management
• Wealth solutions

Headquarters

HQ city

Madrid

HQ country

Spain

HQ region

Europe

Markets served

GTM type

B2B

Offering type

Services

Core offering

The provided source material does not contain sufficient detail to describe Inversis's core offering.

Product overview

Inversis is a Spanish banking and financial services platform that offers online banking services including account management, investments, and market analysis. The platform provides services through its web interface under categories such as 'Mi banco' (My bank), 'Cuentas' (Accounts), 'Inversiones' (Investments), and 'Análisis y mercados' (Analysis and markets). The company has expanded through acquisitions, including Openfinance, and operates under PSD2 compliance frameworks.

Differentiator

Problem solved

Functional benefit

Segments1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• OpenfinanceminorStrategic or Co-development PartnerInversis completed the acquisition of Openfinance, as noted in IMAP's market report on M&A activity in the Business Software & Services sector. This acquisition was part of strategic consolidation in the European business software market.

Recent moves4 records

Expansion highlights4 records

Emerging players

• Thought Machine: UK-based cloud-native core banking platform vendor serving challenger and incumbent banks. Comparable to Inversis in providing modern core banking and account infrastructure to financial institutions, though focused primarily on core ledger.

Direct peers

• Allfunds: Madrid-headquartered B2B fund distribution and wealthtech platform serving financial institutions. Highly comparable to Inversis as a Spanish-headquartered, B2B platform serving banks and asset managers with investment-related infrastructure.
• Mambu: Cloud-native banking-as-a-service core platform used by banks, lenders, and fintechs. Comparable to Inversis in providing core banking and account infrastructure to financial institutions under a B2B model.
• FNZ: Global wealth management technology platform serving financial institutions with account, investment, and reporting capabilities. Directly comparable to Inversis's B2B investment and account-management platform model.
• Backbase: Digital banking platform provider serving retail and corporate banks with account, investment, and engagement tooling. Comparable to Inversis as a B2B banking and investment platform sold to financial institutions.

Broad incumbents

• Banco Santander: Major Spanish global bank with broad retail, corporate, and investment banking services. Comparable to Inversis as a Spanish-headquartered financial institution offering accounts, investments, and market-analysis services, while serving as both a potential client and competitor in digital banking infrastructure.
• Temenos: Established Swiss banking software vendor offering core banking, wealth, and payments platforms globally. Overlaps with Inversis's banking and investment platform capabilities but operates at a much larger scale across multiple product lines.
• Euroclear: Belgian-based international central securities depository and primary owner of Inversis. Overlaps with Inversis in post-trade, custody, and securities services, and its ownership of Inversis signals functional comparability in securities servicing.
• BBVA: Major Spanish global bank with extensive digital and investment platform capabilities. Comparable to Inversis as a Spanish-headquartered financial institution offering accounts, investments, and market analysis, though at vastly larger scale and as an in-house operator.
• Clearstream: Luxembourg-headquartered post-trade and securities services provider (Deutsche Börse subsidiary). Comparable to Inversis in serving financial institutions with settlement, custody, and investment-related infrastructure.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/inversisbanco
• Facebookfacebook.com/inversisbanco
• LinkedInlinkedin.com/company/inversisbanco

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Inversis