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Inversis

Full company profile

uuid000apj6

Namestring
Inversis
Legal namestring
Inversis
Websiteurl
inversis.com
Company typeenum
Private
Founded yearint
2001
Descriptiontext

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.

Short descriptiontext

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.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
501–1,000
akta.pro rankint
HeadquartersMadrid, Spain
HQ citystring
Madrid
HQ countrystring
Spain
HQ regionstring
Europe
Markets served

Serves global market

Keyword5 values
financial services, investment platform, digital banking, asset management, wealth solutions
Industry1 code
1IPO & New Issue Issuer Services (Listing/ISIN setup)
CodeFSACAKAHPrimaryYes
NAICS code1 code
  • International, Secondary Market, and All Other Nondepository Credit Intermediation522299
Product category
Financial Services
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

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

Differentiator
Functional benefit
Problem solved
Product overview1 text field

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.

Partnership1 partner
Strategic tierMinorTypeStrategic or Co-development Partner
Description

Inversis 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 move4 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight4 records

Each record includes

Type, Description

Peers10 records
TypeEmerging player
Description

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.

TypeDirect peer
Description

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.

TypeBroad incumbent
Description

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.

TypeBroad incumbent
Description

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.

TypeBroad incumbent
Description

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.

TypeDirect peer
Description

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.

TypeDirect peer
Description

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.

TypeBroad incumbent
Description

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.

TypeBroad incumbent
Description

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.

TypeDirect peer
Description

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.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment1 record

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Technology focused
Yes
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

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

M&A1 record

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

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

Inversis

Financial Servicesinversis.com

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.

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.

Inversis firmographics

Firmographics
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

Inversis industry classification

Industry
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

Where Inversis is headquartered

Location

Headquarters

HQ city
Madrid
HQ country
Spain
HQ region
Europe

Markets served

Inversis business model

Business model
GTM type
B2B
Offering type
Services

Inversis product offering

Product offering

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

Companies that use Inversis

Customer profile

Segments1 record

Inversis technology and API

Technology

Technology focussed Yes

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Inversis partnerships and signals

Strategic signal

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

Inversis competitors and assessment

Company assessment

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

Inversis social profiles

Digital presence

Inversis financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Inversis leadership team

Management profile

Number of profiles

Inversis funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Inversis M&A and investment

M&A and investment

M&A1 record

Investments

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

Frequently asked questions about Inversis

What does Inversis do?

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

Is Inversis a public or private company?

Inversis is a private company. It is classified as unknown and is currently operating.

When was Inversis founded?

Inversis was founded in 2001. It employs 501 to 1,000 people.

Where is Inversis based?

Inversis is headquartered in Madrid, Spain, in the Europe region.

Who are Inversis's main competitors?

Thought Machine is listed as an emerging player. Direct peers are Allfunds, Mambu, FNZ and Backbase. Broad incumbents are Banco Santander, Temenos, Euroclear, BBVA and Clearstream.

Does Inversis have an API?

No public API is recorded for Inversis.

What industry is Inversis in?

Inversis's product category is Financial Services. Its primary akta.pro industry code is FSACAKAH, IPO & New Issue Issuer Services (Listing/ISIN setup). Its NAICS code is 522299.

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Live signals
AssetservicingtimesEuroclear acquires 90% stake in InversisEuroclear completed a 90% stake acquisition in Inversis from Banca March. The deal strengthens Euroclear FundsPlace, expands its southern Europe presence, and integrates Inversis' local franchise funds with Euroclear's scale. Inversis will remain a distinct entity within the Euroclear Group.FxnewsgroupEuroclear acquires 90% stake in InversisEuroclear completed a 90% stake acquisition in Inversis from Banca March, following its initial 49% purchase in March 2025. The deal strengthens Euroclear FundsPlace, which now connects €4.6 trillion across 3,000 distributors and 2,500 asset managers. Inversis will remain a distinct entity within the Euroclear Group.EXPANSIONBanca March vende otro 41% de Inversis a Euroclear por 221 millonesBanca March sold another 41% of Inversis to Euroclear for €221 million, bringing Euroclear's stake to 90%. The remaining 10% will be sold in 18 months, with total value potentially exceeding €430 million. Inversis will remain an independent subsidiary of Euroclear.EleconomistaEuroclear toma el control de Inversis al comprar a March otro 41% por 221 millonesEuroclear acquired an additional 41% stake in Inversis from Banca March for €221 million, bringing its total stake to 90%. The deal, completed in March last year for 49%, is expected to finish in 18 months. Inversis will remain an independent entity within the Belgian group.LeapRateEuroclear Completes 90% Acquisition of InversisEuroclear completed a 90% acquisition of Inversis from Banca March, moving closer to full ownership of the Spanish fund distribution platform. The deal follows a 49% stake in March 2025, and Inversis will continue operating as a separate entity within the Euroclear Group. Integration with the FundsPlace ecosystem is expected to be the first area to reflect the combination's benefits.BelganewsagencyEuroclear nearly fully acquires Spanish financial services provider InversisEuroclear increased its stake in Spanish financial services provider Inversis to 90%, having previously acquired a 49% stake in March 2025. The Brussels-based company plans to fully integrate Inversis by the end of 2027, strengthening its Southern Europe presence and pan-European fund platform position.ElespanolEuroclear toma el control del 90% de Inversis tras adquirir un 41% adicional a Banca March por 221 millones de eurosEuroclear acquired an additional 41% stake in Inversis from Banca March for €221 million, raising its share to 90%. The deal will be completed with the purchase of the remaining 10% within 18 months, giving Euroclear full control. Inversis will operate independently within the Euroclear group.PR NewswireEuroclear reports strong business income growth in Q1 2025Euroclear Holding reported a record underlying business income of €466 million for Q1 2025, representing a 10% year-over-year increase driven by robust settlement activity and safekeeping fees. The company also finalized the acquisition of a 49% stake in Inversis and launched a strategic partnership with Microsoft to enhance its digital infrastructure. Despite these operational gains, adjusted net profit decreased slightly by 1% due to lower interest income and significant provisions related to Russian sanctions.PR NewswireEuroclear expands funds business into Spain by acquiring a strategic stake in InversisEuroclear has acquired a 49% strategic stake in Inversis, a leading provider of global investment technology solutions and outsourced financial services based in Spain. The transaction includes a committed plan for Euroclear to achieve full ownership by the end of 2027, aiming to strengthen its pan-European presence and accelerate the growth of its Euroclear FundsPlace platform. Financial details were not disclosed, but the deal is described as immediately EPS accretive for Euroclear.InversisInversis adquiere el 100% de Openfinance al Grupo SIXInversis has acquired 100% of Openfinance from Grupo SIX. This acquisition represents a strategic move for Inversis in expanding its portfolio. Further implications of this deal for the financial services sector remain to be understood.