Funds Society

What Funds Society does

Funds Society is a private B2B digital media and publishing platform founded in 2012, focused on the asset and wealth management industry across Spanish, English, and Portuguese-speaking markets. The company is headquartered in Madrid (its primary editorial office for Spanish and European coverage) with regional offices in Mexico City (LATAM coverage — 'Funds Society Mexico') and Miami (Offshore and US LatAm coverage). It publishes news, opinion, educational content, digital magazines, and an events calendar, and is organized into six main content verticals — News, Fórmate a Fondo (Education), Digital Magazines, Opinion, Events, and Estilo (Lifestyle) — with regional editions spanning Spain, LATAM, Brazil, Offshore, and International audiences.

The core technology consists of a digital publishing platform with multi-language and multi-regional content delivery, supported by HubSpot for newsletter distribution. The company maintains a content archive organized by topic (regulation, markets, ETFs, alternatives, private banking, pensions, nominations) and produces digital magazines such as Edición Américas (Revista 47, June 2026). It serves as media partner for major industry conferences including SuperReturn Europe 2026 (Amsterdam, November 2026) and IMpower FundForum 2026 (Monte Carlo, June 2026), each drawing 1,500+ senior professionals, and it carries out regular co-development style content collaborations with global asset managers such as Janus Henderson Investors (including a dedicated Securitization Focus section), BNP Paribas Asset Management, BlackRock, Lazard Asset Management, Tikehau Capital, and XP (Brazil).

Funds Society operates a primarily advertising-led revenue model, monetizing through sponsored content and branded articles from asset management firms, event sponsorship and media partnership arrangements with industry conferences, and newsletter-driven content distribution. Pricing is not publicly disclosed and the platform functions as a free resource for registered industry professionals — making it a classic access-funded B2B trade media business. Primary customer segments are asset managers, private banking professionals, and financial advisors (with pension funds as a secondary segment), and the GTM motion is direct-to-consumer via the website, email newsletter subscriptions, and digital magazines.

Name

Funds Society

Website

https://fundssociety.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

11–50 employees

Short description

Funds Society is a B2B digital media platform that publishes news, analysis, opinion, and educational content for asset and wealth management professionals across Spain, Latin America, Brazil, and Offshore markets via multi-language editions and event media partnerships.

Ownership category

akta.pro rank

Product category

Financial News Media

akta.pro primary industry

Finance & Investment Conferences (MPAGAGAG)

Keywords

• Asset management media
• Financial news publishing
• Wealth management content
• Investment industry news
• Business media

Headquarters

HQ city

Miami

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Digital Commerce or Content

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Others

Revenue model

1. Sponsored content and branded articles: Asset management firms and financial institutions publish sponsored content and opinion pieces on the platform, reaching the professional audience of asset managers, wealth managers, and financial advisors.
2. Event sponsorship and media partnerships: The platform organizes and promotes industry events, serving as media partner for conferences like SuperReturn Europe and IMpower FundForum, offering visibility to sponsors.
3. Newsletter and content distribution: Newsletter subscription service for industry professionals, using HubSpot platform for content distribution.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels4 records

Core offering

Funds Society is a B2B digital media and news platform that publishes news, analysis, opinion, and educational content dedicated to the asset and wealth management industry across Spain, Latin America, Brazil, and Offshore markets in Spanish, English, and Portuguese. The platform operates a core news portal, an education vertical, digital magazines, an events calendar, and a financial dictionary, supplemented by sponsored thought leadership content from major asset management firms. It also functions as a media partner for major asset management industry conferences including SuperReturn Europe and IMpower FundForum.

Product overview

Funds Society is a B2B media and news platform for the asset and wealth management industry, offering a multi-language portal (Spanish, English, Portuguese) serving regions including Spain, Latin America, and Brazil. The platform operates across six main content verticals: a News Portal covering business, regulation, markets, ETFs, appointments, alternatives, private banking, and pensions; the Fórmate a Fondo education platform with financial education, advisory, and taxation content plus a financial dictionary; Digital Magazines publishing industry-focused regional editions; Opinion articles from industry contributors; an Events Calendar listing industry conferences; and an Estilo (Lifestyle) section covering luxury and gastronomy. The platform functions as a meeting point and information hub for investment professionals, asset managers, and wealth management practitioners.

Differentiator

Problem solved

Functional benefit

Products and services

• Funds Society News Portal B2B news and media platform providing coverage of the asset and wealth management industry across multiple language editions (Spanish, English, Portuguese) and regional editions (Spain, LATAM, Brasil, Offshore, International). Content is organized into verticals covering business, regulation, markets, ETFs, appointments, alternatives, private banking, and pensions, and is delivered to industry professionals freely with registration.
• Fórmate a Fondo Education Platform Educational content vertical offering financial education, advisory guidance, and taxation information for asset and wealth management professionals. Includes subsections on financial education, advisory, taxation, and a financial dictionary accessible via a dedicated section of the Funds Society platform.
• Funds Society Digital Magazines Digital magazine publication covering industry-focused content for the Americas and other regions, including investment trends and market analysis. Edition examples include Edición Américas (Revista 47). Delivered as digital editions accessible from a dedicated magazines section of the platform.
• Funds Society Opinion Section Opinion content vertical featuring analysis and commentary from industry contributors and asset management firms on investment strategies, market perspectives, and topics such as securitization, fixed income, energy transition, convertible bond arbitrage, and ESG investing. Hosted as a standalone content section with its own URL.
• Funds Society Events Calendar Calendar and listings service for industry conferences, seminars, and networking events in the asset management and wealth management sectors. The platform also serves as media partner for selected events such as SuperReturn Europe 2026 (Amsterdam, Nov 3-6, 2026) and IMpower FundForum 2026 (Monte Carlo, Jun 22-24, 2026).
• Diccionario Financiero (Financial Dictionary) Financial dictionary providing definitions and explanations of financial and investment terminology for industry professionals, advisors, and investors. Hosted as a dedicated reference section within the Funds Society platform.

Named customers6 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered core.

• SuperReturn EuropecoreGTM or Marketing Partner · 3 November 2026Funds Society serves as media partner for SuperReturn Europe 2026, taking place November 3-6, 2026 in Amsterdam. The event brings together over 1,500 professionals and senior executives from European private markets, including LPs such as Generali Investments, Hicks Holdings, King Baudouin Foundation, LGPS Central, PGGM Investments, and Public Investment Fund.
• AseaficoreGTM or Marketing Partner · 30 June 2026Funds Society provides coverage for Aseafi's Annual Congress 2026, addressing advisory challenges in the Spanish financial advisory industry. The event features discussions on regulation, technology, and digital assets.
• IMpower FundForum 2026coreGTM or Marketing Partner · 22 June 2026Funds Society is media partner for IMpower FundForum 2026, held June 22-24, 2026 at Grimaldi Forum in Monte Carlo. The event reunites over 1,500 senior professionals from global asset and wealth management with representation from more than 60 countries.
• Janus Henderson InvestorscoreStrategic or Co-development Partner · 8 June 2026Janus Henderson Investors contributes regular opinion content to Funds Society on topics including securitization, CLOs, fixed income, and energy transition. The firm also sponsors webcast events featured on the platform.
• Janus Henderson Investors - Securitization FocuscoreStrategic or Co-development PartnerDedicated content section featuring Janus Henderson Investors' securitization expertise, including practical guides on titulizaciones, CLO analysis, and European ABS markets.

Scale indicators3 records

Recent moves5 records

Expansion highlights6 records

Direct peers

• FundsPeople: Spain-based B2B media covering the asset management and private banking industries, overlapping directly with Funds Society's Iberian editorial focus, audience (asset managers, private bankers, advisors), and event business.
• Funds Europe: UK-headquartered B2B publication covering European asset management, mutual funds, and ETFs. Direct competitor in the same niche vertical, serving many of the same global asset manager contributors.
• Citywire: B2B financial media focused on fund manager research, asset management industry news, and advisor audience — closely aligned with Funds Society's coverage of fund managers and wealth professionals.
• WealthBriefing: B2B media and events brand serving the wealth management industry globally. Direct peer given overlapping coverage of private banking, asset allocation, and HNW audience with Funds Society.
• Hedgeweek: B2B publication and event organizer focused on the hedge fund and alternatives industry. Comparable business model combining editorial content with industry conferences.
• Private Equity Wire: B2B media and events platform covering the private equity industry for LPs and GPs, similar in editorial + event model to Funds Society's coverage of alternatives and event partnerships.

Broad incumbents

• Bloomberg: Global financial news incumbent covering asset management as part of a much broader portfolio. Competes for the same B2B audience and advertiser dollars but from a scale and global vantage point.

Regional players

• Expansión: Spain's flagship business daily covering finance, asset management, and private banking. A Spanish-language peer competing for the same advertiser and reader base as Funds Society's Iberian edition.
• Valor Econômico: Brazil's leading business and finance newspaper, covering asset management, private banking, and capital markets in Portuguese — adjacent peer to Funds Society's Brasil edition.

Emerging players

• InvestmentNews: U.S.-focused B2B media for financial advisors and wealth management professionals; comparable in vertical but primarily U.S. in coverage — useful as a comparable U.S. execution model for Funds Society.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Funds Society