Name

AcomeA SGR

Legal name

AcomeA SGR S.p.A.

Website

https://acomea.it

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

51–100 employees

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (52591)

SIC

Investment Advice (6282)

akta.pro primary industry

Full-Service Retail Brokerage & Wealth Platforms (FSAAAAAA)

akta.pro secondary industries

Digital/Hybrid Robo-Wealth & Retirement Advisory (FSAEABAK), Managed Account / SMA Multi-Manager Platforms (FSANAGAL), Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

Keywords

• Asset management services
• Mutual fund products
• Portfolio management
• Investment advisory
• Wealth management

Headquarters

HQ city

Milan

HQ country

Italy

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Management Fees (Commissioni di Gestione): Annual percentage fee paid for asset management services, varying based on the scope of the fund mandate and whether consultation services are included
2. Performance Fees (Commissioni di Performance): Fees charged for positive fund performance, either absolute (for flexible funds) or relative to benchmark (for other funds). Applied using high-water mark method, retaining fees only when fund value exceeds historical maximum
3. Fixed Fees (Diritti Fissi): Fixed costs applied for certain operations such as fund switching or redemptions, not varying with the amount transacted
4. Entry/Exit Fees (Commissioni di Ingresso/Uscita): Some collocatori (distributors) may apply entry or exit fees when subscribing or redeeming fund units

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels8 records

Core offering

AcomeA SGR is an independent Italian asset management company that provides collective asset management through mutual funds (equity, bond, flexible, money market), discretionary portfolio management (Gestioni Patrimoniali/GPM), an Alternative Investment Fund (FIA), tax-advantaged Individual Savings Plans (PIR), and dedicated SME-focused vehicles (PMItalia). It also offers digital investing via the Gimme5 mobile app (micro-investments from €5), the MyAcomeA client portal, and the Portafogli Smart automated portfolio service, distributed through advised and self-service channels to Italian retail and private banking clients.

Product overview

AcomeA SGR operates as an independent Italian asset management company offering a comprehensive suite of investment products. The core offering includes mutual funds (Fondi Comuni) across equity, bond, flexible, and money market categories; discretionary portfolio management (Gestioni Patrimoniali); and Alternative Investment Funds (FIA). The company also provides tax-advantaged Individual Savings Plans (PIR) and distribution-focused funds. Digital access is enabled through the Gimme5 mobile app (investing from 5 euros), MyAcomeA client portal, and Portafogli Smart digital service. Investment share classes include full-service (Classe A1) with advisory and self-service (Classe A2/MIFID II Clean) options. Founded in 2010 by experienced managers from Anima SGR, the company emphasizes independence, ESG integration, and innovation in managed savings.

Differentiator

Problem solved

Functional benefit

Products and services

• Fondi Comuni (Mutual Funds) Pooled investment vehicles spanning equity funds (minimum 70% stocks), bond funds (government or corporate), flexible funds (mixed stocks/bonds), and money market funds (short-term, high-rated, sub-six-month duration). Designed for Italian retail and private banking investors seeking diversified professionally managed exposure across asset classes.
• Gestioni Patrimoniali (GPM) Discretionary portfolio management service where professional managers make investment decisions on behalf of clients, tailored to individual risk profiles and investment objectives. Targeted at clients who prefer bespoke mandate-based wealth management rather than pooled fund vehicles.
• Fondo di Investimento Alternativo (FIA) Alternative investment fund designed for professional and qualified investors seeking diversification beyond traditional asset classes. Provides non-traditional investment strategies reserved for sophisticated investor categories under Italian regulation.
• Piani Individuali di Risparmio (PIR) Individual Savings Plans offering tax advantages for long-term investments in Italian small and medium enterprises, aligned with Italian government incentives introduced in 2017. Targeted at Italian retail savers seeking tax-efficient long-term savings vehicles.
• Fondo AcomeA PMItalia Fund focused on the sustainable development of Italian SMEs, investing alongside entrepreneurs and the management of portfolio companies to capture opportunities in global markets. Provides growth capital and development financing for Italian SMEs through an ESG-aligned mandate.
• Gimme5 Mobile App Mobile application enabling investment in AcomeA funds starting from €5, designed for digital-first investors seeking accessible entry to managed savings. Available on iOS and Android and operated via a dedicated microsite (gimme5.app), democratizing access to professionally managed funds for younger and smaller investors.
• Fondi a distribuzione proventi (Distribution Funds) Funds that distribute investment returns to shareholders every six months, providing regular income payments. Suited to investors seeking periodic cash distributions rather than pure capital appreciation.
• Portafogli Smart (Smart Portfolios) Digital portfolio service offering automated investment management and portfolio construction tools for online investors. Provides rule-based or model-driven portfolio allocation accessible via dedicated digital portal, targeting self-directed retail investors who want hands-off diversified exposure.
• Finlabo Sicav Sicav (Société d'Investissement à Capital Variable) fund vehicle available within AcomeA's fund offerings, providing an open-ended investment company structure alongside Italian and Luxembourg-style fund wrappers.

Quantifiable outcome

• 11-time winner of Premio Alto Rendimento as Best Italian Fund Manager in 'Small' category (Gruppo 24 ORE)

Segments3 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Eight partnerships are on record, tiered core and minor.

• Cassa Depositi e Prestiti (CDP) - Fondo Nazionale Strategico Indiretto (FNSI)coreOthers · 6 February 2026AcomeA SGR has signed non-disclosure agreements with Italy's Ministry of Economy and Finance to participate in the Fondo Nazionale Strategico Indiretto (FNSI), a fund-of-funds structure managed by state-owned Cassa Depositi e Prestiti. The initiative aims to raise €700m in its initial phase—ultimately targeting between €1bn and €1.5bn—to invest in Italian small and medium-sized enterprises and help revitalize Italy's domestic IPO market.
• Borsa Italiana - Sustainable Finance PartnershipcoreStrategic or Co-development PartnerAcomeA SGR is a Sustainable Finance Partner of Borsa Italiana, participating in an integrated ecosystem to facilitate the development of innovative Sustainable Finance solutions for the Italian capital market. The partnership promotes a culture of innovation in sustainable finance through dedicated content, specific tools, and networking opportunities.
• Teatro Franco ParentiminorGTM or Marketing PartnerAcomeA SGR was sponsor of Teatro Franco Parenti from 2010 to 2021, associating its brand with one of Milan's most prestigious theaters for cultural events and the 'La verità vi prego sul denaro' financial literacy series.
• LUISS - Libera Università Internazionale degli Studi SocialiminorGTM or Marketing PartnerPartnership for hosting 'La verità vi prego sul denaro' educational events at LUISS in Rome, combining academic and cultural outreach.
• Unipol BancaminorGTM or Marketing PartnerCollaboration for hosting educational financial events at Unipol Auditorium in Bologna as part of the 'La verità vi prego sul denaro' tour.
• Banca Popolare di SpoletominorGTM or Marketing PartnerPartnership for hosting financial literacy events at Teatro Nuovo Gian Carlo Menotti in Spoleto.
• Crédit Agricole FriulAdriaminorGTM or Marketing PartnerPartnership with Credit Agricole FriulAdria for hosting events at Teatro Comunale in Pordenone.
• Crédit Agricole CarispeziaminorGTM or Marketing PartnerCollaboration with Crédit Agricole Carispezia for hosting 'La verità vi prego sul denaro' event at Palazzo Ducale in Genova.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Anima SGR: Italy's largest independent asset manager offering mutual funds, discretionary portfolios, and pension products. Most direct peer — AcomeA's founders (Foà, Martinelli, Brambilla) built Anima before leaving in 2010 to found AcomeA.
• Arca SGR: Independent Italian asset manager offering mutual funds and SICAV products distributed through bank networks. Directly comparable retail fund offering and mid-sized independent positioning.
• Mediolanum Gestione Fondi: Italian retail-focused mutual fund manager within Banca Mediolanum group. Comparable retail fund lineup (equity, bond, flexible, money market) and Italian household investor focus.
• Ersel SGR: Italian independent asset manager providing discretionary portfolio management and mutual funds to private and institutional clients. Comparable independent positioning, similar mid-sized scale.
• GAM Italia SGR: Italian asset management operation of GAM Holdings, focused on multi-asset and absolute return strategies. Comparable active management and discretionary portfolio offerings; Massimo De Palma departed GAM Italia for AcomeA in late 2025.
• Kairos (Kairos Partners SGR): Italian independent asset manager owned by Swiss bank Julius Baer, offering funds and discretionary management. Comparable independent boutique positioning with private banking and PIR exposure.
• Nextam Partners: Independent Italian asset management firm providing mutual funds and advisory services, overlapping with AcomeA on Italian SME/equity strategies and mid-sized boutique positioning.

Broad incumbents

• Eurizon Capital (Intesa Sanpaolo): Italy's largest asset manager by AUM, part of Intesa Sanpaolo banking group. Competes across the same fund categories and PIR space, but with significantly greater scale and captive distribution.
• Amundi Italia: Italian arm of Europe's largest asset manager. Offers overlapping mutual funds and ETF/PIR-adjacent products with global research resources, positioning as broad incumbent rather than specialist.

Emerging players

• Etica SGR: Italian asset manager fully focused on sustainable/ESG investments. Comparable in Italian retail fund space with ESG positioning overlapping AcomeA's PMItalia fund and sustainable finance branding.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/user/AcomeAsgr
• Xx.com/acomea_sgr
• Facebookfacebook.com/AcomeAsgr
• LinkedInlinkedin.com/company/acomea

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries4 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 AcomeA SGR