Tressis
Tressis is a Madrid-headquartered independent private bank founded in 2000, providing discretionary portfolio management, financial advisory, and retirement planning to high-net-worth individuals, enterprises, and professional associations across Spain through 15+ offices and an open-architecture fund platform.
- Company typePrivate
- Founded2000
- HeadquartersMadrid, Spain
- Headcount101–250
- GTM typeB2C
- OfferingServices
What Tressis does
Tressis is a Madrid-headquartered independent private banking and wealth management firm founded in 2000, operating across Spain through 15+ branch offices and a network of registered CNMV financial agents. The firm provides discretionary portfolio management (Gestión de Carteras), financial advisory, retirement planning, large-estate advisory (Grandes Patrimonios), Lombard credit, execution-only brokerage, pension plans, and corporate outplacement financial services. Its primary customer base is high-net-worth individuals, supplemented by self-employed professionals, enterprises, professional associations, pre-retirees, and families. Under an open-architecture model, Tressis distributes more than 8,100 investment funds from over 150 national and international asset managers alongside its own multi-asset, ESG/ISR, and venture capital fund range (Harmatán, Alisio ISR, Mistral, Bóreas, Siroco, Adriza, Tressis Caudal compartments, Tressis Capital Tech I/II, and Iberian Private Debt Fund).
The technology stack is a standard financial services platform: a web client portal (clientes.tressis.com), iOS and Android mobile applications, and GIPS-compliant performance reporting verified by Serfiex since 2009. There are no disclosed proprietary AI/ML systems or data flywheels; differentiation rests on regulatory pedigree (CNMV registration number 183, MiFID II, UN PRI signatory, Fogain member), 25 years of operating history, Citywire boutique private banking awards in 2021, 2022, and 2024, and a long-tenured advisor base (NPS 68.7; 89% advisor satisfaction).
Tressis generates revenue through portfolio management fees on assets under management, financial advisory fees, custody and settlement commissions, and fund distribution economics. Distribution runs through a relationship-led sales motion across its office network, supplemented by phone/inside sales, registered financial agents, and digital self-service. MoraBanc (Andorran bank) acquired over 75% of Tressis in 2024 as part of its international growth strategy, providing capital and a Miami office gateway; the first major product action under new ownership was the November 2025 launch of Tressis Capital Tech II, a €30 million CNMV-registered VC fund targeting Western Europe and the United States.
Tressis firmographics
Firmographics- Name
- Tressis
- Legal name
- Tressis, SV
- Website
- https://tressis.com
- Company type
- Private
- Founded year
- 2000
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Tressis is a Madrid-headquartered independent private bank founded in 2000, providing discretionary portfolio management, financial advisory, and retirement planning to high-net-worth individuals, enterprises, and professional associations across Spain through 15+ offices and an open-architecture fund platform.
- Ownership category
- akta.pro rank
Tressis industry classification
Industry- Product category
- Private Banking
- NAICS
- Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525), Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Functions Related To Depository Banking, Nec (6099), Finance Services (6199)
- akta.pro primary industry
- High-Net-Worth (HNW) Private Banking (FSABADAB)
- akta.pro secondary industries
- Private Banking & UHNW Wealth Advisory (FSAEABAC), Trust, Fiduciary & Estate Planning Services (FSABADAG), Private Banking Custody, Depository & Safekeeping Services (FSABADAI), Private Client/High-Net-Worth Advisory (FSAEAAAN)
Keywords
Where Tressis is headquartered
LocationHeadquarters
- HQ city
- Madrid
- HQ country
- Spain
- HQ region
- Europe
Offices16 records
Markets served
Tressis business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others
Revenue model
- Portfolio Management Fees: Fees charged for discretionary portfolio management services based on assets under management
- Financial Advisory Fees: Fees for financial advisory and planning services
- Custody and Settlement Commissions: Commissions for custody and settlement of securities and bonds
- Fund Distribution: Distribution of investment funds with arrangements with over 145 asset management companies
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Client registration and online access to contracted services and general content |
| Subscription | Annual | Discretionary portfolio management services |
| Transaction based/ take rate | Monthly | Custody and settlement of securities |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels7 records
Tressis product offering
Product offeringCore offering
Tressis is an independent Spanish private bank that delivers personalized wealth management and financial planning services to individuals and institutions. Its core offering is discretionary portfolio management, complemented by investment advisory, open-architecture access to over 8,100 investment funds from 150+ asset managers, pension plans, savings insurance, Lombard credit, and alternative investments including venture capital and private equity funds.
Product overview
Tressis operates as a private banking platform (Banca Privada) offering a comprehensive suite of wealth management and investment services. The core offering centers on discretionary portfolio management (Gestión de Carteras) across multiple asset classes including multi-asset funds (Harmatán, Alisio ISR, Mistral, Bóreas), trend funds (Siroco Tendencias ISR), and actively managed funds (Adriza). The platform extends to alternative investments through venture capital funds (Tressis Capital Tech I & II), private equity plans (Plan Capital Privado Global, Tressis Plan Capital Alternativo), and the Iberian Private Debt Fund. Managed portfolio services cover variable income, fixed income, indexed bonds, and ESG-integrated ISR portfolios. Supporting services include personalized financial planning, professional retirement planning, outplacement services, pension plans, savings insurance, and Lombard credits. The platform is accessible via a mobile application for iOS and Android.
Differentiator
Problem solved
Functional benefit
Products and services
- Tressis Banca Privada Independent private banking service providing personalized financial advisory, wealth management, and investment planning to individuals and enterprises since 2000.
- Gestión de Carteras (Discretionary Portfolio Management) Discretionary portfolio management service where Tressis's team of specialized managers and analysts handle investment strategy and decisions on behalf of clients.
- Asesoramiento Financiero (Financial Advisory)
Quantifiable outcome
- 68.7 NPS score with 75% of clients rating Tressis 9 or 10
- +3 more outcomes
Companies that use Tressis
Customer profileNamed customers3 records
Segments6 records
Ideal customer profiles3 records
Tressis technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Tressis partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Cedrus & PartnerscoreStrategic alliance for creating customized alternative investment programs for clients. Tressis partners with Cedrus & Partners to provide access to alternative investment solutions including private equity, venture capital, and infrastructure investments.
- Over 150 Asset Management CompaniescoreOpen architecture distribution agreements with more than 150 national and international asset managers providing access to over 8,100 investment funds. Partners include leading Spanish and international fund managers.
Scale indicators7 records
Recent moves6 records
Expansion highlights6 records
Tressis competitors and assessment
Company assessmentBroad incumbents
- CaixaBank Banca Privada: Private banking division of Spain's largest domestic bank, offering wealth management, advisory, and investment services at scale — competes with Tressis for HNW clients but with broader balance sheet and proprietary products.
- Abanca Banca Privada: Spanish regional bank's private banking division offering wealth management across northwestern Spain and beyond — comparable in serving HNW segments through relationship-based advisory.
- Lombard Odier: Swiss private bank with European wealth management footprint serving HNW/UHNW clients via discretionary portfolio management and advisory — comparable independent, fee-based wealth management philosophy.
- Edmond de Rothschild (Spain): Swiss-headquartered private banking and asset management group with Iberian operations serving UHNW and family offices — comparable independent private banking model targeting the same HNW segment.
- Bankinter Banca Privada: Private banking arm of Bankinter serving HNW clients in Spain with portfolio management, advisory, and investment funds — overlaps with Tressis's HNW proposition while leveraging universal banking scale.
Direct peers
- Andbank: Andorran-headquartered private bank with significant Spanish operations, offering HNW wealth management, advisory, and portfolio management services through a multi-office Iberian network — closely comparable to Tressis's boutique private banking model.
- Mutuactivos: Spanish asset manager owned by Mutua Madrileña, providing portfolio management and mutual funds to HNW and institutional clients — comparable to Tressis's fund manufacturing and discretionary management capabilities.
- Renta 4 Banco: Spanish wealth management and brokerage firm providing portfolio management, advisory, and fund distribution to retail and HNW clients — directly comparable in product set, fee model, and Spanish market focus.
Emerging players
- Indexa Capital: Spanish robo-advisor and automated portfolio manager serving mass-affluent clients with index-based investing — competes with Tressis at the lower end of the wealth spectrum on price and digital experience.
- MyInvestor: Spanish digital wealth platform offering index funds, ETFs, and pension plans at low cost — emerging competitor targeting younger and self-directed investors who may eventually migrate up-market toward Tressis's HNW services.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Tressis social profiles
Digital presenceTressis compliance and trust
Trust signalCompliance8 records
Tressis financial estimates
Financial estimateRevenue estimate
Valuation estimate
Tressis leadership team
Management profileNumber of profiles
Profiles10 records
Tressis subsidiaries and ownership
Company hierarchySubsidiaries1 record
Tressis funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Tressis M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Tressis
What does Tressis do?
Tressis is an independent Spanish private bank that delivers personalized wealth management and financial planning services to individuals and institutions. Its core offering is discretionary portfolio management, complemented by investment advisory, open-architecture access to over 8,100 investment funds from 150+ asset managers, pension plans, savings insurance, Lombard credit, and alternative investments including venture capital and private equity funds.
Is Tressis a public or private company?
Tressis is a private company. It is classified as corporate owned and is currently operating.
When was Tressis founded?
Tressis was founded in 2000. It employs 101 to 250 people.
Where is Tressis based?
Tressis is headquartered in Madrid, Spain, in the Europe region.
How does Tressis make money?
Four revenue lines are on record. Portfolio Management Fees are the primary driver. The others are financial Advisory Fees, custody and Settlement Commissions and fund Distribution.
Who are Tressis's main competitors?
Broad incumbents on record are CaixaBank Banca Privada, Abanca Banca Privada, Lombard Odier, Edmond de Rothschild (Spain) and Bankinter Banca Privada. Direct peers are Andbank, Mutuactivos and Renta 4 Banco. Emerging players are Indexa Capital and MyInvestor.
Does Tressis have an API?
No public API is recorded for Tressis.
What industry is Tressis in?
Tressis's product category is Private Banking. Its primary akta.pro industry code is FSABADAB, High-Net-Worth (HNW) Private Banking, with a secondary code of FSAEABAC, Private Banking & UHNW Wealth Advisory. Its NAICS code is 523940 and its SIC code is 6099.