Atalaya
Atalaya is a Valencia-based wealth technology company that provides a cloud-native platform for family offices to consolidate, structure, and analyze multi-asset wealth data, complemented by the Atalaya Cobalt ecosystem connecting 200+ family offices across Europe.
- Company typePrivate
- Founded2020
- HeadquartersValencia, Spain
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Atalaya does
Atalaya is a Valencia-based wealth technology company founded in 2020 that builds a proprietary, cloud-native software platform for family offices to custody, structure, and activate their wealth data. The core product, Atalaya AI Wealth, consolidates financial, real estate, corporate, alternative, and other asset classes into a unified view, with real-time dashboards, custom reporting, bank synchronization, ERP integration, granular access controls, and an AI-ready infrastructure layer designed to prepare data for exploitation by proprietary or third-party AI agents. The platform is built on 100% proprietary software with advanced encryption and configurable interfaces supporting generational transitions.
The company operates a multi-product portfolio: Atalaya AI Wealth for family offices, Atalaya Funds for venture capital and private equity fund management (LP relations and portfolio tracking), and Atalaya Deal Flow for startup deal flow. Alongside the software, Atalaya operates Atalaya Cobalt, a community ecosystem connecting 200+ family offices through curated events and Angel Fund investment operations (€2.2M+ executed in 2025 across ESAT, Artax Biopharma, Consultia Business Travel, and Weplan Analytics).
Revenue is generated primarily through annual or multi-year software subscriptions with customized, quote-based enterprise pricing, complemented by wealth assistance and onboarding professional services. A Cobalt/Platinum Partner Programme enables wealth advisors, multi-family offices, tax advisors, EAFIs, and private banks to resell or white-label the platform. Go-to-market combines direct enterprise sales (Request a Demo), structured channel partnerships, and event-driven thought leadership (FAPTECH, Economía 3, Universidad Católica de Valencia), targeting family offices across Spain, Portugal, France, Germany, and the UK. The company is privately held (Atalaya Tech Family Partners, S.L.), backed by seed investors Iker Marcaide (Zubi Capital) and Raúl Mir (Angela Impact Economy), and operates with a small founding-led team led by CEO Santiago Reyna.
Atalaya firmographics
Firmographics- Name
- Atalaya
- Legal name
- Atalaya Tech Family Partners, S.L.
- Website
- https://atalaya.ai
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Atalaya is a Valencia-based wealth technology company that provides a cloud-native platform for family offices to consolidate, structure, and analyze multi-asset wealth data, complemented by the Atalaya Cobalt ecosystem connecting 200+ family offices across Europe.
- Ownership category
- akta.pro rank
Atalaya industry classification
Industry- Product category
- Wealth Management Software
- NAICS
- Software Publishers (5132), Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)
- akta.pro secondary industries
- Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access) (FSAGAEAL), Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF)
Keywords
Where Atalaya is headquartered
LocationHeadquarters
- HQ city
- Valencia
- HQ country
- Spain
- HQ region
- Europe
Offices1 record
Markets served
Atalaya business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Software Subscription (Atalaya AI Wealth): Annual or multi-year subscription to the Atalaya AI Wealth platform for family offices and multi-family offices. Pricing is customized based on licence volume and structure complexity, with tiered partner pricing for Cobalt and Platinum partners.
- Wealth Assistance & Onboarding Services: Professional services accompanying the software subscription, including data onboarding, wealth structure configuration, and ongoing operational support. Charged as part of the overall engagement.
- Partner Programme Licensing: Cobalt and Platinum partner tiers with customized pricing models based on volume of licences. Partners can white-label Atalaya as their backend technology and offer Atalaya's front end to their own clients.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Multi-year contract | Cobalt Partner — use Atalaya as technology backend with customized pricing based on licence volume. |
| Subscription | Multi-year contract | Platinum Partner — prescriber/advocate of Atalaya with all Cobalt Partner benefits included. |
Go-to-market motion4 records
Distribution channels3 records
Marketing channels8 records
Atalaya product offering
Product offeringCore offering
Atalaya develops and sells proprietary cloud-native wealth management software, primarily the Atalaya AI Wealth platform, that enables family offices to custody, structure, and activate wealth data across all asset classes (financial, real estate, corporate, alternative, crypto, and collections). The platform offers real-time dashboards, bank synchronization, ERP integration, custom reporting, AI-ready infrastructure, and a dedicated alternative investment module. The company also sells Atalaya Funds for venture capital and private equity portfolio management and Atalaya Deal Flow for startup deal flow tracking, alongside the Atalaya Cobalt community ecosystem for family offices.
Product overview
Atalaya is a wealth tech company that offers a multi-product portfolio centered on wealth data infrastructure for family offices and investment funds. The core platform, Atalaya AI Wealth, serves as the operating system for family offices with data custody, asset management, and AI-ready infrastructure capabilities. Atalaya Cobalt extends the offering as a community ecosystem for family offices with events, gatherings, and Angel Fund investment opportunities. For the venture capital and private equity segment, Atalaya Funds provides portfolio management, LP relations, and deal flow tools, while Atalaya Deal Flow offers dedicated startup investment workflow management.
Differentiator
Problem solved
Functional benefit
Brands
- Atalaya Cobalt: A leading community ecosystem connecting the Family Office universe, providing experiences, encounters, and investment opportunities for family offices
- Atalaya AI Wealth
- Atalaya Funds
Products and services
- Atalaya AI Wealth The operating system for family offices that custodies, structures, and activates wealth data. Transforms complex patrimony into clear decisions through structured data, offering real-time dashboards, investment analysis, custom reporting, bank synchronization, ERP integration, and AI-ready infrastructure for managing financial, real estate, corporate, and alternative assets. Targeted at single-family offices, multi-family offices, and private banking institutions.
- Atalaya Funds Digital solution for venture capital and private equity firms focused on integral portfolio management, LP relations, and portfolio company tracking. Enables management, monitoring, and fundraising through a single platform with deal flow and scoring capabilities. Targeted at VC and PE fund managers.
- Atalaya Deal Flow 100% configurable software for startup investors to manage deal flow. Allows users to establish scoring criteria, categorize deals, automatically discard non-compliant opportunities, and visualize funnel metrics in real time. Targeted at startup investors and venture capital firms.
- Atalaya Cobalt The largest family office ecosystem providing a trust space where families and next generations share experiences and learn best practices. Connects the family office universe through gatherings, events, and Angel Funds for alternative investment operations. Targeted at family offices and family principals.
Quantifiable outcome
- 200+ families joined the Atalaya Cobalt community ecosystem
- +2 more outcomes
Companies that use Atalaya
Customer profileNamed customers1 record
Segments4 records
Ideal customer profiles3 records
Atalaya technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
AI capability5 records
Feature15 records
Atalaya partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and minor.
- PwC Spain (Tax & Legal)coreAtalaya was selected for PwC's Tax & Legal Tech Springboard accelerator programme in 2022 and has been collaborating with PwC Spain on developing Tax & Legal features within Atalaya AI Wealth, including asset fiscalization capabilities. PwC has also mentored Atalaya's overall product development, helping conceptualize new features that differentiate it from other wealth management tools.
- Iberia NCA NFminorCollaborated with Atalaya on organizing a Search Funds event in March 2025 at The Terminal Hub. Iberia NCA NF contributed expertise on Search Fund investments and helped make the event a space for exchange and learning among professionals.
- Novastone Capital AdvisorsminorPartnered with Atalaya for the Search Funds event in March 2025. Novastone Capital Advisors provided deep insights on the Search Fund investment model, explaining how these funds are changing how investors search for and acquire companies with high potential.
Scale indicators5 records
Recent moves6 records
Expansion highlights6 records
Atalaya competitors and assessment
Company assessmentDirect peers
- Juniper Square: Investor and fund management platform for private equity, venture capital, and real estate GPs and LPs. Directly comparable to Atalaya's Atalaya Funds and Deal Flow sub-products for VC/PE portfolio management and LP relations.
- Addepar: US-headquartered wealth technology platform serving family offices, RIAs, and private banks with multi-asset aggregation, dashboards, and reporting. Directly comparable to Atalaya's AI Wealth product in functionality and target buyer, though at much larger scale and with global reach.
- Canopy: Family office-focused accounting and reporting software with data aggregation and document management. Competes head-to-head with Atalaya in the family office segment, particularly with single-family offices seeking unified financial visibility.
Regional players
- Wealth Dynamix: UK-based client lifecycle management and KYC platform for private wealth firms. Adjacent overlap with Atalaya's family office workflow but focused on onboarding and compliance rather than portfolio data aggregation.
- Avaloq: Swiss-headquartered wealth management platform serving private banks and wealth managers, primarily in Europe. Comparable to Atalaya in serving European wealth institutions with multi-asset consolidation, though focused on the bank segment.
Emerging players
- Backstop Solutions: Investor and portfolio management software for hedge funds, private equity, and family offices. Comparable to Atalaya's alternative investment and portfolio tracking features, with specialization in illiquid asset workflows.
- Carta: Cap table, equity management, and fund administration platform expanding into private wealth and investor reporting. Comparable to Atalaya Funds in serving VC/PE workflows, with partial overlap in alternative asset tracking.
Broad incumbents
- Orion Advisor Solutions: Established wealthtech platform offering portfolio management, CRM, and reporting for RIAs and broker-dealers. Overlaps with Atalaya's portfolio management and reporting capabilities but serves a broader advisor base rather than family offices specifically.
- Envestnet: Large US wealth management platform providing portfolio analytics, financial planning, and data services to advisors and institutions. A broad incumbent whose Tamarac platform overlaps with Atalaya's reporting and aggregation features.
- FNZ: Global wealth management platform serving banks, insurers, and wealth managers with custody, dealing, and reporting infrastructure. Comparable to Atalaya in serving large wealth institutions, but at much greater scale and with bank-grade infrastructure.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Atalaya social profiles
Digital presenceAtalaya compliance and trust
Trust signalCompliance1 record
Atalaya financial estimates
Financial estimateRevenue estimate
Valuation estimate
Atalaya leadership team
Management profileNumber of profiles
Profiles12 records
Atalaya funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Atalaya 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 Atalaya
What does Atalaya do?
Atalaya develops and sells proprietary cloud-native wealth management software, primarily the Atalaya AI Wealth platform, that enables family offices to custody, structure, and activate wealth data across all asset classes (financial, real estate, corporate, alternative, crypto, and collections). The platform offers real-time dashboards, bank synchronization, ERP integration, custom reporting, AI-ready infrastructure, and a dedicated alternative investment module. The company also sells Atalaya Funds for venture capital and private equity portfolio management and Atalaya Deal Flow for startup deal flow tracking, alongside the Atalaya Cobalt community ecosystem for family offices.
Is Atalaya a public or private company?
Atalaya is a private company. It is classified as venture growth investor backed and is currently operating.
When was Atalaya founded?
Atalaya was founded in 2020. It employs 1 to 10 people.
Where is Atalaya based?
Atalaya is headquartered in Valencia, Spain, in the Europe region.
How does Atalaya make money?
Three revenue lines are on record. Software Subscription (Atalaya AI Wealth) is the primary driver. The others are wealth Assistance & Onboarding Services and partner Programme Licensing.
Who are Atalaya's main competitors?
Direct peers on record are Juniper Square, Addepar and Canopy. Regional players are Wealth Dynamix and Avaloq. Emerging players are Backstop Solutions and Carta. Broad incumbents are Orion Advisor Solutions, Envestnet and FNZ.
Does Atalaya have an API?
No public API is recorded for Atalaya.
What industry is Atalaya in?
Atalaya's product category is Wealth Management Software. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech), with a secondary code of FSAGAEAL, Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access). Its NAICS code is 5132 and its SIC code is 6282.