What Almis Financial Informatics does

Almis Financial Informatics is a Spanish enterprise software company founded in 1994 and headquartered in Oñati, Basque Country, that develops and licenses front-to-back financial management software for banks, investment services entities (ESI), asset managers, financial advisory firms (EAF), and family offices. The company operates as an employee-owned S.L. with approximately 85 professionals and serves clients primarily within Spain, including named customers such as Banco Santander, Kutxabank, CECA, Wizink, and Crédito y Caución.

The product portfolio is built around the FIT platform suite, comprising FIT ESI (modular front-to-back platform for investment services entities), FIT TESORERÍA (treasury management for credit institutions and corporates), FIT FONDOS (fund administration for UCITS, SICAVs, and venture capital vehicles), EAF 360 (SaaS platform for CNMV-regulated advisory firms), Family Office 360° (consolidated wealth tracking), and FIT ERIR (asset tokenization module). All products are developed on AWE (ALMIS Web Engine), a proprietary XML-based web application framework released under open-source licensing, supporting on-premise, cloud, and SaaS deployment.

The business model combines recurring software licensing and subscriptions (with EAF 360 explicitly delivered as SaaS), project-based professional services (technical assistance and managed/outsourced development), business process outsourcing (BPO) covering accounting, custodian reconciliation, and regulatory reporting, and premium AWE platform support. Distribution is exclusively direct enterprise sales targeting financial institutions in Spain through consultative engagement and tailored proposals; no channel partners or resellers are used.

Name

Almis Financial Informatics

Legal name

ALMIS INFORMATICA FINANCIERA, S.L.

Website

https://almis.com

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

51–100 employees

Short description

Almis Financial Informatics, founded 1994 in Spain, develops and licenses front-to-back financial software — FIT ESI, FIT TESORERÍA, FIT FONDOS, EAF 360, Family Office 360°, and FIT ERIR — for Spanish banks, investment firms, advisory firms, and family offices, with BPO and consulting services.

Ownership category

akta.pro rank

Product category

Wealth Management Software

NAICS

Software Publishers (5132), Custom Computer Programming Services (541511), Management, Scientific, and Technical Consulting Services (5416)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Enterprise Architecture & IT Operating Model (BPAHAEAB)

akta.pro secondary industries

Enterprise Application Lifecycle Management (ALM) Platforms (HDAEAKAJ), Software/Application Support (SaaS, Enterprise Apps) (BPAAACAC)

Keywords

• Wealth management software
• Treasury management systems
• Fund administration software
• Financial advisory platforms
• Asset tokenization solutions

Headquarters

HQ city

Legazpia

HQ country

Spain

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Software Licenses and Subscriptions (SaaS): Almis licenses its proprietary financial software platforms (FIT ESI, FIT Tesorería, FIT Fondos, EAF 360, Family Office 360) to financial institutions. EAF 360 is explicitly offered in SaaS mode. Licensing models include premium licensing with updates and support for AWE platform. The core revenue stream is recurring software licensing/subscription.
2. Professional Services — Software Consulting and Development: Technical consulting services including delegated technical assistance (consultants on-site at client premises) and managed/outsourced project execution for custom software development. Provided under two modalities: technical assistance model and managed/outsourced projects model. Revenue is project-based or time-and-materials.
3. BPO — Business Process Outsourcing: Outsourcing of wealth management business processes including accounting, regulatory reporting, custodian reconciliation, FIT ESI execution control, periodic client reporting, and investment management platform operations. Allows financial institutions to sub-contract operational processes.
4. AWE Platform Licensing: AWE is open-source (free basic licensing). Premium licensing provides platform updates and developer support. This creates a hybrid revenue model — community free tier with paid premium support and update services.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels5 records

Core offering

Almis develops, licenses, and supports the FIT platform — a modular suite of front-to-back financial software products (EAF 360, FIT ESI, FIT TESORERÍA, FIT FONDOS, FIT ERIR, FO 360º) for investment service entities, treasuries, fund managers, financial advisors, and family offices. The company also provides professional software consulting, implementation, and BPO (Business Process Outsourcing) services, and licenses its proprietary AWE (ALMIS Web Engine) development framework, released under open-source licensing.

Product overview

Almis Financial Informatics offers a modular portfolio of financial management software products under the FIT (Front to Back) platform architecture, complemented by a proprietary development framework called AWE (ALMIS Web Engine). The core product suite includes: EAF 360 for financial advisory firms (SaaS model), FIT ESI as the flagship platform for investment service entities (ESIs) providing complete front-to-back coverage, FIT TESORERÍA for treasury and proprietary trading management, FIT FONDOS for investment fund administration, FIT ERIR as an add-on module for asset tokenization capabilities, and FO 360º for family office wealth management. All FIT products share a common architecture being integral, modular, and scalable, enabling adaptation to specific client needs while maintaining regulatory compliance. Services include software consulting, implementation, BPO outsourcing, and AWE platform support.

Differentiator

Problem solved

Functional benefit

Brands

• EAF 360: All-in-one SaaS platform for Financial Advisory Firms (EAFs) providing all functionalities and services required for financial advisory activity regulated by CNMV.
• FIT ESI
• FIT TESORERÍA
• FIT FONDOS
• FIT FAMILY OFFICE
• FIT ERIR
• AWE (ALMIS Web Engine)

Products and services

• FIT ESI Integral, 100% modular software for investment service entities (ESIs) covering client onboarding, trading platform connectivity, custodian reconciliation, valuation and risk calculations, regulatory reporting, and investor reporting. Independent of custodian data feeds and serving broker-dealers, securities firms, private banks, and asset managers regulated by CNMV.
• FIT TESORERÍA Front-to-back treasury management platform for credit institutions and corporates with active treasury operations. Manages proprietary investment portfolios across fixed income, equities, funds, derivatives, and FX, including automated order routing, P&L and risk metrics, limit controls, collateral management, VaR (Monte Carlo and historical), SWIFT messaging, ALM system integration (Ambit Focus, QR-ALM), and regulatory reporting (EMIR, SFTR, SIRBE, CIRBE, MIR).
• FIT FONDOS Investment fund management and administration platform for collective investment vehicles (UCITS funds, SICAVs, venture capital). Provides asset and liability management, NAV calculation, shareholder register management, automated trading workflow, and configurable regulatory reporting for SGIICs and SGEICs.
• EAF 360 All-in-one SaaS platform for financial advisory firms (Empresas de Asesoramiento Financiero) regulated by CNMV. Provides operational agility, financial specialization, personalization, scalability, and transparency, with all administrative processes and compliance obligations covered; operational within one week of deployment.
• FO 360º (Family Office) All-in-one platform for consolidated family wealth tracking and control. Delivers daily calculated metrics, custodian reconciliation, market price acquisition, and professional accounting services adapted to each family's specific system.
• FIT ERIR Module with full functional capacity for asset tokenization, enabling EAFs and ESIs that constitute themselves as DLT-based trading platform operators (ERIR under Spanish regulation) to manage tokenized asset operations.
• AWE (ALMIS Web Engine) Proprietary XML-driven web application development platform released under open-source licensing. Enables developers to build fully functional web applications with screen development, object dependency management, business-logic integration via REST, data repository integration, charting, email dispatch, and document generation; premium tier offers platform updates and developer support.
• Software Consulting and Development Services Professional technical consulting services including delegated technical assistance (on-site consultants at client premises) and managed/outsourced projects for custom software development for financial institutions.
• Software Implementation Services (PMO) Project management office (PMO) services for software implementation, enabling financial institutions to streamline execution of project portfolios with strategic and tactical criteria.
• BPO (Business Process Outsourcing) Business process outsourcing services for wealth management firms, covering accounting, regulatory reporting, custodian reconciliation, FIT ESI execution control, periodic client reporting, and investment management platform operations. Enables financial institutions to sub-contract operational processes fully or partially.

Quantifiable outcome

• EAF 360 enables financial advisory firms to become operationally active within one week of deployment.
• +2 more outcomes

Named customers7 records

Segments5 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration13 records

Feature7 records

Scale indicators4 records

Recent moves5 records

Expansion highlights6 records

Direct peers

• Avaloq (FNZ Group): Wealth-management platform serving private banks and asset managers across Europe with front-to-back functionality closely comparable to FIT ESI. Targets the same type of regulated investment-services entities that Almis addresses in Spain.
• SimCorp: Provider of investment management software (front-to-back, NAV, fund administration) for asset managers — directly comparable to FIT Fondos and parts of FIT ESI in functionality and customer segment.
• Murex: Capital markets and treasury management platform for trading, risk, SWIFT messaging and post-trade. Directly comparable to FIT Tesorería's front-to-back treasury and FX/derivatives capabilities.
• Profile Software (e-Forex / FxPro Suite): Greek/European vendor of investment management and wealth software targeting brokers, asset managers and banks — comparable niche player serving similar regulated investment-services customers.
• Calypso (ION Group): Capital markets, treasury and collateral management platform with SWIFT, VaR and front-to-back trading — overlapping heavily with FIT Tesorería and the treasury-management use case Almis addresses.

Broad incumbents

• Temenos: Global banking software incumbent with wealth, retail and corporate banking platforms. Broader portfolio than Almis, but its wealth-management modules overlap with the FIT suite's addressable space.
• FIS Wealth & Treasury: Large US-listed vendor offering wealth management and treasury/corporate trust software. A broad incumbent against which Almis competes in Spanish bank treasury and wealth RFPs.
• Oracle Financial Services: Incumbent providing banking, treasury and asset-management applications used by large European banks — referenced through Almis's SAP/Oracle integration footprint and a competitor for end-to-end modernization RFPs.
• Finastra: Large financial software vendor spanning retail, corporate, treasury and capital markets. A broad competitor for Spanish bank platform RFPs where Almis's integrated suite also competes.

Emerging players

• InvestCloud: Cloud-native wealth-management platform provider serving banks and wealth managers with digital front-ends and integrated back-office — emerging alternative to legacy platforms like FIT ESI.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/almisif
• Facebookfacebook.com/almis
• LinkedInlinkedin.com/company/almis

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Almis Financial Informatics