iAdvise

What iAdvise does

iAdvise Partners is an independent financial advisory firm founded in 2009 by Victor M. Gil and Carmen Peñaranda, dual-headquartered in Madrid, Spain and New York, USA. The firm is registered as an investment agency (Agencia de Valores n. 316) with the Spanish CNMV and as an investment adviser with the US SEC, and operates under MiFID II independence requirements. It serves ultra-high-net-worth private families, foundations and endowments, and family-owned businesses through three core service lines: Family Office (global asset coordination, IPS development, and monthly consolidated reporting across multiple banks), Foundations (long-term endowment management with bi-annual trustee board presentations), and Family Business (governance, succession, restructuring, and M&A advisory). The firm maintains strict fee-only economics, billing clients directly and refusing commissions or monetary incentives from any financial institution, and executes and custodies client assets through a network of 16 international banks across 5 OECD countries.

The business model is professional services: multi-year advisory relationships delivered by a team of approximately 10 employees, including 5 partners and several analysts and support staff, with no public pricing, no digital self-service, and a relationship-based go-to-market driven by referrals and professional network. Underlying technology is modest — a proprietary IPS methodology, consolidated reporting across multiple banks, and a basic Google Analytics-tracked bilingual website — with no AI/ML component, no proprietary platform, and no disclosed patents. The firm is founder-owned, has no external investors, has never raised funding, and operates with no disclosed M&A or product launches beyond incremental compliance and sustainability policy updates. Its differentiators are regulatory independence, dual-jurisdiction credibility, and the team's accumulated tier-one banking pedigree rather than technology or scale.

Name

iAdvise

Legal name

IADVISE PARTNERS, AV, SLU

Website

https://iadvisepartners.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

1–10 employees

Short description

iAdvise Partners is a fee-only, dual-licensed (CNMV and SEC) independent financial advisory firm in Madrid and New York serving ultra-high-net-worth families, foundations, and family businesses with global asset coordination, governance, and consolidated multi-bank reporting.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

Keywords

• Independent financial advisory
• Family office services
• Wealth management advisory
• Investment portfolio management
• Foundation investment advisory

Headquarters

HQ city

Madrid

HQ country

Spain

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Financial Advisory Fees: iAdvise invoices clients directly for advisory services. The firm is not permitted to retain any monetary incentives from financial entities for product marketing, ensuring full independence and alignment with client interests. This is a fee-only advisory model compliant with MiFID II requirements.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

iAdvise Partners is an independent financial advisory firm that provides fee-only wealth management and advisory services to ultra-high-net-worth families, foundations, and family businesses. Its core offerings comprise Family Office services (global asset coordination, IPS development, multi-bank consolidation reporting), Foundations services (endowment management with strategic asset allocation and ESG-aware manager selection), and Family Business services (governance, financing, succession, and M&A advisory). The firm coordinates positions across 16 international banks in 5 OECD countries and bills clients directly without retaining commissions from financial institutions, operating under MiFID II independence rules.

Product overview

iAdvise is an Independent Financial Advisory firm offering a unified platform of wealth management services. The core offering comprises three main services: Family Office (coordinating global assets for families), Foundations (managing long-term endowments), and Family Business (advisory for family enterprises). Supporting these are Coordination Services (between families and providers/financial entities) and Structuring Services (heritage management and consultancy). The firm operates under strict MiFID II independence requirements, working with 16 international banks from 5 OECD countries while billing clients directly without retaining monetary incentives from financial entities.

Differentiator

Problem solved

Functional benefit

Products and services

• Family Office Global asset coordination service for high-net-worth families, comprising Investment Policy Statement (IPS) drafting, investment selection, monthly consolidated portfolio reporting, and coordination of specialized professional services such as accounting, insurance, and tax advisory.
• Foundations Long-term wealth preservation and management service for foundations and endowments, including development of an Investment Policy Statement adapted to each foundation, strategic asset allocation implementation, manager selection (including ESG/sustainability criteria), and bi-annual presentations to the Board of Trustees.
• Family Business Comprehensive advisory service for family businesses covering family organization (Family Protocol, conflict resolution), independent board participation, financial control, optimal financing structures, and assistance with business preparation for sale or shareholding changes.
• Coordination Services Coordinated intermediary service that aggregates positions across multiple financial institutions and acts as the single point of contact between the family and its external providers.
• Structuring Services Family heritage structuring service, providing consultancy and advisory support for comprehensive wealth management across family assets and generations.

Quantifiable outcome

• Full transparency in client costs with no conflicts of interest from product commissions
• +1 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Partnerships

One partnership is on record.

• 16 International Banks (5 OECD countries)coreOthersiAdvise works with 16 international banks from 5 OECD countries for investment execution and custody services. The specific banks are not individually named in the source material. The firm maintains independence from these banks and does not receive commissions or incentives for directing client assets.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Cambridge Associates: Large global investment advisor to foundations, endowments, and UHNW families. Overlaps directly with iAdvise's foundation/endowment and family office advisory business, though at much greater scale and global footprint.
• Brown Brothers Harriman (Wealth Management): Privately held US private bank and wealth manager offering investment advisory, custody, and family office services to UHNW families. Comparable UHNW client segment and fee-based advisory orientation, though substantially larger.
• Lazard Wealth Management: Global wealth management and advisory division of Lazard serving UHNW families with investment advisory, family office, and estate planning services. Overlaps with iAdvise's UHNW advisory and family office focus but at greater scale.

Regional players

• Tressis Gestión: Spanish independent wealth management and advisory firm serving HNW/UHNW clients with multi-bank product selection. Comparable to iAdvise's Spain-based independent advisory model and multi-bank coordination approach.
• CREA Inversión: Spanish wealth management and advisory firm providing independent investment advisory and family office services to UHNW clients. Comparable Spain-based independent model and UHNW client focus.

Direct peers

• Bessemer Trust: Privately owned multi-family office and RIA serving UHNW families with investment management, wealth planning, and family office services. Highly comparable to iAdvise's family office model, though operating at much larger AUM scale.
• Pitcairn: Multi-family office and RIA serving HNW and UHNW families with investment management and family office services. Comparable offering to iAdvise across family wealth coordination and consolidated reporting.
• Glenmede: Independent RIA and multi-family office serving UHNW families, foundations, and endowments with investment advisory and wealth management services. Comparable in client mix (families/foundations) and independence model.
• Mercer Advisors: Independent RIA providing wealth management, investment advisory, and family office services to HNW and UHNW households across the US. Similar fee-only independent model and family wealth coordination services.
• Aspiriant: Independent, fee-only RIA serving UHNW clients and foundations with personalized investment advisory, tax planning, and family office services. Closely comparable fee-only, independent positioning and UHNW/foundation client base.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/iadvise-partners-eafi-s.l.

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 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 iAdvise