GRUPO VALÍA

Name

GRUPO VALÍA

Legal name

VALIA NETWORK S.L.

Website

https://grupovalia.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

51–100 employees

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAEAAAB

Investment Management Advisory (RIA)

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

SECONDARYFSAAADAC

Family Office Advisory & Outsourced CIO (OCIO)

Financial & Insurance/Asset & Wealth Management/Family Offices (Single- & Multi-Family)

SECONDARYBPAHADAB

Corporate Finance & Capital Advisory

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Strategy & Corporate Finance Advisory

SECONDARYBPAHADAA

Corporate Strategy Advisory

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Strategy & Corporate Finance Advisory

SECONDARYBPAJANAA

Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation)

Business & Public Services/Real Estate Services (Brokerage, Property Management)/Real Estate Advisory & Consulting (Investment, Strategy)

Keywords

• Financial advisory services
• Wealth management
• Corporate finance advisory
• Family office services
• Institutional consulting

Headquarters

HQ city

Madrid

HQ country

Spain

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Advisory Services: Professional advisory services for individuals, families, businesses, and institutions covering financial management, wealth management, corporate finance, and institutional consulting. Revenue generated through service fees for comprehensive financial and patrimonial advisory.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

GRUPO VALÍA is a Spanish financial advisory group (EAFI authorized with CNMV number 87) that delivers comprehensive wealth management, investment advisory, corporate finance, family office, succession planning, and institutional consulting services. It serves individuals, families, companies, and institutions through dedicated sub-brand teams covering financial markets, real estate, tax/legal planning, governance, and sector-specific advisory (religious, educational, sports & entertainment, family business). The firm operates a multidisciplinary model with 50+ professionals providing customized advisory engagements rather than commoditized products.

Product overview

GRUPO VALÍA operates as a diversified financial advisory group offering an integrated portfolio of professional services through specialized areas and sub-brands. The core offering includes Financial Advisory (EAFI) registered services through Valia Asesores, supplemented by specialized services for family businesses (Valia Empresas Familiares), religious institutions (Instituciones Religiosas), educational institutions (Educavalia), real estate investors (Valía Servicios Inmobiliarios), and sports & entertainment clients (Valia Sports & Entertainment). Services span wealth management, corporate finance, strategic consulting, administration, succession planning, and governance advisory. The group serves individuals, families, companies, and institutions through multidisciplinary teams with over 20 years of experience.

Differentiator

Problem solved

Functional benefit

Brands

• Valia Asesores: Financial Advisory Services - Financial Advisory Firm (EAF) registered with CNMV
• Educavalia
• Valia Instituciones Religiosas
• Valia Empresas Familiares
• Valia Sports & Entertainment
• Valía Servicios Inmobiliarios

Products and services

• Asesoramiento Financiero (EAF) Financial advisory services provided by an authorized Financial Advisory Firm (EAFI) registered with the CNMV, offering personalized investment and wealth management advice to clients.
• Carteras de Inversión Globales Global investment portfolio management services for individuals, families, and institutions seeking diversified asset allocation and portfolio optimization.
• Servicios Inmobiliarios Real estate services including property management, investment analysis, and real estate asset optimization for clients seeking to maximize returns on property portfolios.
• Servicios a Empresas Familiares Specialized advisory services for family businesses including succession planning, corporate governance, family protocols, and professionalization of management.
• Corporate Finance (M&A) Mergers and acquisitions advisory services including business valuation, transaction support, and strategic financing solutions.
• Captación de Recursos Financieros Capital raising and financial resource mobilization services helping companies structure debt and access various financing sources including investors, funds, and banking entities.
• Consultoría Estratégica y Desarrollo de Negocio Strategic consulting services focused on business development, growth strategies, and operational optimization for companies.
• Servicios de Administración, Control de Gestión y Tesorería Comprehensive back-office services including accounting, payroll, tax preparation, treasury management, compliance (PBCFT, RGPD), and financial reporting.
• Sports & Entertainment Advisory Specialized financial advisory services for the sports and entertainment industry, managing unique financial needs of athletes, artists, and entertainment entities.
• Asesoramiento Patrimonial / Family Office Comprehensive wealth management and family office services providing holistic financial planning, asset protection, and multi-generational wealth preservation.
• Sucesión en la Gestión y Propiedad Business succession planning services helping family businesses transition leadership, ownership, and management to next generations.
• Planificación Jurídica y Fiscal Legal and tax planning services for optimal structuring of business and family assets, ensuring compliance and tax efficiency.
• Gobierno Corporativo y Protocolo Familiar Corporate governance and family protocol services establishing rules and frameworks for managing family-business relationships and ensuring sustainable governance.
• Instituciones Religiosas Specialized advisory services for religious institutions including financial management, real estate optimization, and compliance with canon law requirements for asset administration.
• Instituciones Educativas (Educavalia) Specialized financial and operational advisory services for educational institutions including schools, universities, and training centers, supporting growth and institutional development.

Quantifiable outcome

• Over 100 educational institutions supported
• +1 more outcomes

Named customers2 records

Segments4 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Willis Towers WatsoncoreStrategic or Co-development PartnerCo-organizer of the #CicloEmpresaExcelente (Corporate Excellence Conference Cycle) events focused on corporate governance for foundations and HORECA sector. Willis Towers Watson provides risk management expertise and perspectives on corporate governance alongside Grupo Valía's financial advisory services.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Renta 4 Banco: Spanish wealth management and investment advisory firm offering portfolio management, investment advisory, and family office services to individuals, families, and institutions across Spain — the closest direct comparable in business model and target market to Grupo Valía's core EAFI/wealth practice.
• EDM Gestión: Independent Spanish investment advisory and asset management firm registered with CNMV, providing portfolio advisory and management services to private and institutional clients; directly comparable in regulatory status, market focus, and service offering.
• Mutuactivos: Spanish asset management and investment advisory firm providing portfolio management and advisory services to retail and institutional clients; comparable as a Spanish-headquartered RIA/wealth manager competing for the same individual and institutional mandate pool as Grupo Valía.
• Abante Asesores: Independent Spanish financial advisory firm offering portfolio advisory, wealth planning, and family-office services to individuals, families, and institutions; comparable in independent EAFI positioning and multi-segment service breadth.
• Trea Capital Partners: Independent Spanish investment manager and advisor registered with CNMV offering portfolio management, advisory, and credit strategies to institutional and private clients; directly comparable as an independent Spanish EAFI competing for similar mandates.

Emerging players

• MyInvestor: Spanish digital wealth platform offering automated investment portfolios, index funds, and advisory services to retail savers; emerging digital competitor reshaping fee economics in the Spanish investment advice market.
• Indexa Capital: Spain's largest digital wealth manager and robo-advisor providing automated index-based portfolio management to retail investors; comparable as a Spanish investment advice competitor but operating with a low-cost digital model rather than relationship-led advisory.
• Finaccess Partners: Independent Spanish EAFI offering portfolio advisory and asset management to private and institutional clients; comparable as a smaller, specialist Spanish RIA competing in similar niches with similar regulatory standing.

Broad incumbents

• CaixaBank Banca Privada: Private banking arm of CaixaBank providing comprehensive wealth advisory, portfolio management, and succession planning to HNW families and institutions in Spain; large incumbent that competes with Grupo Valía for HNW and family-business clients with materially bigger scale.
• Andbank Wealth Management: Andorban private bank with a strong Spanish private banking franchise offering wealth advisory, portfolio management, and family office services to HNW individuals and institutions; broader incumbent competing for the same Spanish HNW and family-business mandates.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/GrupoVALIA
• Facebookfacebook.com/grupovalia
• LinkedInlinkedin.com/company/grupo-valia

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries6 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 GRUPO VALÍA