Adecla

Name

Adecla

Legal name

Adecla AB

Website

https://adecla.com

Company type

Private

Founded year

2010

Operating status

Acquired

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Institutional Wealth Management Services

NAICS

Finance and Insurance (52)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

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

akta.pro secondary industry

Sub-Accounting & Platform Servicing (Omnibus, Intermediary/NSCC, Retirement Platforms) (FSAAAMAI)

Keywords

• Institutional portfolio administration
• Financial reporting services
• Discretionary asset management
• Investment advisory services
• Fund information platform

Headquarters

HQ city

Stockholm

HQ country

Sweden

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Institutional Customer Services: Financial administrative services for institutional customers including financial portfolio management, reporting, and bookkeeping via Finansportalen.
2. Securities Firm Services: Adecla is a securities firm under Finansinspektionen permit providing: receiving and forwarding orders, executing orders, discretionary portfolio management, and investment advice.
3. Fund Company Platform Services: Fund companies pay a small administrative fee to be listed and managed on the Finansportalen fund platform.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Adecla delivers financial administrative services to institutional investors in Sweden, including transaction administration, consolidated reporting, bookkeeping, discretionary portfolio management, investment advisory, and sustainability reporting. Services are delivered through Finansportalen, Adecla's proprietary digital customer portal, with a separate fund portal (Fondportalen) for fund companies to manage their fund information on the platform. The firm operates as a Finansinspektionen-regulated securities company.

Product overview

Adecla offers a single unified product platform called Finansportalen (Finansportalen), a proprietary digital customer portal developed by Adecla for institutional investors. The platform integrates with complementary service modules including Bokföring (accounting), Rapportering (reporting), Administration (registration, reconciliation), Förvaltning (management), Rådgivning (advisory), and Hållbarhetstjänster (sustainability services). A sub-product called Fondportalen (fund portal) enables fund companies to manage their fund information on the platform. The Fondlistan (fund list) feature added in 2024 allows customers to search funds, contact fund companies, and access fund documentation. The Hållbarhetsvy (sustainability view) provides ESG data from EET files. Adecla also has a strategic partnership with Auxality for AI-powered automation of fund information management.

Differentiator

Problem solved

Functional benefit

Brands

• Finansportalen: The ultimate digital meeting place for institutional investors, fund companies, and sustainability stakeholders. The portal integrates financial administration, reporting, and bookkeeping into a centralized hub.

Products and services

• Finansportalen Proprietary digital customer portal that integrates financial administration, reporting, and bookkeeping for institutional investors, fund companies, and sustainability stakeholders, providing centralized portfolio control and access to fund lists, allocation data, return information, and ESG data.
• Fondportalen (Fund Portal) Fund portal sub-product that allows Swedish fund companies to manage and update their specific fund information within Finansportalen for access by institutional investors.
• Administration (Transaktionsregistrering och avstämning) Administrative service covering transaction registration for financial portfolios, reconciliation with banks and fund companies, and consolidated financial reporting for institutional investors.
• Förvaltning (Discretionary Management) Discretionary portfolio management service for institutional clients, including placement advice, allocation management through discretionary mandates, and procurement assistance for external management services under Finansinspektionen permit.
• Rådgivning (Investment Advisory) Investment advisory service covering placement policy, strategy, and education for board members and staff, including portfolio allocation discussions, cost analysis, policy creation, and risk analysis, provided under Finansinspektionen investment advice permit.
• Hållbarhetstjänster (Sustainability Services) Sustainability service for institutional investors including a sustainability guideline appendix to investment policy, annual sustainability reporting, and workshops on sustainability integration, supported by the Hållbarhetsvy data view built on fund companies' EET files.
• Rapportering och Bokföring (Reporting and Bookkeeping) Consolidated financial reporting and bookkeeping service with standardized reports on holdings, allocation, returns, and realized/unrealized gains, plus customized chart of accounts and export to PDF, Excel, or SIE format.

Quantifiable outcome

• Cost-effective and secure operations for fund companies and institutional investors

Named customers6 records

Segments1 record

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability3 records

Feature4 records

Partnerships

Three partnerships are on record, tiered core.

• AuxalitycoreStrategic or Co-development PartnerAdecla invested in Auxality, a Swedish fintech company founded in 2018 that provides automation and AI solutions for fund information management. The companies have a strategic cooperation where their operations complement each other with the same goal: to make operations more cost-effective and secure for both fund companies and institutional investors. The partnership strengthens Finansportalen and streamlines work for both institutions and fund companies through competence, network, and technical innovation.
• ISEC Group ABcoreStrategic or Co-development PartnerAdecla announced becoming part of ISEC Group AB as an important step in continued development. The merger brings increased capacity, broader service offerings, and continued strong focus on transparency, structure, and long-term relationships. ISEC Group's operational strength and Nordic ambitions combined with Adecla's quality focus and independence create better conditions for further developing their offering and creating customer value.
• Major Swedish Banks and Fund CompaniescoreTechnology or IntegrationAdecla has administrative cooperation with the majority of all banks and fund companies in Sweden. This enables Adecla to discuss and find solutions together with banks and fund companies when errors are discovered during reconciliation. The company also maintains data connections for receiving transaction data through administrative powers of attorney.

Scale indicators2 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Max Matthiessen: Swedish insurance brokerage and corporate pension/investment advisory serving institutions, municipalities, and corporates. Comparable as a domestic competitor in advisory, portfolio administration, and reporting for Swedish institutional clients.
• Ethos Fonder: Swedish investment and fund-platform provider with ESG focus. Comparable around Swedish fund-platform/institutional reporting capabilities and sustainability integration, intersecting Adecla's Finansportalen and Hållbarhetsvy offering.
• FundConnect Group (FCG): Nordic fund-distribution and fund-data platform serving fund companies and institutional buyers. Closely comparable to Adecla's fund-portal side (Fondportalen) and the data-exchange/integration model between fund companies and institutional investors.
• Söderberg & Partners: Swedish/Nordic advisory and wealth-management firm that bundles investment advisory, asset management, and corporate benefits for institutional and private clients. Directly comparable to Adecla on institutional advisory and outsourced investment services to Swedish corporates, unions, municipalities, and foundations.

Broad incumbents

• Carnegie Investment Bank: Large Nordic full-service bank and asset manager with institutional securities services, discretionary management, and investment advice. Overlaps with Adecla on the licensed securities/discretionary side but operates at much broader scale across the Nordics.
• KPA Tjänstepension: Swedish occupational pension and institutional investment provider owned by the public-sector pensions market. Comparable target segment (public-sector/municipal institutions) and offering of bespoke pension/portfolio administration.

Others

• C WorldWide Asset Management: Nordic institutional asset manager already collaborating with Adecla on webinars and a partner-network connection. Comparable as an institutional client-side counterpart rather than a direct competitor; useful peer for understanding the customer side of Adecla's platform.

Regional players

• Nordnet Bank: Nordic retail and professional investment platform providing reporting and portfolio tools for institutional/professional clients. Comparable as a regional digital platform in the same Nordics footprint, though focused more on retail/professional than Adecla's institutional OCIO.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/family_office_
• LinkedInlinkedin.com/company/adecla-ab

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 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 Adecla