Altum Faithful Investing

What Altum Faithful Investing does

Altum Faithful Investing EAFI, S.L. is a privately held, CNMV-registered (registration 219) financial advisory company headquartered in Majadahonda, Madrid, Spain. The firm advises Christian-inspired entities — including parishes, dioceses, religious orders, Catholic universities, and Catholic healthcare institutions — on managing investment portfolios in compliance with the magisterium of the Catholic Church, while also serving professional wealth managers who require tools to offer faith-consistent investments to their own clients. Borja Barragan serves as founder and CEO.

The company's core offering is fee-based financial advisory, complemented by an integrated product suite: the Altum App (mobile portfolio management), Altum Explorer (web-based investment screening tool), Altum Certified (third-party portfolio/fund certification for Catholic moral compliance), Altum Proxy Voting (proxy vote guidance aligned with Catholic social teaching), Altum Investment Guidelines (documented screening methodology), the Altum Investment Challenge (educational program), and the Altum 100x1 reciprocity program under which 100% of net profit is contributed to apostolic causes. The underlying technology is a domain-specialized compliance platform that codifies Catholic moral criteria into screening, certification, and engagement workflows rather than a generalist portfolio management engine.

Altum monetizes through recurring advisory fees and platform subscriptions, supplemented by one-off certification fees from funds and product issuers seeking Altum Certified status. Distribution combines direct advisory, self-serve mobile and web channels, and a B2B2C professional wealth-manager channel. Marketing is multi-channel across LinkedIn, YouTube, Instagram, WhatsApp, and email. The firm has participated in Spain's ICEX Next Programme with EU ERDF co-financing to support internationalization, and is accredited by SEM as a Social Enterprise. Headcount sits at 1-10 employees and the firm is early-stage with no disclosed funding rounds.

Name

Altum Faithful Investing

Legal name

Altum Faithful Investing EAF, SL

Website

https://altum-fi.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Altum Faithful Investing is a CNMV-registered (Spain) financial advisory firm that helps Christian-inspired entities and professional wealth managers build and screen investment portfolios for compliance with Catholic Church moral teachings, via advisory, a mobile app, a screening tool, and portfolio certification services.

Ownership category

akta.pro rank

Product category

Faith-based Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Values-Based/ESG & Impact-Focused RIAs (FSAAACAK)

Keywords

• Faith-based investing
• Catholic investment advisory
• Ethical portfolio management
• Wealth advisory services
• Investment screening tools

Headquarters

HQ city

Majadahonda

HQ country

Spain

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Advisory Services: Professional advisory services to Christian-inspired entities and wealth management professionals seeking investments consistent with Catholic Church teachings
2. Investment Certification: Certification fees for funds and investment products verified for Catholic moral compliance through the Altum Certified program
3. Technology Platform Access: Access to Altum Explorer and Altum App platforms for investment analysis and portfolio management

Go-to-market motion1 record

Distribution channels4 records

Marketing channels7 records

Core offering

Altum Faithful Investing is a Spain-based financial advisory firm that provides investment management and portfolio guidance aligned with the magisterium of the Catholic Church. The company delivers professional advisory services to Christian-inspired entities and wealth-management professionals, and supports individual investors through the Altum App, Altum Explorer screening tool, Altum Certified portfolio certification, and Altum Proxy Voting guidance. All offerings revolve around evaluating investments for moral compliance with Catholic Church teaching while seeking adequate financial returns.

Product overview

Altum Faithful Investing offers an integrated platform centered on faith-consistent financial advisory services. The core offering consists of Financial Advice for investment management aligned with Catholic Church teaching, complemented by the Altum App (mobile access), Altum Explorer (investment screening and analysis), Altum Certified (portfolio certification), Altum Proxy Voting (shareholder engagement), and Altum Investment Guidelines (ethical screening criteria). Additional offerings include the Altum Investment Challenge (educational program) and the Altum 100x1 reciprocity program (profit-sharing with apostolate). The ecosystem enables Christian investors and institutions to manage wealth in coherence with their faith values.

Differentiator

Problem solved

Functional benefit

Brands

• Altum Certified: Certification service for consistent investing aligned with Catholic values.
• Altum Proxy Voting
• Altum Explorer
• Altum App
• Altum Investment Challenge
• Altum Investment Guidelines
• Altum 100×1

Products and services

• Financial Advice Professional investment advisory service guiding Christian-inspired entities and wealth-management clients in managing their assets in alignment with Catholic Church magisterium while seeking adequate returns.
• Altum App Mobile application enabling individual investors to access and manage their portfolios directly from their devices, providing tools for consistent faith-aligned investing on the go.
• Altum Explorer Web-based investment analysis and screening tool that serves as a compass for assessing portfolio consistency with Catholic moral standards before investing.
• Altum Certified Certification service that validates investment portfolios and funds for compliance with Catholic moral and ethical standards.
• Altum Proxy Voting Service providing guidance on shareholder voting decisions to ensure proxy votes align with Catholic social teaching.

Segments2 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Ave Maria Mutual Funds: US-based mutual fund family specifically dedicated to Catholic-aligned investing, screening investments against Catholic moral teachings. Directly comparable to Altum's core mission of compliance with Catholic magisterium, though operates a mutual fund structure versus Altum's advisory/certification model.
• Timothy Plan: Christian faith-based mutual fund family with biblically responsible investing screens. Similar to Altum in screening investments against religious moral standards and serving faith-motivated investors, though US-focused and fund-based rather than advisory.
• PAX Funds: Values-based mutual fund family with explicit faith/ESG integration and screens aligned with Catholic and other religious teachings. Comparable to Altum's faith-screening methodology and Certified program.
• Etica Sgr: Italian asset manager specializing in ethical and faith-aligned sustainable investing funds. The closest European peer to Altum in combining Catholic/values-based screens with a regulated fund/advisory offering.
• Domini Impact Investments: Values-based mutual fund manager with faith-aligned and impact screens, including engagement and proxy voting services analogous to Altum Proxy Voting. Comparable in combining impact/faith screening with active shareholder engagement.
• Christian Brothers Investment Services (CBIS): Catholic-focused institutional investment advisor serving religious orders, dioceses, and Catholic institutions globally. Highly comparable to Altum's institutional segment (religious orders, Catholic institutions) and faith-based screening methodology.
• Inspire Investing: Faith-based ETF and advisory platform with screening tools and an 'Inspire Impact Score' analogous to Altum Explorer and Altum Certified. Comparable in product suite (platform + screening + certification) and in serving faith-aligned advisors.
• Aquinas Funds: Catholic-values mutual fund family applying Catholic moral criteria to investment selection. Closely mirrors Altum's Catholic magisterium screening approach, though distributed as funds rather than advisory services.

Broad incumbents

• Vontobel Wealth Management: Swiss private bank and asset manager with a dedicated sustainable/impact investing franchise. Comparable to Altum in offering values-aligned advisory, but at a much broader scale and with institutional distribution.
• Calvert (Morgan Stanley): Large US impact/ESG fund family now owned by Morgan Stanley, offering values-screened funds across categories. Represents the scaled incumbent that could compete with Altum Certified and its values-based advisory premium.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UCr8TOWwPXVkylNTuHRuRPtg
• LinkedInlinkedin.com/company/altum-fi
• Instagraminstagram.com/altumfaithfulinvesting

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 Altum Faithful Investing