Caser Asesores Financieros
Caser Asesores Financieros is a Madrid-based, Spain-domiciled financial advisory firm that delivers personalized wealth management to individual investors through a national network of financial agents under Grupo Caser and Helvetia Group. It distributes 9,000+ investment funds, pension plans, and insurance savings products on a commission basis.
- Company typePrivate
- Founded-
- HeadquartersMadrid, Spain
- Headcount11–50
- GTM typeB2C
- OfferingServices
Caser Asesores Financieros firmographics
Firmographics- Name
- Caser Asesores Financieros
- Legal name
- Caser Valores e Inversiones AV
- Website
- https://caserasesoresfinancieros.es
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Caser Asesores Financieros is a Madrid-based, Spain-domiciled financial advisory firm that delivers personalized wealth management to individual investors through a national network of financial agents under Grupo Caser and Helvetia Group. It distributes 9,000+ investment funds, pension plans, and insurance savings products on a commission basis.
- Ownership category
- akta.pro rank
Caser Asesores Financieros industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Insurance Agencies and Brokerages (524210)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Independent Broker-Dealers (Retail Network) (FSAAAAAC)
- akta.pro secondary industry
- Financial Coaching & Budgeting Advisory (FSAEAAAH)
Keywords
Where Caser Asesores Financieros is headquartered
LocationHeadquarters
- HQ city
- Madrid
- HQ country
- Spain
- HQ region
- Europe
Offices2 records
Markets served
Caser Asesores Financieros business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Advisory Services: Financial advisory services offered to clients for investment decisions, portfolio management, and financial planning.
- Investment Fund Distribution: Access to over 9,000 national and international investment funds with commission-based revenue from fund distribution.
- Insurance Products (Unit Linked, PIAS, Pension Plans): Sale and distribution of savings insurance products and pension plans with associated commissions.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels2 records
Caser Asesores Financieros product offering
Product offeringCore offering
Caser Asesores Financieros AV provides personalised, independent-style financial advisory services to individual clients in Spain. Its offering combines tailored investment advice with distribution and ongoing management of investment funds (access to over 9,000 national and international funds), pension plans, equities and ETFs, fixed income, Unit Linked and PIAS insurance-savings products, plus daily/weekly/monthly market research. Service is delivered through a nationwide network of financial agents with digital client portal and online onboarding support.
Product overview
Caser Asesores Financieros operates as a financial advisory firm under the Caser Saving & Investment Solutions division of Grupo Caser. The company offers a personalized financial advisory service as its core product, supported by a comprehensive suite of investment products including investment funds (with access to over 9,000 national and international funds), pension plans, equities and ETFs, fixed income, Unit Linked insurance products, and PIAS systematic savings plans. Research capabilities include daily, weekly, and monthly market reports covering macroeconomic analysis, global indices, and investment positioning. The offering is delivered through a network of financial agents providing customized advice.
Differentiator
Problem solved
Functional benefit
Products and services
- Asesoramiento Financiero Personalizado (Personalised Financial Advisory) Personalised financial advisory service providing expert guidance on savings and investments, with recommendations adapted to each client's specific needs and objectives. Delivered through a network of financial agents to individual clients in Spain.
- Fondos de Inversión (Investment Funds) Distribution and ongoing advisory on investment funds, with access to over 9,000 national and international funds from major asset managers, enabling clients to compare and select options for portfolio diversification.
- Planes de Pensiones (Pension Plans) Pension plans offering tax advantages and flexibility, with various approaches including traditional fixed income/variable mix, life-cycle funds, author pension plans, indexed investment and value philosophy strategies.
- Renta Variable (Acciones y ETFs) Equity products including individual stocks and ETFs available through the firm's investment offering.
- Renta Fija (Fixed Income) Fixed income products offered as part of the broad product portfolio for client investment portfolios.
- Unit Linked Life insurance savings products with investment in alternative formulas and contribution flexibility, offering a range of portfolios with different investment objectives.
- PIAS UL Individual systematic savings plan designed to build retirement capital with maximum profitability and total access to invested capital, featuring favourable tax treatment.
- Seguro de Vida (Life Insurance) Life insurance products marketed by Caser Valores e Inversiones S.A.U., with options for savings and investment.
- Informes de Mercado (Daily, Weekly and Monthly Market Reports) Market research service including a daily report (macroeconomic updates, global index closings, economic calendar, corporate earnings), a weekly review (equity indices, fixed income, commodities, macro events, central bank statements), and a monthly comprehensive analysis (asset class views, monthly return tracking, top sectors, currency and commodity commentary).
Companies that use Caser Asesores Financieros
Customer profileSegments2 records
Ideal customer profiles1 record
Caser Asesores Financieros technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Caser Asesores Financieros partnerships and signals
Strategic signalScale indicators6 records
Recent moves5 records
Expansion highlights4 records
Caser Asesores Financieros competitors and assessment
Company assessmentDirect peers
- Indexa Capital: Spain's leading robo-advisor offering automated portfolio management with access to index funds. Competes for the same retail investor segment as Caser but via a low-cost digital model — relevant benchmark for Caser's fee structure and digital trajectory.
- A&G Banca Privada: Independent Spanish private bank providing wealth advisory, asset management, and fund distribution to high-net-worth and retail clients. Comparable agent-based advisory model and product mix in the Spanish wealth market.
- MyInvestor: Spanish digital wealth platform offering investment funds, pension plans, ETFs, and advised portfolios. Targets retail investors with hybrid digital and human advisory — overlapping customer base and product mix with Caser Asesores Financieros.
- Renta 4 Banco: Spanish wealth manager and broker providing personalized investment advisory, fund distribution, and pension plans to retail and affluent clients through a national agent network — directly comparable business model, product mix, and customer segment to Caser Asesores Financieros.
- Tressis: Independent Spanish wealth manager providing personalized financial advisory, portfolio management, and fund distribution to retail and high-net-worth clients. Closely comparable agent-led advisory model targeting the same Spanish investor segment.
- Singular Bank: Spanish wealth-focused digital bank offering advised portfolios, fund selection, pension plans, and personalized advisory. Targets affluent retail investors with a hybrid digital-plus-advisor model similar to Caser's approach.
- Andbank Spain: Private banking arm of Andbank operating in Spain, offering personalized wealth advisory, portfolio management, and fund selection to affluent clients. Comparable customer profile and advisory-led distribution approach.
Broad incumbents
- EVO Banco: Spanish digital bank offering investment products, pension plans, and advisory services to retail clients. Comparable retail wealth product suite, though operates as a full-service bank rather than a pure advisory firm.
- Openbank: Digital bank subsidiary of Santander Group offering robo-advisory, investment funds, pension plans, and brokerage to retail clients in Spain. Overlaps with Caser's product universe but operates as part of a much larger incumbent bank.
- Edmond de Rothschild (Spain): European private banking and wealth management group with Spanish operations offering discretionary portfolio management and advisory services to affluent clients. Comparable advisory-led distribution model in the Spanish market.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Caser Asesores Financieros social profiles
Digital presenceCaser Asesores Financieros financial estimates
Financial estimateRevenue estimate
Valuation estimate
Caser Asesores Financieros leadership team
Management profileNumber of profiles
Caser Asesores Financieros funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Caser Asesores Financieros M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Caser Asesores Financieros
What does Caser Asesores Financieros do?
Caser Asesores Financieros AV provides personalised, independent-style financial advisory services to individual clients in Spain. Its offering combines tailored investment advice with distribution and ongoing management of investment funds (access to over 9,000 national and international funds), pension plans, equities and ETFs, fixed income, Unit Linked and PIAS insurance-savings products, plus daily/weekly/monthly market research. Service is delivered through a nationwide network of financial agents with digital client portal and online onboarding support.
Is Caser Asesores Financieros a public or private company?
Caser Asesores Financieros is a private company. It is classified as corporate owned and is currently operating.
When was Caser Asesores Financieros founded?
Caser Asesores Financieros was founded in -1. It employs 11 to 50 people.
Where is Caser Asesores Financieros based?
Caser Asesores Financieros is headquartered in Madrid, Spain, in the Europe region.
How does Caser Asesores Financieros make money?
Three revenue lines are on record. Advisory Services are the primary driver. The others are investment Fund Distribution and insurance Products (Unit Linked, PIAS, Pension Plans).
Who are Caser Asesores Financieros's main competitors?
Direct peers on record are Indexa Capital, A&G Banca Privada, MyInvestor, Renta 4 Banco, Tressis, Singular Bank and Andbank Spain. Broad incumbents are EVO Banco, Openbank and Edmond de Rothschild (Spain).
Does Caser Asesores Financieros have an API?
No public API is recorded for Caser Asesores Financieros.
What industry is Caser Asesores Financieros in?
Caser Asesores Financieros's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAAAAC, Independent Broker-Dealers (Retail Network), with a secondary code of FSAEAAAH, Financial Coaching & Budgeting Advisory. Its NAICS code is 523940 and its SIC code is 6282.