ClubDealFiduciaria
ClubDealFiduciaria Digitale is Italy's first fully digital fiduciary company, providing online administration of corporate shareholdings for business angels, family offices, and HNWI. Authorized by the Ministry of Economic Development, it offers fiduciary mandates, MyPIR Online tax-optimization, and syndicate co-investment via its proprietary digital platform.
- Company typePrivate
- Founded2020
- HeadquartersMilan, Italy
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What ClubDealFiduciaria does
ClubDealFiduciaria (legal name: CLUBDEAL FIDUCIARIA DIGITALE S.R.L.) is an Italy-based fiduciary company that administers corporate shareholdings on behalf of investors through a fully digital platform. Founded in 2020 and headquartered at Piazzale Cadorna 13, Milan, it operates as the first fully online fiduciary service in Italy, authorized by the Italian Ministry of Economic Development pursuant to Law 23 November 1939 n.1966 via Decree dated 10 March 2020. The company's primary customer segments are business angels, family offices, and high-net-worth individuals investing in private Italian companies and startups, with secondary segments including issuing companies seeking simplified cap table administration and Italian commercialisti (accountants) who refer clients. ClubDealFiduciaria is controlled by ClubDealOnline S.p.A., Italy's first Consob-authorized private crowdfunding platform for family offices, HNWI, and private banking partnerships.
The platform offers three core products: Mandato Fiduciario (the fiduciary mandate service for shareholding administration, available with or without intestazione/registration), MyPIR Online (a self-service DIY alternative PIR – Piano Individuale di Risparmio – service launched in April 2021 that enables tax-optimized investments in the real economy with capital gains, dividend, and succession tax exemptions under Italy's Decree Rilancio, subject to a five-year holding period), and Syndicate Investing (a co-investment module launched in June 2021 that facilitates collective investment structures). The underlying technology is a cloud-based digital fiduciary platform that integrates qualified electronic signature (Firma Elettronica Qualificata) obtained via online identity recognition, integrated digital KYC/AML verification, personalized online dashboards for shareholding visualization, and online share transfer via simplified private agreements, enabling a 100% digital mandate opening and administration flow without notary visits or physical presence.
Revenue is generated primarily through recurring annual fiduciary mandate fees structured as subscriptions, supplemented by transaction fees for share transfers and PIR alternative management fees; the digital-first model allows the company to position annual fees at materially lower price points than traditional fiduciary operators. Go-to-market combines product-led growth (self-serve online mandate opening with sales-assisted onboarding by the Operations team), community-led growth (partnerships with Italian Angels for Growth, Luiss Alumni 4 Growth, and referrals from commercialisti), and enterprise field sales (issuers, professional accountants, and the Legance law firm partnership for legal analysis and PIR portfolio structuring). Distribution is entirely digital through the proprietary platform and the parent ClubDealOnline ecosystem, and in October 2025 the broader ClubDealDigital ecosystem was rebranded to 'Weltix,' positioning it as the operating system for private assets.
ClubDealFiduciaria firmographics
Firmographics- Name
- ClubDealFiduciaria
- Legal name
- CLUBDEAL FIDUCIARIA DIGITALE S.R.L.
- Website
- https://clubdealfiduciaria.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- ClubDealFiduciaria Digitale is Italy's first fully digital fiduciary company, providing online administration of corporate shareholdings for business angels, family offices, and HNWI. Authorized by the Ministry of Economic Development, it offers fiduciary mandates, MyPIR Online tax-optimization, and syndicate co-investment via its proprietary digital platform.
- Ownership category
- akta.pro rank
ClubDealFiduciaria industry classification
Industry- Product category
- Digital Fiduciary Services
- NAICS
- Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Fiduciary Agency & Trustee-for-Hire Services (FSAAANAL)
- akta.pro secondary industries
- Family Office Trust & Fiduciary Services (FSAEAKAF), Trust Administration & Fiduciary Accounting Services (FSAAANAF), Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)
Keywords
Where ClubDealFiduciaria is headquartered
LocationHeadquarters
- HQ city
- Milan
- HQ country
- Italy
- HQ region
- Europe
Offices1 record
Markets served
ClubDealFiduciaria business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Compliance
Revenue model
- Fiduciary Mandate Fees: Annual fees for fiduciary administration services, structured as recurring subscription-like charges. Costs are significantly reduced compared to traditional fiduciary mandates due to fully digital operations.
- Share Transfer Transaction Fees: Fees for facilitating share transfers and assignments through simplified private written agreements without formalities, supporting continuity of fiduciary registration.
- PIR Alternative Management: Fees for administering alternative PIR (Piano Individuale di Risparmio) plans including tax reporting and regulatory compliance services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Cost reduction vs traditional fiduciaries |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels3 records
ClubDealFiduciaria product offering
Product offeringCore offering
ClubDealFiduciaria operates Italy's first fully digital fiduciary service, administering corporate equity participations on behalf of clients through a proprietary online platform. It provides fiduciary mandate opening, share transfer administration, fiscal reporting, and a dedicated MyPIR Online sub-service for do-it-yourself alternative individual savings plans (Piano Individuale di Risparmio) enabling tax-exempt investments in the real economy for business angels, family offices, and HNWI.
Product overview
ClubDealFiduciaria operates as a unified digital fiduciary platform consisting of ClubDealFiduciaria Digitale (the core 100% digital fiduciary service for administering corporate equity participations) and MyPIR Online (a dedicated sub-service for creating do-it-yourself Alternative PIRs). The platform is offered by ClubDealOnline S.p.A. and provides end-to-end fiduciary mandate services including digital registration, online share transfers, digital signature of all documentation, fiscal reporting, and periodic reporting—all conducted entirely online. Syndicate investing is an additional module enabling co-investment structures.
Differentiator
Problem solved
Functional benefit
Brands
- MyPIR online: Innovative DIY alternative PIR (Piano Individuale di Risparmio) service dedicated to business angel, Family Office and HNWI for optimizing investments in real economy with tax exemption benefits.
Products and services
- ClubDealFiduciaria Digitale The first entirely digital fiduciary service in Italy for administering corporate equity participations. Operates as a fiduciary company providing mandates without representation, allowing digital subscription via qualified electronic signature, online share purchase and transfer, and management of participations through a proprietary online platform.
- MyPIR Online Innovative do-it-yourself Alternative PIR (Piani Individuali di Risparmio) service enabling business angels, family offices, and HNWI to self-manage their individual savings plans. Allows optimization of investments in the real economy with full tax exemption on capital gains, dividends, and succession tax, contingent on maintaining investments for at least 5 years.
- Mandato Fiduciario Fiduciary administration service for corporate participations, including fiduciary registration of shares, administration of participations, simplified share transfers without formalities, fiscal reporting, report delivery, and documentation for tax benefits. Offered with or without ownership registration (intestazione).
- Syndicate Investing Co-investment service enabling investors to participate in syndicated investment opportunities through the ClubDeal Digital Platform, facilitating collective investment structures.
Companies that use ClubDealFiduciaria
Customer profileNamed customers2 records
Segments5 records
Ideal customer profiles5 records
ClubDealFiduciaria technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
ClubDealFiduciaria partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and minor.
- P101 SGRcoreClubDealFiduciaria supported the P101 SGR Programma 103 fund investment in Aptus.AI RegTech startup, providing fiduciary administration services for the transaction.
- IAG (Italian Angels for Growth)corePartnership between ClubDealFiduciaria and Italian Angels for Growth (IAG) for utilizing ClubDeal Digital Platform services, enabling IAG members to access fiduciary administration for their investments.
- Luiss Alumni 4 Growth (LA4G)minorAgreement between ClubDealFiduciaria, ClubDealOnline and Luiss Alumni for Growth for investments in startups, providing LA4G alumni access to ClubDeal platform and fiduciary services.
- LegancecoreLegance law firm experts provide accurate legal analysis of portfolios and creation of personalized savings plans for MyPIR online clients, ensuring regulatory compliance for alternative PIR structures.
- AlmavivacorePartnership between ClubDealOnline and Almaviva that led to the founding of ClubDealFiduciaria Digitale, the first fully online fiduciary company, leveraging Almaviva's technological infrastructure.
- ClubDealOnlinecoreParent company and primary ecosystem partner. ClubDealFiduciaria is controlled by ClubDealOnline S.p.A., the first Consob-authorized private crowdfunding platform serving Family Office, HNWI with partnerships with private banks. ClubDealOnline provides the investment origination pipeline for fiduciary services.
Scale indicators3 records
Recent moves6 records
Expansion highlights6 records
ClubDealFiduciaria competitors and assessment
Company assessmentMarket position
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
ClubDealFiduciaria social profiles
Digital presenceClubDealFiduciaria compliance and trust
Trust signalCompliance1 record
ClubDealFiduciaria financial estimates
Financial estimateRevenue estimate
Valuation estimate
ClubDealFiduciaria leadership team
Management profileNumber of profiles
Profiles10 records
ClubDealFiduciaria funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ClubDealFiduciaria 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 ClubDealFiduciaria
What does ClubDealFiduciaria do?
ClubDealFiduciaria operates Italy's first fully digital fiduciary service, administering corporate equity participations on behalf of clients through a proprietary online platform. It provides fiduciary mandate opening, share transfer administration, fiscal reporting, and a dedicated MyPIR Online sub-service for do-it-yourself alternative individual savings plans (Piano Individuale di Risparmio) enabling tax-exempt investments in the real economy for business angels, family offices, and HNWI.
Is ClubDealFiduciaria a public or private company?
ClubDealFiduciaria is a private company. It is classified as corporate owned and is currently operating.
When was ClubDealFiduciaria founded?
ClubDealFiduciaria was founded in 2020. It employs 1 to 10 people.
Where is ClubDealFiduciaria based?
ClubDealFiduciaria is headquartered in Milan, Italy, in the Europe region.
How does ClubDealFiduciaria make money?
Three revenue lines are on record. Fiduciary Mandate Fees are the primary driver. The others are share Transfer Transaction Fees and PIR Alternative Management.
Does ClubDealFiduciaria have an API?
No public API is recorded for ClubDealFiduciaria.
What industry is ClubDealFiduciaria in?
ClubDealFiduciaria's product category is Digital Fiduciary Services. Its primary akta.pro industry code is FSAAANAL, Fiduciary Agency & Trustee-for-Hire Services, with a secondary code of FSAEAKAF, Family Office Trust & Fiduciary Services. Its NAICS code is 523991 and its SIC code is 6199.