ClubDealFiduciaria

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.

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

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

• Fiduciary services
• Share administration
• Alternative PIR
• Private asset management
• Digital fiduciary

Headquarters

HQ city

Milan

HQ country

Italy

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. 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.
2. Share Transfer Transaction Fees: Fees for facilitating share transfers and assignments through simplified private written agreements without formalities, supporting continuity of fiduciary registration.
3. PIR Alternative Management: Fees for administering alternative PIR (Piano Individuale di Risparmio) plans including tax reporting and regulatory compliance services.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels3 records

Core 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.

Named customers2 records

Segments5 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Six partnerships are on record, tiered core and minor.

• P101 SGRcoreStrategic or Co-development Partner · 14 December 2023ClubDealFiduciaria 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)coreGTM or Marketing Partner · 26 May 2022Partnership 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)minorGTM or Marketing Partner · 16 December 2021Agreement between ClubDealFiduciaria, ClubDealOnline and Luiss Alumni for Growth for investments in startups, providing LA4G alumni access to ClubDeal platform and fiduciary services.
• LegancecoreStrategic or Co-development Partner · 1 April 2021Legance 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.
• AlmavivacoreTechnology or Integration · 14 December 2020Partnership between ClubDealOnline and Almaviva that led to the founding of ClubDealFiduciaria Digitale, the first fully online fiduciary company, leveraging Almaviva's technological infrastructure.
• ClubDealOnlinecoreOthersParent 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

Market position

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/clubdealfiduciaria

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 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 ClubDealFiduciaria