EuroAmerican Financial Advisors

What EuroAmerican Financial Advisors does

EuroAmerican Financial Advisors (EAFA) is an independent, privately-held financial advisory firm registered in Spain as EuroAmerican Financial Advisors EAF, S.L. (CIF B67975045) and headquartered in Sevilla. Founded in 2021 by two US financial advisors who are themselves expats, the firm specializes in cross-border investment advisory and financial planning services for US citizens moving to or living in 16 EU countries (Spain, Portugal, France, Germany, Italy, Belgium, the Netherlands, Luxembourg, Austria, Greece, Poland, the Czech Republic, Malta, Ireland, Cyprus, and Sweden). Services address dual US-EU tax systems, closure of US bank or brokerage accounts, currency considerations, cross-border estate planning, and regulatory constraints on investment products. Advisors carry both US Certified Financial Planner (CFP) and European Financial Planner (EFP) designations, with reported 20+ years of experience guiding Americans abroad.

The firm's core offering is investment advisory paired with holistic financial planning, including pre-move planning, retirement planning for Americans retiring in Europe, specialized services for retired US military, government contractors, and NGO personnel, and corporate consulting for EU companies employing US citizens abroad. Portfolio construction uses individual stocks, bonds, and ETFs via US-based custodians and brokers, avoiding high-priced mutual funds and lock-up periods. The firm also serves high net-worth EU citizens in 16 EU countries and runs corporate seminars on FATCA, PFIC, PRIIPS, and tax-compliant reporting.

EAFA operates a consultation-based, sales-led go-to-market: prospects schedule a call via the website, receive a proposal, and complete a Know Your Client form online. Revenue comes from a transparent annual fee covering advisory and planning services, billed on a recurring subscription cadence, plus corporate seminar fees. The firm runs content-led top-of-funnel marketing (blog, country-specific guides, videos, webinars, newsletter, social media), supported by a referral partner network of specialist tax, legal, banking, and FX firms. The company is private, has no disclosed institutional funding or parent, and reports a small team of 1–10 employees.

Name

EuroAmerican Financial Advisors

Legal name

EuroAmerican Financial Advisors EAF, S.L.

Website

https://eurousafa.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

EuroAmerican Financial Advisors is an independent Sevilla-based financial advisory firm providing cross-border investment advisory and financial planning for US citizens living in 16 EU countries, with advisors dually licensed in the US and EU.

Ownership category

akta.pro rank

Product category

Cross-Border Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAEAAAL

Fee-Only Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

SECONDARYFSAEAAAM

Fee-Based Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

Keywords

• Financial advisory services
• Expat financial planning
• Cross-border wealth management
• Retirement planning services
• Investment advisory

Headquarters

HQ city

Sevilla

HQ country

Spain

HQ region

Europe

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Revenue model

1. Investment Advisory Fees: Fee-based investment advisory services with transparent, clear fee structure. Services offered under one transparent annual fee with no lock-up periods or exit fees. Fee structure is aligned with fiduciary standard of client care.
2. Corporate Seminars: Educational seminars on financial issues for companies with US citizen employees abroad, covering topics like FATCA, PFIC's, PRIIPS, and tax compliant reporting.
3. Financial Planning Services: Comprehensive financial planning services including retirement planning, estate planning, investment management, and tax optimization for Americans in Europe.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

EuroAmerican Financial Advisors (legal entity: EuroAmerican Financial Advisors EAF, S.L.) is a private financial advisory firm headquartered in Sevilla, Spain, that provides cross-border investment, retirement, and financial planning services to American expatriates living in 16 European Union countries. Advisors are licensed in both the United States and the European Union, enabling the firm to serve clients who must navigate two regulatory and tax regimes simultaneously.

Product overview

EuroAmerican Financial Advisors is an independent financial advisory firm providing specialist investment advisory and financial planning services exclusively for Americans moving to or living in Europe. The firm operates a unified advisory model with core services including investment advisory, financial planning, retirement planning, and pre-move planning, all delivered through advisors licensed in both the US and EU. The company serves clients across 16 EU countries (Spain, Portugal, France, Germany, Italy, Belgium, Netherlands, Luxemburg, Austria, Greece, Poland, Czech Republic, Malta, Ireland, Cyprus, Sweden) and also offers services to EU citizens and corporate clients. Supplementary resources include country-specific guides, retirement guides, and a network of referral partners for tax, banking, legal, and currency services.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Regulatory compliant portfolios for US citizens in Europe across 16 EU countries
• +1 more outcomes

Named customers4 records

Segments4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Ten partnerships are on record, tiered minor and core.

• WiseminorGTM or Marketing PartnerWise (formerly TransferWise) provides money transfer and multi-currency account services. Partner for referring clients needing international money transfer and currency conversion services.
• Wicklow Expat Tax ServicescoreImplementation/ SI/ Consulting PartnerIrish expat tax specialists providing US expat tax services. Frequently collaborate on joint consultations with EAFA for Americans in Spain and Ireland.
• Banco SabadellcoreChannel Partner/ Reseller/ DistributorSpanish banking institution offering expat banking services. Partner for banking needs of American expats in Spain.
• LTF AdvisorsminorImplementation/ SI/ Consulting PartnerSpanish tax specialists for expats providing US and local tax advice for Americans in Spain.
• Klev&VeraminorImplementation/ SI/ Consulting PartnerLegal services firm for expats providing legal advice and services for Americans in Spain and Portugal.
• jm tax advisorsminorImplementation/ SI/ Consulting PartnerTax advisory firm for expats providing tax planning and compliance services for Americans.
• DMA PortugalminorImplementation/ SI/ Consulting PartnerPortuguese tax specialists providing tax services for Americans in Portugal.
• LexidyminorImplementation/ SI/ Consulting PartnerLegal services firm for expats providing immigration and legal services for Americans moving abroad.
• International Asset ManagementcoreStrategic or Co-development PartnerInvestment management firm. Sister company to EAFA providing US expat investment services. Collaborate on market reviews and investment outlook content for American expats in Europe.
• US-based Custodians and BrokerscoreTechnology or IntegrationUS-based custodians and brokers partnered with EAFA to create regulatory compliant, tax efficient portfolios for expat clients in Europe.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Market position

Competitive moat5 records

Customer concentration

• Xx.com/AdvisorsEuro
• Facebookfacebook.com/EuroAmericanFinancialadvisors
• LinkedInlinkedin.com/company/euroamerican-financial-advisors

Revenue estimate

Valuation estimate

Number of profiles

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 EuroAmerican Financial Advisors