Addenda Group

What Addenda Group does

Addenda Group (operating as Addenda Capital A.V. S.A.) is an independent financial advisory firm headquartered in Barcelona, Spain, with origins traced to AMFS Capital Partners in 2015 and formal incorporation in 2017. The firm operates a multi-family office / boutique advisory model serving three distinct customer segments through clearly delineated sub-brands: AddWealth (personal wealth advisory for high-net-worth individuals), AddCorp (corporate advisory for mid-market companies), and AddSocial (advisory for non-profit organizations). It is regulated by Spain's CNMV (Comisión Nacional del Mercado de Valores) as an Agencia de Valores (broker-dealer) and is a member of FOGAIN, the national investor guarantee fund.

The business model is fee-based advisory with no disclosed pricing structure in public materials, targeting clients through a relationship-driven, boutique approach that explicitly emphasizes independence from larger institutional wealth managers. Technology infrastructure is minimal: the public-facing website is built on WordPress, and there is no disclosed proprietary platform, robo-advisory, or quantitative investment product. The team is small (firmographic estimates indicate 1–10 employees), with senior advisors cited as carrying 25+ years of industry experience. The firm has historically published periodic economic outlook commentary, most visibly during the COVID-19 period, functioning as a soft market-positioning channel.

No public funding rounds, M&A activity, or disclosed financial figures (revenue, AUM, headcount, valuation) are available in the input. The competitive context places Addenda against larger Spanish wealth managers (CaixaBank, Santander, BBVA) and other boutique advisors; differentiation rests on regulatory standing, multi-segment expertise (including the non-profit niche via AddSocial), and an explicit independence-and-relationship positioning. The combination of small headcount, undisclosed financials, and absence of any visible growth signals (no geographic expansion, no fundraising, no acquisition activity) suggests a stable but constrained operational footprint.

Name

Addenda Group

Legal name

Addenda Capital A.V. S.A.

Website

https://addendagroup.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

Addenda Group is a Barcelona-based independent financial advisory firm, regulated by Spain's CNMV, that provides wealth, corporate, and non-profit advisory services through three sub-brands (AddWealth, AddCorp, AddSocial) to high-net-worth individuals, mid-market companies, and non-profit organizations.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

akta.pro secondary industries

Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG), Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)

Keywords

• Wealth management services
• Financial advisory services
• Corporate finance advisory
• Multi-family office
• Investment planning services

Headquarters

HQ city

Barcelona

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: Fee-based financial planning and advisory services for individuals, families, and corporations. Services include wealth management, corporate finance advisory, and investment planning.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Addenda Group is an independent financial advisory firm operating through its CNMV-regulated entity Addenda Capital A.V. S.A. It provides personalized wealth management as a multi-family office for individuals and families (AddWealth), corporate finance advisory for SMEs, startups and enterprises covering M&A, capital structure and strategic planning (AddCorp), and specialized financial advisory for non-profit organizations and foundations (AddSocial). Services are fee-based, conflict-free, and delivered through direct senior partner relationships.

Product overview

Addenda Group operates as a multi-family office financial advisory firm with three distinct service lines: AddWealth (personal wealth management for individuals and families), AddCorp (corporate finance advisory for businesses), and AddSocial (advisory services for non-profit organizations). All three services share a common methodological approach centered on financial audit, diagnosis, advisory, planning, and management, delivered through a independent advisory model regulated by CNMV.

Differentiator

Problem solved

Functional benefit

Brands

• AddWealth: Personal wealth management and financial planning services for individuals and families, functioning as a multifamily office.
• AddCorp
• AddSocial

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• FOGAIN (Fondo General de Garantía de Inversiones)coreOthersAddenda Capital A.V. is adhered to FOGAIN, the General Investment Guarantee Fund, which provides coverage and indemnification protection for clients. This is a regulatory membership required for securities agencies operating in Spain.

Scale indicators3 records

Recent moves5 records

Expansion highlights2 records

Direct peers

• Abante Asesores: Spanish independent wealth advisory firm headquartered in Madrid, providing fee-based investment advisory and wealth planning to HNW clients. Directly comparable as a Spanish independent multi-line wealth competitor positioning against the universal banks on conflict-free advice.
• Trea Wealth Management (Trea AM): Independent Spanish wealth manager providing portfolio management and investment advisory services to private clients and family offices. Comparable in targeting Spanish HNW clients with independent, fee-based advisory and in providing portfolio management alongside broader wealth planning.
• GVC Gaesco Wealth Management: Spanish wealth advisory and asset management group serving private clients with portfolio advisory, planning, and corporate finance services. Comparable as a Spanish multi-line financial advisory with HNW clientele and similar positioning around independent advice.
• Renta 4 Wealth Management: Spanish independent wealth advisory and brokerage serving private clients and SMEs with portfolio advisory and corporate finance services. Comparable as a Spanish independent advisor targeting HNW individuals and small/mid-cap corporates.
• Creand Wealth (Credit Andorrà): Andorran-Spanish wealth manager providing private banking, advisory, and multi-family office-type services to HNW families across Spain. Comparable on cross-border Spain wealth services, family-office-style advisory, and HNW-family target market.
• Andbank Wealth Management: Andorran private bank with a large Spanish-wealth-management practice serving HNW families and offering multi-family office-style services. Highly comparable given the founders' direct prior management experience at Andbank; competes in the same client segment with similar cross-border Spain/Andorra focus.

Emerging players

• Finizens WealthTech: Spain-based digital wealth management platform serving mass-affluent and HNW clients with automated portfolio advisory. Comparable on Spanish wealth-management target market and fee-based independent advisory thesis, but emerging with a tech-enabled model that pressures traditional advisory firms on price.

Broad incumbents

• Edmond de Rothschild (Spain): Global family-office and private wealth firm with a Spanish presence serving UHNW and HNW clients with comprehensive wealth planning and corporate finance capabilities. Comparable as a multi-family office with HNW focus and full wealth-and-corporate offering, but operating at significantly greater scale and broader internationally.
• EFG Bank (Spain) Private Banking: Swiss private bank with significant Spanish HNW practice offering wealth advisory, succession planning, and corporate finance to business-owner families. Comparable as an established Spanish HNW family-office competitor with multi-decade client relationships.
• Pictet Wealth Management: Global Swiss private bank and multi-family office serving HNW/UHNW clients worldwide with investment advisory, succession planning, and family governance. Directly comparable service model (independent multi-family office with corporate finance and philanthropic advisory components), at much larger scale and broader geographic reach.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/addendagroup
• LinkedInlinkedin.com/company/addendagroup

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 Addenda Group