Money & Banking
Banking
Indexa Capital
I want a diversified portfolio managed for me, without high fees or surprise Spanish tax.
A Spanish robo-advisor that builds and rebalances a globally diversified index-fund portfolio, fees from 0.41% all-in.
Why it rocks
- ✓€5.73 billion under management.
- ✓Spanish entity: no Modelo 720, no capital gains tax until you withdraw.
- ✓Cited alongside Finizens as a credible long-term option in Spain.
Heads up
- ✗Minimum €3,000 to start; for less, compare Finizens first.
- ✗Interface and reports are in Spanish and French only.
Cost: Management fee from 0.41%; ~0.57% all-in with fund costs