Wio Capital

Wio Capital, founded in 2025 and headquartered in Valencia, Spain, provides wealth management solutions tailored for independent financial advisors. Wio Capital was co-founded by David Verdú (COO) and Gonzalo de la Peña (CEO).Wio Capital specializes in providing a robust suite of wealth management solutions tailored for independent advisors, leveraging advanced artificial intelligence technology. Their core offerings include a comprehensive platform for discretionary portfolio management, automated compliance monitoring, and multi-entity execution capabilities. These services enhance the operational efficiency of wealth managers by streamlining order execution, portfolio rebalancing, and client relationship management. The company caters primarily to independent wealth advisors and institutions, enabling them to optimize their client interactions and manage portfolios effectively.Wio Capital generates revenue by providing its advanced wealth management solutions primarily through subscription-based services and contractual agreements with independent advisors and financial institutions. Their flagship offerings include discretionary portfolio management contracts, which allow advisors to manage client assets with automated rebalancing features. Revenue is structured through fees associated with asset management, transaction execution, and compliance services, with clients benefitting from a tailored approach to portfolio management. Each client engagement typically involves a detailed agreement outlining service levels, pricing structures, and performance metrics, ensuring transparency and accountability. The company is also targeting expansion into the North American market by the end of 2026, seeking to establish a stronger presence in the region to attract independent advisors and financial institutions.

1. Seed

   May 4, 2026

   Amount

   $1.4M

   Investors

   Locked