
Addika
A software that integrates, protects and consolidates wealth information.
Date | Investors | Amount | Round |
---|---|---|---|
investor | €0.0 | round | |
N/A | N/A | Seed | |
Total Funding | 000k |
USD | 2023 |
---|---|
Revenues | 0000 |
EBITDA | 0000 |
Profit | 0000 |
EV | 0000 |
EV / revenue | 00.0x |
EV / EBITDA | 00.0x |
R&D budget | 0000 |
Source: Dealroom estimates
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Addika provides a digital platform for wealth consolidation, targeting high-net-worth individuals (HNWIs), family offices, independent financial advisors, and financial institutions primarily in North, Central, and South America. Founded in 2018 and based in Zapopan, Mexico, the company, legally known as Finanzas Digitales, S.A.P.I. de C.V., offers a centralized solution for managing and controlling a diverse portfolio of assets and liabilities.
The core of Addika's service is a platform that simplifies the aggregation and administration of wealth information, enabling users to gain a comprehensive and real-time view of their entire financial situation. It allows for the consolidation of investment portfolios and bank aggregations, presenting the data in a unified dashboard. The business model appears to be software-as-a-service (SaaS), providing clients with access to its digital tools for data management, analysis, and reporting. Key features include the ability to handle multiple ownership structures and currencies, automate information updates, and generate customized reports for analyzing returns, cash flow, and performance of various financial instruments. Clients can also manage user access, delegate tasks, set reminders, and securely share information with family members or clients.
The platform is designed to be adaptable to the complexity and size of any portfolio, offering personalized management. Security is a stated priority, employing data encryption, two-factor authentication, and access controls to ensure data privacy. By offering a consolidated view, Addika aims to empower its clients to make more informed and intelligent financial decisions. The company has received seed funding, including a notable round in September 2017.
Keywords: wealth consolidation, asset management, family office services, high-net-worth individuals, financial advisor tools, portfolio management software, fintech, wealthtech, asset consolidation, investment tracking, financial reporting, multi-currency platform, asset and liability management, digital wealth platform, investment portfolio consolidation, financial data aggregation