About us

About us

ABOUT US

A benchmark in technological solutions regarding financial assets

Inversis is a reference company in Spain that provides global technology solutions and outsourcing services to financial institutions, insurers and new players in the distribution of investment products. Since its creation in 2001, Inversis constantly invests in cutting-edge technology and innovation

while expertly adapting to the needs of institutional business. Inversis, in addition to being a platform for investment products, provides brokerage, liquidation and custody services and cutting-edge technology outsourcing solutions.

Our track record
  • 2001

    Banco Inversis S.A. is created

  • 2005

    Incorporation of Grupo Safei

  • 2013

    Banca March acquires 100% of Inversis

  • 2014

    Inversis sells Andbank's retail banking business

  • 2016

    The Royal Bank of Canada's subsidiary is acquired in Spain

  • 2017

    Inversis completes the process of integration of Bancoval clients and employees

  • 2020

    Inversis and Accenture sign a strategic agreement to develop outsourcing solutions in investment services for financial firms throughout Europe

  • 2023

    Inversis adquiere el 40% del grupo luxemburgués Adepa

Our solvency
26,44%
Solvency
IT’S HOW WE WORK
Specialised customised investment solutions.

At Inversis we have a team of specialised professionals and the most advanced technology, which provides integrated solutions to the investment business entities and financial assets. Our main objective is to facilitate connectivity, providing tailored solutions adapted to your business model.

Our main scope of activity is focused on the execution, custody and liquidation of securities, including mutual funds, administration and depository of Collective Investment Institutions and pension funds as well as the distribution of investment funds of the main international managers through its funds platform.

COMMITTED TO YOUR BUSINESS

When working with Inversis, you will have a team of highly qualified professionals at your side. Our experience, technological capacity and quality of service are our main values, which we put at your disposal straight away.

We are very much aware that our customers’ business is our business. The search for innovative solutions that adapt to your needs is our commitment and main objective, to which we dedicate all our know how.

COMMITTED TO YOUR BUSINESS

OUR VALUES

CUSTOMER SERVICE

Customer serviceAll of our business, all of our activity is customer focused. We see it as essential to create an environment of total trust and commitment. Understanding your needs through open and direct dialogue is our key to solving your needs. Agility, flexibility, innovation, and technological quality do the rest. Because, your success is our success!

INNOVATION

InnovationFor us, innovation lies in the questions. Posing ourselves new challenges that we solve with cutting edge technology, efficient operation, the talent of our professionals and of course, with you. We understand clearly that we are a team and together, daily we build the future.

COMMITMENT

CommitmentOur commitment is to everything and everyone: employees, customers, partners ... The society and the world in which we live. A commitment created with honesty, transparency and collaboration, which we extend to all of our projects. From start to finish.

LEADERSHIP

LeadershipIn an increasingly competitive world, being demanding of ourselves is the path to success. Our goal is to remain a benchmark in the creation of technological, effective and innovative solutions for the financial world. Something that can only be achieved with proactivity, anticipating the challenges of our clients and our business sector, passion and delivery.

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