We are more than a financial advisory firm; we are strategic partners in the growth of your wealth. We design our services with a select group of individuals, families, and outstanding investors in mind, seeking to maximize the potential of their capital in an environment of trust and professionalism.
We guide our clients throughout their financial journey, identifying unique opportunities and addressing market challenges with experience and dedication. Our focus is not only on results, but also on building long-term relationships based on trust, transparency, and excellence.
Read moreAt Finantech, every client is unique. We treat them with the utmost care and without taking reckless risks.
We understand that financial information is a valuable and extremely sensitive resource. At Finantech, we protect this data with strict confidentiality, ensuring that each member of our team signs an agreement that supports this commitment. Here, privacy is not just a policy; it's our priority.
Our financial independence sets us apart. By not accepting fees from financial institutions, we can focus on selecting the best instruments on the market. Without conflicts of interest, we achieve more attractive rates and reduce costs to directly benefit our clients.
Knowledge is power, and at Finantech we want our clients to be empowered. In addition to account statements, we provide detailed reports that compare returns with key indicators such as the CPI and CETES. We also publish monthly analyses on the economy and financial markets, so you never run out of information.
We always stay up-to-date with current regulations. Finantech is regulated by the CNBV (National Securities Market Commission) and strictly complies with the Securities Market Law. This commitment ensures that every step we take is aligned with the latest laws, protecting your interests.
Our strength lies in the combination of the knowledge of partners with over 30 years in the financial sector and the innovative energy of young talent. This balance allows us to offer a unique service, designed to intelligently preserve and maximize your assets.
At Finantech, every investment is supported by financial and economic analyses conducted periodically by specialized committees. With clear processes, we minimize operational risks while working tirelessly to achieve exceptional results.
We don't follow the traditional path. Our strategy is based on in-depth analysis of national and international issuers, avoiding investment companies and double costs. This approach guarantees a model that maximizes value and efficiency for our clients.
We have a team of highly qualified analysts, always attentive to market opportunities and challenges. No matter the moment, we are here to serve your needs with excellence and dedication.
For over 30 years, our model has proven its ability to generate exceptional results. We design customized portfolios that respond to each client's unique needs, maximizing performance without compromising security. Here, customization isn't an extra; it's our essence.
Learn moreWe offer investment management services to individuals and corporations.
At Finantech, each investment model is tailored specially for each client, focused on providing security and growing their assets. We understand that these assets represent years of effort and dedication. Therefore, our commitment is to protect and grow them intelligently and prudently, always aligned with each client's personal goals.
We have extensive experience working with treasuries, foundations, private institutions, schools, and corporate retirement funds. We understand that these entities require more conservative investment strategies to ensure stability and sustained growth. Our portfolios for Corporate Entities are designed to maximize Fixed Income returns, prioritizing security and efficiency.
“I've been a Finantech client for 10 years and I'm very happy...”
Interview with Ángel Valle Yrusteta for Istmo magazine, a publication of IPADE Business School.
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Funds are deposited into accounts in the client's name at these institutions. Deposits and withdrawals are made directly to their accounts.
