Summa Patrimonia
Financial Services • 
Barcelona, Catalonia, Spain • 1-10 Employees
Company overview
| Headquarters | C/ Numancia 187, Barcelona, Barcelona 08034, ES |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Family Office And Small And Medium Companys |
| Founded | 2005 |
| Employees | 1-10 |
Key Contact at Summa Patrimonia
Carlos Sabadell Riera
Founder and Executive consultant
About Summa Patrimonia
Summa Patrimonia EAFI is a financial advice company operating with a "family office" orientation. Since november 2009, the CNMV has granted EAFI's license to operate in spanish market. We are an "Independent Financial Adviser" (IFA), registered as number 17 in the IFAs register of the Comisión Nacional del Mercado de Valores (National Securities Market Comission, Spain). IFAs are service companies that provide exclusively financial advisory services in terms of investment and auxiliary subjects such as capital structuring, industrial strategies and other services relating to mergers and acquisitions. Summa Patrimonia advises in investments with a personalized basis, with transparency form and without conflict of interests to individuals and to companies. It is an independent company that does not form a part of any banking group. Summa is composed by a team of professionals with training and experience in the international financial sector which includes all the possible areas of the wealth management following the interests and requirements of every client.
Summa Patrimonia revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Summa Patrimonia has never raised funding before.
United Kingdom
Lithuania
United States
Australia
Frequently asked questions
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