Summa Patrimonia is an independent Financial Advisory Firm (EAF) based in Madrid, Spain, and registered with the national regulator, CNMV (Comisión Nacional del Mercado de Valores), under number 194. Founded in 2015, the company's mission is to preserve and grow the assets of its clients through personalized financial planning and the selection of suitable investment products. They operate with a model of total independence, avoiding conflicts of interest to align their success directly with that of their clients.

Founded in

Spain