Founded in 2011, Patrimonial Plus is an independent financial advisory firm (EAF - Empresa de Asesoramiento Financiero) based in Madrid, Spain. The company is authorized and supervised by the Spanish National Securities Market Commission (CNMV). Its core mission is to provide personalized and objective financial advice and wealth management services, helping clients achieve their financial goals without the conflicts of interest associated with traditional banking entities. They focus on creating and managing diversified investment portfolios tailored to individual client needs and risk profiles.

Founded in

Mexico