Bank / Wealth / Trust

Updated:

Tressis

Founded in 2000, Tressis is a wealth management and financial services firm that provides clients with portfolio management and investment advisory solutions.

Tressis logo

Tressis

Founded in 2000, Tressis is a wealth management and financial services firm that provides clients with portfolio management and investment advisory solutions. Tressis is a private banking entity focused on financial advisory and investment management within the financial services sector.

General information

Firm type

Bank / Wealth / Trust

Year founded

2000

AUM

Undisclosed

Location

Region

Europe

Country

Spain

City

Madrid

Corporate office

Madrid, Spain

Principals

José Miguel Maté

CEO

Sector focus

FinTechEnterprise SoftwareReal Estate

Frequently asked questions

Who runs investment decisions at Tressis?

José Miguel Maté, the firm's founder and CEO, leads overall strategy and investment direction. Day-to-day portfolio management and fund selection are handled by a dedicated investment committee whose members are not individually named in public disclosures.

How does Tressis source private market deals?

Tressis sources private equity, venture capital, and real estate opportunities primarily through manager relationships and co-investment networks built over two decades in the Spanish market. The firm does not operate a proprietary direct-investment team at scale, instead selecting fund managers and selective co-investments for client portfolios.

Is Tressis tied to a specific Spanish bank?

No. Tressis is an independent firm, founded and still governed by its partners, with no ownership ties to any Spanish banking group. This independence is a core part of its pitch to clients seeking open-architecture advice in a market dominated by bank-owned wealth managers.

What kind of clients does Tressis serve?

Tressis serves high-net-worth individuals, family groups, and institutional investors, primarily in Spain. Its service model ranges from discretionary portfolio management for private clients to multi-asset mandates and access to private market funds for larger institutional accounts.

Does Tressis offer a digital or platform-based service for external advisors?

Yes. Tressis has built a fund platform and technology infrastructure that allows external financial advisors and smaller firms to use its investment products and reporting tools, functioning as a platform-as-a-service provider in addition to its in-house advisory business.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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