About Inversis

About Inversis

WHO WE ARE?

Inversis is Spain’s trusted company of B2B2C technology and operational outsourcing solutions for financial and investment services, supporting financial institutions, insurers and new entrants in the distribution of investment products. As part of the Euroclear Group, which holds 90% of its shares, Inversis operates independently while combining its client proximity, local market expertise, operational specialisation and service quality with Euroclear’s scale, resilient infrastructure and international reach.

We are the benchmark company in Spain and Louxemburg in technological and innovative solutions for investment and outsourcing of regulated financial services for institutional clients.

More than 25 years in the market
With presence in 10 countries and 2 continents

SERVICES

Main highlights

+ 20 year of experience serving:
• Universal Banks
• Private Banks
• Broker - Dealers
• Fund Managers
• Insurances companies
• New entrants (retailers, fintechs, robo-advisory, others)

Core Activity

To consolidate our position as the leading provider of ‘one-stop-shop’ & outsourcing solutions to financial institutions, insurers and new players entering the financial instruments distribution industry.

OUR KEY MILESTONES

2026

Euroclear acquires 90% stake in Inversis, expanding its European funds business

2025

2024

2023

2020

2017

2016

2014

Euroclear, a global leader in market infrastructure services (FMI), acquires a 49% stake in Inversis. With the incorporation of Euroclear, Inversis will accelerate its international growth strategy.

Opening of Inversis Luxembourg Branch

Acquisition of 40% stake in the equity capital of ADEPA Luxembourg, and acquisition of the institutional & depository bank business of Banque Havilland Luxembourg.

Adquisition of 100 % Openfinance, specialist in reporting, advisory and discretionary portfolio management for institutional clients

Closing of strategic agreement with Accenture to speed up the international business and as preferred IT partner in the transformation plan of the existing technical platform

Development of a new offering designed to support the diversification strategies of Insurance companies onto the financial distribution business and closing of agreements with Mapfre and Caser

Merger and integration of Bancoval

Acquisition of RBC’s Spanish subsidiaries (renamed as Bancoval after such acquisition)

Spin-off and sale to Andbank the former retail and private banking business unit of Inversis, subscribing simultaneously with Andbank a service agreement to provide Andbank with a full outsourcing covering banking and securities services

OUR MISSION

OUR VALUES

Customer Service

All of our business, all of our activity is customer focused. We see it as essential to create an environment of total trust and commitment. Understanding your needs through open and direct dialogue is our key to solving your needs. Agility, flexibility, innovation, and technological quality do the rest. Because your success is our success!

Innovation

In an increasingly competitive world, being demanding of ourselves is the path to success. Our goal is to remain a benchmark in the creation of technological, effective and innovative solutions for the financial world. That can only be achieved with proactivity, anticipating the challenges of our clients and our business sector, passion and delivery.

Commitment

Our commitment is to everything and everyone: employees, customers, partners ... The society and the world in which we live. A commitment created with honesty, transparency and collaboration, which we extend to all of our projects. From start to finish.

Leadership