Atalaya

Atalaya combines technology, data and intelligent analytics to help their clients preserve and grow their wealth. Atalaya complements the day-to-day activities of family offices without interfering with their normal operations, structuring data and applying analytical models to strengthen your family office. All in a secure environment, encrypted to the highest standards.

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What sets Atalaya apart?

"Atalaya is a project created by experts in family office to help you make the best decisions to preserve and grow your wealth for generations to come."
Santiago Reyna

Product

Get an overview of what Atalaya does.

Main Tasks

  • Wealth asset structuring and management
  • Monitoring the entire asset portfolio
  • Qualified deal flow for venture funds
  • Data Aggregation
  • Governance
  • Portfolio Management

Top features

  • Detailed structuring of all asset-related data
  • Asset tracking and monitoring
  • Cashflow
  • Dealflow with automatically scoring new deals
  • Dataroom for storing all asset-related documentation
  • Organisation chart
  • Access control and permissions to increase security and control
  • Synchronization of bank accounts and assets
  • Detection of new investment opportunities
  • Global asset visualization
  • Compilation of insurance policies
  • Notifications
  • Portfolio management

Assets supported

  • Alternative investments incl. art & collectables, private equity, real estate and cryptocurrency
  • Bankable or financial assets & funds
  • Private equity & direct investments
  • Real estate
  • CSR

Whitelabel

Yes

Type Of Software

SaaS

Integrations

ERP integrations

Mobile App

No

Type of data

Holding level

Accuracy

Atalaya obtains the data from the client’s ERP or financial custodian

Custodians

+100

Time to new custodian

2 weeks

Cost structure

Flat fee

Average cost p.a.

Atalaya has a pricing structure based on a fixed monthly fee, which includes all functionalities and technical support. To get started with Atalaya, an onboarding process is required, which has a one-off additional cost. The cost can vary from one onboarding to another.

Key Company Information

Have a look at the company, clients, and references to learn whether this is a match for you.

Employees

11-50

Founded

2020

Ownership

  • External investors (neither clients nor staff)
  • Key staff also have ownership
  • Owned by management

Incorporated

  • Spain

Locations

  • Valencia

Focus

Single family offices

Also serves

  • Individual wealth owners
  • Multi-family offices
  • Fund managers

Number

  • 5 single family offices
  • 3 funds manager

Keith, Elewit, Zubi Group

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Support & Services

Learn what support and services you can expect

Support options

Dedicated contact
General contact mail or phone

Pricing of support

Free support

Added Services

Data entry

Onboarding

8 weeks

Customisation

Most of the software can be customised according to client's needs.

Bespoke development

Atalaya can develop new functionalities according to client's needs.

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