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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