Insights

Independent Wealth Focus EDM Wealth & Asset Management emphasizes its independence with a pure investment management model, which can be leveraged to offer specialized financial technology solutions or exclusive financial products tailored to their client services.

Expansion Potential With offices in Barcelona, Madrid, Mexico, and Luxembourg, EDM shows regional growth and geographic diversification, presenting opportunities for expanding digital banking, compliance, or regional investment solutions.

Asset Management Scale Managing over 3 billion euros and serving private and institutional clients, EDM’s sizable assets under management suggest a need for advanced portfolio analytics, reporting tools, and client engagement platforms to enhance their offerings.

Leadership Hiring The recent appointment of a private banking director indicates ongoing strategic expansion in personalized wealth services, creating openings for high-end client management software, CRM systems, and exclusive financial advisory platforms.

Tech Stack Compatibility Using a modern web infrastructure offers opportunities to integrate new fintech solutions such as AI-driven investment analysis, client portals, or cybersecurity enhancements to reinforce their service quality and operational efficiency.

EDM Wealth & Asset Management Tech Stack

EDM Wealth & Asset Management uses 8 technology products and services including WordPress, MySQL, Modernizr, and more. Explore EDM Wealth & Asset Management's tech stack below.

  • WordPress
    Content Management System
  • MySQL
    Database
  • Modernizr
    Javascript Libraries
  • OWL Carousel
    Javascript Libraries
  • PHP
    Programming Languages
  • reCAPTCHA
    Security
  • Bootstrap
    UI Frameworks
  • Apache
    Web Servers

EDM Wealth & Asset Management's Email Address Formats

EDM Wealth & Asset Management uses at least 1 format(s):
EDM Wealth & Asset Management Email FormatsExamplePercentage
FLast@edm.esJDoe@edm.es
46%
First.Last@edm.esJohn.Doe@edm.es
4%
FLast@edm.esJDoe@edm.es
46%
First.Last@edm.esJohn.Doe@edm.es
4%

Frequently Asked Questions

Where is EDM Wealth & Asset Management's headquarters located?

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EDM Wealth & Asset Management's main headquarters is located at 399 Diagonal, 5º. The company has employees across 3 continents, including EuropeNorth AmericaAsia.

What is EDM Wealth & Asset Management's official website and social media links?

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EDM Wealth & Asset Management's official website is edm.es and has social profiles on LinkedIn.

What is EDM Wealth & Asset Management's NAICS code?

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EDM Wealth & Asset Management's NAICS code is 52 - Finance and Insurance.

How many employees does EDM Wealth & Asset Management have currently?

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As of December 2025, EDM Wealth & Asset Management has approximately 69 employees across 3 continents, including EuropeNorth AmericaAsia. Key team members include Coo: M. G.Part Owner: D. B.Partner & Manager Edm Wealth Management: V. B.. Explore EDM Wealth & Asset Management's employee directory with LeadIQ.

What industry does EDM Wealth & Asset Management belong to?

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EDM Wealth & Asset Management operates in the Financial Services industry.

What technology does EDM Wealth & Asset Management use?

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EDM Wealth & Asset Management's tech stack includes WordPressMySQLModernizrOWL CarouselPHPreCAPTCHABootstrapApache.

What is EDM Wealth & Asset Management's email format?

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EDM Wealth & Asset Management's email format typically follows the pattern of FLast@edm.es. Find more EDM Wealth & Asset Management email formats with LeadIQ.

When was EDM Wealth & Asset Management founded?

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EDM Wealth & Asset Management was founded in 1989.

EDM Wealth & Asset Management

Financial ServicesCatalonia, Spain51-200 Employees

EDM is a leading independent wealth and asset management company founded in 1989 and with 3,094m Euros in assets under management as of December 31st 2016. EDM is fully controlled by members of the management team.

Over the years we have developed a different management style, based on fundamental analysis and low rotation of portfolios, built on the basis of individual selection of the securities that they comprise.

We offer wealth management services and a wide range of funds to a variety of private and institutional clients from our offices in Barcelona, Madrid, Mexico and Luxembourg.

Our exclusive activity is investment management, therefore there is no conflict of interests for our clients, as we do not act as brokers or intermediaries, nor are we an investment or commercial bank.

Section iconCompany Overview

Headquarters
399 Diagonal, 5º
Website
edm.es
NAICS Code
52 - Finance and Insurance
Founded
1989
Employees
51-200

Section iconFunding & Financials

  • $1M$10M

    EDM Wealth & Asset Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    EDM Wealth & Asset Management's revenue is estimated to be in the range of $1M$10M

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