Addvision Wealth Management Revenue

Financial Services • Cité, Geneva, Switzerland • 1-10 Employees

Addvision Wealth Management revenue & valuation

Annual revenue	$684,440
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,200,000
Total funding	No funding

Key Contact at Addvision Wealth Management

Daniel Boccara

Vice President - Middle Office Specialist

Company overview

Headquarters	5, cours de Rive, Genève, Genève 1204, CH
Phone number	+41228183500
Website	addvisionpartners.com
NAICS	52
Founded	2004
Employees	1-10
Socials

Addvision Wealth Management Email Formats

Addvision Wealth Management uses 3 email formats. The most common is {first initial}.{second initial}{last name} (e.g., j.odoe@addvisionpartners.com), used 50% of the time.

Format	Example	Percentage
{first initial}.{second initial}{last name}	j.odoe@addvisionpartners.com	50%
{2char}	{2char}@addvisionpartners.com	25%
{first initial}.{last name}	j.doe@addvisionpartners.com	25%

About Addvision Wealth Management

Independent wealth management advisory firm. • Swiss company regulated by Swiss law and satisfying all obligations dictated by the Swiss Federal Law of Money Laundering. • Members of the Swiss Association of Asset Managers (SAAM). • Partners: Amedeo Serra, John Burke. In July 2004, Amedeo Serra and John Burke jointly created Addvision Partners SA. The idea behind the creation of our Company is simple: being free of any conflict of interests; we are exclusively remunerated by clients. Simplicity is also the foundation of our investment philosophy. We focus on Asset Allocation and we implement our investment ideas by using passive index-related products such as Exchange-Traded Funds. • In July 2010, Addvision Partners SA was renamed Addvision Wealth Management SA. • In August 2015, Addvision expanded its offering by opening a FCA-regulated sister company in London.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Head

Vice President

Employees by Department

Addvision Wealth Management has 3 employees across 1 departments.

Departments

Number of employees

Funding Data

Addvision Wealth Management has never raised funding before.

Frequently asked questions

Addvision Wealth Management is located in Cité, Geneva, CH.

You can reach Addvision Wealth Management at +41228183500.

Addvision Wealth Management generates an estimated annual revenue of $684,440. This revenue figure reflects the company's market position and business performance in its industry.

Addvision Wealth Management has an estimated valuation of $2,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Addvision Wealth Management was founded in 2004, making it 22 years old. The company has established itself as a significant player in its industry over this time.

Addvision Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Addvision Wealth Management

Daniel Boccara

Vice President - Middle Office Specialist

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