Aequitum Sa
Investment Management • 
Lugano, Ticino, Switzerland • 1-10 Employees
Company overview
| Headquarters | Via Vegezzi 6b, Lugano, Ticino 6900, CH |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Family Office, Wealth Management, Risk Manager |
| Founded | 2016 |
| Employees | 1-10 |
Key Contact at Aequitum Sa
Gianmaria Bernasconi
Co Founder And Managing Partner
Aequitum Sa Email Formats
Aequitum Sa uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@aequitum.com), used 57.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@aequitum.com | 57.1% |
{first initial}.{last name} | j.doe@aequitum.com | 42.9% |
About Aequitum Sa
Aequitum is the lighthouse, marking the safe course through the open seas of Wealth Management. It guides families and institutions voyage to a secure harbour. Aequitum is an independent wealth management company. “Independent” is the key word. Our autonomy guarantees of our impartiality; it allows us to work closely with our clients without any conflicts of interest. We are free to build long-lasting relationships with families and institutions – relationships based on trust, listening, and integrity. Too often, the financial industry seems to thrive on complexity, jargon, and lack of transparency. At Aequitum, we aim to keep things simple, agreeing and pursuing a shared long-term strategy with our clients. By definition, this requires personal, custom service, a world away from the standardized products of traditional banking. It is an individual approach that combines the knowledge of a team of experienced professionals, the innovation of a young and active company, and the efficiency of digital solutions.
Aequitum Sa revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Aequitum Sa has 5 employees across 5 departments.
Departments
Number of employees
Funding Data
Aequitum Sa has never raised funding before.
Aequitum Sa Tech Stack
Discover the technologies and tools that power Aequitum Sa's digital infrastructure, from frameworks to analytics platforms.
Security
CMS
JavaScript libraries
Reverse proxies
CDN
Advertising
Video players
JavaScript frameworks
Analytics
Miscellaneous
Security
Authentication
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