HIA Helvetia Investment Advisors Revenue

Financial Services • Lugano, Ticino, Switzerland • 1-10 Employees

HIA Helvetia Investment Advisors 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 HIA Helvetia Investment Advisors

Claudio Albert

Ceo

Company overview

Headquarters	Via della Posta 4, Lugano, TI 6900, CH
Phone number	+41919100580
Website	helvetia-ia.com
NAICS	52
SIC	621
Keywords	Us Clients, Global Investing, International Investment Diversification, Sec-Registered
Employees	1-10

HIA Helvetia Investment Advisors Email Formats

HIA Helvetia Investment Advisors uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@helvetia-ia.com), used 57.1% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@helvetia-ia.com	57.1%
{first initial}.{last name}	j.doe@helvetia-ia.com	42.9%

About HIA Helvetia Investment Advisors

HIA Helvetia Investment Advisors SA is an independent, Swiss wealth manager based in Lugano, Switzerland and provides internationally-diversified, wealth management solutions to US individuals, families, independent asset managers as well as public and private banks. We provide discretionary and advisory mandates. HIA Helvetia Investment Advisors SA Giampaolo Bonalumi, CEO Via della Posta 4, 6900 Lugano, Switzerland +41 91 910 05 84 info@helvetia-ia.com helvetia-ia.com CANADIAN CLIENTS Our subsidiary Goldberg and Partners is also registered with Ontario Securities Commission (OSC), the Québec Autorité des Marchés Fianciers (AMF) and Alberta Securities Commission (ASC) to serve Canadian-resident clients. goldbergholding.com Neither I nor HIA Helvetia Investment Advisors are responsible for and do not encourage third parties to post anything on our behalf. Personal and company endorsements/testimonials by third parties are not accepted or encouraged. All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in post and publications reflect our current views as of the date of the publication and may be liable to change without notice.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Entry

Manager

Employees by Department

HIA Helvetia Investment Advisors has 3 employees across 3 departments.

Departments

Number of employees

Funding Data

HIA Helvetia Investment Advisors has never raised funding before.

HIA Helvetia Investment Advisors Tech Stack

Discover the technologies and tools that power HIA Helvetia Investment Advisors's digital infrastructure, from frameworks to analytics platforms.

SiteGround

Hosting

Nginx

Reverse proxies

PHP

Programming languages

WordPress

Blogs

iubenda

Cookie compliance

MySQL

Databases

Elementor

Page builders

Microsoft 365

Frequently asked questions

HIA Helvetia Investment Advisors is located in Lugano, Ticino, CH.

You can reach HIA Helvetia Investment Advisors at +41919100580.

HIA Helvetia Investment Advisors generates an estimated annual revenue of $684,440. This revenue figure reflects the company's market position and business performance in its industry.

HIA Helvetia Investment Advisors 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.

HIA Helvetia Investment Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at HIA Helvetia Investment Advisors

Claudio Albert

Ceo

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