


Insignium Wealth Management
Financial Services • Stadtkreis 2, Zurich, Switzerland • 1-10 Employees
Company overview
| Headquarters | Beethovenstrasse 41, Zurich, 8002, CH |
| Phone number | +41434979450 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Asset Management, Investment Advisory, Family Office Services, Succession Planing |
| Founded | 2012 |
| Employees | 1-10 |
| Socials |
Key Contacts at Insignium Wealth Management
Aitor Garcia
Ceo
Jacobo Steiner
Director & Co Founder
Insignium Wealth Management Email Formats
Insignium Wealth Management uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@insigniumgroup.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@insigniumgroup.com | 66.7% |
{first name}.{last name} | john.doe@insigniumgroup.com | 33.3% |
About Insignium Wealth Management
Insignium Wealth Management AG is an independent asset management company founded in 2012. We offer honest asset management, independent and tailored to the needs of our clients. Our team of highly qualified professionals has held positions of responsibility in various financial institutions in the world's major financial centers. This shared experience, together with our expertise, commitment and integrity, sets us apart from our competitors and has made us a major independent asset management company in Zurich. Our aim is to help achieve an optimal balance between the protection and growth of wealth. To achieve these goals, we take into account key elements of wealth management such as personal risk appetite and ability, strategy monitoring, asset structuring, consolidation, taxation and succession planning.
Insignium Wealth Management revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Insignium Wealth Management has 5 employees across 4 departments.
Departments
Number of employees
Funding Data
Insignium Wealth Management has never raised funding before.
Insignium Wealth Management Tech Stack
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Frequently asked questions
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