Invest-Partners Wealth Management Revenue

Financial Services • Stadtkreis 1 Altstadt, Zurich, Switzerland • 21-50 Employees

Invest-Partners Wealth Management revenue & valuation

Annual revenue	$2,481,095
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$8,000,000
Total funding	No funding

Key Contact at Invest-Partners Wealth Management

Mario Pfiffner

Ceo

Company overview

Headquarters	Talacker 35, Zürich, ZH 8001, CH
Phone number	+41787730339
Website	invest-partners.ch
NAICS	52
SIC	602
Founded	2002
Employees	21-50
Socials

Invest-Partners Wealth Management Email Formats

Invest-Partners Wealth Management uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@invest-partners.ch), used 63.6% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@invest-partners.ch	63.6%
{first name}.{last name}	john.doe@invest-partners.ch	36.4%

About Invest-Partners Wealth Management

Ein starker Partner mit Weitblick für Ihre Finanzen. Die Vermögensverwaltungsgesellschaft Invest-Partners Wealth Management AG wurde 2002 gegründet und ist in Zürich ansässig. Das Unternehmen zählt mittlerweile zwanzig Partner. Wir offerieren ganzheitliche, kreative Lösungen und unser Team besteht aus Experten mit unterschiedlichen beruflichen Hintergründen, von Investment Banking über Recht bis hin zu Buchhaltung und Immobilien. Wir verstehen uns nicht nur als ständige Berater unserer Kunden, sondern liefern unsere Expertise auch über die traditionellen Private Banking- und Investmentbanking-Dienstleistungen hinaus. Family Offices können von unserer langjährigen Erfahrung profitieren, indem sie sich für uns als Outsourcing-Partner entscheiden. Zurzeit vertrauen uns mehrere Family Offices. Unser Erfolg basiert auf dem Erfolg unserer Kunden. A strong partner with vision for your finances. The asset management company Invest-Partners Wealth Management AG was founded in 2002 and is based in Zurich. The company now has twenty partners. We offer holistic, creative solutions and our team consists of experts with different professional backgrounds, ranging from investment banking and law to accounting and real estate. We see ourselves not only as permanent advisors to our clients, but also deliver our expertise beyond traditional private bbanking and investment banking services. Family offices can benefit from our many years of experience by choosing us as their outsourcing partner. Currently, several family offices place their trust in us. Our success is based on the success of our clients.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Partner

Entry

Manager

Employees by Department

Invest-Partners Wealth Management has 7 employees across 4 departments.

Departments

Number of employees

Funding Data

Invest-Partners Wealth Management has never raised funding before.

Invest-Partners Wealth Management Tech Stack

Discover the technologies and tools that power Invest-Partners Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Slick

JavaScript libraries

lit-element

JavaScript libraries

Google Maps

Maps

scrollreveal

JavaScript libraries

lit-html

JavaScript libraries

Microsoft 365

jQuery Migrate

JavaScript libraries

Genesis theme

WordPress themes

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

Frequently asked questions

Invest-Partners Wealth Management is located in Stadtkreis 1 Altstadt, Zurich, CH.

You can reach Invest-Partners Wealth Management at +41787730339.

Invest-Partners Wealth Management generates an estimated annual revenue of $2,481,095. This revenue figure reflects the company's market position and business performance in its industry.

Invest-Partners Wealth Management has an estimated valuation of $8,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Invest-Partners Wealth Management was founded in 2002, making it 24 years old. The company has established itself as a significant player in its industry over this time.

Invest-Partners Wealth Management has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Invest-Partners Wealth Management

Mario Pfiffner

Ceo

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