Universal Gestió | Wealth management and personalised financial advice Revenue
Investment Management • 
Andorra la Vella, Andorra la Vella, Andorra • 11-20 Employees
Universal Gestió | Wealth management and personalised financial advice revenue & valuation
| Annual revenue | $1,197,770 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $3,900,000 |
| Total funding | No funding |
Key Contacts at Universal Gestió | Wealth management and personalised financial advice
Maria Bacardi Torras
Directora De Negoci
Alex Pérez Concejo
Director Back Office
Company overview
| Headquarters | C/ Bonaventura Armengol 10, edf. Montclar, bloc 2, 1r 1a, Andorra la Vella, Andorra la Vella AD500, AD |
| Phone number | +376807090 |
| Website | |
| NAICS | 5231 |
| SIC | 621 |
| Founded | 1987 |
| Employees | 11-20 |
Universal Gestió | Wealth management and personalised financial advice Email Formats
Universal Gestió | Wealth management and personalised financial advice uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@universalgestio.com), used 44.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@universalgestio.com | 44.4% |
{first name}.{last name} | john.doe@universalgestio.com | 33.3% |
{first initial}.{second initial} | j.o@universalgestio.com | 22.2% |
About Universal Gestió | Wealth management and personalised financial advice
At Universal Gestió, we work with our clients for the long-term sustainable growth of their wealth, adapting to their personal situation and to the economic environment, meeting their needs, resolving their concerns and establishing a wealth strategy for the future. We are a financial investment company specialised in wealth management and personalised financial advice. The company is registered under the number 02/95 with the Andorran Financial Authority (AFA), the supervisor of the Andorran financial system. It is also a founding member of the Association of Financial Investment Institutions (ADEFI). Our track record is distinguished by solid and recognised expertise in the financial sector and in wealth management. While deeply rooted in the Andorran market, we have strengthened our international presence through agreements signed with entities located in the world’s leading financial centres. Our highly qualified professional team and extensive network of international contacts enable us to provide our clients with the highest quality service. At Universal Gestió, we offer a personalised service, adapting to each client’s profile, needs and circumstances, and planning their wealth according to their time horizon. We seek to diversify our clients’ wealth by offering alternative investments not correlated with financial markets, while holding regular meetings to keep them permanently informed about the status of their investments and wealth.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Universal Gestió | Wealth management and personalised financial advice has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
Universal Gestió | Wealth management and personalised financial advice has never raised funding before.
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