Wealth Management Business Investment Opportunity in Vienna, Austria
International and independent consulting company focused on financial services.
| Established | 20-30 year(s) |
| Employees | 2 - 5 |
| Legal Entity | Sole Proprietorship/Sole Trader |
| Reported Sales | USD 112 thousand |
| Run Rate Sales | USD 134 thousand |
| EBITDA Margin | 12 % |
| Industries | Consulting + 1 more |
| Locations | Vienna |
| Local Time | 4:16 AM Europe / Vienna |
| Listed By | Business Owner / Director |
| Status | Active |
Partial Stake Sale
USD
1.12 million
for
20.0%
stake
(Native Currency: EUR 1,000,000)
Reason: For global expansion, hire employees, asset managers. We are looking for a silent partner from anywh...
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Includes physical assets worth
USD
112 thousand
Interested to connect with advisors
Name, Phone, Email
Available after connect
Business Name
Available after connect
User Verification
Documents
Business Overview
- We are an independent consulting company in Vienna, Austria.
- Our services include consulting, seminars and fund management.
- Have a potential client base. We provide consulting services, seminars, and fund management services to these clients.
- In Consulting: We provide market risk management advice such as economic risk, transaction risk from the development to implementation and also the implementation of regulatory and internal business requirements.
- Seminars: We conduct seminars on market risks, currency management for financial market enthusiasts covering topics such as trading, hedging & overlay management.
- We have developed model-based trading and hedging algorithms for sophisticated currency management.
- As of now, we plan to collect 1 bn USD assets in the next 5 years.
- We generate revenue through management and performance fee.
- Our assets include the website, domain, clients assets, software, office equipment.
- Promoter has more than 35 years of experience in this business.
- Our services include consulting, seminars and fund management.
- Have a potential client base. We provide consulting services, seminars, and fund management services to these clients.
- In Consulting: We provide market risk management advice such as economic risk, transaction risk from the development to implementation and also the implementation of regulatory and internal business requirements.
- Seminars: We conduct seminars on market risks, currency management for financial market enthusiasts covering topics such as trading, hedging & overlay management.
- We have developed model-based trading and hedging algorithms for sophisticated currency management.
- As of now, we plan to collect 1 bn USD assets in the next 5 years.
- We generate revenue through management and performance fee.
- Our assets include the website, domain, clients assets, software, office equipment.
- Promoter has more than 35 years of experience in this business.
Products & Services Overview
Consulting, Seminars, Digital Asset and Fund Management, Insourcing Asset Management companies, Prop Trading, Managed Accounts, Social / Copy / Mirror Trading.
Facilities Overview
Rented office in Vienna. Planning to open offices globally.
Capitalization Overview
Not Disclosed
Recent Activity
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Earlier than 15 daysAssistant To CEO, Investment Firm, Vienna, Corporate Investor / Buyer connected with the Business
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Earlier than 15 daysCEO, Construction, Private Credit & Real Estate, Dallas, Corporate Investor / Buyer connected with the Business
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Earlier than 15 daysExecutive Director, Financial Investment, Dubai, Individual Investor / Buyer connected with the Business
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