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 110 thousand
Run Rate Sales	USD 130 thousand
EBITDA Margin	12 %
Industries	Consulting + 1 more
Locations	Vienna
Local Time	4:21 AM Europe / Vienna
Listed By	Business Owner / Director
Status	Active

8.4 / 10

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Partial Stake Sale

USD 1.1 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... View More

Includes physical assets worth USD 110 thousand

Interested to connect with advisors

Name, Phone, Email

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Business Name

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User Verification

Documents

Domain-Verification.pdf (212.7 KB)

Invitation (80.3 KB)

Seminars (561.9 KB)

Pitch Deck (1.7 MB)

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.

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

2 days, 20 hours ago
CEO, Construction, Private Credit & Real Estate, Dallas, Corporate Investor / Buyer connected with the Business
Earlier than 15 days
Executive Director, Financial Investment, Dubai, Individual Investor / Buyer connected with the Business
Earlier than 15 days
Principal Consultant, Bangalore, Financial Consultant connected with the Business

Tags:

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Wealth Management Business Investment Opportunity in Vienna, Austria

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