Wealth Management Business Investment Opportunity in Vienna, Austria

International and independent consulting company focused on financial services.

Established 10-20 year(s)
Employees 2 - 5
Legal Entity Sole Proprietorship/Sole Trader
Reported Sales USD 120 thousand
Run Rate Sales USD 150 thousand
EBITDA Margin 12 %
Industries Consulting + 1 more
Locations  Vienna
Local Time 5:31 PM Austria
Listed By Business Owner / Director
Status Active
Overall Rating
Seeking Investment
USD 1.2 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 120 thousand
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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.

Recent Activity
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Disclaimer: SMERGERS is a regulated marketplace for connecting business sell sides with investors, buyers, lenders and advisors. Neither SMERGERS represents nor guarantees that the information mentioned above is complete or correct.
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