Wealth Management Business Investment Opportunity in Vienna, Austria

International and independent consulting company focused on financial services.

Established From
Employees
Legal Entity
Reported Sales
Run Rate Sales
USD 130 thousand
EBITDA Margin
12 %
Industries
Consulting + 1 more
Locations
Local Time
1:13 PM Austria
Listed By
Business Owner / Director
Status
Active
Overall Rating
Seeking Investment
USD 11 million for 20.0% stake (Native Currency: EUR 10,000,000)
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
Available after connect
Business Name
Available after connect
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Documents
Pitch Deck
Invitation
Seminars
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
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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