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Wealth Management Company Investment Opportunity in Amsterdam, Netherlands

Investment consulting company specializing in managing client portfolios for a global client base.
This Business is on a Premium Plan
Established 1-5 year(s)
Employees 5 - 10
Legal Entity Limited Liability Company (LLC)
Reported Sales Nil
Run Rate Sales USD 28 million
EBITDA Margin 18 %
Industries Asset Management + 1 more
Locations  Amsterdam
Local Time 7:17 PM Europe / Amsterdam
Listed By Business Owner / Director
Status Recently Active
Overall Rating
Partial Stake Sale
USD 18 million for 2.0% stake (Native Currency: USD 18,000,000)
Reason: The reason for the investment is to achieve significant growth and expansion. Given the brand, asset... View More
Includes physical assets worth USD 5 million
Name, Phone, Email
Available after connect
Business Name
Not disclosed
User Verification
Documents
Business Overview
- With 28 years of expertise from the promoters, the company operates independently of financial regulators, offering specialized asset and portfolio management services designed to achieve superior growth in wealth management.
-Strategically headquartered in the Netherlands and operating since this year, the company has established a global network with offices in the USA, recording a revenue of 2.4 million to date, as well as in Turkey and Dubai, offering efficient wealth management solutions for international clients.
- The company's comprehensive service offerings include asset management, client portfolio management, and fixed asset solutions, catering mainly to high-profile businesses with a focus on bonds and capital assets.
- Committed to confidentiality and trust, the company maintains a strict 100% NDA policy in conjunction with a Memorandum of Understanding to safeguard client interests.
- The core team consists of 8 dynamic professionals, including remote staff, optimizing flexible and efficient client service in wealth management and asset advisory services.
- A robust broker network across East Asia, Europe, and America bolsters the firm's strategic expansion, enhancing investment management opportunities and client outreach.
- High-margin operations coupled with customized asset management services drive significant revenue from a prestigious global clientele.
- The company's assets include proprietary land and office buildings, recognized for their high valuation, contributing to the firm's financial stability and investment reliability.
Products & Services Overview
The services offered to high-profile businesses include asset management and fixed asset solutions, managing client portfolios, bonds, and capital assets, with the goal of driving expansion and achieving higher per capita growth.
Assets Overview
Tangible assets include land and office building in Georgia.
Intangible assets include goodwill, NDA agreements.
Facilities Overview
Our cooperate head office is located in Amsterdam. Netherlands which is on lease agreement.
Capitalization Overview
The business is been funded by personal equity and finances provided by shareholders.
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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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