Copernicus Wealth Management

Founded in December 2016, Copernicus is an independent financial group with offices in Zürich and Lugano.

General Information
Company Name
Copernicus Wealth Management
Founded Year
2016
Location (Offices)
Zurich, Switzerland +2
Founders / Decision Makers
Number of Employees
32
Industries
Finance, Financial Services
Funding Stage
-
Social Media

Copernicus Wealth Management - Company Profile

Copernicus Wealth Management is an independent financial group with offices in Zürich and Lugano. Established in December 2016, the Group is majority-owned by its founding partners. It comprises of Copernicus Wealth Management, Finpartner Financial Services, and Thalia Capital Advisors. The company is an authorised manager of collective investment schemes, regulated by the Swiss Financial Market Supervisory Authority FINMA. Its services include Wealth Management, Asset Management, Wealth Management Services, and Risk Reporting & Consolidation. The company operates in the Finance and Financial Services industries, with its headquarters based in Switzerland. Additionally, it is noteworthy that the company has not disclosed any details regarding its last investment or last investment investors at this time. Copernicus Wealth Management's rapid growth and meticulous approach to financial management position it as an intriguing prospect for potential investors seeking opportunities in the Swiss financial market. With a wide range of financial services and a strong presence in the industry, Copernicus Wealth Management presents promising potential for further growth and success.

Taxonomy: financial group, independent, Switzerland, Wealth Management, Risk Reporting, Collective Investment Schemes, FINMA Authorized, Lugano, Zürich, Thalia Capital Advisors, Finpartner Financial Services, startup, investor

Funding Rounds & Investors of Copernicus Wealth Management (0)

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Latest News of Copernicus Wealth Management

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