Overview
Phinance is a financial advisory company in Poland that specializes in life insurance, health insurance, capital investments, savings programs, property insurance, vehicle insurance, and loans. With over 20 years of experience, they aim to provide clients with a sense of security and support throughout various stages of life. Additionally, they offer services for businesses, including leasing and financial consulting.
Financials
Revenue history (in m)
Financial insight
- Possible Estonian CIT: Equity includes Art. 28d line items, but all amounts are 0 – this may be an accounting template or the first year of the regime.
Data and insights are generated automatically based on financial statements and may contain errors. This analysis is for informational purposes only and does not constitute an official assessment of the company's credibility or business advice.
Statistics
How the company ranks by revenue within its industry, region and across Poland in 2025.
Results vs industry
Industry
Bank accounts
Registered as a VAT taxpayer on 2002-09-12. Active
16 1090 1362 0000 0001 0091 7142- 64 1090 1362 0000 0001 0401 1063
- 51 1090 1362 0000 0001 0724 2076
Debt
No entries in the National Debtors Register (KRZ). No proceedings in KRZ
Real estate
| Type | Amount |
|---|---|
Buildings and premises | PLN 12,944PLN 12,944 |
MSiG notices
| Publication date | Event | |
|---|---|---|
| Dec 19, 2017 | Commercial Companies Code notice |
Public aid
No public aid cases recorded in the last 10 years.
Tenders
No recorded participation in tenders.
Public sector contracts
Phinance is the contractor in 2 public sector contracts, worth PLN 6.14k in total. All of them were signed with the same public buyer.
| Public buyer | Value | |
|---|---|---|
| Państwowa Straż Rybacka w Gdańsku | PLN 2,953 | |
| Państwowa Straż Rybacka w Gdańsku | PLN 3,188 |
Trademarks
Phinance holds 1 active trademark registered with the Polish Patent Office. 2 marks have expired or were not registered. The first mark was filed in 2007.
| Mark | Protected until | |
|---|---|---|
| PHINANCE financial balance | Oct 24, 2031 | |
| efect | – | |
| efect | – |
Regulatory authorisations
| Authority | Type | Status | |
|---|---|---|---|
 KNF | Investment firm agent of Ipopema Securities S.A. | Active |
Authorized Representatives
Manner of representation
Two members of the management board acting jointly are authorized to conduct the affairs of the company and to make declarations on behalf of the company.
Supervisory board
Beneficial owners
| Person | Rights |
|---|---|
Competitors
| Name | Revenue | Website | ||
|---|---|---|---|---|
| Allianz Polska Servicessp. z o.o. | $69,579,094.72 | allianz.pl | ||
| OVB Allfinanz Polskasp. z o.o. | $44,737,582.82 | ovb.pl | ||
| Votum Scale AgencyS.A. | $24,036,698.10 | dsa.pl | ||
| Asistsp. z o.o. | $20,705,448.93 | asist.pl | ||
| DSAsp. z o.o. | $17,580,847.83 | dsa.waw.pl | ||
| Arrantsp. z o.o. | $15,206,782.96 | arrant.pl | ||
| Polisa ExpertS.A. | $15,193,606.05 | polisaexpert.pl | ||
| Supra BrokersS.A. | $12,771,593.39 | suprabrokers.pl | ||
| Poczta Polska FinanseS.A. | $12,057,287.50 | poczta-polska-finanse.pl | ||
| ProfitowiS.A. | $8,503,686.09 | profitowi.pl |
Change history
| Date | Event | |
|---|---|---|
| 2026-10-05 | PKD change (Removed: 70.22.Z, 74.90.Z; Added: 70.20.Z, 74.99.Z) | |
| 2021-03-05 | PKD change (Removed: 62.02.Z, 66.11.Z; Added: 68.31.Z, 74.90.Z) | |
| 2016-01-22 | PKD change (Removed: 63.99.Z, 64.30.Z, 68.32.Z, 69.20.Z, 73.11.Z, 74.90.Z, 78.10.Z, 82.99.Z; Added: 78.30.Z, 85.59.B) | |
| 2015-10-22 | Address change (Plac Andersa 3, 61-894, Poznań → Ul. Franciszka Ratajczaka 19, 61-814, Poznań) | |
| 2011-09-16 | Name change ("efect Doradztwo Finansowe" → Phinance) |
FAQ
Last updated: 2026-10-05