Investment PartnersS.A.

Activities of insurance agents and brokers

KRS: NIP: REGON:

Overview

Status
Active
Registry date
2012-01-18
Share capital
100 000,00 PLN
Activity description

Investment Partners is an independent financial advisory firm that helps clients in Poland plan their financial futures through personalized financial planning and long-term support. They assess clients' financial situations and create clear plans tailored to individual goals, while collaborating with various financial institutions to manage financial products. The company emphasizes informed decision-making and financial security for both short-term and long-term objectives.

Registered address
ul. Jana Kilińskiego 46, 40-062 Katowice, Poland
Website
inpartners.plWebsite active
Email
Phone
Social media
Electronic delivery address
AE:PL-10405-99228-FSDFA-26

Financials

Revenue history (in k)

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

Revenue
This companyUSD 3.43mMedianUSD 98.83kAverageUSD 1.25m
Net profit
This companyUSD 329.37kMedianUSD 5.46kAverageUSD 137.88k
Operating costs
This companyUSD 2.97mMedianUSD 79.66kAverageUSD 1.02m
Assets
This companyUSD 1.08mMedianUSD 50.51kAverageUSD 1.07m

Industry

Bank accounts

Registered as a VAT taxpayer on 2012-02-01. Active

Debt

No entries in the National Debtors Register (KRZ). No proceedings in KRZ

Real estate

TypeAmount
Buildings and premises
PLN 1,268
Investment property
PLN 195.2K

Public aid

PurposeGross amount
Other crisis aid
$3,508
Aid compensating for the negative economic consequences of COVID-19, granted in limited amounts
$27,694

Tenders

No recorded participation in tenders.

Trademarks

Investment Partners holds 3 active trademarks registered with the Polish Patent Office. 1 mark has expired or was not registered. The first mark was filed in 2024.

MarkProtected until
in PARTNERSFeb 2, 2034
investment PARTNERSJan 31, 2034
Metamorfoza FinansowaJan 25, 2034
in PARTNERS–

Regulatory authorisations

AuthorityTypeStatus
Insurance agent of Towarzystwo Ubezpieczeń na Życie WARTA Spółka Akcyjna Active
Insurance agent of Simplea pojišťovna, a.s. Active
Insurance agent of Towarzystwo Ubezpieczeń Inter Polska Spółka Akcyjna Active

Authorized Representatives

Dawid Kozioł – Vice President of the Management Board
Tomasz Pustówka – President of the Management Board

Manner of representation

The following are authorized to submit declarations of will on behalf of the company: the President of the Management Board or the Vice-President – independently, two members of the management board acting jointly, or one member of the management board jointly with the commercial proxy.

Supervisory board

Elżbieta Puda – Supervisory Board Member
Kinga Kozioł – Supervisory Board Member
Marek Matuszczak – Supervisory Board Member

Beneficial owners

Person

Competitors

Name
BPS Towarzystwo Funduszy InwestycyjnychS.A.
ProfitowiS.A.
Amundi Polska Towarzystwo Funduszy InwestycyjnychS.A.
PAGsp. z o.o.
Banking Retail Systemsp. z o.o.
Origin Towarzystwo Funduszy InwestycyjnychS.A.
Bookfinansesp. z o.o.
Advantage Groupsp. z o.o.
Finansowa Opokasp. z o.o.
RISK Advisorsp. z o.o.

Change history

DateEvent
2021-07-06Name change
2019-09-20Share capital change
2017-02-20Address change
2015-10-23PKD change
2015-02-24Share capital change

FAQ

Last updated: 2026-07-16