Overview
Beta Towarzystwo Funduszy Inwestycyjnych is focused on the development of the ETF (Exchange Traded Funds) market and passive investment forms in Poland. It launched the first Polish ETF, BETA ETF WIG20TR, and currently offers nine funds with over 0.6 billion in assets. The company also engages in educational initiatives, such as webinars about ETFs and competitions related to passive investing.
Financials
Revenue history (in k)
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
News
Industry
Bank accounts
Registered as a VAT taxpayer on 2015-08-31. Active
70 1030 1508 0000 0008 1767 0009- 97 1030 1508 0000 0008 1767 0008
18 1140 0000 0000 4655 4300 1002
Debt
No entries in the National Debtors Register (KRZ). No proceedings in KRZ
Public aid
| Grant date | Purpose | Gross amount | Granting body | |
|---|---|---|---|---|
| Jun 20, 2020 | Aid compensating for the negative economic consequences of COVID-19, granted in limited amounts | –– | Prezes Zakładu Ubezpieczeń Społecznych | |
| May 30, 2020 | Aid compensating for the negative economic consequences of COVID-19, granted in limited amounts | –– | Prezes Zakładu Ubezpieczeń Społecznych |
Tenders
No recorded participation in tenders.
Authorized Representatives
Manner of representation
Two members of the management board acting jointly, or a member of the management board acting jointly with a commercial proxy.
Supervisory board
Beneficial owners
| Person | Rights |
|---|---|
Competitors
| Name | Revenue | Website | ||
|---|---|---|---|---|
| Brave Venture Capitalsp. z o.o. | $83,814.01 | brave.vc | ||
| Cbridge Fundsp. z o.o. | $47,678.96 | cbridge.fund | ||
| Millennium Towarzystwo Funduszy InwestycyjnychS.A. | $7,031.64 | millenniumtfi.pl | ||
| Alternatywna Spółka Inwestycyjna DeweloperskieS.A. | $2,818.21 | asi.deweloperskie.pl | ||
| Best Towarzystwo Funduszy InwestycyjnychS.A. | $2,009.04 | tfi.best.com.pl |
Change history
| Date | Event | |
|---|---|---|
| 2026-10-05 | Share capital change (916,952.23 PLN → 1,186,952.23 PLN) | |
| 2025-11-05 | Address change (Wilcza 14b/20, 00-532, Warszawa → Ul. Krucza 16/22/501/B-F, 00-526, Warszawa) | |
| 2024-09-19 | Name change (Beta Securities Poland → Beta Towarzystwo Funduszy Inwestycyjnych) | |
| 2024-09-19 | PKD change (Removed: 70.22.Z; Added: 66.12.Z, 66.30.Z) | |
| 2022-10-18 | Share capital change (735,614.04 PLN → 916,952.23 PLN) |
FAQ
Last updated: 2026-10-06