Banca Leonardo

Milan, Italy Founded: 2004 • Age: 22 yrs Acquired By CA Indosuez Wealth
Wealth management services are provided to affluent clients in Italy.

About Banca Leonardo

Banca Leonardo is a company based in Milan (Italy) founded in 2004 was acquired by CA Indosuez Wealth in November 2017.. Banca Leonardo has completed 2 acquisitions, including IVRI Sicurezza and Sal. Oppenheim. Banca Leonardo operates in a competitive market with competitors including Mediobanca, Banca Generali, Simon Fiduciaria, Italvolt and Azimut Wealth Management, among others.

  • Headquarter Milan, Italy
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
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Funding Insights of Banca Leonardo

  • Total Funding
  • Total Rounds 1
  • Last Round
  • First Round
  • Investors Count 1
Date Amount Transaction Name Valuation Lead Investors Investors
Jun, 2006 Amount Seed - Banca Leonardo Valuation

investors

CNP
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Banca Leonardo

Banca Leonardo has secured backing from 2 investors, including venture fund and institutional investors. Prominent investors backing the company include CA Indosuez Wealth and CNP. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Institutional
Investor Description Founded Year Domain Location
Private equity and fund-of-funds investments are managed across multiple sectors.
Founded Year Domain Location
Provider of wealth management services
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Banca Leonardo

Banca Leonardo has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include IVRI Sicurezza and Sal. Oppenheim. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Integrated surveillance and security services are provided in Italy.
1950
Diversified investment management services are provided by the firm.
1789
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Banca Leonardo

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Banca Leonardo Comparisons

Employees
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Competitors of Banca Leonardo

Banca Leonardo operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Mediobanca, Banca Generali, Simon Fiduciaria, Italvolt and Azimut Wealth Management, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Mediobanca is recognized for specialized investment and financial services.
domain founded_year HQ Location
Wealth management services are offered by this Italian private bank.
domain founded_year HQ Location
Offers fiduciary administration, wealth analysis, family office, wealth planning, and trust services.
domain founded_year HQ Location
Building a Gigafactory for lithium-ion battery production for electric mobility and energy storage.
domain founded_year HQ Location
Offers wealth management services, including portfolio advisory and financial planning.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Banca Leonardo

Frequently Asked Questions about Banca Leonardo

When was Banca Leonardo founded?

Banca Leonardo was founded in 2004 and raised its 1st funding round 2 years after it was founded.

Where is Banca Leonardo located?

Banca Leonardo is headquartered in Milan, Italy. It is registered at Milan, Lombardy, Italy.

What does Banca Leonardo do?

Banca Leonardo was established in 2004 in Milan, Italy, as a firm specializing in the financial sector. Wealth management operations are centered on advisory services, portfolio management, and investment strategies for high-net-worth individuals. The company maintains its primary base in Milan, serving clients across Europe with a focus on personalized financial solutions. Domain bancaleonardo.com supports its digital presence.

Who are the top competitors of Banca Leonardo?

Banca Leonardo's top competitors include Banca Generali, Mediobanca and Simon Fiduciaria.

How many acquisitions has Banca Leonardo made?

Banca Leonardo has made 2 acquisitions, including IVRI Sicurezza, and Sal. Oppenheim.

Who are Banca Leonardo's investors?

Banca Leonardo has 2 investors. Key investors include CA Indosuez Wealth, and CNP.

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