Cinerius Financial Partners

Zug, Switzerland Founded: 2021 • Age: 5 yrs Acquired By IK Partners
Provider of wealth management services

About Cinerius Financial Partners

Cinerius Financial Partners is a company based in Zug (Switzerland) founded in 2021 was acquired by IK Partners in July 2023.. Cinerius Financial Partners has completed 1 acquisition, including Entrepreneur Partners. Cinerius Financial Partners offers products and services including Cinerius Service. Cinerius Financial Partners operates in a competitive market with competitors including Addepar, Altruist, InvestCloud, sei and Avaloq, among others.

  • Headquarter Zug, Switzerland
  • Sectors
    Technology
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Cinerius Financial Partners Ag
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
    IK Partners

    & 1 more

  • Employee Count
    Employee Count
  • Investments & Acquisitions
  • Acquired by
    IK Partners

    (Jul 03, 2023)

Upgrade to premium

Unlock complete access to The Company Check

Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
  • Full access to every database India & global coverage, advanced filters and rich profile details
  • Always-on access from your team account Single premium plan for everything you see on the portal

Products & Services of Cinerius Financial Partners

Cinerius Financial Partners offers a comprehensive portfolio of products and services, including Cinerius Service. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Offers compliance and administrative support for wealth management firms

Funding Insights of Cinerius Financial Partners

  • Total Funding
  • Total Rounds 1
  • Last Round
  • First Round
  • Investors Count 1
Date Amount Transaction Name Valuation Lead Investors Investors
Mar, 2021 Amount Seed - Cinerius Financial Partners Valuation

investors

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 Cinerius Financial Partners

Cinerius Financial Partners has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include IK Partners and Summit Partners. 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
Investor Description Founded Year Domain Location
Summit Partners is recognized as a growth equity investment firm.
Founded Year Domain Location
Private equity investments are directed toward small and medium-sized businesses.
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 Cinerius Financial Partners

Cinerius Financial Partners has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Entrepreneur Partners. 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
Wealth management services are provided by Entrepreneur Partners in Switzerland.
2008
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 - Cinerius Financial Partners

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

Cinerius Financial Partners Comparisons

Employees
+
Add Comparison
Available on Premium

Competitors of Cinerius Financial Partners

Cinerius Financial Partners 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 Addepar, Altruist, InvestCloud, sei and Avaloq, 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
Wealth management solutions are delivered for investment advisors.
domain founded_year HQ Location
Portfolio management software for financial advisors
domain founded_year HQ Location
Investment management software is provided for advisors and institutions.
domain founded_year HQ Location
Wealth and investment management solutions are offered to institutional investors.
domain founded_year HQ Location
Cloud-based solutions for financial institutions are provided by Avaloq.
domain founded_year HQ Location
Asset and wealth management software is provided for businesses.
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 Cinerius Financial Partners

Frequently Asked Questions about Cinerius Financial Partners

When was Cinerius Financial Partners founded?

Cinerius Financial Partners was founded in 2021.

Where is Cinerius Financial Partners located?

Cinerius Financial Partners is headquartered in Zug, Switzerland. It is registered at Zug, Zug, Switzerland.

Who is the current CEO of Cinerius Financial Partners?

Joel Schuepp is the current CEO of Cinerius Financial Partners.

What does Cinerius Financial Partners do?

Cinerius Financial Partners was established in 2021 in Zug, Switzerland, within the financial sector. Wealth management services are offered, focusing on client advisory and investment strategies. Operations are centered in Switzerland, serving individuals and entities in asset management. The company is led by co-CEOs Joel Schuepp and Christopher Lieber, with activities aligned to regulatory standards in the region.

Who are the top competitors of Cinerius Financial Partners?

Cinerius Financial Partners's top competitors include Addepar, Altruist and sei.

What products or services does Cinerius Financial Partners offer?

Cinerius Financial Partners offers Cinerius Service.

How many acquisitions has Cinerius Financial Partners made?

Cinerius Financial Partners has made 1 acquisition, including Entrepreneur Partners.

Who are Cinerius Financial Partners's investors?

Cinerius Financial Partners has 2 investors. Key investors include IK Partners, and Summit Partners.

Explore millions of companies — effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals — all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available