Cite Gestion

Lausanne, Switzerland Founded: 2009 • Age: 17 yrs Acquired By EFG International
Wealth management and financial planning services are provided to clients.
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About Cite Gestion

Cite Gestion is a company based in Lausanne (Switzerland) founded in 2009 was acquired by EFG International in February 2025.. Cite Gestion offers products and services including MyCGE and Wealth Management Services. Cite Gestion operates in a competitive market with competitors including Investec, FNZ, UBS, Bank of America and S&P Global, among others.

  • Headquarter Lausanne, Switzerland
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    EFG International

    (Feb 19, 2025)

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Products & Services of Cite Gestion

Cite Gestion offers a comprehensive portfolio of products and services, including MyCGE and Wealth Management Services. 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

Secure platform for asset overview and financial management services.

Personalized solutions for protecting and growing client assets.

Funding Insights of Cite Gestion

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 Cite Gestion

Cite Gestion has secured backing from 1 investor. Prominent investors backing the company include EFG International. 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
Investor Description Founded Year Domain Location
International banking services are offered to individuals and businesses globally.
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 Cite Gestion

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

Financial Statements - Cite Gestion

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

Cite Gestion Comparisons

Employees
+
Add Comparison
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Competitors of Cite Gestion

Cite Gestion 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 Investec, FNZ, UBS, Bank of America and S&P Global, 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
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Wealth management solutions are delivered for asset managers.
domain founded_year HQ Location
Financial services are provided globally by UBS for wealth management.
domain founded_year HQ Location
Commercial banking and asset management services are offered worldwide.
domain founded_year HQ Location
Platform offering business intelligence solutions that combine data and actionable analytics for clients
domain founded_year HQ Location
Provider of asset management, pensions, financial planning, health insurance, and mortgages
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 Cite Gestion

Frequently Asked Questions about Cite Gestion

When was Cite Gestion founded?

Cite Gestion was founded in 2009.

Where is Cite Gestion located?

Cite Gestion is headquartered in Lausanne, Switzerland. It is registered at Lausanne, Vaud, Switzerland.

Who is the current CEO of Cite Gestion?

Guy Barbey is the current CEO of Cite Gestion.

What does Cite Gestion do?

Cite Gestion was founded in 2009 and is based in Lausanne, Switzerland. Operations focus on the financial sector, where wealth management and financial planning services are delivered. These services encompass asset management, investment advisory, and personalized financial strategies for high-net-worth individuals and institutions. The company is led by CEO Guy Barbey, with activities centered in the Swiss market to support client financial objectives.

Who are the top competitors of Cite Gestion?

Cite Gestion's top competitors include Investec, Goldman Sachs and S&P Global.

What products or services does Cite Gestion offer?

Cite Gestion offers MyCGE and Wealth Management Services.

Who are Cite Gestion's investors?

Cite Gestion has 1 investor. Key investors include EFG International.

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