About Helvetic Trust
Helvetic Trust is a company based in Zurich (Switzerland) founded in 2001 by Kaspar Grob. It operates as a B2B. Helvetic Trust operates in a competitive market with competitors including Vontobel, Julius Baer, CA Indosuez Wealth, Lombard Odier and Banque Pâris Bertrand, among others.
- Headquarter Zurich, Switzerland
- Founders Kaspar Grob
-
Sectors
Financial Services
-
Phone
*********
-
Website
*********
-
Social
*********
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Latest Funding Round
-
Investors
-
Employee Count
Employee Count
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.
- 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
Unlock access to complete
Unlock access to complete
Funding Insights of Helvetic Trust
| 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 |
Investments & Acquisitions by Helvetic Trust
| 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 - Helvetic Trust
| 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 |
Helvetic Trust Comparisons
Competitors of Helvetic Trust
Helvetic Trust 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 Vontobel, Julius Baer, CA Indosuez Wealth, Lombard Odier and Banque Pâris Bertrand, 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 |
Provider of wealth management services
|
|
| domain | founded_year | HQ Location |
Private Banking firm offering wealth management services
|
|
| domain | founded_year | HQ Location |
Provider of wealth management services
|
|
| domain | founded_year | HQ Location |
Provider of wealth management services
|
|
| domain | founded_year | HQ Location |
Wealth management and investment advisory services are provided to clients.
|
|
| domain | founded_year | HQ Location |
Offers private banking, investment management, and advisory services globally.
|
| 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.
|
Frequently Asked Questions about Helvetic Trust
When was Helvetic Trust founded?
Helvetic Trust was founded in 2001.
Where is Helvetic Trust located?
Helvetic Trust is headquartered in Zurich, Switzerland.
What does Helvetic Trust do?
Helvetic Trust, led by Kaspar Grob as Founder, specializes in offering financial products and advice, managing wealth portfolios, managing assets, and private banking. Provides comprehensive wealth management services to clients. The team drives innovation, quality service, and sustainable practices to achieve excellence and client satisfaction.
Who are the top competitors of Helvetic Trust?
Helvetic Trust's top competitors include Julius Baer, CA Indosuez Wealth and Vontobel.
Book a demo & talk to our team
Share a few details and we’ll reach out to schedule a session.