Kortex Konzept

Ulm, Germany Founded: 2011 • Age: 15 yrs
Provides investment strategies, risk management, and retirement planning for clients.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors - Known backers
Products 3 Services tracked
Competitors 7 Brand Intelligence

About Kortex Konzept

Kortex Konzept is a company based in Ulm (Germany) founded in 2011. It operates as a B2B and Consulting. Kortex Konzept offers products and services including Investment Strategies, Retirement Planning, and Estate Planning. Kortex Konzept operates in a competitive market with competitors including 12.18, NBank, LUNIS, Heidelberger Beteiligungsholding and Deutsche Oppenheim, among others.

  • Headquarter Ulm, Germany
  • Sectors
    Financial Services
    Business Services
  • Email
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  • Legal Name Kortex Konzept Gmbh
Operational Areas
Financial Services → Insurance & Risk Management Unlock Sub-Sector Unlock Segment
Business Services → Financial, Accounting & Compliance Services Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
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  • Net Profit
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  • EBITDA
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  • Latest Funding Round
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  • Investors
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  • Employee Count
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Products & Services of Kortex Konzept

Kortex Konzept offers a comprehensive portfolio of products and services, including Investment Strategies, Retirement Planning, and Estate Planning.

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Primary

Offers science-based plans for portfolio growth and risk management.

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Provides strategies for secure financial and personal fulfillment in retirement.

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Assists with tax-optimized wealth transfer and family protection services.

Funding Insights of Kortex Konzept

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Detailed funding history for Kortex Konzept

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Investments & Acquisitions by Kortex Konzept

Investments
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Investment portfolio details for Kortex Konzept

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Financial Statements - Kortex Konzept

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Detailed financials for Kortex Konzept

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Kortex Konzept Comparisons

Kortex Konzept Primary company
Description
Provides investment strategies, risk management, and retirem...
Location
Ulm, Germany
Founded Year
2011
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Kortex Konzept

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Competitors of Kortex Konzept

Kortex Konzept 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 12.18., NBank, LUNIS, Heidelberger Beteiligungsholding and Deutsche Oppenheim, among others.

Company Name Domain Founded year HQ Location Description
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Investment management services are provided by 12.18. since 2006.
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Provider of investment management services
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Wealth management services are provided by LUNIS in Germany.
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Investments in various sectors are managed by the holding company.
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Provides wealth management strategies, asset allocation, and succession planning services.
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Detailed competitors of Kortex Konzept

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Latest news on Kortex Konzept

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Complete news archive for Kortex Konzept

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Frequently Asked Questions about Kortex Konzept

Kortex Konzept was founded in 2011.

Kortex Konzept is headquartered in Ulm, Germany. It is registered at Ulm, Baden-wurttemberg, Germany.

KORTEX Konzept specializes in financial planning and wealth management, delivering science-based investment strategies and tax optimization. They focus on balancing financial returns with personal life quality, serving entrepreneurs and wealthy individuals through personalized consultations. Based in Germany, they emphasize risk management, portfolio monitoring, and estate planning to ensure long-term security and fulfillment.

Kortex Konzept's top competitors include NBank, LUNIS and 12.18..

Kortex Konzept offers Investment Strategies, Retirement Planning, and Estate Planning.

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