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
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Sectors
Financial ServicesBusiness Services
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Email
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Phone
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Website
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- Legal Name Kortex Konzept Gmbh
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Annual Revenue
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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. 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.
Offers science-based plans for portfolio growth and risk management.
Provides strategies for secure financial and personal fulfillment in retirement.
Assists with tax-optimized wealth transfer and family protection services.
Funding Insights of Kortex Konzept
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Kortex Konzept
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Kortex Konzept
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Kortex Konzept Comparisons
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. 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 |
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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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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Kortex Konzept
When was Kortex Konzept founded?
Kortex Konzept was founded in 2011.
Where is Kortex Konzept located?
Kortex Konzept is headquartered in Ulm, Germany. It is registered at Ulm, Baden-wurttemberg, Germany.
What does Kortex Konzept do?
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.
Who are the top competitors of Kortex Konzept?
What products or services does Kortex Konzept offer?
Kortex Konzept offers Investment Strategies, Retirement Planning, and Estate Planning.