LUNIS

Frankfurt Am Main, Germany Founded: 2017 • Age: 9 yrs Acquired By Youmex
Wealth management services are provided by LUNIS in Germany.
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About LUNIS

LUNIS is a company based in Frankfurt Am Main (Germany) founded in 2017 by Andreas Brandt was acquired by Youmex in January 2019.. LUNIS offers products and services including Individual Wealth Management, Strategy Wealth Management, Institutional Wealth Management, Anlageberatung, and Private Equity. LUNIS operates in a competitive market with competitors including 12.18., NBank, Heidelberger Beteiligungsholding, Deutsche Oppenheim and Kortex Konzept, among others.

  • Headquarter Frankfurt Am Main, Germany
  • Founders Andreas Brandt
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Lunis Vermögensmanagement Ag
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    Youmex

    (Jan 01, 2019)

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Products & Services of LUNIS

LUNIS offers a comprehensive portfolio of products and services, including Individual Wealth Management, Strategy Wealth Management, Institutional Wealth Management, Anlageberatung, and Private Equity. 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

Customized portfolio management for private clients and risk control

Active portfolio strategies with diversification across asset classes

Specialized management for funds and special mandates

Proactive advisory for self-directed investment decisions

Access to equity investments for long-term portfolio growth

Funding Insights of LUNIS

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 LUNIS

LUNIS has secured backing from 1 investor. Prominent investors backing the company include youmex. 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
Financial and capital market solutions are provided by youmex.
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 LUNIS

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 - LUNIS

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

Lunis Comparisons

Employees
+
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Competitors of LUNIS

LUNIS 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, Heidelberger Beteiligungsholding, Deutsche Oppenheim and Kortex Konzept, 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
Investment management services are provided by 12.18. since 2006.
domain founded_year HQ Location
Provider of investment management services
domain founded_year HQ Location
Investments in various sectors are managed by the holding company.
domain founded_year HQ Location
Provides wealth management strategies, asset allocation, and succession planning services.
domain founded_year HQ Location
Provides investment strategies, risk management, and retirement planning for clients.
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 Lunis

Frequently Asked Questions about LUNIS

When was LUNIS founded?

LUNIS was founded in 2017.

Where is LUNIS located?

LUNIS is headquartered in Frankfurt Am Main, Germany. It is registered at Frankfurt Am Main, Hesse, Germany.

What does LUNIS do?

LUNIS was established in 2017 in Frankfurt Am Main, Germany, by founder Andreas Brandt. Operations are centered in the financial sector, where wealth management services are offered to clients. These services include portfolio management and advisory support, conducted from the companys base in Germany. The focus remains on delivering structured financial solutions within the European market.

Who are the top competitors of LUNIS?

LUNIS's top competitors include NBank, 12.18. and Heidelberger Beteiligungsholding.

What products or services does LUNIS offer?

LUNIS offers Individual Wealth Management, Strategy Wealth Management, Institutional Wealth Management, Anlageberatung, and Private Equity.

Who are LUNIS's investors?

LUNIS has 1 investor. Key investors include youmex.

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