About Pareto WM
Pareto WM is a company based in Oslo (Norway) founded in 2021 was acquired by MAI Capital Management in August 2022.. The company has 32 employees as of December 31, 2022. Pareto WM offers products and services including Investment Advice and Capital Management. Pareto WM operates in a competitive market with competitors including S&P Global, FIS, Storebrand, SimCorp and Sundaram Asset Management, among others.
- Headquarter Oslo, Norway
- Employees 32 as on 31 Dec, 2022
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Sectors
Financial Services
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Email
***********
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Pareto Wealth Management As
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Annual Revenue
$7 M (USD)-15as on Dec 31, 2022
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Net Profit
$585.41 K (USD)-52as on Dec 31, 2022
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EBITDA
$783.72 K (USD)-52as on Dec 31, 2022
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Latest Funding Round
- Investors
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Employee Count
32
as on Dec 31, 2022
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Acquired by
MAI Capital Management
(Aug 10, 2022)
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Products & Services of Pareto WM
Pareto WM offers a comprehensive portfolio of products and services, including Investment Advice and Capital Management. 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 personalized guidance on investments to optimize client returns.
Manages portfolios for wealthy clients to ensure diversified and steady growth.
Funding Insights of Pareto WM
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| 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 |
Investors in Pareto WM
Pareto WM has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include MAI Capital Management. 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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Financial advisory services are provided by MAI Capital Management.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Pareto WM
| 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 - Pareto WM
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| 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 |
Pareto Wm Comparisons
Competitors of Pareto WM
Pareto WM 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 S&P Global, FIS, Storebrand, SimCorp and Sundaram Asset Management, 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 |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
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| domain | founded_year | HQ Location |
Software suites for banks and financial institutions are provided.
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| domain | founded_year | HQ Location |
Asset management, pension, and banking services are provided to clients.
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| domain | founded_year | HQ Location |
Front and back-office solutions are delivered for investment managers.
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| domain | founded_year | HQ Location |
An investment management firm specializing in diversified funds and portfolios.
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| domain | founded_year | HQ Location |
Trade execution and clearing services for global assets are offered.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Pareto WM
When was Pareto WM founded?
Pareto WM was founded in 2021.
Where is Pareto WM located?
Pareto WM is headquartered in Oslo, Norway. It is registered at Oslo, Oslo, Norway.
How many employees does Pareto WM have?
As of Dec 31, 2022, the latest employee count at Pareto WM is 32.
What is the annual revenue of Pareto WM?
Annual revenue of Pareto WM is $7M as on Dec 31, 2022.
What does Pareto WM do?
Pareto Wealth Management was established in 2021 and is headquartered in Oslo, Norway. Operations are centered in the financial sector, where asset management, wealth management, and investment advisory services are delivered to clients. The company focuses on advisory support for investments and portfolio strategies, primarily serving individuals and entities in the Norwegian market through its online presence at paretowm.no.
Who are the top competitors of Pareto WM?
Pareto WM's top competitors include S&P Global, FIS and Storebrand.
What products or services does Pareto WM offer?
Pareto WM offers Investment Advice and Capital Management.
Who are Pareto WM's investors?
Pareto WM has 1 investor. Key investors include MAI Capital Management.
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