About PLEION
PLEION is a company based in Geneve (Switzerland) founded in 1980. It operates as a B2B, and B2C. PLEION offers products and services including Wealth Management Services, Pension Optimization, Sports Professionals Advisory, and Family Office Services. PLEION operates in a competitive market with competitors including Julius Baer, Vontobel, CA Indosuez Wealth, Lombard Odier and Banque Pâris Bertrand, among others.
- Headquarter Geneve, Switzerland
-
Sectors
Financial Services
-
Email
***********
-
Phone
*********
-
Website
*********
-
Social
*********
- Legal Name Probus Pleion Suisse Sa
-
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
Products & Services of PLEION
PLEION offers a comprehensive portfolio of products and services, including Wealth Management Services, Pension Optimization, Sports Professionals Advisory, and Family Office Services. 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 asset management and financial planning for clients.
Helps optimize yields on pension assets and long-term savings.
Guides high-level athletes with tailored wealth and career planning.
Provides structuring and management for family wealth and assets.
Unlock access to complete
Unlock access to complete
Funding Insights of PLEION
| 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 PLEION
| 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 - PLEION
| 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 |
Pleion Comparisons
Competitors of PLEION
PLEION 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 Julius Baer, Vontobel, 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 |
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 |
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 PLEION
When was PLEION founded?
PLEION was founded in 1980.
Where is PLEION located?
PLEION is headquartered in Geneve, Switzerland. It is registered at Geneve, Geneve, Switzerland.
What does PLEION do?
Probus Pleion Suisse SA is an independent wealth management firm established in Switzerland, offering personalized financial solutions for individuals, families, enterprises, and high-level athletes. It manages assets, optimizes pensions, and provides advisory services through a network of offices across Switzerland. The firm emphasizes long-term strategies, risk monitoring, and global partnerships to ensure asset growth and protection, serving clients with a focus on innovation and Swiss expertise.
Who are the top competitors of PLEION?
PLEION's top competitors include Julius Baer, CA Indosuez Wealth and Vontobel.
What products or services does PLEION offer?
PLEION offers Wealth Management Services, Pension Optimization, Sports Professionals Advisory, and Family Office Services.