About Simon Fiduciaria
Simon Fiduciaria is a company based in Turin (Italy) founded in 1986. It operates as a B2B, and Professional Services. Simon Fiduciaria offers products and services including Amministrazione fiduciaria, Wealth Analysis, Family Office, Wealth Planning, and Trust Services. Simon Fiduciaria operates in a competitive market with competitors including Mediobanca, Banca Generali, Banca Leonardo, Italvolt and Azimut Wealth Management, among others.
- Headquarter Turin, Italy
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Sectors
Financial Services
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Phone
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Website
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Social
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- Legal Name Simon Fiduciaria Spa
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Annual Revenue
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Products & Services of Simon Fiduciaria
Simon Fiduciaria offers a comprehensive portfolio of products and services, including Amministrazione fiduciaria, Wealth Analysis, Family Office, Wealth Planning, and Trust 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.
Service for managing fiduciary affairs and client assets.
Tool for monitoring and analyzing wealth allocation and risks.
Service for comprehensive family wealth planning and oversight.
Advisory for strategic wealth management and protection strategies.
Establishment and administration of trusts for asset security.
Funding Insights of Simon Fiduciaria
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
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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 |
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Investments & Acquisitions by Simon Fiduciaria
| 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 - Simon Fiduciaria
| 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 |
Simon Fiduciaria Comparisons
Competitors of Simon Fiduciaria
Simon Fiduciaria 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 Mediobanca, Banca Generali, Banca Leonardo, Italvolt and Azimut Wealth 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 |
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Mediobanca is recognized for specialized investment and financial services.
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Wealth management services are offered by this Italian private bank.
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Wealth management services are provided to affluent clients in Italy.
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Building a Gigafactory for lithium-ion battery production for electric mobility and energy storage.
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Offers wealth management services, including portfolio advisory and financial planning.
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| Company Name | Domain | Founded year | HQ Location | Description |
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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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Latest news on Simon Fiduciaria
Frequently Asked Questions about Simon Fiduciaria
When was Simon Fiduciaria founded?
Simon Fiduciaria was founded in 1986.
Where is Simon Fiduciaria located?
Simon Fiduciaria is headquartered in Turin, Italy. It is registered at Turin, Piedmont, Italy.
What does Simon Fiduciaria do?
Simon Fiduciaria, based in Torino, Italy, specializes in asset protection and fiduciary services for entrepreneurs, private individuals, and professionals. The company provides administration, wealth analysis, family office, wealth planning, and trust management. As part of the Ersel banking group since 2015, it manages over 7 billion in assets and serves clients nationally and internationally with independent financial services.
Who are the top competitors of Simon Fiduciaria?
Simon Fiduciaria's top competitors include Banca Generali, Mediobanca and Banca Leonardo.
What products or services does Simon Fiduciaria offer?
Simon Fiduciaria offers Amministrazione fiduciaria, Wealth Analysis, Family Office, Wealth Planning, and Trust Services.