About Swiss KMU Partners AG
Swiss KMU Partners AG is a company based in Jona (Switzerland) founded in 2014. It operates as a B2B. Swiss KMU Partners AG offers products and services including Wealth Management Services, Investment Advice, and Financial Planning. Swiss KMU Partners AG operates in a competitive market with competitors including Investec, UBS, FNZ, Bank of America and S&P Global, among others.
- Headquarter Jona, Switzerland
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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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- Legal Name Swiss Kmu Partners Ag
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Annual Revenue
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Latest Funding Round
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Employee Count
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Products & Services of Swiss KMU Partners AG
Swiss KMU Partners AG offers a comprehensive portfolio of products and services, including Wealth Management Services, Investment Advice, and Financial 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.
Provides individualized structuring and management of family wealth
Offers guidance on investments and financial planning strategies
Assists with tax optimization and personal financial goal setting
Funding Insights of Swiss KMU Partners AG
| 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 Swiss KMU Partners AG
| 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 - Swiss KMU Partners AG
| 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 |
Swiss Kmu Partners Ag Comparisons
Competitors of Swiss KMU Partners AG
Swiss KMU Partners AG 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 Investec, UBS, FNZ, Bank of America and S&P Global, 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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Global banking, investment, and wealth management services are offered worldwide.
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Financial services are provided globally by UBS for wealth management.
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Wealth management solutions are delivered for asset managers.
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Commercial banking and asset management services are offered worldwide.
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Provider of asset management, pensions, financial planning, health insurance, and mortgages
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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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Frequently Asked Questions about Swiss KMU Partners AG
When was Swiss KMU Partners AG founded?
Swiss KMU Partners AG was founded in 2014.
Where is Swiss KMU Partners AG located?
Swiss KMU Partners AG is headquartered in Jona, Switzerland. It is registered at Jona, St. Gallen, Switzerland.
Who is the current CEO of Swiss KMU Partners AG?
Noel Brunner is the current CEO of Swiss KMU Partners AG.
What does Swiss KMU Partners AG do?
Swiss KMU Partners AG is a Swiss multi-family office based in Jona, specializing in individualized wealth management services. They structure family offices, provide investment opportunities, financial planning, and tax optimization to help clients achieve financial freedom and secure their values. With expertise in finance, they assist families in navigating complex markets and meeting personal goals through transparent and strategic advisory.
Who are the top competitors of Swiss KMU Partners AG?
Swiss KMU Partners AG's top competitors include Investec, Goldman Sachs and S&P Global.
What products or services does Swiss KMU Partners AG offer?
Swiss KMU Partners AG offers Wealth Management Services, Investment Advice, and Financial Planning.