Industrifinans

Name

Industrifinans

Legal name

Industrifinans

Website

https://industrifinans.no

Company type

Private

Founded year

1988

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Other Investment Pools and Funds (5259), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Investment Advice (6282), Real Estate Agents & Managers (For Others) (6531)

akta.pro primary industry

Investment Management Advisory (RIA) (FSAEAAAB)

akta.pro secondary industries

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC), Values-Based/ESG & Impact-Focused RIAs (FSAAACAK), ESG/Sustainable Investment Advisory (FSAEAAAJ), Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

Keywords

• Discretionary portfolio management
• Investment advisory services
• Wealth management
• Real estate fund management
• Sustainable investment solutions

Headquarters

HQ city

Oslo

HQ country

Norway

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Investment Management / Portfolio Management: Discretionary portfolio management for wealthy individuals, institutions, and foundations. The firm creates holistic investment plans and manages discretionary portfolios consisting mainly of funds.
2. Investment Advisory Services: Investment advisory services including asset allocation, fund manager selection, financial advice for property transactions, and corporate finance advisory (capital structure, M&A).
3. Property Management and Administration: Property management and administration through subsidiaries including Industrifinans Direkte Investeringer AS, Industrifinans AIF-forvalter AS, and Industrifinans Eiendomsforvaltning AS.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Industrifinans provides discretionary portfolio management and investment advisory services to wealthy private individuals, institutions, and foundations in Norway. The firm develops holistic, long-term, quality- and value-oriented investment plans, selects and monitors external fund managers, and integrates ESG analysis through a proprietary fund database supported by MSCI ESG and Bloomberg. Complementary licensed services include real estate fund management, direct investment advisory and execution, real estate property administration, and business management for investment companies.

Product overview

Industrifinans is an independent Norwegian financial advisory and asset management firm with roots dating back to the late 1980s. The company operates through its main subsidiaries: Industrifinans Kapitalforvaltning AS provides discretionary portfolio management and investment advisory services; Industrifinans Direkte Investeringer AS handles direct investments and transaction services; and Industrifinans AIF-forvalter AS manages alternative investment funds with a focus on real estate. The firm's investment philosophy is long-term, quality, and value-oriented, integrating ESG factors through a proprietary fund database. Services are tailored for wealthy private individuals, institutions, and foundations in the Norwegian market.

Differentiator

Problem solved

Functional benefit

Products and services

• Industrifinans Kapitalforvaltning (Discretionary Portfolio Management) Discretionary portfolio management and investment advisory service with a long-term, quality- and value-oriented investment philosophy, covering investment planning, asset allocation, fund manager selection, and comprehensive portfolio reporting for wealthy private individuals, institutions, and foundations in Norway. Licensed under the Norwegian Securities Trading Act.
• Sustainable Investment / ESG Solutions ESG-integrated investment solutions offering three sustainability profiles (no sustainability preference, general sustainability preference, and customer-specific ESG), supported by a proprietary fund database, MSCI ESG and Bloomberg data, and quarterly sustainability analyses for preferred funds, available to portfolio management clients.
• Industrifinans AIF-forvalter (Real Estate Fund Management) Licensed alternative investment fund manager providing real estate fund management services, with regulatory approval under the Norwegian AIF Act limited to property fund management, operated through the Industrifinans Eiendomsfond AS vehicle.
• Industrifinans Eiendomsforvaltning (Real Estate Property Management) Real estate management and administration services representing and assisting customers throughout all phases of property investments and portfolios, including operational follow-up and administration, for owners of individual properties and property portfolios.
• Industrifinans Direkte Investeringer (Direct Investment Services) Licensed direct investment services subsidiary providing order reception/transmission, order execution, investment advisory, placement of financial instruments, M&A advisory, and capital structure consulting, supporting direct investments in non-listed assets.
• Industrifinans Forretningsførsel (Business Management for Investment Companies) Business management services acting as the business manager for investment companies, providing administrative services for investment structures across the Industrifinans group.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Eight partnerships are on record, tiered core, minor and supporting.

• Industrifinans Direkte Investeringer AScoreOthersA subsidiary of the Industrifinans group with licenses to provide investment services including order reception/transmission, order execution, investment advisory, and placement of financial instruments without full underwriting guarantee. Also provides M&A advisory and capital structure consulting.
• Industrifinans AIF-forvalter AScoreOthersA subsidiary with license to manage alternative investment funds, limited to real estate fund management (AIF-forvalter per aifl. § 2-2).
• Industrifinans Eiendomsforvaltning AScoreOthersA subsidiary representing and assisting Industrifinans Eiendom AS customers in all phases of processes related to individual properties and property portfolios.
• Industrifinans Forretningsførsel ASminorOthersA sister company that can serve as business manager for investment companies.
• MSCI ESGsupportingTechnology or IntegrationThird-party ESG data and analysis tool used by Industrifinans to perform full透视 of portfolios at sector and company level for ESG profile assessment.
• BloombergsupportingTechnology or IntegrationThird-party data and analysis tool used alongside MSCI ESG for portfolio ESG profiling and sustainability analysis.
• PRIs (Principles for Responsible Investments)supportingOthersUN-supported organization whose principles for responsible investment Industrifinans encourages its preferred fund managers to sign.
• Norsk utvalg for eierstyring og selskapsledelse (NUES)supportingOthersNorwegian committee for corporate governance whose recommendations Industrifinans expects managers to follow, or equivalent international standards.

Scale indicators1 record

Recent moves1 record

Expansion highlights4 records

Direct peers

• Alfred Berg: Nordic asset manager (part of BNP Paribas group) providing portfolio management and investment advisory across the Nordics, competing with Industrifinans for Norwegian institutional and HNW mandates.
• Pareto Asset Management: Norwegian boutique asset manager providing active portfolio management and fund selection to institutional and private clients, competing directly with Industrifinans Kapitalforvaltning in fund manager research and discretionary mandates.
• Carnegie Wealth Management: Nordic independent wealth manager offering discretionary asset management, advisory, and ESG-integrated portfolios to HNW and institutional clients across Scandinavia, a comparable independent RIA peer for the Norwegian market.
• Delphi Fondene: Norwegian fund manager offering actively managed equity and balanced funds to private and institutional investors, directly competing in the Norwegian active management and fund selection space.
• Holberg Fonds: Norwegian independent fund manager offering active management of equity and fixed income funds to private and institutional investors, with a similar boutique, value-oriented investment philosophy to Industrifinans.
• Formue: Norwegian independent wealth manager offering discretionary portfolio management and investment advisory to HNW individuals, institutions, and foundations, closely mirroring Industrifinans's independent RIA model in the same Norwegian market.
• KLP Kapitalforvaltning: Norwegian institutional asset manager managing pension and insurance assets with strong ESG integration, comparable to Industrifinans's institutional mandate business and ESG capabilities.

Broad incumbents

• Nordea Wealth Management: Largest Nordic bank's wealth management arm offering portfolio management, advisory, and ESG solutions across the Nordics; competes with Industrifinans on Norwegian HNW and institutional mandates with a much broader product shelf.
• Danske Bank Wealth Management: Major Nordic bank's wealth management franchise providing portfolio management, advisory, and ESG solutions across Scandinavia; overlaps with Industrifinans's HNW and institutional target segments in Norway.
• DNB Wealth Management: Wealth management division of Norway's largest bank, offering discretionary management and investment advisory to HNW and institutional clients; a dominant incumbent competitor to Industrifinans's independent offering.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Subsidiaries5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Industrifinans