Phoenix Investor

What Phoenix Investor does

Phoenix Investor is an independent financial advisory firm headquartered in Brno (Slatina), Czech Republic, operating across Central Europe through three country-specific legal entities: Phoenix Investor CZ, s.r.o., Phoenix Investor AT GmbH (Vienna), and Phoenix Investor SK, s.r.o. (Bratislava). Founded in 2016 and employing 101-250 staff, the firm provides investment advisory, investment planning, and financial product selection services to high-net-worth individuals, academics, and businessmen who seek objective, bank-independent advice. Service is delivered through dedicated advisors in a sales-led, face-to-face model with a client portal (fundmanager-pro.com) used for account access. The firm emphasizes lifetime advisor continuity, comprehensive financial needs analysis, and ongoing portfolio optimization across the client's lifecycle.

Name

Phoenix Investor

Legal name

Phoenix Investor CZ, s.r.o.

Website

https://phoenix-investor.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

101–250 employees

Short description

Phoenix Investor is an independent, multi-country financial advisory firm (Czech Republic, Austria, Slovakia) providing investment planning, financial product selection, and lifetime portfolio advisory to high-net-worth individuals, academics, and business clients through dedicated local advisors.

Ownership category

akta.pro rank

Product category

Financial Advisory & Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC), Fee-Only Advisory (FSAEAAAL)

Keywords

• Investment advisory services
• Wealth management consulting
• Financial planning services
• Mutual fund advisory
• Portfolio management advisory

Headquarters

HQ city

Slatina

HQ country

Czechia

HQ region

Europe

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Investment Advisory Services: Phoenix Investor generates revenue through financial advisory and counseling services, providing general and customized investment recommendations to clients. The firm specializes in mutual funds, investments, and financial market analysis. Revenue is derived from advisory fees for comprehensive wealth management and investment planning services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Phoenix Investor provides independent financial advisory and investment planning services to individual clients across Central Europe. Its core work is a four-step advisory process — needs analysis, tailored recommendations, implementation, and ongoing optimization — covering mutual funds, shares, deposits, and broader wealth and retirement planning. The firm also offers financing, risk hedging, brokerage, and advisory services, acting as an objective intermediary between clients and partner product providers such as Franklin Templeton and Moventum.

Product overview

Phoenix Investor operates as an independent financial advisory company offering a unified service model centered on investment advisory and wealth management. The core offering consists of Financial Advisory Services (general and customized advisory on investments and loans), Investment Planning (individual investment plan creation with analyses, recommendations, implementation, and optimization), and Financial Products Selection (objective evaluation of investments, company shares, and deposits). The company works with partner providers including Franklin Templeton (mutual funds), Moventum (funds), and other financial institutions, but positions itself as independent from these partners—making recommendations without hidden motives or influence from banks or product manufacturers.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Advisory Services General and customized investment and loan advisory services offered independently of banks or partner products. Specializes in mutual funds and financial market investments for demanding individual clients in Central Europe.
• Investment Planning Creation of individual investment plans spanning needs analysis, recommendations, implementation, and ongoing optimization of investments and loans across the client's financial lifecycle. Targets individual clients seeking long-term wealth building and retirement preparation.
• Financial Products Selection Objective evaluation and selection of financial products — including investments, company shares, and remunerative deposits — based on a comprehensive assessment of the client's wishes, needs, and goals. Sourced from partner providers such as Franklin Templeton (mutual funds), Moventum, Start Bausparkasse, and Wüstenrot.

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered minor.

• AFISPminorOthersAFISP is listed as a partner with a link to an ethical codex document, indicating adherence to professional ethics standards in financial advisory.
• Start BausparkasseminorChannel Partner/ Reseller/ DistributorStart Bausparkasse is an Austrian building society partner providing savings and construction financing products integrated into Phoenix Investor's product offerings for clients.
• WüstenrotminorChannel Partner/ Reseller/ DistributorWüstenrot is an Austrian financial services partner offering building society and insurance products distributed through Phoenix Investor's advisory network.
• Franklin TempletonminorChannel Partner/ Reseller/ DistributorFranklin Templeton is a major global investment management firm whose mutual funds and investment products are offered through Phoenix Investor's advisory services.

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Others

• Moventum: Luxembourg-based financial services platform provider of fund analysis, reporting, and advisory technology — a Phoenix technology/integration partner. Comparable in serving independent financial advisors across Europe with investment infrastructure.
• Franklin Templeton: Global asset manager whose mutual funds are distributed through Phoenix Investor's advisory network. Listed as a partner, Franklin Templeton is both a supplier of investment products to Phoenix and an adjacent competitor in the European retail wealth space.

Emerging players

• Moneyfarm: European digital wealth manager offering hybrid robo-advisory and human advice. Comparable in providing investment advisory and portfolio management to retail/HNW clients, but with a tech-led, lower-fee model that competes with traditional advisors.
• Scalable Capital: Leading European digital wealth-management platform with low-cost robo-advisory and brokerage offerings expanding into DACH markets. Represents the technology-led disruption to traditional human advisory models like Phoenix's.

Direct peers

• Deutsche Vermögensberatung (DVAG): Germany's largest independent financial advisory network, with deep DACH and CEE penetration. Highly comparable to Phoenix in human-driven, sales-led, independent advisory model, but with substantially larger scale and broader product partnerships.
• MLP SE: German financial advisory firm focused on academics, professionals, and HNW clients — an almost identical target persona to Phoenix's 'Demanding Individual Clients' segment. Comparable in offering independent advisory across life cycles with cross-selling into loans and insurance.
• Swiss Life Select: DACH-focused independent financial advisory network offering objective, bank-independent advice. Closely comparable model to Phoenix, with multi-country European presence and fee-based advisory across investments, insurance, and pensions.

Broad incumbents

• Allianz SE: Global financial services giant with large wealth-management and investment-advisory operations across Europe. Relevant broad incumbent comparison for the type of investment-advisory services Phoenix provides, particularly through Allianz-domiciled product manufacturers.
• Erste Group Bank: Largest CEE banking group with dominant wealth-management franchise across Czech Republic, Slovakia, and Austria — Phoenix's three operating markets. Represents the primary bank-affiliated incumbent whose tied-advisor model Phoenix explicitly differentiates against.
• Raiffeisen Bank International: Major Austrian-headquartered CEE bank with extensive wealth-management and investment-advisory services across the same geographies Phoenix serves. Comparable in targeting retail and HNW clients with investment products and advisory.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/phx_investorCZ

Revenue estimate

Valuation estimate

Number of profiles

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 Phoenix Investor