Cleverty

Name

Cleverty

Legal name

Skupina CLEVERTY

Website

https://cleverty.cz

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

Keywords

• Investment advisory
• Financial advisory
• Investment intermediation
• Insurance distribution
• Investment fund management

Headquarters

HQ city

Prague

HQ country

Czechia

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Investment Instruments Intermediation: Through CLEVERTY Invest - providing investment instruments intermediation services to clients.
2. Advisory Services: Through CLEVERTY Advisors - providing economic, investment, and transaction advisory services.
3. Insurance Services: Through CLEVERTY Insurance - insurance distribution and related services.
4. Fund Management: Českomoravský fond SICAV (Aguila) - own fund solution that delivered 6.36% annualized annual yield in 2019 to clients.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Cleverty is a Czech financial and investment group that delivers integrated financial services through four specialized subsidiaries. CLEVERTY Invest intermediates investment instruments, CLEVERTY Advisors provides economic, investment, and transaction advisory, CLEVERTY Insurance distributes insurance solutions, and Českomoravský fond SICAV operates as a proprietary investment fund. The group has facilitated over 2 billion CZK in investments and serves affluent individuals and institutional investors in the Czech market.

Product overview

Cleverty is a Czech financial and investment group operating since 2005, structured as a platform of specialized subsidiaries sharing common infrastructure and expertise. The portfolio comprises four core offerings: CLEVERTY Invest (investment instruments intermediation), CLEVERTY Advisors (economic, investment, and transaction advisory), CLEVERTY Insurance (insurance services), and Českomoravský fond SICAV (proprietary fund solution). The group has facilitated over two billion CZK in investments for clients and achieved a 6.36% annualized return through its fund in 2019.

Differentiator

Problem solved

Functional benefit

Products and services

• CLEVERTY Invest Investment services providing intermediation of investment instruments for clients of the Cleverty group.
• CLEVERTY Advisors Professional advisory services covering economic, investment, and transaction advisory for clients of the Cleverty group.
• CLEVERTY Insurance Insurance services providing insurance solutions for clients of the Cleverty group.
• Českomoravský fond SICAV (Aguila) Proprietary investment fund solution providing annualized returns to clients of the Cleverty group; delivered a 6.36% annualized annual yield in 2019.

Quantifiable outcome

• 6.36% annualized annual yield delivered to fund clients in 2019
• +1 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

17 partnerships are on record, tiered minor and core.

• AllianzminorOthersInsurance partner shown on partners page.
• BH SecuritiesminorOthersSecurities and investment services partner.
• Českomoravský fond SICAV (Aguila)coreStrategic or Co-development PartnerOwn fund solution established by the group in 2019, providing annualized returns to clients. Core component of the group's service offering.
• GHS LegalminorImplementation/ SI/ Consulting PartnerLegal services partner.
• ColonnademinorOthersInsurance partner shown on partners page.
• ConseqminorOthersInvestment services partner.
• ČPP (Česká podnikatelská pojišťovna)minorOthersInsurance partner shown on partners page.
• KooperativaminorOthersInsurance partner shown on partners page.
• NNminorOthersInsurance partner shown on partners page.
• UniqaminorOthersInsurance partner shown on partners page.
• Generali PojišťovnaminorOthersInsurance partner shown on partners page.
• AXA PojišťovnaminorOthersInsurance partner shown on partners page.
• ČSOB PojišťovnaminorOthersInsurance partner shown on partners page.
• ERGO PojišťovnaminorOthersInsurance partner shown on partners page.
• Wood&CominorOthersInvestment services partner shown on partners page.
• AvantminorOthersFinancial services partner shown on partners page.
• Euler HermesminorOthersInsurance/credit insurance partner shown on partners page.

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Avant Group: Czech financial services group with investment, insurance and advisory offerings. Listed as a Cleverty partner and provides overlapping one-stop-shop services to Czech HNW clients.
• Wood & Company: Czech-based investment banking and brokerage firm serving institutional and affluent clients across CEE. Listed as an investment-services partner of Cleverty and competes for intermediation and advisory mandates.
• Atlantik finanční trhy: Czech financial advisory and brokerage firm offering investment consulting and intermediation. Competes for the same affluent Czech investor base targeted by Cleverty's advisory subsidiaries.
• J&T Banka: Czech private bank with wealth management, brokerage and investment fund offerings targeted at affluent and institutional investors. Listed as a banking partner of Cleverty and competes head-to-head for HNW mandates.
• Conseq Investment Management: Czech investment management and pension company offering fund and asset-management services to retail and institutional clients. Listed as a partner of Cleverty and the most direct competitor in Czech-managed investment solutions.
• Cyrrus: Czech investment firm providing brokerage, asset management and corporate advisory services. Competes directly with Cleverty Advisors and CLEVERTY Invest for Czech retail and institutional wealth clients.
• BH Securities: Prague-based securities broker and investment services firm. Listed as a securities partner of Cleverty and offers overlapping intermediation and advisory services in the Czech market.

Broad incumbents

• Česká spořitelna (Erste Group): Largest Czech retail bank with extensive wealth management, brokerage and proprietary mutual funds. Sets pricing benchmarks and competes for the affluent and institutional clients that Cleverty serves.
• Generali Pojišťovna: Large Czech insurer and another Cleverty insurance partner. Provides a much broader product shelf and brand reach than Cleverty's distribution-only insurance arm, making it both a partner and a competitor.
• Allianz pojišťovna (Czech Republic): Major Czech insurer and one of Cleverty's insurance distribution partners. Competes with Cleverty Insurance for policy placement and offers wealth products that overlap with Cleverty's advisory offering.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedIncz.linkedin.com/in/paveljisa

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries4 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 Cleverty