Czech Capital Invest sro

What Czech Capital Invest sro does

Czech Capital Invest s.r.o. (legal name: CCI – czech capital invest s.r.o.) is a privately held Czech investment advisory and education firm headquartered in Opava at Zámecký okruh 37/2, operating across multiple branch offices in the Czech Republic. The firm offers individual Czech retail investors advisory and educational services across six product verticals: securities (with emphasis on FAANG equities), mutual funds (open and closed, with a 1,000,000+ Kč entry threshold highlighted for open-end products), government/corporate/bank bonds, commercial real estate (focused on CEE office and logistics), cryptocurrencies, and precious metals (silver as an industrial-metal thesis), plus ancillary accounting services. Product positioning emphasizes "independent" advice contrasted with bank product recommendations, and claims of exclusive investment insights not available to the broader Czech market.

The core monetized offering is individual mentoring at 3,000 Kč per hour or 20,000 Kč for a 10-hour package, backed by a 100% money-back guarantee after the first session. GTM is sales-led, relying on a corporate website (ccinvest.cz) for content marketing, a standalone Investor Test microsite (testinvestora.ccinvest.cz) for lead qualification, email/newsletter nurturing with gated content, and an in-person branch consultation network for conversion. The firm also operates a VIP club with closed seminars for higher-capital clients.

At 8 employees, no disclosed funding, no management team bios, no API/technology stack, and no AI/ML capabilities, the business is structured as a small professional-services consultancy rather than a scalable technology platform. Revenue, founding year, ownership structure, and management are not disclosed in available sources, and there are no patents, partnerships, awards, regulatory actions, or M&A events on record. The competitive moat rests on local brand presence, an accumulated Czech-language content library, and physical branch distribution in a single-country market.

Name

Czech Capital Invest sro

Legal name

CCI – czech capital invest s.r.o.

Website

https://ccinvest.cz

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Czech Capital Invest s.r.o. is a privately held Czech investment advisory firm headquartered in Opava that offers individual retail investors education and mentoring across securities, funds, bonds, commercial real estate, crypto, and precious metals, monetized via hourly mentoring fees and multi-branch consultations.

Ownership category

akta.pro rank

Product category

Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Other Financial Investment Activities (5239)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industry

Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing) (BPAJANAE)

Keywords

• Investment advisory services
• Financial education mentoring
• Portfolio diversification
• Securities and bonds
• Wealth management consulting

Headquarters

HQ city

Opava

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. Financial Advisory and Mentoring Services: The company generates revenue through individual mentoring sessions on investments, offering educational services on securities, funds, bonds, real estate, and cryptocurrencies. Revenue is earned through hourly and package-based mentoring fees.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Czech Capital Invest sro is a Czech investment advisory and consulting firm that educates individual investors and provides guidance across five asset classes — securities (notably FAANG stocks), mutual funds, government/corporate/bank bonds, commercial real estate in Central and Eastern Europe, and cryptocurrencies and precious metals (silver) — alongside accounting services. The firm monetizes primarily through paid individual mentoring sessions (20,000 Kč for 10 hours or 3,000 Kč per hour) with a 100% money-back guarantee, while a free online Investor Test and educational website content funnel prospects into branch consultations and a VIP club for high-capital clients.

Product overview

Czech Capital Invest sro is a financial advisory and investment services company offering a unified platform of investment products and educational services. The core portfolio includes Securities (stocks), Funds (mutual funds), Bonds, Real Estate, Crypto and Precious Metals, and Accounting services. The company also provides add-on services including an Investor Test assessment tool and individual Mentoring/education programs. All services are delivered through the company's website and branch offices, with VIP club membership available for clients investing significant capital.

Differentiator

Problem solved

Functional benefit

Products and services

• Securities Investment Advisory (Cenné papíry) Advisory and educational services on equity securities for Czech individual investors, with emphasis on FAANG stocks and market analysis.
• Funds Investment Advisory (Fondy) Advisory on open and closed mutual funds for Czech individual investors, with a 1,000,000+ Kč minimum capital requirement referenced for open-end fund access.
• Bonds Investment Advisory (Dluhopisy) Advisory on government, corporate, and bank bonds as a portfolio protection strategy against inflation for Czech individual investors.
• Commercial Real Estate Investment Advisory (Nemovitosti) Advisory on commercial real estate investments, focused on office and logistics properties in Central and Eastern Europe for Czech individual investors.
• Crypto and Precious Metals Investment Advisory (Krypto a drahé kovy) Advisory on cryptocurrency and precious metals investments, with particular emphasis on silver as an industrial metal investment opportunity for Czech individual investors.
• Individual Mentoring Program (Vzdělání/Mentoring) One-on-one paid investment education and mentoring sessions for Czech individual investors, priced at 3,000 Kč per hour or 20,000 Kč for a 10-hour package, with a 100% money-back guarantee.
• Accounting Services (Účetnictví) Accounting services provided to clients alongside the firm's investment advisory offerings.

Quantifiable outcome

• Silver returned 700% gains to investors between 2008-2011 during financial crisis
• +3 more outcomes

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Direct peers

• ATLANTIK finanční trhy: Czech retail investment advisory and brokerage serving individual investors with securities, funds, and other instruments — a closely comparable independent Czech investment advisor for retail clients.
• Conseq Investment Management: Czech investment management and advisory firm founded in 1994, distributing mutual funds and providing advisory services to retail and institutional clients — directly comparable as a domestic multi-asset retail investment advisor.
• Roklen360: Czech financial advisory and fintech platform offering investment guidance and brokerage services to retail investors — closely comparable as an independent, multi-asset retail investment advisor.
• Broker Consulting: Czech financial advisory and investment firm providing independent advisory on funds, securities, and other investment products to retail clients — comparable in business model and target segment.
• Partners Financial Services: Czech financial advisory group offering investment consulting, financial planning, and asset allocation services to retail clients — directly comparable as a domestic multi-product retail investment advisor.

Broad incumbents

• CYRRUS: Czech investment bank and brokerage providing advisory, trading, and investment services across multiple asset classes — comparable as a broader incumbent in the Czech investment advisory space.
• WOOD & Company: Czech investment bank with a broad advisory, brokerage, and asset-management franchise across CEE — a comparable established player in the Czech investment advisory ecosystem, though serving a broader client mix.
• J&T Banka: Major Czech private bank offering wealth management, investment advisory, and fund distribution to affluent and retail clients — a broader incumbent with overlapping product coverage and distribution scale.
• Fio banka: Czech bank with a dedicated investment branch (Fio investovani) offering securities trading, fund distribution, and investment advisory to retail clients — comparable as a broader incumbent competing in the same Czech retail advisory segment.

Regional players

• ČS nemovitostní fond (Reico): Czech real estate investment fund manager distributing open-end RE funds to retail investors in the Czech Republic — comparable in that it markets real estate fund products to Czech retail investors, similar to CCI's real estate advisory offering.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/czech-capital-invest-sro

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 Czech Capital Invest sro