What FINFOCUS, s.r.o. does

FINFOCUS, s.r.o. is a Czech financial advisory firm headquartered in Prague (Praha 4), founded in 2011 by Emil Brož and operating as a bound agent of Broker Trust, a.s. The company delivers tiered advisory services across four segments: Exclusive Advisory (general financial planning), Premium Advisory (investment opportunities and risk management), Private Advisory (for HNW individuals, entrepreneurs, and public figures), and Corporate Advisory (financing, cost optimization, employee benefits, and tax planning). With a headcount of approximately 5 employees and positioning as a quality-focused boutique, FINFOCUS explicitly differentiates against large MLM and broker-pool competitors in the Czech market through advisor certification rigor and stated independence from product providers.

The company's product ecosystem includes the Focus DATA client portal for financial data access, the FINFOCUS HYPOTÉKA mortgage calculator, and the Focus BENEFIT discount program comprising 36 partner businesses. FINFOCUS owns and operates DůmFinancí.cz, an economic publishing platform founded in 2006 that has reached nearly 4 million cumulative users across articles on finance, taxes, pensions, loans, and business. The firm is part of the BROŽ BRANDS holding group, which also includes RealtyFocus.cz, providing parent-company infrastructure across the broader portfolio.

Revenue is generated primarily through fee-based professional advisory services delivered via multi-year contracts under a quote-based, consultative pricing model, supplemented by an affiliate/referral stream through the Focus BENEFIT partner program. Go-to-market is sales-led and consultative, with advisors assigned based on client geography across the Czech Republic and supported by content marketing through DůmFinancí.cz, email newsletters, press releases, and media appearances. Public recognition includes a 2016 cover feature in Profi Poradenství & Finance Magazine and 2013 mystery-shopping test wins in life and motor insurance advisory.

Name

FINFOCUS, s.r.o.

Legal name

FINFOCUS, s.r.o.

Website

https://finfocus.cz

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

1–10 employees

Short description

FINFOCUS, s.r.o. is a Czech boutique financial advisory firm in Prague offering tiered advisory services (Exclusive, Premium, Private, Corporate) to HNW individuals, corporate clients, and retail consumers, operating as a bound agent of Broker Trust, a.s.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Fee-Only Advisory (FSAEAAAL)

akta.pro secondary industry

Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

• Financial advisory services
• Investment advisory
• Corporate financing consulting
• Mortgage advisory
• Insurance and pension planning

Headquarters

HQ city

Praha 4 (Prague)

HQ country

Czechia

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Financial Advisory Services: Fee-based financial advisory services across four tiers: Exclusive Advisory, Premium Advisory, Private Advisory, and Corporate Advisory. Services include financing, investing, insurance, and pension planning.
2. Focus BENEFIT Partner Program: Partner program offering discounts and benefits to clients through network of partner businesses

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

FINFOCUS, s.r.o. is a Czech financial advisory firm that delivers personalized consulting services across four tiers (Exclusive, Premium, Private, and Corporate) covering financing, investing, insurance, and pension planning. The company operates as a bound agent of Broker Trust, a.s. and supplements its advisory services with the Focus DATA online client portal, an interactive mortgage calculator (FINFOCUS HYPOTÉKA), the Focus BENEFIT partner discount program, and the DůmFinancí.cz financial content portal.

Product overview

FINFOCUS, s.r.o. is a Czech financial advisory company offering a comprehensive suite of advisory services organized into four tiers: Exkluzivní poradenství (Exclusive Advisory) for general financial planning, Prémiové poradenství (Premium Advisory) for investment-focused services, Privátní poradenství (Private Advisory) for high-net-worth clients and public figures, and Firemní poradenství (Corporate Advisory) for business clients. The company also provides digital tools including the FINFOCUS HYPOTÉKA mortgage calculator and Focus DATA client portal. Its ecosystem includes the Focus BENEFIT partner discount program and DůmFinancí.cz financial information portal. The company operates as a bound representative of Broker Trust, a.s. and is part of the BROŽ BRANDS holding group.

Differentiator

Problem solved

Functional benefit

Products and services

• Exkluzivní poradenství (Exclusive Advisory) Premium financial advisory service focused on helping clients save and earn more and achieve financial goals through personalized financial planning, covering financing, investing, insurance, and pensions.
• Prémiové poradenství (Premium Advisory) Investment-focused advisory service concentrating on finding the most interesting investment opportunities, risk management, and financing of client objectives.
• Privátní poradenství (Private Advisory) High-end private advisory service for successful entrepreneurs, top managers, restituted persons, and public figures, focused on capital protection and appreciation, delivered by advisors holding the company's top-tier Private Advisor certification.
• Firemní poradenství (Corporate Advisory) Corporate financial advisory covering external financing, cost reduction through intelligent use of resources, employee benefit programs, tax optimization, and business growth support.
• FINFOCUS HYPOTÉKA (Mortgage Calculator) Interactive online tool allowing clients to calculate loan repayments for property financing, with comparison between standard and FINFOCUS premium mortgages.
• Focus DATA (Client Portal) Secure online client portal providing account access and financial data management for FINFOCUS clients, requiring login authentication.
• Focus BENEFIT Partner Discount Program Discount program providing clients with exclusive discounts from a network of 36 partner businesses across categories including automotive, wellness, dining, accommodation, HR services, and other services across the Czech Republic.
• DůmFinancí.cz Economic Portal Economic information portal providing objective and independent news and articles on finance, taxes, wages, social benefits, pensions, loans, and business topics, founded in 2006 and visited by nearly 4 million users.

Quantifiable outcome

• Realized savings in hundreds of thousands to millions of korunas for corporate clients
• +1 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Five partnerships are on record, tiered parent, core and minor.

• BROŽ BRANDS holdingparentStrategic or Co-development PartnerFINFOCUS is part of the BROŽ BRANDS holding group, providing the infrastructure and backing for client success. The holding company website is brozbrands.com.
• Broker Trust, a.s.coreChannel Partner/ Reseller/ DistributorFINFOCUS is a bound agent (vázaný zástupce) acting on behalf of Broker Trust, a.s., which is registered as PA, IZ, SZ (financial advisor, insurance agent, securities dealer).
• DůmFinancí.czcoreOthersEconomic publishing platform owned by FINFOCUS providing objective and independent information from finance, taxes, wages, social benefits, pensions, loans, business, and economics. Founded in 2006, visited by nearly 4 million users.
• RealtyFocus.czminorOthersReal estate-focused subsidiary platform under the BROŽ BRANDS holding.
• Focus BENEFIT PartnersminorGTM or Marketing PartnerNetwork of 36 partner businesses offering discounts to FINFOCUS clients through the Focus BENEFIT card program. Partners include moving services, accommodations, HR services, massage, auto services, cosmetics, hairdressing, architecture, restaurants, and more across Czech Republic.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• J&T Banka: Czech private bank with significant wealth management and advisory operations serving HNW and corporate clients. Comparable on the private advisory/banking side, though structured as a full-service bank rather than a boutique.
• Conseq Investment Management: One of the largest Czech investment management and advisory groups, serving retail, institutional, and corporate clients. A broader incumbent with adjacent capabilities that overlaps with FINFOCUS's premium and corporate advisory offerings.
• WOOD & Company Financial Services: Prague-based investment banking and wealth advisory firm serving HNW individuals and corporate clients across Central Europe. Comparable on the corporate advisory and HNW private banking dimensions.
• Generali Investments CEE, investiční společnost, a.s. Asset management arm of Generali in the Czech Republic offering managed funds and advisory services. An adjacent incumbent in the investment distribution chain that FINFOCUS may recommend or compete against for premium client assets.

Direct peers

• OVB Holding AG: Frankfurt-listed financial advisory group with a major Czech operation offering multi-tier financial planning, insurance, and investment products to retail clients. The closest scaled analogue to FINFOCUS's tiered advisory model, though executed via a multi-level structure.
• Broker Trust, a.s. FINFOCUS's principal and registered distributor (PA, IZ, SZ). Broker Trust is a Czech financial intermediary offering advisory, insurance brokerage, and securities services to retail and corporate clients under a similar four-step advisory model.
• Swiss Life Select Česká republika: Swiss Life's Czech advisory arm providing independent financial planning, investment, and insurance advisory to individuals and corporate clients. Directly comparable in offering breadth and advisor-led distribution.
• Partners Financial Services, a.s. Czech financial advisory firm offering multi-tier financial consulting across investment, insurance, and financing products. Highly comparable tiered-service structure and target clientele.

Emerging players

• CLEVIS, s.r.o. Czech strategic and corporate finance consultancy advising SMEs and corporations on financing, growth, and restructuring. Comparable on the Corporate Advisory product line of FINFOCUS.
• Fondee: Czech robo-advisor offering digital investment portfolio management to retail clients. Overlaps with FINFOCUS's Premium/Exclusive advisory tiers on the investment-management side while representing a contrasting digital-first model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Customer concentration

• LinkedInlinkedin.com/company/finfocus-s-r-o-

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 FINFOCUS, s.r.o.