Omicron Investment Management GmbH

What Omicron Investment Management GmbH does

Omicron Investment Management GmbH is a Vienna-based licensed securities firm (Wertpapierfirma) founded in 2005 that delivers personalized investment management and advisory services to private individual investors in Austria. Operating under a regulatory concession covering acceptance and transmission of customer orders, investment advice, and asset management for individual portfolios and investment funds, the firm has been active for over two decades. It is wholly owned by Private Portfolio Partners Holding AG, which acquired the company in 2019 as its inaugural platform investment; the holding was founded by Raffaella Schneider and Rainer Paschinger to aggregate expertise, contacts, and ideas across industry colleagues, investment specialists, and private investors.

The firm's core offerings include Wertpapierdienstleistungen (securities services), Vermögensverwaltung (asset management), Anlageberatung (investment advisory), and access to international funds, individual stocks, bonds, and other financial instruments. Omicron differentiates itself through a product-independent advisory approach, assigning each client a dedicated personal portfolio manager and providing ongoing portfolio visibility plus regular reporting. The technology stack is non-proprietary and limited to a standard corporate website hosted by external providers (dryven.com for design/development and Hofstätter IT GmbH for IT infrastructure); there are no disclosed APIs, applications, AI/ML capabilities, or patents.

Omicron generates revenue through three streams: recurring asset management fees on managed portfolios (subscription model), professional services fees for investment advisory and order transmission, and transaction commissions on securities trades. Pricing is not publicly disclosed and is customized per client, with costs agreed transparently before contract signing. With a headcount of six employees and a direct, appointment-driven sales motion, the firm operates as a boutique advisory practice exclusively serving Austrian residents, as explicitly stated in its geographic restrictions.

Name

Omicron Investment Management GmbH

Legal name

Omicron Investment Management GmbH

Website

https://omicron-im.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

1–10 employees

Short description

Omicron Investment Management GmbH is a Vienna-based licensed securities firm founded in 2005 that provides personalized, product-independent investment advisory and asset management services to Austrian private individual investors. The firm is wholly owned by Private Portfolio Partners Holding AG.

Ownership category

akta.pro rank

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Investment Management Advisory (RIA) (FSAEAAAB)

akta.pro secondary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Asset management
• Investment advisory
• Wealth management
• Portfolio management
• Securities services

Headquarters

HQ city

Vienna

HQ country

Austria

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Revenue model

1. Asset Management Fees: Fees charged for managing individual portfolios and investment funds on behalf of clients.
2. Investment Advisory Services: Fees for investment advice and consultation services, including acceptance and transmission of customer orders.
3. Securities Transaction Commissions: Commissions generated from securities transactions executed for clients across the broad product palette including international funds, stocks, bonds, and other financial instruments.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Core offering

Omicron Investment Management GmbH is a licensed Austrian securities firm (Wertpapierfirma) providing asset management, investment advisory, and securities order acceptance/transmission services for individual investors. The firm manages individual portfolios and investment funds, offering product-independent advice with access to a broad palette of international funds, stocks, bonds, and other financial instruments.

Product overview

Omicron Investment Management GmbH is a licensed securities firm (Wertpapierfirma) based in Vienna, Austria, operating since 2005. The company offers a unified suite of financial services centered on investment management and advisory. Its core offerings include securities services (order acceptance/transmission, investment advice, and portfolio management for individual portfolios and investment funds), asset management with personalized portfolio construction based on client specifications, product-independent advisory services, and access to international funds, individual stocks, bonds, and other financial instruments. The company emphasizes individual client service with dedicated advisors, transparency through ongoing portfolio visibility and regular reporting, and a broad product palette from international fund companies.

Differentiator

Problem solved

Functional benefit

Segments1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered minor.

• dryven.comminorOthersWebsite development partner responsible for the design and development of Omicron's corporate website.
• Hofstätter IT GmbHminorOthersTechnology infrastructure provider powering the Omicron Investment Management website.

Scale indicators2 records

Recent moves3 records

Expansion highlights3 records

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights4 records

Customer concentration

• LinkedInlinkedin.com/company/omicron-investment-management-gmbh

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 Omicron Investment Management GmbH