across wealth a.s.

What across wealth a.s. does

Across Wealth a.s. is a privately held, for-profit financial services firm headquartered in Prague, Czech Republic, founded in 2023. According to its firmographic profile, the company manages assets and offers bonds, funds, portfolios, and securities transaction services to clients. Its stated core offerings span four traditional wealth management product lines — bonds, investment funds, managed portfolios, and securities dealing — indicating a vertically integrated asset management and brokerage model rather than a pure advisory or technology platform.

The firm operates with a lean headcount of 1-10 employees and maintains a web presence at acrosswealth.cz, though the website currently renders only a verification/loading page with no extractable content. No technology stack, proprietary platform, or digital tooling has been disclosed. Likewise, no management team, pricing model, fee schedule, AUM, customer segments, or distribution channels are documented in the available data, making deeper analysis of go-to-market mechanics, customer profiles, and underlying technical architecture impossible at this time. The company's competitive position, regulatory standing, and operational scale cannot be independently verified from the supplied sources.

Name

across wealth a.s.

Website

https://acrosswealth.cz

Company type

Private

Founded year

2023

Headcount range

1–10 employees

Short description

Across Wealth a.s. is a Prague-based, privately held wealth management firm founded in 2023 that manages assets and offers bonds, funds, portfolios, and securities transaction services, operating with a lean team of 1-10 employees.

Ownership category

akta.pro rank

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

akta.pro secondary industries

Private Client Custody & Brokerage (Execution, Reporting, Safekeeping) (FSAAABAN), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Wealth management
• Asset management
• Investment funds
• Portfolio management
• Securities brokerage

Headquarters

HQ city

Prague

HQ country

Czechia

HQ region

Europe

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations

Core offering

Across Wealth a.s. manages client assets and provides access to bonds, investment funds, managed portfolios, and securities transaction services. The firm operates as a Prague-based wealth management provider serving investors in the Czech Republic.

Differentiator

Problem solved

Functional benefit

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Expansion highlights1 record

Direct peers

• Brokerjet / Patria (Patria Finance): Czech brokerage and wealth advisory firm providing securities execution, portfolio advisory, and research services; a closely comparable mid-size peer in the same Prague market.
• J&T Banka: Czech private bank offering wealth management, portfolio advisory, and securities services to HNW and UHNW clients in the same Prague market as Across Wealth, competing for the same affluent client wallet.
• Conseq Investment Management: One of the largest Czech independent asset managers and securities brokers, offering portfolio management, funds, and investment advisory across bonds, equities, and structured products — a directly comparable multi-service wealth platform.
• CYRRUS: Czech broker-dealer and wealth manager providing securities execution, portfolio management, and investment advisory services to retail and institutional clients in the same domestic market.
• Fio banka: Czech retail and private bank with integrated brokerage, fund distribution, and portfolio services; competes for the same Czech retail and mass-affluent investors seeking asset management and securities execution.
• Partners Financial Services: Czech financial advisory network distributing investment funds, portfolios, and wealth products through affiliated advisors — overlapping with Across Wealth's portfolio and fund offering in the same geography.

Broad incumbents

• ČSOB Asset Management: Asset management arm of ČSOB (KBC Group), one of the largest Czech fund and portfolio managers; broader incumbent with overlapping fund and portfolio offerings for Czech retail and institutional clients.
• Amundi: European asset management giant offering funds, discretionary mandates, and advisory solutions that compete for the same Central European wealth clients via cross-border distribution.
• Schroders: Global asset and wealth manager offering multi-asset portfolios, funds, and securities services; competes for cross-border HNW and institutional mandates accessible to Czech clients.

Emerging players

• Interactive Brokers (via Central European clients): Global online broker-dealer widely used by self-directed Czech and Central European investors for securities execution; competes with Across Wealth on the execution/brokerage leg of the offering.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat1 record

Key risks5 records

Key highlights4 records

Customer concentration

• LinkedInlinkedin.com/company/acrosswealth

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 across wealth a.s.