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Copernicus Wealth Management logo — Founded in December 2016, Copernicus is an independent finan...

Copernicus Wealth Management

Founded in December 2016, Copernicus is an independent financial group with offices in Zürich and Lugano.

Founded 2016 Switzerland Zurich, Switzerland 32 employees Finance, Financial Services

General Information

Company Name Copernicus Wealth Management
Founded Year 2016
Location Switzerland Zurich, Switzerland
Employees 32
Industries Finance, Financial Services
Social

BounceWatch is an independent company data service, not affiliated with Copernicus Wealth Management. To contact Copernicus Wealth Management, visit groupcopernicus.com.

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About Copernicus Wealth Management

Copernicus Wealth Management is an independent financial group with offices in Zürich and Lugano. Established in December 2016, the Group is majority-owned by its founding partners. It comprises of Copernicus Wealth Management, Finpartner Financial Services, and Thalia Capital Advisors. The company is an authorised manager of collective investment schemes, regulated by the Swiss Financial Market Supervisory Authority FINMA. Its services include Wealth Management, Asset Management, Wealth Management Services, and Risk Reporting & Consolidation. The company operates in the Finance and Financial Services industries, with its headquarters based in Switzerland. Additionally, it is noteworthy that the company has not disclosed any details regarding its last investment or last investment investors at this time. Copernicus Wealth Management's rapid growth and meticulous approach to financial management position it as an intriguing prospect for potential investors seeking opportunities in the Swiss financial market. With a wide range of financial services and a strong presence in the industry, Copernicus Wealth Management presents promising potential for further growth and success.

Business keywords: financial group, independent, Switzerland, Wealth Management, Risk Reporting, Collective Investment Schemes, FINMA Authorized, Lugano, Zürich, Thalia Capital Advisors, Finpartner Financial Services, startup, investor

No funding data available for Copernicus Wealth Management yet.

Copernicus Wealth Management Alternatives & Competitors

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Copernicus Wealth Management vs
FSDH Asset Management
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FAQ About Copernicus Wealth Management

Founded in December 2016, Copernicus is an independent financial group with offices in Zürich and Lugano.
Copernicus Wealth Management was founded in 2016.
Copernicus Wealth Management is headquartered in Zurich, Switzerland.
Copernicus Wealth Management operates in Finance and Financial Services. Its work centres on financial group, independent, Switzerland and Wealth Management.
Copernicus Wealth Management has approximately 32 employees.
Top alternatives and competitors to Copernicus Wealth Management include FSDH Asset Management, HD Vest Financial Services, CAIS, Callahan Financial Planning, RealFin Collective Investment Schemes. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Copernicus Wealth Management and FSDH Asset Management are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Copernicus Wealth Management, https://bouncewatch.com/company/copernicus-wealth-management, updated 5 January 2025. When citing, please name BounceWatch and link this page.

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