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Top Financial Advisory Companies in Poland

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9 companies for Financial Advisory in Poland

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Amati & Associates's Logo

Amati & Associates

Warsaw, Poland

B

1-10 Employees

2012

Key takeaway

Amati & Associates offers comprehensive financial advisory services that focus on developing and implementing innovative strategies to drive business growth. Their expertise includes addressing complex challenges, providing high-level strategic insights, and offering tailored guidance to help businesses navigate their unique obstacles and maximize their growth potential.

Reference

Service

Services - Amati and Associates

Amati & Associates Advisory Services include: Branding, Innovation, Commercial Excellence and Foresight. For Growth.

Finalyse's Logo

Finalyse

Warsaw, Poland

B

101-250 Employees

1988

Key takeaway

The company, Finalyse, specializes in financial advisory by providing innovative solutions in valuation, risk, and compliance. They emphasize their commitment to enhancing the financial system's sustainability and resilience through expert guidance and a collaborative approach.

Reference

Core business

Finalyse: A Fresh Take on Risk and Valuation

Solutions for financial institutions and corporates, provided by subject matter experts. We support our clients incorporating changes and innovations in valuation, risk and compliance.

TAAC Solutions's Logo

TAAC Solutions

Warsaw, Poland

B

11-50 Employees

2010

Key takeaway

TAAC Solutions is a tax advisory company that offers comprehensive financial services, including tax, accounting, and payroll, making it well-equipped to support clients in their financial management. With a team of experienced experts and strong international relations, the company aims to provide efficient and complex services that allow clients to focus on their core business activities.

Reference

Core business

quickanalytics - Tax Advising and Accounting Solutions

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Wightwick Consulting's Logo

Wightwick Consulting

Warsaw, Poland

B

1-10 Employees

-

Key takeaway

Wightwick Consulting offers expertise in Corporate Finance Consulting and Business Performance Consulting, making it well-equipped to provide valuable financial advisory services.

Reference

Service

Services | Wightwick Consulting

FIIT Consulting's Logo

FIIT Consulting

Wrocław, Poland

B

11-50 Employees

2018

Key takeaway

FIIT Consulting is dedicated to providing comprehensive financial advisory services, specializing in finance IT innovation and transformation. With over 60 years of collective expertise, they offer exceptional guidance and support, particularly for Aptitude Software® transformation projects, positioning themselves as committed partners in their clients' success.

Reference

Core business

FIIT | Aptitude Software Partner | Aptitude Accounting Hub

Providing bespoke support and advice to finance organisations in their digitalisation and transformation journey

Judyta Piechaczek's Logo

Judyta Piechaczek

Rybnik, Poland

B

1-10 Employees

-

Key takeaway

Judyta Piechaczek, a financial expert with extensive experience in financial services in the Silesia region, emphasizes professionalism and client satisfaction, offering consultations to help clients determine the most beneficial options for their financial needs.

Reference

Core business

Judyta Piechaczek – Ekspert finansowy

POPOWSKI ADVISORY SP. Z O.O.'s Logo

POPOWSKI ADVISORY SP. Z O.O.

Warsaw, Poland

B

1-10 Employees

2015

Key takeaway

Popowski - Advisory provides expert financial advice to entrepreneurs looking to enter and navigate emerging markets, including guidance on contract preparation and secure settlements. They also offer tailored investment advice for companies and their owners on effectively managing and growing their funds.

Reference

Service

Experience | Popowski Advisory

SmartFunding.sg's Logo

SmartFunding.sg

Gdańsk, Poland

B

1-10 Employees

2016

Key takeaway

SmartFunding, a licensed regional financing platform backed by ASX-listed Fatfish Group Ltd and Abelco Investment Group AB, offers investment opportunities with returns of up to 24%, making it an attractive option for those seeking financial advisory in the SME sector. Their user-friendly platform supports both investors and SMEs, providing clarity and trust in the investment process.

Reference

Core business

SmartFunding - The Smart SME Financing Platform

We are a Licensed Regional Financing Platform · Grow Your Investment With Returns Of Up To 24% · Scale Your Business With Flexible Financing Solutions.

NWAI Dom Maklerski's Logo

NWAI Dom Maklerski

Warsaw, Poland

B

- Employees

2007

Key takeaway

W NWAI Dom Maklerski, we specialize in securing capital for various entities, including enterprises, banks, and investment funds.

Reference

Core business

NWAI.pl - Dom maklerski


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Information about Financial Advisory in Poland

When exploring the Financial Advisory industry in Poland, several key considerations come into play. Regulatory compliance is paramount, as the industry is governed by the Polish Financial Supervision Authority (KNF), which enforces strict guidelines to ensure transparency and protect investors. Professionals entering this field should be aware of the challenges posed by evolving regulations and the need for continuous education to stay compliant. Opportunities abound, particularly in areas such as wealth management, investment advisory, and corporate finance, driven by a growing middle class and increasing foreign investment. Moreover, the competitive landscape is characterized by a mix of established firms and emerging startups, creating a dynamic environment. Global market relevance is also significant, as Poland's strategic location within Europe attracts multinational companies looking for financial services. Environmental, social, and governance (ESG) considerations are gaining traction, influencing investment strategies and advisory services. As sustainability becomes a priority, financial advisors must integrate ESG factors into their practices to meet client expectations and regulatory requirements. Ultimately, understanding these facets will provide a solid foundation for anyone interested in pursuing a career or investment in the Polish Financial Advisory sector.


Insights about the Financial Advisory results above

Some interesting numbers and facts about your company results for Financial Advisory

Country with most fitting companiesPoland
Amount of fitting manufacturers1
Amount of suitable service providers6
Average amount of employees1-10
Oldest suiting company1988
Youngest suiting company2018

Frequently asked questions (FAQ) about Financial Advisory Companies

Some interesting questions that has been asked about the results you have just received for Financial Advisory

Based on our calculations related technologies to Financial Advisory are Education, Engineering Services, IT & Technology Services, Healthcare Services, Consulting

The most represented industries which are working in Financial Advisory are Finance and Insurance, Consulting, IT, Software and Services, Judiciary, Other

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