What is the main business of PKO Towarzystwo Funduszy Inwestycyjnych?

The main business activity of PKO Towarzystwo Funduszy Inwestycyjnych focuses on fund management activities.

When was the company founded?

The company was registered in the Polish National Court Register (KRS) on June 18, 2001.

Where is the headquarters located?

The headquarters is located at: ul. Świętokrzyska 36, 00-116 Warszawa.

What is the share capital?

The share capital of the company is PLN 18,460,400 (approx. $5 million).

What period do the latest financial data cover?

The latest available financial statement covers the period from January 1, 2025 to December 31, 2025.

What was the revenue?

In 2025, the company generated total revenue of USD 145,475,874, representing an increase of 29.1% compared to 2024.

Is the company profitable?

Yes, in 2025 the company was profitable, achieving a net profit of USD 96,987,062, meaning the company increased its profit by 39.6%.

PKO Towarzystwo Funduszy InwestycyjnychS.A.

Q: Who is on the management board?

The management board consists of: Joanna Szymerska (Vice President of the Management Board), Rafał Sebastian Madej (President of the Management Board), Marcin Wlazło (Vice President of the Management Board), and Renata Wanat Szelenbaum (Vice President of the Management Board).

Fund management activities

KRS: NIP: REGON:

Overview

Status

Active

Registry date

2001-06-18

Share capital

18 460 400,00 PLN

Activity description

Pko Towarzystwo Funduszy Inwestycyjnych is an investment fund company that offers investment funds, retirement accounts (IKE and IKZE), and Employee Capital Plans (PPK). The company provides online investment services, allowing clients to manage their portfolios and access various sub-funds. Additionally, it has recently reduced management fees for selected sub-funds within its retirement package.

Registered address

ul. Świętokrzyska 36, 00-116 Warszawa, Poland

Website

pkotfi.pl

Phone

Social media

Electronic delivery address

AE:PL-55377-54502-EGBED-24

Financials

Total Operating Costs

29.22m

+10.0% vs 2024

Revenue history (in m)

Data and insights are generated automatically based on financial statements and may contain errors. This analysis is for informational purposes only and does not constitute an official assessment of the company's credibility or business advice.

Statistics

How the company ranks by revenue within its industry, region and across Poland in 2025.

Results vs industry

Revenue

This companyUSD 149.24mMedianUSD 96.16kAverageUSD 6.34m

Net profit

This companyUSD 96.99mMedianUSD 438.94AverageUSD 1.80m

Operating costs

This companyUSD 29.22mMedianUSD 75.73kAverageUSD 4.10m

Assets

This companyUSD 129.22mMedianUSD 254.82kAverageUSD 11.42m

Industry

Fund management activities (66.30.Z)Primary

Bank accounts

Registered as a VAT taxpayer on 2003-12-31. Active

PKO Bank Polski
33 1020 1026 0000 1802 0561 0037
PKO Bank Polski
42 1020 1068 0000 1502 0000 0042
PKO Bank Polski
48 1020 1026 0000 1702 0249 9705

Debt

No entries in the National Debtors Register (KRZ). No proceedings in KRZ

MSiG notices

7 notices recorded in the Court and Commercial Gazette (MSiG).

Publication date	Event
Nov 3, 2021	Financial statement published
Oct 23, 2020	Financial statement published
Jan 22, 2020	Financial statement published
Oct 9, 2019	Bankruptcy notice
Jan 14, 2019	Financial statement published

Public aid

No public aid cases recorded in the last 10 years.

Tenders

No recorded participation in tenders.

Public sector contracts

PKO Towarzystwo Funduszy Inwestycyjnych is the contractor in one public sector contract, worth PLN 34.16k.

Signed	Subject	Public buyer	Value
Aug 24, 2026	Prowadzenie PPK	Krajowe Biuro Wyborcze Delegatura w Elblągu	PLN 34,163

Public buyer	Value
Krajowe Biuro Wyborcze Delegatura w Elblągu	PLN 34,163

Trademarks

PKO Towarzystwo Funduszy Inwestycyjnych holds 2 active trademarks registered with the Polish Patent Office. 4 marks have expired or were not registered. The first mark was filed in 1997.

Mark	Number	Classes	Status	Protected until
GAMMA FUNDUSZE	Z.482794	35, 36	Protected	Feb 26, 2028
GAMMA FUNDUSZE(word)	Z.482795	35, 36	Protected	Feb 26, 2028
Inwestuj w dobrym Towarzystwie(word)	Z.319896	36	Refused	–
S-COLLECT(word)	Z.319818	36	Refused	–
PKO/CREDIT SUISSE	Z.174305	0, 36	Expired	–

Mark	Protected until
GAMMA FUNDUSZE	Feb 26, 2028
GAMMA FUNDUSZE(word)	Feb 26, 2028
Inwestuj w dobrym Towarzystwie(word)	–
S-COLLECT(word)	–
PKO/CREDIT SUISSE	–

Regulatory authorisations

Authority	Type	Status
KNF	Investment fund company	Active
BDO	BDO register entry	Active

Authorized Representatives

Anna Wyszyńska Bagińska – Attorney-in-fact (joint)

Grzegorz Krupa – Attorney-in-fact (joint)

Joanna Szymerska – Vice President of the Management Board

Rafał Sebastian Madej – President of the Management Board

Marcin Wlazło – Vice President of the Management Board

Manner of representation

Two members of the management board jointly; one member of the management board jointly with a commercial proxy; two commercial proxies acting jointly; attorneys-in-fact acting independently or jointly within the scope of the power of attorney granted.

Supervisory board

Wojciech Jarosław Adamczyk – Supervisory Board Member

Mariusz Adamiak – Supervisory Board Member

Andrzej Zajko – Supervisory Board Member

Bogdan Mariusz Włodarczyk – Supervisory Board Member

Michał Macierzyński – Supervisory Board Member

Ownership

Owner
Powszechna Kasa Oszczędności Bank Polski S.A.

Beneficial owners

Person	Rights

Competitors

Name	Revenue	Website
ING Towarzystwo Funduszy InwestycyjnychS.A.	$85,434,196.38	ingtfi.pl
Towarzystwo Funduszy Inwestycyjnych PZUS.A.	$74,880,558.05	pzu.pl
PFR Towarzystwo Funduszy InwestycyjnychS.A.	$66,272,628.64	pfrtfi.pl
Powszechne Towarzystwo Emerytalne PZUS.A.	$56,847,858.30	pzu.pl
Investors Towarzystwo Funduszy InwestycyjnychS.A.	$33,771,015.70	investors.pl
PKO Bp Bankowy Powszechne Towarzystwo EmerytalneS.A.	$23,804,085.25	pkopte.pl
Pocztylion-Arka Powszechne Towarzystwo EmerytalneS.A.	$8,409,046.06	pocztylion-arka.pl
Opoka Towarzystwo Funduszy InwestycyjnychS.A.	$7,076,928.50	opokatfi.pl
Fundusze Inwestycji Polskich Towarzystwo Funduszy InwestycyjnychS.A.	$648,597.28	fip-tfi.pl
OperaS.A.	$541,287.64	opera.pl

Change history

Date	Event
2023-08-28	Address change (Ul. Chłodna 52, 00-872, Warszawa → Ul. Świętokrzyska 36, 00-116, Warszawa)
2018-06-04	Share capital change (18,000,000.00 PLN → 18,460,400.00 PLN)
2015-10-15	Address change (Puławska 15, 02-515, Warszawa → Ul. Chłodna 52, 00-872, Warszawa)
2011-06-30	Address change (Grójecka 5, 02-019, Warszawa → Puławska 15, 02-515, Warszawa)
2008-05-30	Address change (Puławska 15, 02-515, Warszawa → Grójecka 5, 02-019, Warszawa)

FAQ

Last updated: 2026-10-07