Overview
Dom Inwestycyjny Xelion is an investment house that provides brokerage services, including professional investment advisory. It offers a range of financial products such as open and closed investment funds, structured products, and asset management solutions. Additionally, the company provides insurance products and retirement solutions like IKZE and IKE.
Financials
Revenue history
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.
News
Industry
Bank accounts
Registered as a VAT taxpayer on 2003-03-01. Active
Bank Gospodarstwa Krajowego67 1130 1017 0020 1595 7120 0002- Bank Gospodarstwa Krajowego94 1130 1017 0020 1595 7120 0001
74 1240 1112 1111 0010 0026 9080
Debt
No entries in the National Debtors Register (KRZ). No proceedings in KRZ
MSiG notices
| Publication date | Event | |
|---|---|---|
| Jun 23, 2021 | Call to creditors |
Public aid
No public aid cases recorded in the last 10 years.
Tenders
No recorded participation in tenders.
Regulatory authorisations
| Authority | Type | Status | |
|---|---|---|---|
 KNF | Insurance agent of PKO Życie Towarzystwo Ubezpieczeń Spółka Akcyjna | Active | |
| KNF | Insurance agent of Powszechny Zakład Ubezpieczeń na Życie Spółka Akcyjna | Active | |
| KNF | Insurance agent of UNIQA Towarzystwo Ubezpieczeń na Życie Spółka Akcyjna | Active |
Authorized Representatives
Manner of representation
Two members of the management board or a member of the management board together with a commercial proxy are authorised to make declarations of will on behalf of the company.
Supervisory board
Ownership
| Owner | Shares | Share value | Stake |
|---|---|---|---|
| 90,075 | $2,727,798.01 | 75% | |
Others | 30,025 | $909,266.00 | 25% |
Beneficial owners
| Person | Rights | |
|---|---|---|
Tomasz Stanisław Grzyb (53)  | Natural person holding a senior management position (AML Act art. 2(2)(1)(a) indent 5). | |
Daniel Dominik Lipnicki (44) | Natural person holding a senior management position (AML Act art. 2(2)(1)(a) indent 5). | |
Arkadiusz Sławomir Mastalerek (51) | Natural person holding a senior management position (AML Act art. 2(2)(1)(a) indent 5). | |
Krzysztof Prasał (49) | Natural person holding a senior management position (AML Act art. 2(2)(1)(a) indent 5). | |
Piotr Krzysztof Szcześniak (51) | Natural person holding a senior management position (AML Act art. 2(2)(1)(a) indent 5). |
Competitors
| Name | Revenue | Website | ||
|---|---|---|---|---|
| Ipopema Towarzystwo Funduszy InwestycyjnychS.A. | $41,578,756.97 | ipopematfi.pl | ||
| Generali Investments Towarzystwo Funduszy InwestycyjnychS.A. | $40,129,559.04 | generali-investments.pl | ||
| Investors Towarzystwo Funduszy InwestycyjnychS.A. | $33,771,015.70 | investors.pl | ||
| Agiofunds Towarzystwo Funduszy InwestycyjnychS.A. | $9,573,369.31 | agiofunds.pl | ||
| IB Towarzystwo Funduszy InwestycyjnychS.A. | $890,968.60 | ibtfi.pl | ||
| Finax, O.C.P., A.S.Branch (foreign co.) | $521,526.34 | finax.eu | ||
| Allied Funds Towarzystwo Funduszy InwestycyjnychS.A. | $256,453.88 | alliedfunds.eu | ||
| Kwlm Inwestycjesp. z o.o. | $181,490.23 | kwlm.pl | ||
| Copernicus SecuritiesS.A. | $34,632.29 | copernicusdm.pl | ||
| Ifds Dom MaklerskiS.A. | $162.92 | ifds.com.pl |
Change history
| Date | Event | |
|---|---|---|
| 2021-10-15 | Share capital change (60,050,000.00 PLN → 13,464,411.00 PLN) | |
| 2012-03-26 | Address change (Puławska 107/Vi Piętro, 02- 595, Warszawa → Puławska 107, 02-595, Warszawa) | |
| 2012-03-26 | Name change (Xelion. Doradcy Finansowi → Dom Inwestycyjny Xelion) | |
| 2009-01-30 | Share capital change (54,050,000.00 PLN → 60,050,000.00 PLN) | |
| 2008-06-06 | Share capital change (50,050,000.00 PLN → 54,050,000.00 PLN) |
FAQ
Last updated: 2026-05-11