Overview
Phinance is a financial advisory company in Poland that specializes in life insurance, health insurance, capital investments, savings programs, property insurance, vehicle insurance, and loans. With over 20 years of experience, they aim to provide clients with a sense of security and support throughout various stages of life. Additionally, they offer services for businesses, including leasing and financial consulting.
Financials
Revenue history (in m)
Financial insight
- Possible Estonian CIT: Equity includes Art. 28d line items, but all amounts are 0 — this may be an accounting template or the first year of the regime.
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
Industry
Bank accounts
Registered as a VAT taxpayer on 2002-09-12. Active
16 1090 1362 0000 0001 0091 7142- 64 1090 1362 0000 0001 0401 1063
- 51 1090 1362 0000 0001 0724 2076
Debt
No entries in the National Debtors Register (KRZ). No proceedings in KRZ
MSiG notices
| Publication date | Event | |
|---|---|---|
| Dec 19, 2017 | Commercial Companies Code notice |
Public aid
No public aid cases recorded in the last 10 years.
Tenders
No recorded participation in tenders.
Regulatory authorisations
| Authority | Type | Status | |
|---|---|---|---|
 KNF | Investment firm agent of Ipopema Securities S.A. | Active | |
| KNF | Insurance agent of Towarzystwo Ubezpieczeń i Reasekuracji Allianz Polska Spółka Akcyjna | Active | |
| KNF | Insurance agent of Lloyd's Insurance Company SA/NV | Active |
Authorized Representatives
Manner of representation
Two members of the management board acting jointly are authorized to conduct the affairs of the company and to make declarations on behalf of the company.
Supervisory board
Beneficial owners
| Person | Rights |
|---|---|
Marcin Mateusz Kaczmarek (45)  | Natural person holding a senior management position (AML Act art. 2(2)(1)(a) indent 5). |
Paweł Kasica (43) | Natural person holding a senior management position (AML Act art. 2(2)(1)(a) indent 5). |
Dorota Kowalewska (38) | Natural person holding a senior management position (AML Act art. 2(2)(1)(a) indent 5). |
Lidia Pers (43) | Natural person holding a senior management position (AML Act art. 2(2)(1)(a) indent 5). |
Subsidiaries
| Name | Share value | Stake | |
|---|---|---|---|
Eprosp. z o.o. | — | 100% |
Competitors
| Name | Revenue | Website | |
|---|---|---|---|
| Allianz Polska Servicessp. z o.o. | $69,579,094.72 | allianz.pl | |
| OVB Allfinanz Polskasp. z o.o. | $44,737,582.82 | ovb.pl | |
| Votum Scale AgencyS.A. | $24,036,698.10 | dsa.pl | |
| DSAsp. z o.o. | $17,580,847.83 | dsa.waw.pl | |
| Arrantsp. z o.o. | $15,206,782.96 | arrant.pl | |
| Polisa ExpertS.A. | $15,193,606.05 | polisaexpert.pl | |
| Supra BrokersS.A. | $12,771,593.39 | suprabrokers.pl | |
| Poczta Polska FinanseS.A. | $12,057,287.50 | poczta-polska-finanse.pl | |
| Diamond Financesp. z o.o. | $9,537,712.64 | diamondfinance.pl | |
| ProfitowiS.A. | $8,503,686.09 | profitowi.pl |
Change history
| Date | Event |
|---|---|
| 2021-03-05 | PKD change (Removed: 62.02.Z, 66.11.Z; Added: 68.31.Z, 74.90.Z) |
| 2016-01-22 | PKD change (Removed: 63.99.Z, 64.30.Z, 68.32.Z, 69.20.Z, 73.11.Z, 74.90.Z, 78.10.Z, 82.99.Z; Added: 78.30.Z, 85.59.B) |
| 2015-10-22 | Address change (Plac Andersa 3, 61-894, Poznań → Ul. Franciszka Ratajczaka 19, 61-814, Poznań) |
| 2011-09-16 | Name change ("efect Doradztwo Finansowe" → Phinance) |
| 2008-08-27 | Entered in the register |
FAQ
Last updated: 2026-06-24