Overview
F-Trust Iwealth is an independent distributor of investment products, offering both Polish and foreign investment funds and asset management services that can be purchased online or in person. The company provides tailored investment advice and features a selection of top-performing investment funds, including those focused on blockchain and precious metals. Additionally, F-Trust Iwealth offers opportunities for individuals to start a career as independent financial advisors.
Financials
Revenue history (in k)
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 2011-11-01. Active
Debt
No entries in the National Debtors Register (KRZ). No proceedings in KRZ
MSiG notices
| Publication date | Event | |
|---|---|---|
| Oct 14, 2014 | Commercial Companies Code notice |
Public aid
| Grant date | Purpose | Gross amount | Granting body | |
|---|---|---|---|---|
| Nov 15, 2025 | De minimis aid (in accordance with Commission Regulation 2023/2831) | $5,206$5,206 | Pracodawcy Rp-Wielkopolska | |
| Aug 10, 2023 | De minimis aid (in accordance with Commission Regulation No 1407/2013 or earlier) | $2,393$2,393 | Prezes Zakładu Ubezpieczeń Społecznych |
Tenders
No recorded participation in tenders.
Regulatory authorisations
| Authority | Type | Status | |
|---|---|---|---|
 KNF | Investment firm agent of Caspar Asset Management S.A. | Active |
Authorized Representatives
Manner of representation
The representation of the company and the making of declarations of will on behalf of the company require the joint action of two members of the management board or one member of the management board jointly with a commercial proxy.
Supervisory board
Beneficial owners
| Person | Rights | |
|---|---|---|
Piotr Przemysław Przedwojski (56)  | Beneficjent jest jedynym beneficjentem vultzi fundacji rodzinnej, która jest większościowym akcjonariuszem caspar asset management s.a., która to jest większościowym akcjonariuszem (64,49%) f-trust iwealth s.a. |
Subsidiaries
| Name | Share value | Stake | ||
|---|---|---|---|---|
Iwealth Familysp. z o.o. | 18,908.70 USD | 28.5714% |
Competitors
| Name | Revenue | Website | ||
|---|---|---|---|---|
| Esaliens Towarzystwo Funduszy InwestycyjnychS.A. | $12,201,167.25 | esaliens.pl | ||
| Domwaluty.Plsp. z o.o. | $7,898,541.67 | domwaluty.pl | ||
| WealthonS.A. | $3,999,586.30 | wealthon.com | ||
| Caspar Towarzystwo Funduszy InwestycyjnychS.A. | $3,810,653.19 | caspar.com.pl | ||
| Fingo CapitalS.A. | $2,416,632.14 | fingocapital.pl | ||
| Equity Fund 2 AsiS.K.A. | $2,185,083.98 | zasifund.pl | ||
| BFF PolskaS.A. | $1,224,510.30 | bffgroup.com | ||
| New Tech VentureS.A. | $1,093,671.52 | ntvsa.pl | ||
| Trust Financesp. z o.o. | $949,177.03 | trustfinance.pl | ||
| Kwlm Estatessp. z o.o. | $646,407.45 | kwlm.pl |
Change history
| Date | Event | |
|---|---|---|
| 2025-11-05 | PKD change (Removed: 64.30.Z, 64.92.Z, 64.99.Z, 70.22.Z; Added: 64.22.Z, 64.32.Z, 64.92.B, 70.20.Z, 82.20.Z) | |
| 2024-11-20 | Share capital change (3,463,411.00 PLN → 3,743,411.00 PLN) | |
| 2024-11-20 | Name change (F-Trust → F-Trust Iwealth) | |
| 2024-07-01 | Share capital change (2,216,582.00 PLN → 3,463,411.00 PLN) | |
| 2023-12-18 | Share capital change (216,582.00 PLN → 2,216,582.00 PLN) |
FAQ
Last updated: 2026-07-24