Overview
Investment Partners is an independent financial advisory firm that helps clients in Poland plan their financial futures through personalized financial planning and long-term support. They assess clients' financial situations and create clear plans tailored to individual goals, while collaborating with various financial institutions to manage financial products. The company emphasizes informed decision-making and financial security for both short-term and long-term objectives.
Financials
Revenue history (in k)
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 2012-02-01. Active
39 1050 1360 1000 0090 3314 0477- 61 1050 1360 1000 0090 3314 0469
- 91 1050 1360 1000 0090 8699 4523
Debt
No entries in the National Debtors Register (KRZ). No proceedings in KRZ
Public aid
| Grant date | Purpose | Gross amount | Granting body | |
|---|---|---|---|---|
| Aug 6, 2020 | Other crisis aid | $3,508 | Prezydent Miasta Katowice | |
| May 7, 2020 | Aid compensating for the negative economic consequences of COVID-19, granted in limited amounts | $27,694 | Polski Fundusz Rozwoju S.A. |
Tenders
No recorded participation in tenders.
Regulatory authorisations
| Authority | Type | Status | |
|---|---|---|---|
 KNF | Insurance agent of Towarzystwo Ubezpieczeń na Życie WARTA Spółka Akcyjna | Active | |
| KNF | Insurance agent of Simplea pojišťovna, a.s. | Active | |
| KNF | Insurance agent of Towarzystwo Ubezpieczeń Inter Polska Spółka Akcyjna | Active |
Authorized Representatives
Manner of representation
The following are authorized to submit declarations of will on behalf of the company: the President of the Management Board or the Vice-President – independently, two members of the management board acting jointly, or one member of the management board jointly with the commercial proxy.
Supervisory board
Beneficial owners
| Person | Rights |
|---|---|
Dawid Henryk Kozioł (34)  | Shareholder of a joint-stock company, 46.0% |
Tomasz Pustówka (50) | Shareholder of a joint-stock company, 46.0% |
Competitors
| Name | Revenue | Website | |
|---|---|---|---|
| BPS Towarzystwo Funduszy InwestycyjnychS.A. | $13,564,124.30 | bpstfi.pl | |
| ProfitowiS.A. | $8,503,686.09 | profitowi.pl | |
| Amundi Polska Towarzystwo Funduszy InwestycyjnychS.A. | $7,820,961.70 | amundi.pl | |
| PAGsp. z o.o. | $4,649,330.81 | pagsa.pl | |
| Banking Retail Systemsp. z o.o. | $3,058,638.33 | brsonline.pl | |
| Origin Towarzystwo Funduszy InwestycyjnychS.A. | $1,523,462.85 | origintfi.com | |
| Bookfinansesp. z o.o. | $1,310,687.57 | bookfinanse.pl | |
| Advantage Groupsp. z o.o. | $640,976.70 | advantagegroup.pl | |
| Finansowa Opokasp. z o.o. | $440,728.36 | albertopoka.pl | |
| RISK Advisorsp. z o.o. | $346,603.96 | riskadvisor.pl |
Change history
| Date | Event |
|---|---|
| 2021-07-06 | Name change (Partners Financial Services Polska → Investment Partners) |
| 2019-09-20 | Share capital change (6,290,000.00 PLN → 100,000.00 PLN) |
| 2017-02-20 | Address change (Aleja W.korfantego 2, 40-004, Katowice → Ul. Jana Kilińskiego 46, 40-062, Katowice) |
| 2015-10-23 | PKD change (Removed: 18.20.Z, 63.99.Z, 64.20.Z, 64.30.Z, 66.12.Z, 70.21.Z, 71.20.B, 73.20.Z, 77.11.Z, 77.12.Z, 77.39.Z) |
| 2015-02-24 | Share capital change (2,800,000.00 PLN → 6,290,000.00 PLN) |
FAQ
Last updated: 2026-07-16