Overview
Chartari is a company that specializes in investment services, including asset management, wealth planning, mutual and saving funds, corporate financing, and equity investment. They focus on empowering investors and providing strategies for sustainable growth and maximizing wealth returns. Additionally, they offer personalized financial advice and insights into market trends.
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 2012-11-01. Active
89 1240 6524 1111 0011 2766 5097
35 2490 0005 0000 4530 3667 6801
Debt
No entries in the National Debtors Register (KRZ). No proceedings in KRZ
Public aid
8 public aid cases recorded, with a total value of $80,421.
| Grant date | Purpose | Gross amount | Granting body | |
|---|---|---|---|---|
| Sep 5, 2024 | De minimis aid (in accordance with Commission Regulation 2023/2831) | $36,927$36,927 | Prezes Zarządu WFOŚiGW w Poznaniu | |
| Oct 11, 2022 | De minimis aid (in accordance with Commission Regulation No 1407/2013 or earlier) | $3,175$3,175 | Prezydent Miasta Konin | |
| Sep 30, 2022 | De minimis aid (in accordance with Commission Regulation No 1407/2013 or earlier) | $15,825$15,825 | Prezes Zarządu WFOŚiGW w Poznaniu |
Tenders
1 tender recorded as contractor, with a total value of $35,125.
| Publication date | Subject | Amount | Contracting authority | |
|---|---|---|---|---|
| Aug 17, 2023 | Przygotowanie dokumentacji aplikacyjnej na projekty stanowiące realizację celów projektu "LIFE AFTER COAL PL – Wdrażanie Strategii na rzecz Neutralności Klimatycznej Wielkopolska Wschodnia 2040” | $35,125$35,125 | Agencja Rozwoju Regionalnego S.A. w Koninie |
Authorized Representatives
Manner of representation
In the case of a one-person management board, declarations on behalf of the company are made by the member of the management board. In the case of a multi-member management board, joint action by two members of the management board or by one member of the management board jointly with a commercial proxy is required to make declarations on behalf of the company.
Ownership
| Owner | Shares | Share value | Stake |
|---|---|---|---|
Katarzyna Paulina Różycka (39) | 30 | $405.19 | 30% |
Michał Różycki (40) | 70 | $945.43 | 70% |
Michał Różycki and Katarzyna Paulina Różycka hold a combined 100% – the ownership structure indicates family control.
Beneficial owners
| Person | Rights | |
|---|---|---|
Katarzyna Paulina Różycka (39)  | Shareholder of a limited liability company, 1500.0 PLN | |
Michał Różycki (40) | Shareholder of a limited liability company, 3500.0 PLN |
Competitors
| Name | Revenue | Website | ||
|---|---|---|---|---|
| INCS.A. | $463,837.27 | incsa.pl | ||
| Invest SecureS.K.A. | $365,024.91 | investsecure.pl | ||
| Corporate Mindsp. z o.o. | $296,838.83 | wycenafirm.com.pl | ||
| Venture Navigatorsp. z o.o. | $272,389.27 | vnav.pl | ||
| Kancelaria Analizy Doradztwo Finansesp. z o.o. | $269,201.35 | kancelaria-adf.pl | ||
| Capital One Adviserssp. z o.o. | $216,989.15 | capitalone.pl | ||
| Coinbaqsp. z o.o. | $192,739.08 | coinbaq.pl | ||
| Beyond Advicesp. z o.o. | $143,268.75 | beyondadvice.eu | ||
| Consallexsp. z o.o. | $136,334.09 | consallex.pl | ||
| Incitatussp. z o.o. | $119,513.48 | incitatus.pl |
Change history
| Date | Event | |
|---|---|---|
| 2019-12-16 | PKD change (Removed: 47.41.Z, 52.21, 58.13.Z, 58.14.Z, 58.21.Z, 59.11.Z, 59.13.Z, 62.02, 63.12, 70.21.Z, 73.11.Z, 73.12.A, 73.12.B, 73.12.C, 73.12.D, 74.10, 82.30, 85.59.B, 95.11; Added: 69.20.Z, 71.12.Z, 71.20.B, 74.90.Z, 82.11.Z) | |
| 2012-10-22 | Entered in the register |
FAQ
Last updated: 2026-06-12