Beta Towarzystwo Funduszy InwestycyjnychS.A.

Fund management activities

KRS: NIP: REGON:

Overview

Status
Active
Registry date
2015-04-14
Share capital
1 016 952,23 PLN
Activity description

Beta Towarzystwo Funduszy Inwestycyjnych is focused on the development of the ETF (Exchange Traded Funds) market and passive investment forms in Poland. It launched the first Polish ETF, BETA ETF WIG20TR, and currently offers nine funds with over 0.6 billion in assets. The company also engages in educational initiatives, such as webinars about ETFs and competitions related to passive investing.

Registered address
ul. Krucza 16/22/501/b-f, 00-526 Warszawa, Poland
Website
betasecurities.plWebsite active
Email
Email address current
Phone
Social media
Electronic delivery address
AE:PL-16508-55311-GVDSA-22

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

Revenue
This companyUSD 11.49kMedianUSD 86.56kAverageUSD 4.60m
Net profit
This companyUSD -467.74kMedianUSD 129.12AverageUSD 1.50m
Operating costs
This companyUSD 456.49kMedianUSD 71.29kAverageUSD 2.78m
Assets
This companyUSD 47.21kMedianUSD 252.31kAverageUSD 10.35m

News

Competition for the Best Paper on Passive Investing

Competition for the Best Paper on Passive Investing

Live Analysis: When Is the Next BETA ETF?

Free Webinar: What's the Deal with ETFs?

Puls Biznesu: The Rebranded Beta ETF Was Well Received

Parkiet: "Currency Investments. When to Hedge?"

BETA ETF – 5 Years on the Polish Market

Industry

Bank accounts

Registered as a VAT taxpayer on 2015-08-31. Active

Debt

No entries in the National Debtors Register (KRZ). No proceedings in KRZ

Public aid

PurposeGross amount
Aid compensating for the negative economic consequences of COVID-19, granted in limited amounts
Jun 20, 2020 · Prezes Zakładu Ubezpieczeń Społecznych
—
Aid compensating for the negative economic consequences of COVID-19, granted in limited amounts
May 30, 2020 · Prezes Zakładu Ubezpieczeń Społecznych
—

Tenders

No recorded participation in tenders.

Authorized Representatives

Roy Amir Regev — Management Board Member
Łukasz Jacek Jędrzejczyk — Management Board Member
Kazimierz Szpak — President of the Management Board

Manner of representation

Two members of the management board acting jointly, or a member of the management board acting jointly with a commercial proxy.

Supervisory board

Tomasz Adam Miziołek — Supervisory Board Member
Boaz Nagar — Supervisory Board Member
Eran Fuchs — Supervisory Board Member
Panayiotis Frangeskides — Supervisory Board Member

Beneficial owners

PersonRights
Agon Emini (42)
Natural person holding a senior management position in a parent entity (e.g. parent company).
Katerina Georgiou (32)
Natural person holding a senior management position in a parent entity (e.g. parent company).
Monika Jucker (53)
Natural person holding a senior management position in a parent entity (e.g. parent company).

Competitors

Name
Brave Venture Capitalsp. z o.o.
Revenue: $83,814.01 · brave.vc
Cbridge Fundsp. z o.o.
Revenue: $47,678.96 · cbridge.fund
Alternatywna Spółka Inwestycyjna DeweloperskieS.A.
Revenue: $2,818.21 · asi.deweloperskie.pl

Change history

DateEvent
2025-11-05Address change (Wilcza 14b/20, 00-532, Warszawa → Ul. Krucza 16/22/501/B-F, 00-526, Warszawa)
2024-09-19Name change (Beta Securities Poland → Beta Towarzystwo Funduszy Inwestycyjnych)
2024-09-19PKD change (Removed: 70.22.Z; Added: 66.12.Z, 66.30.Z)
2022-10-18Share capital change (735,614.04 PLN → 916,952.23 PLN)
2021-05-28Address change (Ul. Wilcza 14b, 00-532, Warszawa → Wilcza 14b/20, 00-532, Warszawa)

FAQ

Last updated: 2026-08-27