Overview
Financials
Revenue history (in k)
Filing timeliness
Financial statements were filed on time, on average 11 days early.
- 202506/07/2026
- 202401/07/2025
- 202308/07/2024
- 202226/06/2023
- 202130/06/2022
- 202012/10/2021
Data and insights are generated automatically from financial statements – they may contain errors and are neither a credit assessment nor business advice.
Statistics
How the company ranks by revenue within its industry, region and across Poland in 2025.
Results vs industry
Industry
Authorized Representatives
Manner of representation
1. To represent the company, make declarations and sign on behalf of the company, action by one member of the management board is sufficient, subject to paragraph 2. 2. Disposal of a right or incurring an obligation to render a performance whose value exceeds PLN 20,000.00 (twenty thousand złoty) requires joint action by two members of the management board. 3. The limit specified in paragraph 2 does not apply to concluding cooperation or agency agreements with entities providing insurance services, including insurance companies and reinsurance companies.
Ownership
| Owner | Shares | Share value | Stake |
|---|---|---|---|
Mateusz Michał Barczykage 32 | 25 | $337.66 | 16.6667% |
Fryderyk Janusz Karzełekage 66 | 50 | $675.31 | 33.3333% |
Mateusz Grzegorz Warmuzage 32 | 75 | $1,012.97 | 50% |
Beneficial owners
| Person | Rights |
|---|---|
Subsidiaries
| Name | Share value | Stake | ||
|---|---|---|---|---|
GP Expertsp. z o.o. | 661.80 USD | 49% |
Debt
No entries in the National Debtors Register (KRZ).
Public aid
| Grant date | Purpose | Gross amount | Granting body | |
|---|---|---|---|---|
| Mar 7, 2023 | De minimis aid (in accordance with Commission Regulation No 1407/2013 or earlier) | $685$685 | Łódzka Izba Przemysłowo-Handlowa | |
| May 14, 2020 | Aid compensating for the negative economic consequences of COVID-19, granted in limited amounts | $1,282$1,282 | Prezydent Miasta Katowice |
Regulatory authorisations
| Authority | Type | Status | |
|---|---|---|---|
 KNF | Insurance agent of Unum Życie Towarzystwo Ubezpieczeń i Reasekuracji Spółka Akcyjna | Active | |
| KNF | Mortgage intermediary agent | Active | |
| KNF | Consumer credit intermediary | Active |
Competitors
| Name | Revenue | Website | ||
|---|---|---|---|---|
| Defend Insurancesp. z o.o. | $5,517,254.93 | defendinsurance.pl | ||
| Investment PartnersS.A. | $3,425,964.20 | inpartners.pl | ||
| AP Finansesp. z o.o. | $296,037.70 | apfinanse.pl | ||
| Brokerzy Śląscysp. z o.o. | $293,243.34 | brokerzyslascy.pl | ||
| JP Broker Groupsp. z o.o. | $219,142.43 | jpbroker.pl | ||
| SGU Brokerssp. z o.o. | $108,212.57 | sgu-brokers.pl | ||
| Śląskie Biuro Brokerskie Barbórkasp. z o.o. | $53,755.28 | broker-barborka.pl | ||
| ECDP Gwarancjesp. z o.o. | $31,828.64 | ecddp.com | ||
| Prosegurossp. z o.o. | $28,719.46 | proseguros.pl | ||
| Domowskazsp. z o.o. | $0.00 | domowskaz.pl |
Change history
| Date | Event | |
|---|---|---|
| 2024-02-09 | Name change (Pdf Financial Mentoring → Trzy Portfele Spółka Z Ograniczoną Odpowiedzialnością.) | |
| 2019-09-20 | Name change (Europejskie Centrum Informacji Finansowej → Pdf Financial Mentoring) | |
| 2019-09-20 | PKD change (Removed: 10 codes; Added: 10 codes) | |
| 2017-02-10 | Share capital increase (5,000.00 PLN → 7,500.00 PLN) | |
| 2015-08-12 | Entered in the register |
FAQ
Last updated: 2026-07-09