Twój Ekspert Finansowysp. z o.o.
Other activities auxiliary to financial services, except insurance and pension funding
Overview
Twój Ekspert Finansowy is a financial advisory service that offers comprehensive financial planning, including budget planning, investment management, tax planning, and estate succession. The company conducts a thorough financial diagnosis to establish client priorities and provides ongoing monitoring and updates to financial plans. Additionally, it focuses on automating savings strategies and managing insurance policies for clients.
Financials
Revenue history (in k)
Filing timeliness
Financial statements were filed on time, on average 37 days early.
- 202524/06/2026
- 202426/06/2025
- 202327/06/2024
- 202221/06/2023
- 202115/06/2022
- 202030/06/2021
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
Two members of the management board acting jointly are authorised to represent the company and to make declarations of will on behalf of the company in the case of a multi-member management board; in the case of a one-person management board, the member of the management board acts independently.
Ownership
| Owner | Shares | Share value | Stake |
|---|---|---|---|
Wojciech Kundziczage 43 | 25 | $337.66 | 25% |
Urszula Moskalage 45 | 25 | $337.66 | 25% |
Grzegorz Staszkiewiczage 50 | 25 | $337.66 | 25% |
Marzena Zajkowskaage 46 | 25 | $337.66 | 25% |
Beneficial owners
| Person | Rights |
|---|---|
Debt
No entries in the National Debtors Register (KRZ).
Public aid
5 public aid cases recorded, with a total value of $1,413.
| Grant date | Purpose | Gross amount | Granting body | |
|---|---|---|---|---|
| Jan 7, 2026 | Aid for microenterprises in the form of public interventions concerning electricity, gas or heat supplies | $44$44 | PGE Obrót S.A. | |
| Jun 20, 2020 | Aid compensating for the negative economic consequences of COVID-19, granted in limited amounts | $29$29 | Prezes Zakładu Ubezpieczeń Społecznych | |
| Jun 10, 2020 | Aid compensating for the negative economic consequences of COVID-19, granted in limited amounts | $1,282$1,282 | STAROSTA POWIATU BIAŁYSTOCKIEGO |
Regulatory authorisations
| Authority | Type | Status | |
|---|---|---|---|
 KNF | Insurance agent of Prevoir-Vie Groupe Prevoir S.A. Sp. Akcyjna O/w Polsce | Active | |
| KNF | Consumer credit intermediary | Active |
Competitors
| Name | Revenue | Website | ||
|---|---|---|---|---|
| Focus Finansesp. z o.o. | $134,972.80 | focusfinanse.pl | ||
| Financial Expertsp. z o.o. | $120,391.01 | financial-expert.pl | ||
| Twoi Doradcy Finansowi Polskasp. z o.o. | $113,473.40 | tdfpolska.pl | ||
| Financial Mattersp. z o.o. | $111,060.91 | financialmatter.com.pl | ||
| F-Expertsp. z o.o. | $97,059.14 | f-expert.pl | ||
| AS Finansesp. z o.o. | $68,081.19 | asfinanse.biz | ||
| Finance 4 Prosp. z o.o. | $58,748.43 | finance4pro.pl | ||
| Finance Lex Groupsp. z o.o. | $38,023.08 | kosowicki.pl | ||
| Estate Partnerssp. z o.o. | $35,085.89 | estate-partners.pl | ||
| Wolfinsp. z o.o. | $29,839.48 | wolfin.com.pl |
Change history
| Date | Event | |
|---|---|---|
| 2017-11-30 | Name change (Twójdoradcafinansowy.pl → Twój Ekspert Finansowy) | |
| 2016-04-29 | Address change (Ul. Lipowa 32/200, 15-427, Białystok → Ul. Mławska 4/U2, 15-411, Białystok) | |
| 2015-08-21 | Entered in the register |
FAQ
Last updated: 2026-06-24