Overview
Financials
Revenue history (in k)
From the notes
| Profit allocation | Dividend |
Filing timeliness
1 of 6 financial statements was filed late (for 2020, 77 days late). 5 of 6 audited by a statutory auditor.
- 202515/07/2026
- 202415/07/2025
- 202310/07/2024
- 202213/07/2023
- 202115/07/2022
- 202031/12/2021
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, city, voivodeship and across Poland in 2025.
Results vs industry
Industry
Offer
- Loans
- Bonds
- Leasing
- Mezzanine financing
- Transaction advisory
- Debt restructuring
Website technology
- Website
- WordPress
- Analytics and marketing
- Google Tag Manager
Authorized Representatives
Manner of representation
Iwona Załuska, President of the Management Board, independently, and Tatiana Piechota, Vice-President of the Management Board, independently, are authorized to make declarations of will on behalf of the company, whereas in the case of the remaining members of the multi-member management board, two members of the management board acting jointly are authorized to represent the company.
Ownership
| Owner | Shares | Share value | Stake |
|---|---|---|---|
Tatiana Joanna Piechotaage 50 | 1,000 | $13,506.21 | 50% |
Iwona Katarzyna Załuskaage 54 | 1,000 | $13,506.21 | 50% |
Beneficial owners
| Person | Rights |
|---|---|
Bank accounts
Registered as a VAT taxpayer on 2021-02-26.
92 1090 1694 0000 0001 3762 6568- 61 1090 1870 0000 0001 5080 4722
Debt
No entries in the National Debtors Register (KRZ).
Public aid
4 public aid cases recorded, with a total value of $5,035.
| Grant date | Purpose | Gross amount | Granting body | |
|---|---|---|---|---|
| Sep 20, 2020 | Aid compensating for the negative economic consequences of COVID-19, granted in limited amounts | –– | Prezes Zakładu Ubezpieczeń Społecznych | |
| Jun 20, 2020 | Aid compensating for the negative economic consequences of COVID-19, granted in limited amounts | –– | Prezes Zakładu Ubezpieczeń Społecznych | |
| Apr 30, 2020 | Aid compensating for the negative economic consequences of COVID-19, granted in limited amounts | –– | Polski Fundusz Rozwoju S.A. |
Regulatory authorisations
| Authority | Type | Status | |
|---|---|---|---|
 KNF | Investment firm agent of Q Securities S.A. | Active |
Competitors
| Name | Revenue | Website | ||
|---|---|---|---|---|
| Ententa Collectionsp. z o.o. | $881,942.59 | ententacollection.pl | ||
| FinancoS.A. | $855,522.29 | financo.pl | ||
| Projekt 15S.A. | $826,961.02 | grupaang.pl | ||
| Finstrumentsp. z o.o. | $800,184.04 | finstrument.pl | ||
| NAU Profitsp. z o.o. | $758,269.72 | nau.pl | ||
| Wineglass Baysp. z o.o. | $654,248.44 | wierzytelnosci-wineglassbay.pl | ||
| Finrealsp. z o.o. | $578,632.97 | finreal.pl | ||
| Stabillonsp. z o.o. | $547,792.87 | stabillon.com | ||
| RunwayS.A. | $316,460.98 | runwayfund.pl | ||
| HALD Groupsp. z o.o. | $256,967.26 | haldgroup.pl |
Change history
| Date | Event | |
|---|---|---|
| 2020-08-10 | Address change (Ul. Obrzeżna 5/514, 02-691, Warszawa → Ul. Wioślarska 10/5, 00-411, Warszawa) | |
| 2020-08-10 | Name change ("royal Wealth Management" → Upper Finance Investment) | |
| 2019-01-07 | Address change (Ul. Obrzeżna 1a/254, 02-691, Warszawa → Ul. Obrzeżna 5/514, 02-691, Warszawa) | |
| 2017-07-28 | Entered in the register |
FAQ
Last updated: 2026-10-23