Finanse Osobistesp. z o.o.

Activities of insurance agents and brokers

KRS: NIP: REGON:

Overview

Status
Active
Registry date
2020-11-20
Share capital
5 000,00 PLN
Activity description

Kancelaria Sukcesyjna Martyniec provides succession planning for family and non-family businesses, family governance, and family foundations. It also works on estate planning and plans for the death of family members or business partners.

Registered address
pl. Solny 14/3, 50-062 Wrocław, Poland
Website
Email
Email warning
Phone
Social media

Financials

Revenue history

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 6.99kMedianUSD 99.14kAverageUSD 1.22m
Net profit
This companyUSD 4.34kMedianUSD 5.47kAverageUSD 122.03k
Operating costs
This companyUSD 2.21kMedianUSD 80.48kAverageUSD 998.11k
Assets
This companyUSD 8.98kMedianUSD 50.24kAverageUSD 882.64k

Debt

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

MSiG notices

Publication dateEvent
May 21, 2026Dissolution without liquidation opened

Public aid

No public aid cases recorded in the last 10 years.

Tenders

No recorded participation in tenders.

Regulatory authorisations

AuthorityTypeStatus
Insurance agent of Powszechny Zakład Ubezpieczeń na Życie Spółka Akcyjna Active

Authorized Representatives

Łukasz Tadeusz Martyniec — President of the Management Board

Manner of representation

In the case of a one-person management board, the member of the management board makes declarations on behalf of the company. In the case of a management board consisting of two or more persons, 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

OwnerSharesShare valueStake
100$1,350.62100%

Beneficial owners

Person
Adam Martyniec (72)
Łukasz Tadeusz Martyniec (50)

Competitors

Name
Finance Lex Groupsp. z o.o.
Estate Partnerssp. z o.o.
Górnicki Investsp. z o.o.
Pomogę Cisp. z o.o.
Centresp. z o.o.
Firmowe Porady Finansowesp. z o.o.

Change history

DateEvent
2021-03-17PKD change
2020-11-20Entered in the register

FAQ

Last updated: 2026-08-06