
Overview
Iwealth Family is a company that offers family office services, focusing on long-term financial development and success for clients. They provide personalized services tailored to families and businesses, emphasizing financial education and support.
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
Industry
Bank accounts
Registered as a VAT taxpayer on 2021-07-01. Active
83 1140 0000 0000 3548 7300 1001
Debt
No entries in the National Debtors Register (KRZ). No proceedings in KRZ
Public aid
No public aid cases recorded in the last 10 years.
Tenders
No recorded participation in tenders.
Authorized Representatives
Manner of representation
Each member of the management board is authorised to make declarations of will on behalf of the company and to represent it independently.
Ownership
| Owner | Shares | Share value | Stake |
|---|---|---|---|
| 1,400 | $18,908.70 | 100% |
Beneficial owners
| Person | Rights | |
|---|---|---|
Piotr Przemysław Przedwojski (56) | Beneficjent jest jedynym beneficjentem vultzi fundacji rodzinnej, która jest większościowym akcjonariuszem caspar asset management s.a., która to jest większościowym akcjonariuszem (64,49%) ftrust iwealth s.a., która posiada 100% udziałów iwealth family sp. z o.o. |
Competitors
| Name | Revenue | Website | ||
|---|---|---|---|---|
| Helpfinsp. z o.o. | $409,864.11 | helpfin.pl | ||
| Deephomesp. z o.o. | $273,231.66 | deephome.pl | ||
| Home Balancesp. z o.o. | $262,431.80 | homebalance.pl | ||
| Profitum Investsp. z o.o. | $255,393.82 | profitum.com.pl | ||
| Business Creationsp. z o.o. | $133,125.46 | businesscreation.pl | ||
| Timesestatesp. z o.o. | $132,348.84 | timesestate.pl | ||
| Latwo2sp. z o.o. | $95,429.59 | latwo.pl | ||
| Futurum Finance & Estatesp. z o.o. | $83,971.49 | futurumestate.com | ||
| 4keyssp. z o.o. | $53,590.44 | 4keys.pl | ||
| Flatlysp. z o.o. | $44,429.17 | flatly.pl |
Change history
| Date | Event | |
|---|---|---|
| 2026-03-17 | Share capital change (20,000.00 PLN → 70,000.00 PLN) | |
| 2026-03-17 | PKD change (Removed: 46.12.Z, 63.12.Z, 64.99.Z, 66.19.Z, 66.22.Z, 66.29.Z, 68.32.Z, 70.22.Z, 82.1; Added: 41.00.A, 41.00.B, 68.12.A, 68.12.B, 68.12.C, 68.20.Z, 68.32.B, 68.32.C, 70.20.Z) | |
| 2024-07-30 | Address change (Aleja Armii Ludowej 26, 00-609, Warszawa → Prosta 32, 00-838, Warszawa) | |
| 2023-11-16 | Name change (Iwealth Nieruchomości → Iwealth Family) | |
| 2023-11-16 | PKD change (Removed: 41.10.Z, 41.20.Z, 62.09.Z, 68.20.Z; Added: 46.12.Z, 64.99.Z, 66.22.Z, 66.29.Z) |
FAQ
Last updated: 2026-05-29
