
Smart and Safesp. z o.o.
Other activities auxiliary to financial services, except insurance and pension funding
Overview
Smart and Safe distributes investment funds from multiple investment fund companies. Clients choose funds themselves, with access to key investor information documents and transparent cost information; the company assists with placing orders and related formalities.
Financials
Revenue history (in k)
From the notes
| Current income tax (CIT due) | $697 | |
| Profit allocation | Retained in reserve capital | |
| Related parties | 1 items |
Filing timeliness
Financial statements were filed on time, on average 26 days early.
- 202529/06/2026
- 202409/06/2025
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
- Investment fund distribution
- Equity funds
- Bond funds
- Mixed funds
- Order processing
- KIID documents
- Consultant support
Authorized Representatives
Manner of representation
Each member of the management board is authorized to make declarations on behalf of the company independently.
Ownership
| Owner | Shares | Share value | Stake |
|---|---|---|---|
| 92 | $24,851.43 | 92% | |
Others | 8 | $2,160.99 | 8% |
Beneficial owners
| Person | Rights |
|---|---|
Debt
No entries in the National Debtors Register (KRZ).
Public aid
No public aid cases recorded in the last 10 years.
Competitors
| Name | Revenue | Website | ||
|---|---|---|---|---|
| F-Expertsp. z o.o. | $97,059.14 | f-expert.pl | ||
| Genesis Capital InvestS.K.A. | $73,406.18 | asiinvest.integra-management.pl | ||
| AMIS Financial Investment GroupS.A. | $60,801.87 | afigroup.pl | ||
| Staropolskie Towarzystwo Inwestycyjnesp. z o.o. | $54,124.20 | stinvest.pl | ||
| Finance Lex Groupsp. z o.o. | $38,023.08 | kosowicki.pl | ||
| Estate Partnerssp. z o.o. | $35,085.89 | estate-partners.pl | ||
| Rock Solid Investmentssp. z o.o. | $34,504.83 | rocksolidinvestments.pl | ||
| Victissp. z o.o. | $12,068.61 | victis.pl | ||
| Genesis CapitalS.K.A. | $8,840.29 | asi.integra-management.pl | ||
| Alternatywna Spółka Inwestycyjna DeweloperskieS.A. | $2,818.21 | asi.deweloperskie.pl |
FAQ
Last updated: 2026-08-14