Feri Overview

  • Year Founded
  • 1987

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 250

Employees

  • Latest Deal Type
  • 2ndary - Private

  • Financing Rounds
  • 3

  • Investments
  • 4

Feri General Information

Description

Provider of investment management and advisory solutions designed for wealth optimization and risk management purposes. The company offers tailored asset management strategies, comprehensive risk analysis, and multi-asset investment approaches, enabling institutional investors, private clients, and family offices to achieve financial stability, maximize returns, and align investments with long-term objectives.

Contact Information

Website
www.feri.de
Formerly Known As
Feri Trust AG, FERI Wealth Management GmbH, Feri Trust GmbH, Feri Family Trust GmbH
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Corporate Office
  • Haus am Park
  • Rathausplatz 8-10
  • 61348 Bad Homburg
  • Germany
+49 06172
Primary Industry
Investment Banks
Parent Company
Corporate Office
  • Haus am Park
  • Rathausplatz 8-10
  • 61348 Bad Homburg
  • Germany
+49 06172

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Feri Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Feri Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Feri Investments & Acquisitions (4)

Feri’s most recent deal was a Merger/Acquisition with Limmat Wealth. The deal was made on 01-Jan-2021.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Limmat Wealth 01-Jan-2021 Merger/Acquisition Asset Management
Michel & Cortesi Asset Management 06-Nov-2014 Merger/Acquisition Asset Management
CORESIS Management 03-May-2012 PE Growth/Expansion Asset Management
FERI Fund Market Information 01-Jan-2000 Joint Venture Consulting Services (B2B)
To view Feri’s complete investments and acquisitions history, request access »

Feri Exits (2)

Feri’s most recent exit was on 03-May-2012 from CORESIS Management. The exit was categorized as with 2 buyers.

Company Name Exit Date Exit Type Exit Size Status Buyers
CORESIS Management 03-May-2012 Completed
  • 2 buyers
FERI Fund Market Information 01-Jan-2000 Joint Venture Completed
To view Feri’s complete exits history, request access »

Feri Affiliates

Subsidiaries (5)

Name Industry Location Year Founded
Feri Trust (Luxembourg) Luxembourg City, Luxembourg 2007
Feri Private Equity Nr. 2 Munich, Germany 2004
Feri Private Equity Munich, Germany 1999
Fpe Private Equity Beteiligungs-Treuhand Munich, Germany 1999
Fpe Private Equity Koordinations Munich, Germany 1999

Feri FAQs

  • When was Feri founded?

    Feri was founded in 1987.

  • Where is Feri headquartered?

    Feri is headquartered in Bad Homburg, Germany.

  • What is the size of Feri?

    Feri has 250 total employees.

  • What industry is Feri in?

    Feri’s primary industry is Investment Banks.

  • Is Feri a private or public company?

    Feri is a Private company.

  • What is the current valuation of Feri?

    The current valuation of Feri is .

  • What is Feri’s current revenue?

    The current revenue for Feri is .

  • When was Feri acquired?

    Feri was acquired on 20-Apr-2011.

  • Who acquired Feri?

    Feri was acquired by MLP.

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