Marcuard Heritage Overview

  • Year Founded
  • 2003

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 60

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Marcuard Heritage General Information

Description

Provider of wealth management services intended to preserve and grow client's wealth and prepare it for the next generation. The company specializes in wealth management, planning, investment solutions and personal office, enabling clients to navigate changing regulatory environments and unpredictable markets, assets structuring and mitigate risk

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Corporate Office
  • Talstrasse 82
  • 8001 Zurich
  • Switzerland
+41 043
Primary Industry
Asset Management
Other Industries
Other Commercial Services
Other Financial Services
Parent Company
Alpadis Group
Corporate Office
  • Talstrasse 82
  • 8001 Zurich
  • Switzerland
+41 043

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Marcuard Heritage Valuation & Funding

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

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Marcuard Heritage 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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Marcuard Heritage Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Marcuard Heritage FAQs

  • When was Marcuard Heritage founded?

    Marcuard Heritage was founded in 2003.

  • Where is Marcuard Heritage headquartered?

    Marcuard Heritage is headquartered in Zurich, Switzerland.

  • What is the size of Marcuard Heritage?

    Marcuard Heritage has 60 total employees.

  • What industry is Marcuard Heritage in?

    Marcuard Heritage’s primary industry is Asset Management.

  • Is Marcuard Heritage a private or public company?

    Marcuard Heritage is a Private company.

  • What is Marcuard Heritage’s current revenue?

    The current revenue for Marcuard Heritage is .

  • Who are Marcuard Heritage’s investors?

    swisspartners Investment Network has invested in Marcuard Heritage.

  • When was Marcuard Heritage acquired?

    Marcuard Heritage was acquired on 18-Aug-2021.

  • Who acquired Marcuard Heritage?

    Marcuard Heritage was acquired by Alpadis Group.

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