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Xelion. Doradcy Finansowi

Xelion. Doradcy Finansowi

Poland · Financial Services

Financial Services

Investment Management

Asset Management

Xelion Investment House, based in Warsaw, is a Polish financial services firm that specializes in investment consultancy and the distribution of structured products. The company focuses on providing tailored financial solutions to meet the specific needs of its clients. Xelion has established partnerships with major financial institutions, including Raiffeisen Bank International, to issue customized investment certificates. The firm offers a range of services, including investment consultancy that emphasizes personalized customer service and advice on fund allocations. Xelion also provides brokerage support, previously utilizing Asseco Poland’s PROMAK Plus system for efficient transaction processing and secure client access. Their product offerings include tailored structured certificates and diversified portfolio strategies through third-party investment funds, catering to both institutional clients and retail investors.

Company Insights
Company Overview

2003

Founded

Financial Services

Industry

Poland

Location

8,341,453

Ranking

200 employees

Size

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