Company Information

Get to know Dom Inwestycyjny Xelion

Founded in 2002, Dom Inwestycyjny Xelion is one of the largest and most recognized independent financial advisory firms in Poland. The company specializes in creating long-term investment strategies and building wealth for individual clients. Its business model is based on a network of professional financial advisors who provide personalized support, offering a wide range of investment products including investment funds, pension products (IKE, IKZE), and structured products. Since 2018, its main shareholder has been Bank Pekao S.A., which strengthens its position and stability in the Polish financial market.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Dom Inwestycyjny Xelion

Poland

Founded in

2003 (23 Years)

Founded

Last online: No recent activity

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.