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Banca Leonardo - About the company

Banca Leonardo is an acquired company based in Milan (Italy), founded in 2004. It operates as a Wealth management firm. Banca Leonardo has raised an undisclosed amount in funding. The company has 17 active competitors, including 3 that have exited. Its top competitors include companies like Banca Generali, Azimut and Mediobanca.
Key Metrics
Founded Year
2004
Location
Milan, Italy
Stage
Acquired
Latest Funding Round
Investors
Ranked
Employee Count
7 as on May 31, 2026
Investment & Acquisitions
Similar Companies
Exit Details
Acquired by CA Indosuez Wealth (Nov 07, 2017)

Banca Leonardo's acquisition details

Banca Leonardo got acquired by CA Indosuez Wealth on Nov 07, 2017.
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Banca Leonardo's funding and investors

Banca Leonardo has raised funding over 1 round. Its latest funding round was a Seed round on 2006 for $*****. 1 investor participated in its latest round. Banca Leonardo has 2 institutional investors.

Here is the list of recent funding rounds of Banca Leonardo:
Date of Funding
Funding Amount
Round Name
Post-Money Valuation
Revenue Multiple
Lead Investors
Other Investors
2006
6380
Seed
5851
8394
9589
8522
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Banca Leonardo's founders and board of directors

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Banca Leonardo's employee count trend

Banca Leonardo has 7 employees as of May 26. Here is Banca Leonardo's employee count trend over the years:
Employee count trend for Banca Leonardo
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Banca Leonardo's Competitors and alternates

Top competitors of Banca Leonardo include Banca Generali, Azimut and Mediobanca. Here is the list of Top 10 competitors of Banca Leonardo, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Banca Generali
Banca Generali
1998, Trieste (Italy), Public
Private bank offering wealth management services
-
-
56/100
2nd
Logo for Azimut
Azimut
1989, Milan (Italy), Public
Wealth management firm and fund of funds focused on multiple sectors
-
55/100
3rd
Logo for Mediobanca
Mediobanca
1946, Milan (Italy), Funding Raised
Wealth management and corporate advisory firm focused on middle-market businesses
-
49/100
4th
Logo for Banca Macerata
Banca Macerata
2006, Macerata (Italy), Unfunded
Provider of private banking services
-
-
37/100
5th
Logo for Simon Fiduciaria
Simon Fiduciaria
1986, Turin (Italy), Unfunded
Wealth management firm
-
-
30/100
6th
Logo for Praesidium
Praesidium
2016, Milano (Italy), Unfunded
Provider of wealth management services for multi family office
-
-
29/100
7th
Logo for Banca Leonardo
Banca Leonardo
2004, Milan (Italy), Acquired
Wealth management firm
-
29/100
8th
Logo for GenCap Advisory
GenCap Advisory
2013, Milano (Italy), Unfunded
Private equity fund focused on multiple sectors
-
-
26/100
9th
Logo for Azimut Wealth Management
Azimut Wealth Management
2010, Milano (Italy), Unfunded
Provider of wealth management services
-
-
23/100
10th
Logo for Italvolt
Italvolt
2020, Milano (Italy), Unfunded
Developer of lithium-ion cells for electric vehicles and industrial applications
-
-
22/100
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Banca Leonardo's Investments and acquisitions

Banca Leonardo has acquired 3 companies including Sal. Oppenheim, Sal. Oppenheim and IVRI Sicurezza. Banca Leonardo has not made any investments as of now.
Here is the list of its acquisitions:
Date of Investment/Acquisition
Type
Company Name
Founded Year
Location
Jan 14, 2011
Acquisition
1789
Cologne (Germany)
Oct 28, 2009
Acquisition
1789
Cologne (Germany)
Dec 29, 2006
Acquisition
1950
Milano (Italy)
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