Wealth Strategy

Wealth Strategy s.r.o. is a Czech insurance and financial intermediary. It arranges car, life, accident, property, liability, animal, business, travel and home insurance, as well as mortgages, consumer loans, business loans and refinancing, by comparing offers from Czech insurers and banks.

The website states that the firm serves private individuals and presents its offer as free to the client, with clients submitting an online form and assistants then requesting the details needed to calculate an offer. The site lists 1500+ completed contracts, 1000+ satisfied clients, 80+ reviews and 450 million+ CZK of insured property. It also says the firm is a member of the INSIA network and was founded by financial adviser Patrik Benett with partners.

The company was registered as an s.r.o. on 2024-03-15, with its registered headquarters in Valašská Bystřice, Czech Republic, according to registry data. The website does not list other offices or markets, and it does not state a hiring focus.

Product: Brokerage of car, life, accident, property, liability, animal, business and travel insurance, plus mortgages and consumer, business and refinancing loans, via online comparison of insurer and bank offers.