Organization · Family Office

CLEVERTY - finanční a investiční skupina

CLEVERTY is a Czech financial and investment group based in Prague, providing a range of financial services including investment solutions and advisory services since 2005.

Family OfficeFunderPublisher

Overview

What CLEVERTY - finanční a investiční skupina does

What CLEVERTY - finanční a investiční skupina is

CLEVERTY is a Czech financial and investment group based in Prague, providing a range of financial services including investment solutions and advisory services since 2005.

How it participates in the startup ecosystem

The current public profile supports funder and publisher capabilities. Each capability below is shown separately so organization identity and role-specific information do not get conflated.

Operational profile

Organization status and context

Organization status describes the entity itself. Funding and program availability appear within the relevant capability profile.

Operational status
Active
Organization type
Family Office
Founded
Founded in 2005
Approximate age
About 21 years
Structured capabilities
Funder · Publisher
Last reviewed
March 19, 2026

Official channels

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Open the official website or a supported primary organization account.

Capability profile

CLEVERTY - finanční a investiční skupina as a funder

Focus narrative

CLEVERTY operates through specialized companies: CLEVERTY Invest, CLEVERTY Advisors, and CLEVERTY Insurance. The group focuses on investment brokerage, economic, investment, and transactional advisory services, as well as insurance. They have developed their own fund solution, the Českomoravský fond SICAV, which has provided clients with an annualized return of 6.36% since its inception in 2019.

Focus and fit

Regions
Europe

Availability

Currently deploying
Not published

Portfolio and track record

Portfolio context

Notable portfolio entities include: Českomoravský fond SICAV: A fund solution offering investment opportunities. CLEVERTY Invest: Focuses on investment brokerage. CLEVERTY Advisors: Provides economic and investment advisory services. CLEVERTY Insurance: Offers insurance services.

Capability profile

CLEVERTY - finanční a investiční skupina as a publisher

Editorial focus

CLEVERTY is a Czech financial and investment group founded in 2005, based in Prague. The organization offers a wide range of financial services, including investment solutions and advisory services. They operate through specialized companies such as CLEVERTY Invest, CLEVERTY Advisors, and CLEVERTY Insurance, focusing on investment brokerage, economic, investment, and transactional advisory services, as well as insurance. Their fund solution, the Českomoravský fond SICAV, has delivered an annualized return of 6.36% since its inception in 2019.

Audience value

CLEVERTY provides comprehensive financial services tailored to meet the needs of clients, ensuring effective investment solutions and advisory support.

Availability

Guest pitch state
Not currently accepting

Audience and focus

Audience
Investors · Fund Managers
Regions
Europe

Flagship work and coverage

Flagship properties

The main entities under CLEVERTY include the Českomoravský fond SICAV, which offers investment opportunities, CLEVERTY Invest focusing on investment brokerage, CLEVERTY Advisors providing economic and investment advisory services, and CLEVERTY Insurance offering insurance services.

Connected ecosystem

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Common questions

What to know about CLEVERTY - finanční a investiční skupina

Upseed classifies CLEVERTY - finanční a investiční skupina under the Family Office organization type. Its current public profile includes funder and publisher capabilities.

Next step

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Source and update disclosure

Know what this page is based on

Source basis

Public organization and program material, official websites, and structured Upseed records.

Last reviewed

March 19, 2026

Known limits

Capability profiles appear only when a structured public profile also contains decision-useful role evidence. Terms and availability can change.

Upseed is an independent guide. It is not affiliated with or endorsed by the organization described on this page.