Insights

Phygital growth ISWM is launching a phygital platform named Fideuram Direct aimed at attracting younger clients, presenting an opportunity to offer digital onboarding, wealth tech integrations, and next-gen advisory services to a broader demographic.

UCITS partnership Selection of Universal Investment Group as ManCo for its UCITS SICAV portfolio signals openness to third-party fund solutions and outsourced fund management, suggesting opportunities for additional fund platforms, reporting tools, and compliance services.

Leadership momentum Recent leadership appointments with a transition to new chairman and CEO indicate strategic refocusing and potential for sales conversations around governance services, executive coaching, succession planning, and strategic IT investments.

Wealth tech stack Current tech stack (AWS, WordPress, MySQL, Shopify, SendGrid, Twilio, Office 365, Google Search Console) reveals readiness for scalable digital client experiences; opportunities exist to offer expanded CRM, data analytics, cyber security, and customer communication enhancements.

Growth potential Revenue positioning in the $1M–$10M range with a mid-sized employee base suggests upside through expanded high-value services such as structured products distribution, asset structuring consulting, and enhanced succession and cross-border transfer capabilities.

Intesa Sanpaolo Wealth Management S.A. Tech Stack

Intesa Sanpaolo Wealth Management S.A. uses 8 technology products and services including Amazon Web Services, WordPress, MySQL, and more. Explore Intesa Sanpaolo Wealth Management S.A.'s tech stack below.

Amazon Web Services

Cloud Hosting

WordPress

Content Management System

MySQL

Database

E-commerce

Email Delivery

IT Infrastructure

Office Suites

Google Search Console

Web Analytics

Intesa Sanpaolo Wealth Management S.A. Email Formats	Example	Percentage
First.Last@cbpquilvest.com	John.Doe@cbpquilvest.com	99%
FirstLast@cbpquilvest.com	JohnDoe@cbpquilvest.com	1%

Intesa Sanpaolo Wealth Management S.A. Email Formats

Example

Percentage

First.Last@cbpquilvest.com

John.Doe@cbpquilvest.com

99%

FirstLast@cbpquilvest.com

JohnDoe@cbpquilvest.com

Frequently Asked Questions

What is Intesa Sanpaolo Wealth Management S.A.'s phone number?

You can contact Intesa Sanpaolo Wealth Management S.A.'s main corporate office by phone at

+352-27-0****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Intesa Sanpaolo Wealth Management S.A.'s official website and social media links?

Intesa Sanpaolo Wealth Management S.A.'s official website is intesasanpaolowm.lu and has social profiles on LinkedIn.

How much revenue does Intesa Sanpaolo Wealth Management S.A. generate?

As of August 2026, Intesa Sanpaolo Wealth Management S.A.'s annual revenue is estimated to be $1M - $10M.

What is Intesa Sanpaolo Wealth Management S.A.'s NAICS code?

Intesa Sanpaolo Wealth Management S.A.'s NAICS code is 52211 - Commercial Banking.

How many employees does Intesa Sanpaolo Wealth Management S.A. have currently?

As of August 2026, Intesa Sanpaolo Wealth Management S.A. has approximately 197 employees across 4 continents, including EuropeNorth AmericaAsia. Key team members include Chief Executive Officer: M. F.Ceo: S. A.Chief Executive Officer: M. H.. Explore Intesa Sanpaolo Wealth Management S.A.'s employee directory with LeadIQ.

What industry does Intesa Sanpaolo Wealth Management S.A. belong to?

Intesa Sanpaolo Wealth Management S.A. operates in the Banking industry.

What technology does Intesa Sanpaolo Wealth Management S.A. use?

Intesa Sanpaolo Wealth Management S.A.'s tech stack includes Amazon Web ServicesWordPressMySQLShopifySendGridTwilioOffice 365Google Search Console.

What is Intesa Sanpaolo Wealth Management S.A.'s email format?

Intesa Sanpaolo Wealth Management S.A.'s email format typically follows the pattern of First.Last@cbpquilvest.com. Find more Intesa Sanpaolo Wealth Management S.A. email formats with LeadIQ.

Intesa Sanpaolo Wealth Management S.A.

BankingLuxembourg, Luxembourg51-200 Employees

Intesa Sanpaolo Wealth Management S.A. is a Luxembourg-based wealth management firm operating within the banking sector. It provides a comprehensive suite of services, including portfolio management, a range of structured products, and advisory support for asset structuring, as well as guidance on succession planning and transfers of businesses. The firm relies on a team with diverse expertise to serve clients with integrated wealth management needs. 

Its client base comprises individuals and families seeking long-term wealth planning and asset management, with attention to succession and intergenerational transfers. The company is part of Luxembourg's banking landscape, described as a mid-sized player in the local financial services community. In 2026, it announced plans to launch Fideuram Direct, a phygital platform intended to attract a younger client base.

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