Formue

Formue is a Norwegian wealth management firm that offers holistic financial advice and long-term investment management. Its website describes an independent approach that is not based on individual products, and it offers an online quiz on key areas that affect personal capital.

The firm serves private individuals who manage their own wealth. The website does not describe its fee structure, so the revenue model is not stated beyond its advisory and portfolio management services. Testimonials on the site come from private clients and public figures.

The website says Formue started from the idea of always acting in the client's best interest. It states that the firm has ranked as Norway's most satisfied private banking customers for ten years in a row, according to Kantar Sifo Prospera. Current job postings include wealth manager roles in Bergen and Ålesund and a Senior Controller role in København. The founding year is not stated on the website.

Product: Independent wealth management and financial advisory, including investment management and a financial overview quiz.