Phinance S.A. acquires EPRO Sp. z o.o. to expand financial and insurance advisory services

Phinance S.A., one of Poland’s largest financial advisory firms, has acquired 100 percent of shares in EPRO Sp. z o.o., a company ranked among the country’s leading life insurance distributors. The transaction, completed on 30 October 2025, marks a further step in Phinance’s strategy to strengthen its position in the Polish financial advisory market.

The acquisition follows Phinance’s shareholder change earlier this year, which brought in Vienna Life as a strategic investor. The company said the partnership with Vienna Life helped facilitate the purchase of EPRO and supports its broader growth plans in advisory and brokerage services.

Following the transaction, EPRO will continue to operate under its current name and structure. The company’s management board, led by President Piotr Grzesik, will now include Phinance representatives Paweł Kasica, Marcin Kaczmarek, Lidia Pers, and Dorota Kowalewska. Peter Grudniak, EPRO’s previous owner, will remain as a board member to assist in the transition and ongoing development.

According to both companies, the integration will allow for the exchange of expertise and the inclusion of Phinance’s financial products in EPRO’s distribution network. The combined group will focus on expanding its advisory services, developing technology-driven tools, and creating a shared product platform.

The companies stated that clients of both Phinance and EPRO will benefit from access to a broader portfolio of insurance and financial products. No changes are planned to existing customer relationships or contractual arrangements.

Phinance S.A. has operated in Poland for over two decades, offering services across investment, savings, insurance, lending, real estate, and leasing segments.