Les données financières de cette entreprise sont partiellement disponibles (liasse simplifiée ou données confidentielles). Certaines sections ne sont pas affichées.

9 WEALTH MANAGEMENT : revenue, balance sheet and financial ratios

9 WEALTH MANAGEMENT is a French company founded 19 years ago, specialized in the sector Autres activités auxiliaires de services financiers, hors assurance et caisses de retraite, n.c.a.. Based in PARIS (75008), this company of category PME shows in 2023 a net income positive of 37 k€. Find below the complete financial statements, solvency ratios, working capital requirements and sector comparison.

Data updated on 2026-05-02

Sources : INPI & INSEE SIRENE - Processing : Ministry of Economy

Financial history - 9 WEALTH MANAGEMENT (SIREN 497733949)
Indicator 2023
Revenue N/C
Net income 37 274 €
EBITDA N/C
Net margin N/C

Revenue and income statement

In 2023, 9 WEALTH MANAGEMENT generates positive net income of 37 k€. Net income represents the final profit after all expenses (operating, financial, exceptional) and corporate tax.

Net income (2023) ?
Net income
Definition
Profit or loss after all expenses, including taxes and exceptional items.
Formula
Current income + Exceptional income - Income tax

37 274 €

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Chart evolution

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Assets

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Liabilities

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Solvency and debt ratios

The debt ratio (= Financial debt / Equity x 100) stands at 0%. This very low level reflects a solid financial structure, offering significant room for future investments or acquisitions. Financial autonomy (= Equity / Total assets x 100) reaches 93%. This high autonomy means the company finances most of its assets through equity, a sign of strength.

Debt ratio (2023) ?
Debt ratio
Definition
Measures the proportion of debt to equity.
Formula
(Financial debt / Equity) x 100
Interpretation
< 50% : Low
50-100% : Moderate
> 100% : High

0.0%

Financial autonomy (2023) ?
Financial autonomy
Definition
Share of equity in the company's total financing.
Formula
(Equity / Total assets) x 100
Interpretation
> 30% : Good autonomy
20-30% : Average
< 20% : Low

92.683%

Asset age ratio (2023) ?
Asset age ratio
Definition
Measures the degree of wear of tangible assets.
Formula
Accumulated depreciation / Gross fixed assets x 100
Interpretation
< 50% : Recent assets
50-70% : Normal wear
> 70% : Aging assets

63.4%

Solvency indicators evolution
9 WEALTH MANAGEMENT

Sector positioning

Debt ratio
0.0 2023
2023
Q1: 0.0
Med: 5.37
Q3: 59.79
Excellent

In 2023, the debt ratio of 9 WEALTH MANAGEMENT (0.00) ranks in the bottom 25% of the sector, which is positive. This ratio measures the weight of debt relative to equity. A low ratio indicates a solid financial structure with little dependence on creditors.

Financial autonomy
92.68% 2023
2023
Q1: 5.1%
Med: 41.81%
Q3: 76.55%
Excellent

In 2023, the financial autonomy of 9 WEALTH MANAGEMENT (92.7%) ranks in the top 25% of the sector. This ratio represents the share of equity in total financing. High autonomy reflects financial independence and ability to absorb shocks.

Liquidity ratios

The liquidity ratio (= Current assets / Current liabilities) stands at 1175.80. Concretely, the company has €2 of liquid assets for every €1 of short-term debt: no cash risk within 12 months.

Liquidity ratio (2023) ?
Liquidity ratio
Definition
Ability to meet short-term debts with current assets.
Formula
Current assets / Current liabilities
Interpretation
> 1.5 : Very good
1-1.5 : Fair
< 1 : Liquidity risk

1175.803

Liquidity indicators evolution
9 WEALTH MANAGEMENT

Sector positioning

Liquidity ratio
1175.8 2023
2023
Q1: 142.15
Med: 323.83
Q3: 1004.83
Excellent

In 2023, the liquidity ratio of 9 WEALTH MANAGEMENT (1175.80) ranks in the top 25% of the sector. This ratio measures the ability to cover short-term debt with current assets. A ratio above 1 ensures comfortable coverage of short-term maturities.

Positioning of 9 WEALTH MANAGEMENT in its sector

Comparison with sector Autres activités auxiliaires de services financiers, hors assurance et caisses de retraite, n.c.a.

Valuation estimate

Based on 103 transactions of similar company sales (all years), the value of 9 WEALTH MANAGEMENT is estimated at 124 729 € (range 45 691€ - 320 650€). This multiples method compares the actual sale price of similar companies to their financial indicators (Revenue, EBITDA, Net Income). It provides a market-based indicative estimate.

Estimated enterprise value 2023
103 transactions
45k€ 124k€ 320k€
124 729 € Range: 45 691€ - 320 650€
NAF 5 all-time

Valuation method used

Net Income Multiple
37 274 € × 3.3x = 124 729 €
Range: 45 691€ - 320 650€

Only this financial indicator is available for this company.

How is this estimate calculated?

This estimate is based on the analysis of 103 actual transactions of similar company sales (same NAF code) registered with BODACC between 2016 and 2025.

  • EBITDA Multiple: Preferred method for profitable SMEs. EBITDA reflects the ability to generate cash.
  • Revenue Multiple: Used for growing companies or those with low profitability. Reflects commercial potential.
  • Net Income Multiple: Relevant for mature companies with stable results.

This estimate is provided for information purposes only. A precise valuation requires in-depth analysis (assets, liabilities, prospects, market...).

Similar companies (Autres activités auxiliaires de services financiers, hors assurance et caisses de retraite, n.c.a.)

Compare 9 WEALTH MANAGEMENT with other companies in the same sector:

Voir toutes les statistiques du secteur Autres activités auxiliaires de services financiers, hors assurance et caisses de retraite, n.c.a.

Frequently asked questions about 9 WEALTH MANAGEMENT

What is the revenue of 9 WEALTH MANAGEMENT ?

The revenue of 9 WEALTH MANAGEMENT is not publicly disclosed (confidential accounts filed with INPI).

Is 9 WEALTH MANAGEMENT profitable?

Yes, 9 WEALTH MANAGEMENT generated a net profit of 37 k€ in 2023.

Where is the headquarters of 9 WEALTH MANAGEMENT ?

The headquarters of 9 WEALTH MANAGEMENT is located in PARIS (75008), in the department Paris.

Where to find the tax return of 9 WEALTH MANAGEMENT ?

The tax return of 9 WEALTH MANAGEMENT is available on this page. Click on a year in the 'Data by year' section to view the account details (assets, liabilities, income statement). Data comes from INPI (National Institute of Industrial Property).

In which sector does 9 WEALTH MANAGEMENT operate?

9 WEALTH MANAGEMENT operates in the sector Autres activités auxiliaires de services financiers, hors assurance et caisses de retraite, n.c.a. (NAF code 66.19B). See the 'Sector positioning' section above to compare the company with its competitors.