Invested. In opportunity.

Invested. In you.

Invested.
In opportunity.

Invested.
In you.

We bring together knowledge, experience and capital. Across finance, energy and real estate, we identify opportunities and develop their potential.

Our companies, your choice

Creating value

We bring different areas together into a coherent whole. From financial services to the development of energy and real estate projects, we are driven by the same goal: creating long-term value.

Our companies, your choice

Creating value

We bring different areas together into a coherent whole. From financial services to the development of energy and real estate projects, we are driven by the same goal: creating long-term value.

Our companies, your choice

Creating value

We bring different areas together into a coherent whole. From financial services to the development of energy and real estate projects, we are driven by the same goal: creating long-term value.

Our companies, your choice

Creating value

We bring different areas together into a coherent whole. From financial services to the development of energy and real estate projects, we are driven by the same goal: creating long-term value.

Always by your side

We help you connect with the team and people who know the relevant field best and are right for your objective.

Areas of expertise

Breadth built on specialist expertise

Each area is led by experienced teams, giving you a comprehensive perspective on finance.

  • Expertise

    We see the whole picture

    No one is an expert in everything. Our teams focus on their specialist areas every day. When your needs overlap, we combine their expertise into a solution tailored to your goals and circumstances.

  • Clear objectives

    Decisions built on knowledge

    Markets, geopolitical conditions, technologies and investment opportunities change. That is why we base decisions on discipline, experience, advanced tools, clear objectives and an understanding of risk.

  • Transparency

    We treat capital responsibly

    Whether we advise, manage or invest, we take a long-term view. Results matter, but so do the way decisions are made, how risk is managed, transparency and the interests of everyone involved.

  • Personal approach

    A personal approach is at the heart of our work

    Across every area, we first seek to understand your goals, circumstances and questions. We then bring in the specialists with the right expertise to help you take the next step.

  • Expertise

    We see the whole picture

    No one is an expert in everything. Our teams focus on their specialist areas every day. When your needs overlap, we combine their expertise into a solution tailored to your goals and circumstances.

  • Clear objectives

    Decisions built on knowledge

    Markets, geopolitical conditions, technologies and investment opportunities change. That is why we base decisions on discipline, experience, advanced tools, clear objectives and an understanding of risk.

  • Transparency

    We treat capital responsibly

    Whether we advise, manage or invest, we take a long-term view. Results matter, but so do the way decisions are made, how risk is managed, transparency and the interests of everyone involved.

  • Personal approach

    A personal approach is at the heart of our work

    Across every area, we first seek to understand your goals, circumstances and questions. We then bring in the specialists with the right expertise to help you take the next step.

  • Expertise

    We see the whole picture

    No one is an expert in everything. Our teams focus on their specialist areas every day. When your needs overlap, we combine their expertise into a solution tailored to your goals and circumstances.

  • Clear objectives

    Decisions built on knowledge

    Markets, geopolitical conditions, technologies and investment opportunities change. That is why we base decisions on discipline, experience, advanced tools, clear objectives and an understanding of risk.

  • Transparency

    We treat capital responsibly

    Whether we advise, manage or invest, we take a long-term view. Results matter, but so do the way decisions are made, how risk is managed, transparency and the interests of everyone involved.

  • Personal approach

    A personal approach is at the heart of our work

    Across every area, we first seek to understand your goals, circumstances and questions. We then bring in the specialists with the right expertise to help you take the next step.

  • Expertise

    We see the whole picture

    No one is an expert in everything. Our teams focus on their specialist areas every day. When your needs overlap, we combine their expertise into a solution tailored to your goals and circumstances.

  • Clear objectives

    Decisions built on knowledge

    Markets, geopolitical conditions, technologies and investment opportunities change. That is why we base decisions on discipline, experience, advanced tools, clear objectives and an understanding of risk.

  • Transparency

    We treat capital responsibly

    Whether we advise, manage or invest, we take a long-term view. Results matter, but so do the way decisions are made, how risk is managed, transparency and the interests of everyone involved.

  • Personal approach

    A personal approach is at the heart of our work

    Across every area, we first seek to understand your goals, circumstances and questions. We then bring in the specialists with the right expertise to help you take the next step.

What we can do for you

We help you connect with the team and people who know the relevant field best and are right for your objective.

Finance

Capital with a clear direction

We advise, manage wealth and open access to both traditional and alternative investment opportunities.

Finance

Capital with a clear direction

We advise, manage wealth and open access to both traditional and alternative investment opportunities.

Energy

From opportunity to execution

We identify and develop sustainable energy projects, including BESS, bringing together capital, technology, specialist expertise and local partners.

Energy

From opportunity to execution

We identify and develop sustainable energy projects, including BESS, bringing together capital, technology, specialist expertise and local partners.

Real estate

From potential to development

We identify and develop real estate opportunities, bringing together the key elements of a project, from location and capital to partners and execution.

Real estate

From potential to development

We identify and develop real estate opportunities, bringing together the key elements of a project, from location and capital to partners and execution.

We think long term

We look for opportunities with clear potential and develop them with lasting value in mind.

Financial pillar

Our financial companies

We develop wealth management and investment services, alternative investments and financial advisory through three specialised companies.

Financial pillar

Our financial companies

We develop wealth management and investment services, alternative investments and financial advisory through three specialised companies.

Financial pillar

Our financial companies

We develop wealth management and investment services, alternative investments and financial advisory through three specialised companies.

Financial pillar

Our financial companies

We develop wealth management and investment services, alternative investments and financial advisory through three specialised companies.

The JonatanMars philosophy

We see beyond the individual opportunity

We understand the wider context, use experience and expertise to recognise what creates value, and build pathways towards the desired outcome.

The JonatanMars philosophy

We see beyond the individual opportunity

We understand the wider context, use experience and expertise to recognise what creates value, and build pathways towards the desired outcome.

The JonatanMars philosophy

We see beyond the individual opportunity

We understand the wider context, use experience and expertise to recognise what creates value, and build pathways towards the desired outcome.

The JonatanMars philosophy

We see beyond the individual opportunity

We understand the wider context, use experience and expertise to recognise what creates value, and build pathways towards the desired outcome.

We bring the right people together

We bring together expertise, capital and partnerships where they can turn opportunities into reality and create value from invested capital.

Our journey

JonatanMars through time

From our beginnings in finance to a group that brings together expertise, capital and partnerships in the development of energy and real estate projects.

Our journey

JonatanMars through time

From our beginnings in finance to a group that brings together expertise, capital and partnerships in the development of energy and real estate projects.

Our journey

JonatanMars through time

From our beginnings in finance to a group that brings together expertise, capital and partnerships in the development of energy and real estate projects.

Our journey

JonatanMars through time

From our beginnings in finance to a group that brings together expertise, capital and partnerships in the development of energy and real estate projects.

  • Foundations in finance

    2001-2011

    A portal, followed by advisory services and our first regulatory authorisation (insurance agency, 2006) under the Vzajemci brand. Growth of the client base, expertise and professional team.

  • First proprietary projects

    2017-2020

    Establishment of the first project companies for real estate and our own alternative fund manager. The first company bearing the JonatanMars name. Formation of the holding investment company U-INVEST.

  • Institutionalisation

    2021-2023

    Major steps forward in real estate, entry into technology investments through alternative investment funds, and the birth of the Elevate brand.

  • The JonatanMars universe

    2024–2026

    Brand consolidation, acquisition of a brokerage licence within the group, strengthening of the Elevate Future energy pillar, and a new real estate direction with Dragon Capital.

  • Foundations in finance

    2001-2011

    A portal, followed by advisory services and our first regulatory authorisation (insurance agency, 2006) under the Vzajemci brand. Growth of the client base, expertise and professional team.

  • First proprietary projects

    2017-2020

    Establishment of the first project companies for real estate and our own alternative fund manager. The first company bearing the JonatanMars name. Formation of the holding investment company U-INVEST.

  • Institutionalisation

    2021-2023

    Major steps forward in real estate, entry into technology investments through alternative investment funds, and the birth of the Elevate brand.

  • The JonatanMars universe

    2024–2026

    Brand consolidation, acquisition of a brokerage licence within the group, strengthening of the Elevate Future energy pillar, and a new real estate direction with Dragon Capital.

  • Foundations in finance

    2001-2011

    A portal, followed by advisory services and our first regulatory authorisation (insurance agency, 2006) under the Vzajemci brand. Growth of the client base, expertise and professional team.

  • First proprietary projects

    2017-2020

    Establishment of the first project companies for real estate and our own alternative fund manager. The first company bearing the JonatanMars name. Formation of the holding investment company U-INVEST.

  • Institutionalisation

    2021-2023

    Major steps forward in real estate, entry into technology investments through alternative investment funds, and the birth of the Elevate brand.

  • The JonatanMars universe

    2024–2026

    Brand consolidation, acquisition of a brokerage licence within the group, strengthening of the Elevate Future energy pillar, and a new real estate direction with Dragon Capital.

  • Foundations in finance

    2001-2011

    A portal, followed by advisory services and our first regulatory authorisation (insurance agency, 2006) under the Vzajemci brand. Growth of the client base, expertise and professional team.

  • First proprietary projects

    2017-2020

    Establishment of the first project companies for real estate and our own alternative fund manager. The first company bearing the JonatanMars name. Formation of the holding investment company U-INVEST.

  • Institutionalisation

    2021-2023

    Major steps forward in real estate, entry into technology investments through alternative investment funds, and the birth of the Elevate brand.

  • The JonatanMars universe

    2024–2026

    Brand consolidation, acquisition of a brokerage licence within the group, strengthening of the Elevate Future energy pillar, and a new real estate direction with Dragon Capital.

Today, under one shared name, we bring together companies operating across different fields, all built on a common heritage, shared values and a consistent way of working.

Address

JonatanMars d.o.o.
Dunajska 165
1000 Ljubljana, Slovenia

Contact

invested@jonatanmars.com
080 35 08

The information on this website is provided for general presentation and informational purposes only. It does not constitute a personal investment recommendation, an offer to enter into a transaction, or an invitation to buy or sell any financial instrument, product or other investment. Every investment involves risk. The value of an investment may rise or fall, and an investor may lose part or all of the capital invested. Past performance is not a reliable indicator of future results. Before making an investment decision, investors should familiarise themselves with the characteristics, costs and risks of the relevant investment and assess whether it is suitable in light of their objectives, financial situation, knowledge, experience and attitude to risk.

When our companies manage assets, execute client orders, provide investment advice, provide portfolio management in financial instruments or perform other regulated financial services, they do so through appropriately licensed entities and professionals, in accordance with applicable law and under the supervision of the relevant regulators. Clients are supported by professionals with the appropriate knowledge, experience and authorisations to provide the relevant investment services and activities. The scope of services, the rights and obligations of the client and service provider, costs, risks and other important disclosures are set out in greater detail in the contractual documentation and in the documents of the company providing the relevant service.

Certain services, financial instruments and alternative investment funds are not suitable or available to all investors. Availability may depend on the investor’s status, knowledge and experience, investment amount, suitability or appropriateness assessment, and other legal or contractual conditions. JonatanMars d.o.o. is the parent company of the group. Individual financial, investment and other regulated services are provided by operating companies with which the client enters into the relevant contractual relationship. Detailed information on the service provider, its authorisations, regulatory status and the terms of each service is available on the website or in the documentation of the company providing that service.