Founded in 2005 and headquartered in Regensburg, Germany, CONFIDIS Wirtschaftsberatung operates as an independent financial consultancy firm. The company's mission is to provide holistic, long-term, and transparent financial advice to private clients. Their services cover comprehensive financial planning, asset and wealth management, retirement planning, risk protection (insurance), and real estate financing. They emphasize their independence from banks and insurance companies, which allows them to offer product-neutral advice tailored to the individual goals and needs of their clients.

Founded in

Germany