Company Information

Get to know Invaria Finanzmanagement GmbH

Founded in 2004, Invaria Finanzmanagement GmbH is an independent, owner-managed financial services provider based in Munich, Germany. The company offers holistic and long-term financial planning, asset management, and investment advisory services to private clients, entrepreneurs, and foundations. Their philosophy emphasizes independence from banks and product providers to ensure client interests are prioritized, focusing on sustainable wealth preservation and growth.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Invaria Finanzmanagement GmbH

Germany

Founded in

2010 (16 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(78 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.