Founded in 2004, Finanzatelier GmbH is an owner-managed company providing independent financial planning, wealth management, and insurance solutions. The firm emphasizes a holistic, long-term, and transparent advisory approach tailored to the individual goals of its clients. It is regulated by the German Federal Financial Supervisory Authority (BaFin) and holds licenses for investment advice, portfolio management, and insurance intermediation, positioning itself as a comprehensive financial partner for its clientele in Germany.

Founded in

Switzerland