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Top Financial Advisory Companies in Germany

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60 companies for Financial Advisory in Germany

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Aspect Advisory's Logo

Aspect Advisory

Frankfurt, Germany

A

1-10 Employees

2013

Key takeaway

Aspect Advisory specializes in providing expert guidance to financial institutions, focusing on sustainable practices, ESG integration, and effective climate transition strategies. Their commitment to delivering tailored financial management solutions positions them as a valuable partner for those seeking to make informed financial decisions and navigate the complexities of the financial services sector.

Reference

Core business

Financial Services Consultant

Increase your profits and minimize risks! Speak to Aspect Advisory the expert financial services consultant today.

FiNUM.Private Finance AG's Logo

FiNUM.Private Finance AG

Berlin, Germany

A

51-100 Employees

2003

Key takeaway

FiNUM emphasizes its commitment to providing unbiased financial advisory services, with a team of experienced consultants dedicated to acting in the best interests of their clients. They focus on delivering independent and comprehensive advice to both private and business clients.

Reference

Core business

Financial Consultant – FINUM

German Insurance Companion's Logo

German Insurance Companion

Frankfurt, Germany

A

1-10 Employees

-

Key takeaway

Adsen Moore is an independent wealth management advisory group that offers personalized financial solutions, particularly for high-net-worth and ultra-high-net-worth individuals. Their award-winning team specializes in investment and pension planning, providing tailored advice to meet the unique needs of both individual and corporate clients.

Reference

Core business

Adsen Moore Financial Consulting - Financial Advisor

For retail and professional clients

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FINWO-Finanzmakler's Logo

FINWO-Finanzmakler

Bargteheide, Germany

A

1-10 Employees

2018

Key takeaway

FINWO Finanzmakler specializes in providing financial advisory services for real estate financing, aiming to find the best financing solutions for your desired property. With extensive knowledge of both regional and national market offerings, they leverage long-standing partnerships to enhance their advisory capabilities.

Reference

Service

Financial Advisory & Result – Finwo

Scil Technology GmbH's Logo

Scil Technology GmbH

Germany

A

1-10 Employees

-

Key takeaway

The company offers comprehensive financial advisory services, including consultancy, interim management, and deal structuring strategies for various transactions. Their expertise aims to provide clients with the financial intelligence needed to make confident decisions and support growth.

Reference

Core business

H O M E | nafeconsultants

IFS Finance Partner's Logo

IFS Finance Partner

Cologne, Germany

A

11-50 Employees

2007

Key takeaway

IFS Financial Partners is an independent financial services provider that specializes in holistic consultation for health care professionals. With over 15 years of experience in the financial industry, the company offers valuable expertise in financial advisory.

Reference

Service

IFS Financial Partners - Honorarfreie Beratung für Mediziner

PerFinEx's Logo

PerFinEx

Munich, Germany

A

1-10 Employees

-

Key takeaway

PerFinEx is a leading independent financial advisor in Germany, offering a range of services in personal finance, including insurance, investments, and loans. Their innovative platform provides personalized financial insights and advice, making it an excellent resource for individuals seeking to enhance their financial future.

Reference

Core business

Financial Advisor Germany: English-speaking & Independent

You are looking for financial advice? Interesting for all expats living in Germany! ✓ We will improve your financial future. ✓ Read more about | PerFinEx

ParkView Partners's Logo

ParkView Partners

Frankfurt, Germany

A

11-50 Employees

2019

Key takeaway

ParkView is a leading independent investment bank boutique in the DACH region, specializing in financial advisory for mergers and acquisitions, corporate valuation, and strategic business matters. The firm provides unbiased advice to decision-makers, ensuring their long-term success in capital markets-related transactions.

Reference

Service

Independent IPO Advisory

Financialytic GmbH's Logo

Financialytic GmbH

Bonn, Germany

A

1-10 Employees

-

Key takeaway

Financialytic offers specialized financial advisory services, leveraging advanced quantitative methods and extensive industry experience to provide analytics and strategic insights. Their expertise spans areas such as Risk Management, Regulatory-Driven Risk Modelling, and Data Science applications in finance, making them a valuable resource for achieving key financial objectives.

Reference

Core business

Main - Fiancialytic: Consulting - Analytics - Insight

Financialytic uniquely combines the latest expertise in quantitative methods with multi-year industry experience at top-tier financial institutions.

Global Advice Family Office GmbH's Logo

Global Advice Family Office GmbH

Frankfurt, Germany

A

251-500 Employees

1990

Key takeaway

The Global Advice Family Office positions itself as a leading independent trusted advisor in financial advisory, focusing on unique, conflict-free guidance for family wealth management and asset protection. With a proactive approach and strong technical competencies, they enhance the relationship between asset owners and service providers, ensuring clients receive the best solutions tailored to their specific goals.

Reference

Core business

Global Advice - Fintech Family Office - Global Advice

We use advanced technological solutions to carry out our activities efficiently and effectively, granting flexibility and freedom to our clients all around


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Information about Financial Advisory in Germany

When exploring the Financial Advisory industry in Germany, several key considerations come into play. Regulatory compliance is paramount, as the industry is governed by strict regulations set forth by the Federal Financial Supervisory Authority (BaFin), which oversees financial markets and protects investors. It's essential to understand the qualifications required for financial advisors, including certifications and adherence to ethical standards. The competitive landscape is robust, with both established firms and emerging startups vying for market share, making differentiation crucial for success. Additionally, the industry faces challenges such as adapting to digital transformation and evolving consumer preferences, which create both hurdles and opportunities for innovative advisory services. Environmental, social, and governance (ESG) factors are increasingly relevant, as clients are more inclined to work with firms that prioritize sustainability and responsible investing. Moreover, Germany's position as a leading economy in Europe offers financial advisors access to a diverse client base, enhancing the potential for growth. Understanding these dynamics will be vital for anyone considering a career or partnership in this sector, as they navigate the complexities and opportunities within the Financial Advisory landscape in Germany.


Insights about the Financial Advisory results above

Some interesting numbers and facts about your company results for Financial Advisory

Country with most fitting companiesGermany
Amount of fitting manufacturers78
Amount of suitable service providers352
Average amount of employees1-10
Oldest suiting company1990
Youngest suiting company2019

Frequently asked questions (FAQ) about Financial Advisory Companies

Some interesting questions that has been asked about the results you have just received for Financial Advisory

Based on our calculations related technologies to Financial Advisory are Education, Engineering Services, IT & Technology Services, Healthcare Services, Consulting

The most represented industries which are working in Financial Advisory are Finance and Insurance, Other, Consulting, IT, Software and Services, Real Estate

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