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Top Financial Advisory Companies in Germany

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60 companies for Financial Advisory in Germany

Aspect Advisory's Logo

Aspect Advisory

Frankfurt, Germany

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.

Highlighted product

Core business

Financial Services Consultant

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

FB-Financial Services GmbH & Co. KG's Logo

FB-Financial Services GmbH & Co. KG

Minden, Germany

1-10 Employees

-

Key takeaway

As an independent financial planner and advisor, broza Finanzpartner offers comprehensive support from the very beginning, positioning itself as a top financial advisory service in the Minden region.

Highlighted product

Core business

Über uns - TOP-Finanzberatung in Minden – broza Finanzpartner

CFDL - Christliche Finanzdienstleistung's Logo

CFDL - Christliche Finanzdienstleistung

Berlin, Germany

11-50 Employees

2016

Key takeaway

The company emphasizes its commitment to providing independent financial advisory services, working to change the industry's reputation by ensuring clients can trust their advisors. They focus on offering personalized, unbiased guidance without charging separate fees, instead receiving compensation from product providers.

Highlighted product

Core business

Unabhängige Finanzberatung von Christen | CFDL - Christliche Finanzdienstleistung

☎ Jetzt anrufen: 030 39 82 18 48 | Unabhängige Finanzberatung vom Profi: Kostenlos und neutral beraten lassen - unverbindlich individuelle Angebote erhalten.

Fair Direkt's Logo

Fair Direkt

Wiesbaden, Germany

- Employees

-

Key takeaway

The company offers comprehensive financial advisory services, collaborating with over 100 insurance providers to create tailored financial plans and conduct insurance comparisons. Their expertise particularly shines in the area of occupational retirement provision, ensuring clients receive top-notch advisory services for their financial future.

Highlighted product

Core business

Unabhängiger Finanzberater aus Wiesbaden

Finanzanlagenfachmann Wiesbaden, unabhängiger Finanzberater Wiesbaden, unabhängiger Versicherungsmakler Wiesbaden, Versicherungsmakler Wiesbaden

ANTRETTER GmbH Finanzdienstleistungen's Logo

ANTRETTER GmbH Finanzdienstleistungen

Herrenberg, Germany

1-10 Employees

-

Key takeaway

The company offers fee-based financial advisory services that focus on transparency and optimizing contracts, leading to significant savings and improved outcomes for clients. Their expertise includes investment planning and generational wealth management, ensuring clients receive independent and tailored financial solutions.

Highlighted product

Product

Portfolio – Antretterfinanz

Daiwa Corporate Advisory GmbH's Logo

Daiwa Corporate Advisory GmbH

Frankfurt, Germany

11-50 Employees

1990

Key takeaway

DC Advisory has a strong track record in providing M&A and debt advice to financial sponsors and their portfolio companies, highlighting their expertise in the financial advisory sector.

Highlighted product

Service

Financial Sponsors – Solutions – Capabilities – DC Advisory

We have established international teams that source the best opportunities for Financial sponsors and provide both M&A and debt advice to them and to their portfolio companies.

MyGreenFinance's Logo

MyGreenFinance

Germany

1-10 Employees

2019

Key takeaway

MyGreenFinance emphasizes the importance of financial education and offers insights on saving costs and building wealth. They recommend retirement products from the Principality of Liechtenstein, highlighting their commitment to helping individuals navigate financial challenges.

Highlighted product

Core business

Beratung Enteignung - mygreenfinance.de

Dycker Investments's Logo

Dycker Investments

Oberkirch, Germany

1-10 Employees

-

Key takeaway

Dycker Investment emphasizes its commitment to providing personalized financial advisory services tailored to individual needs, aiming to build successful and sustainable partnerships.

Highlighted product

Core business

Anlageberatung in der Ortenau

adcius Vermögenstreuhand GmbH's Logo

adcius Vermögenstreuhand GmbH

Chemnitz, Germany

1-10 Employees

-

Key takeaway

The company provides holistic financial advisory services to clients and their families, emphasizing high quality, integrity, and independence. They focus on comprehensive financial matters, including financial coaching.

Highlighted product

Service

Finanzcoaching - adcius Vermögenstreuhand GmbH

Trustfinance's Logo

Trustfinance

Griesheim, Germany

1-10 Employees

-

Key takeaway

LifeFinance offers financial advisory services by facilitating the sale and collateralization of capital life and private pension policies. Through their platform, consumers can access higher sale prices on the secondary market and secure short-term financing at more favorable terms, thereby preserving their retirement savings.

Highlighted product

Core business

Unternehmen - LifeFinance

Hier finden Sie alles rund um LifeFinance, zum Team und Kontaktmöglichkeiten.


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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 manufacturers115
Amount of suitable service providers544
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, Real Estate, IT, Software and Services

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