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The faces behind InVertas

We strive for a world where everyone can be confident in their financial future. Nice to meet you!

The faces behind InVertas

We strive for a world where everyone can be confident in their financial future. Nice to meet you!

Get to know our team

We support you in analyzing your needs, in con­clu­ding new contracts and, in an emergency, in settling claims. Competent, honest and trans­pa­rent advice is important to us.

Christian Ulpts

Ge­schäfts­füh­rer

Lucas Bertram

Ge­schäfts­füh­rer

Niklas Lederer

Spe­zia­list für Immobilienfinanzierung

Martin Brinkm­öl­ler

Con­sul­tant – Spe­zia­list für In­vest­ment & Vorsorge

Phillip Hall

Spe­zia­list für KFZ-Versicherungen

Our promise for your future

By combining values with finances, we work to help you think about your finances with a good gut feeling.

Beratung Sachversicherung

Modern con­sul­ting

Through our wide range of software and com­pa­ri­son solutions, we offer the best possible advice – always up to date.

In­de­pen­dent

You get the qua­li­ta­ti­ve, precise and timely answers to your questions. We always work freely and independently.

In­di­vi­du­al

You receive a holistic financial concept tailored to you, so you can be confident in your financial future.

Why InVertas?

We strive for a world where everyone can be confident in their financial future

IN

The „In“ stands for in­di­vi­dua­li­ty, in­no­va­ti­on and investment

VER

“ver” (lat) = Spring

We are convinced that for young, qualified people with their hearts in the right place, the market in the financial sector is becoming in­cre­asing­ly at­trac­ti­ve as the industry becomes obsolete- spring is breaking for our generation!

INVERT

“invert” (engl/lat) = invert

Nowadays, dis­tri­bu­tors place so much emphasis on acquiring new customers that the topic of „support“ is given far too little attention. In the age of di­gi­ta­liza­ti­on, our goal is to ensure scalable support pro­fes­sio­na­liza­ti­on that puts the customer in a simple, clear and personal position – and turns the focus back to the in­di­vi­du­al customer.
IN
VER
INVERT

Take care of your future today

To finally have a good gut feeling, to seriously un­der­stand the topic and to be in an excellent financial position – get to know us now during a free initial consultation!

Opinions of our
clients

Our passion is to give you a pro­fes­sio­nal good feeling. Always honest and trans­pa­rent. Convince yourself with our numerous reviews!

Vanessa Kuenzel

Bewertung
Rated 5 out of 5

Among other things, I asked for a pension plan there and I am really po­si­tively impressed by the con­sul­tant. He responded very well to my wishes and was and is really always available for me! For my questions he has always taken a lot of time and also very much patience and fri­end­li­ne­ss! The product re­com­men­ded by him I had compared with others and finally decided for this. On the one hand, because the product really convinced me in the end and on the other hand, because the con­sul­tant David R. really took the time and explained ever­y­thing to me again and again in a very un­der­stan­da­ble and good way. Great con­sul­tant who really does not leave you hanging!

Anke Schneider

Bewertung
Rated 5 out of 5

Many thanks to Mr. David Reinhard for the detailed advice and patience in answering my questions – sym­pa­the­tic and competent!

Lukas Prechtl

Bewertung
Rated 5 out of 5

Super good financial service from David Reinhard! The advice is based on your own needs and interests and not on the interests of the re­spec­ti­ve insurance companies / banks.

Pascal Stock

Bewertung
Rated 5 out of 5

The advice given by Mr. Reinhard when changing the Riester pension was pro­fes­sio­nal­ly very good, fast and even via video telephony un­com­pli­ca­ted and possible at any time. Therefore, I can highly recommend this.

Faisal Anees

Bewertung
Rated 5 out of 5

It was nice being supported with a pro­fes­sio­nal re­pre­sen­ta­ti­ve – ( David Reinhard ) who advised and gave us the best suited and trans­pa­rent advise. This not only gave us the con­fi­dence but also motivated us to start with our goal.

Venkatesh

Bewertung
Rated 5 out of 5

David Reinhard has the patience and knows the details. He gives the time that is needed for the advice and is really good in what he does. He came across as someone who does his best to win the trust and confidence.