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The faces behind the InVertas

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

The faces
behind the InVertas

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

Get to know our team

We support you with the needs analysis, the conclusion of new contracts and, in an emergency, with claims settlement. Competent, honest and transparent advice is important to us.

Marcel Beaupain

Managing Director

Christian Ulpts

Managing Director

Lucas Bertram

Managing Director

Marcel Kunz

Senior Consultant Specialist for private & company pension schemes

David Reinhard

Senior Consultant Specialist for Investment & Pensions

Martin Brinkmoeller

Consultant specialist for investment & provision

Tobias Konderding

Senior consultant specialist in real estate financing

Luca Dillge

Management Assistant

Philip Hall

Specialist in car insurance

Maj Britt Knirsch

Management Assistant

Nicholas Lederer

Specialist for real estate financing Assistant to the management

Our promise for your future

By combining values with finance, we work to ensure that you can think about your finances with a good gut feeling.

Modern advice

Thanks to our large range of software and comparison solutions, we offer the best possible advice - always up to date.

Independently

You will receive qualitative, accurate and timely answers to your questions. We always work freely and independently.

Perfect elaboration

You will receive a holistic financial concept tailored to your needs, so that you can have confidence in your financial future.

Why InVertas?

We strive for a world where everyone can have confidence in their financial future.

IN

The “In” stands for individuality, innovation and investment

VER

“ver” (lat) = spring

We are convinced that the FDL market will become more and more attractive for young, qualified people with their hearts in the right place, as the industry is outdated - spring is dawning for our generation!

INVERT

“invert” (engl/lat) = reverse

Nowadays, salespeople attach so much importance to acquiring new customers that the topic of “support” is given far too little attention. In the age of digitization, our goal is to ensure scalable support professionalization that presents the customer simply, clearly and personally - and reverses the focus on the individual customer.
IN
VER
INVERT

Take care of your future today

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

opinions of our
Customers

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

Erdem Ozdemir

valuation
5/5

Mr. Bertram is a great consultant: personable, absolutely serious and authentic. He responded precisely to my situation and wishes, thought along with me and was able to make various suggestions. I received great offers from him and everything worked right from the start. I am happy to recommend him.

Eugene Bauer

valuation
5/5

For me, Mr. Bertram was always approachable, honest, personable and empathetic. His technical expertise is top notch and during the consultation he explicitly addressed my questions and was able to provide targeted answers and proposed solutions. With his help, everything went smoothly during the transaction.

daphne p

valuation
5/5

Mr. Bertram was very friendly and helpful as a consultant, everything worked. I am completely satisfied with the course of the consultation.

Ester S

valuation
5/5

With Mr. Konerding we had the feeling that he listened very well and made suggestions and alternatives of his own accord. Very fast processing and great implementation of our wishes and our project!

M

valuation
5/5

Was great advice. Understanding and transparent. I can only recommend!

Marc L

valuation
5/5

The advisors are great. Always available and also quick offers that were super cheap. We received a great interest rate for our financing.

en_US

Choose your preferred type of advice

You cannot have your finances professionally managed without a basis of trust. So get to know us so that you get a serious impression of us!

online consultation

We are completely digital and would love to get to know you online!

Personal advice

Do you need a hands-on consultant? Then stop by our beautiful office!

Alternatively you can contact us at +49 6221 67412 reach.