Financial advisor in Mannheim

It is not for nothing that we have chosen the well-known, picturesque, old town Heidelberg wanted as a seat for our financial advice! The idea of combining time-honored tradition with revolutionary innovation has been very important to us from the start.

Finances are not an easy topic in Germany. The financial services industry has worked hard for its negative reputation in recent years and decades due to a lack of transparency and unreliable advice. Confidence in the financial sector is badly damaged and the credibility of financial policy is lacking.

That's why we have it as Financial advisor for Mannheim Made the determination to reform the scene in Heidelberg, Mannheim, Ludwigshafen and beyond the Rhine-Neckar region through clear, honest and independent advice. We want to go back to individual, attentive and reliable advice so that you can feel valued again. But above all, we want to give you a new basis for decision-making through a high degree of clarity.

Most people are unaware of what to do about investing. Whether real estate & construction financing, whether securities and investment funds or ETFs, whether insurance or retirement provision - We Germans are quickly overwhelmed when it comes to investing money.

It's just a complex, dry topic. You close a deal without knowing the exact costs and benefits and without understanding the details.

As a financial advisor in Mannheim, we will show you your cost and performance structures with all-round non-binding advice and compare them with market-leading alternatives. We develop fund comparisons and show you how you can invest your money effectively. After our consultation, you will be clear about what type of investment you have made and how Equity funds, pension plans or insurance basically work. But above all, you can be sure that you will be in a terrific financial position and that you are thinking of your finances with a smile!

InVertas Siegel-Absicherung


InVertas Siegel-Vertrauen


InVertas Siegel-Investment


InVertas Siegel-Finanzierung


We combine your values with your finances!

Everyone is individual and has their own value system through their own life experiences. Also at When it comes to finance, everyone values different areas of focus. If Security or profit, be it flexibility or tax savings or whether commission or fees - you set your own priorities within your investment.

But also ours Values and company philosophy flow into your advice with a! Because our discussions are not aimed at short-term product sales, but rather at honest and excellent advice. Learn our values as Financial advisor for Mannheim know:

Trust & Authenticity:

We attach particular importance to a respectful, direct and cooperative approach to our customers as well as to our employees.

Responsibility & social engagement:

We understand responsible advice to mean generating adequate income to secure the working life and retirement of our customers.
However, we also understand corporate responsibility to mean giving back something of our success out of conviction.
With this we want to actively and positively change not only the present but also the future. Because we have a social responsibility - for our customers & employees as well as for society.

Excellence & Expertise:

Due to our many years of expertise and the proven expertise, we can show our clients excellent procedures. The focus of our advice is a tailor-made and, above all, developed together with the customer transparent concept.
We are not satisfied with the average, but strive for perfection, both in our approach and in our cooperation and dealings with one another.

We look forward to getting to know you and your values and priorities!

Insurance broker in Mannheim

Insurance brokers in Mannheim with the right permission to broker fee-based tariffs are able to do this just like with fee-based advice without commission costs (Fee tariffs, net tariffs or also called net policies) and also to advise. An insurance broker with a certificate is not obliged to charge a sales commission for his consulting service, but has the option of separating most of the costs from the system.

Fee consulting in Mannheim

Before you get anything wrong: It makes no difference whether you are aiming for fee-based advice in Mannheim or a certified insurance broker Mediation of fee rates Give an order. You will never be able to guarantee the quality of advice. For this reason you should get to know us and our fee advice! Trust your inner gut feeling and see which large savings can be achieved through comprehensible insurance comparisons!

We act as a fee broker and insurance broker in Mannheim. With that we are regardless of brokerage premiums, insurance and building societies. We only have one obligation to represent your interests. This means that there is no conflict of interest.

Within our fee consultation, a Comprehensible financial mathematical analysis designed. In this step, we compare your current status quo with other providers and potential options with the help of your cost statements in great detail.

You should remember: Closing commissions and support fees do not apply to fee-based advice, as these are clearly listed and, above all, reduced through individual agreements. So you have more assets in your contracts right from the start and therefore more capital or a better pension in old age!
Recommendation: The super fee tariffs can even withstand a comparison with depots without any problems. Because the cost structures are very low for fee-based tariffs and the flat-rate withholding tax is no longer applicable in the savings phase, you have the opportunity to achieve higher maturity payments with fee-based advice in Mannheim, as in any other region in a pure comparison fund.

Financial services in Mannheim

Finding an independent financial service in Mannheim is the big challenge, as many like to adorn themselves with the title of independence, but unfortunately often they are not.
Expertise, authenticity and transparency are absolute core elements in our advice. The elaboration of clear cost comparisons, the derivation of sensitive financial issues and the support in the conclusion of the contract are a matter of course for us.
On the question:

Where can I find an independent financial service in Mannheim?

After a consultation you will know that InVertas is your trustworthy contact.
Your gut feeling is crucial - but give us a leap of faith and get to know us personally!
We want even unattractive, dry and complicated financial topics to be explained in such a way that you know that you are well positioned. That she 100 % trust in our independent financial services, in Mannheim, the InVertas team and in your financial plan.

If Financing, liquidity and portfolio analyzes, hedging or independent financial services Generally speaking - we are there for you as a contact person in the great city of Mannheim and can be reached at any time in person, by video or by phone.

Visit us without obligation and get to know us and ours Free initial consultation in Mannheim know! You will be surprised how interesting finances can be!

InVertas Geschäftsführung

Investments and financial investments for your future

We strive for a world in which everyone can rely on their financial future. Safe investments and independent comparisons in old-age provision, real estate or insurance are relevant elements.
By linking values with finances, we work to ensure that you can think about your finances with a good gut feeling.

According to the motto:
“Learning from the past, living in the present in order to create a new standard in the future.” - we want to guarantee innovative advice and sustainable support with you that will make you happy!

We are looking for the best investment opportunities for your children, for your own private pension scheme or for your partner. It is advisable to create a family concept in order to take all wishes and goals into account.

We design standalone comparisons, to use certified pension calculator and analyze tax savings, allowances and costs of tariffs and insurance.

Classic questions such as "Is a company pension worthwhile?", "How do I invest my money in stocks or ETFs?" or “How sustainable is my investment?” we will clarify with you in peace.

Short-term, medium-term and long-term investments, buying a property or building financing are extremely complex in Germany. We help you understand your investments and invest them safely!

Consultation Process

  • Provide a overview
  • Certified Consulting
  • Closure
  • Sustainable Support
  • Do something good - donate!

A novelty from our portfolio: ecological investments with CLEAN CAPITAL

Do you live environmentally conscious, act ethically and biologically, think socially and economically? Or do you want to make your life more sustainable? We have for you Clean capital built as a sustainable platform for investments. Clean Capital offers innovative investment opportunities that meet your needs.

At a time when the financial markets are becoming more and more complex, we develop sustainable options for building up your wealth. This means that you can always understand what your efforts are doing. Sustainable investment don't have to be complicated. Through our consultation we will introduce you to ways in which you can easily invest money ecologically. 

Clean Capital offers sustainable financial services according to strict ethical, social and ecological criteria. 

Let's develop a world together in which our great-grandchildren also like to live. We would be happy to check your investments for sustainability. Because of this we can offer you a free sustainability check offer that shows you how sustainable you are to invest your assets.

We review your existing securities account or your retirement provision independently and without obligation and check how sustainable it really is. 

We show you green alternatives that can replace your problematic investments.

Sustainable investments do not have to have a negative impact on money and profits. We introduce you to investment funds that both correspond to your basic beliefs and also bring you, as an investor, high returns.

We primarily support sustainability funds at Clean Capital.

These are an excellent opportunity to promote sustainable investment. 

By Ethics fund create one environmentally conscious future and benefit from profitable returns to build your wealth. Green investments are recording extremely high growth rates. 

At Clean Capital, we will of course be happy to provide you with information about your suitable investment fund. 

You do not yet have a custody account or a private pension plan, but would like to find out more about sustainable investments with a low risk? No problem - as a financial advisor in Mannheim, we are happy to deal with it.

By investing in sustainable investments, you are setting a good example. You as an investor have this option - and we at Clean Capital support you in this.

This is possible from small amounts of € 25 per month.

We are convinced that sustainability is more important today than ever before.

With us, you benefit from a unique sustainable investment portfolio with a large selection of funds.

Let our investment experts advise you!

Secure your personal consultation appointment:

    Time *
    8-12 a.m.12 p.m. to 4 p.m.4-8 p.m.

    Chrisitan Ulpts
    Managing directors