Remote Jobs at Invertas GmbH

Invertas GmbH

- employees

💸 Finance

👥 B2C

Finance • B2C

Invertas GmbH is an independent digital financial advisory firm based in Heidelberg that provides holistic, fee-based financial planning and wealth management services. They specialize in retirement planning (Altersvorsorge), investments, insurance brokerage, mortgage and real-estate financing, and corporate pension (bAV) solutions, serving private clients, expats and employers. The company emphasizes transparency, scientific/empirical investment approaches, ongoing client relationships, and digital-first consulting with optional in-person meetings.