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Invethos AG logo — eine professionelle Alternative zu klassischen Vermögensverw...

Invethos AG

eine professionelle Alternative zu klassischen Vermögensverwaltern mit Fokus auf Impact Investments

Founded 2009 Switzerland Bern, Switzerland 21 employees Financial Services, Wealth Management

General Information

Company Name Invethos AG
Founded Year 2009
Location Switzerland Bern, Switzerland
Employees 21
Industries Financial Services, Wealth Management
Social

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About Invethos AG

Invethos AG is a Swiss-based financial services and wealth management startup founded in 2009. The company's slogan, "eine professionelle Alternative zu klassischen Vermögensverwaltern mit Fokus auf Impact Investments," reflects its focus on providing a professional alternative to traditional asset managers with an emphasis on impact investments. Invethos' key differentiator lies in its completely fee-based and independent wealth advisory services, offering full cost transparency and ensuring clients are advised in their best interests, free from conflicts of interest. The startup operates with a commitment to comprehensive consultation on all wealth matters, catering to a niche market seeking ethical and value-driven investment opportunities. By positioning itself as the first purely fee-based wealth advisor in Switzerland, Invethos aims to carve out a unique position in the market. With a headquarter in Switzerland, the company highlights its expertise in catering to the needs of clients in the region. As of now, specific details about the last investment and the involved investors are not available, possibly indicating a self-sustaining business model. However, the company's stance on ethical wealth management and impact investments aligns with the evolving trends in the financial industry, potentially positioning it as an attractive prospect for venture capital funding or strategic partnerships in the future. Overall, Invethos AG presents an intriguing proposition in the realm of wealth management startups, offering a distinct and principled approach to serving clients' financial interests.

Business keywords: Vermögensverwaltung, Impact Investments, Finanzplanung, Nachfolgeplanung, Honorarbasiert, Unabhängig, Kostentransparenz, Interessenskonflikte, Schweiz, Vermögensberatung, Rechtsberatung, Steuerberatung

No funding data available for Invethos AG yet.

Invethos AG Alternatives & Competitors

View All Alternatives
Invethos AG vs
SVAG Schweizer Vermögensberatung AG
SVAG Schweizer Vermögensberatung AG Switzerland

Vermögensberatung. Das sind wir!

201 employees
Financial Services, Wealth Management
Invethos AG vs
Plutos Vermögensverwaltung AG
Plutos Vermögensverwaltung AG Germany

Vermögen verwalten - Konsequent flexibel!

25 employees
Finance, Financial Services
Invethos AG vs
Hennerkes, Kirchdörfer & Lorz
Hennerkes, Kirchdörfer & Lorz Germany

Rechtsanwälte Steuerberater Partnerschaft mbB

20 employees
Financial Services, Wealth Management
View all alternatives

FAQ About Invethos AG

eine professionelle Alternative zu klassischen Vermögensverwaltern mit Fokus auf Impact Investments
Invethos AG was founded in 2009.
Invethos AG is headquartered in Bern, Switzerland.
Invethos AG operates in Financial Services and Wealth Management. Its work centres on Vermögensverwaltung, Impact Investments, Finanzplanung and Nachfolgeplanung.
Invethos AG has approximately 21 employees.
Top alternatives and competitors to Invethos AG include SVAG Schweizer Vermögensberatung AG, Plutos Vermögensverwaltung AG, Hennerkes, Kirchdörfer & Lorz, Reportify Analytics GmbH, HMP Brokers. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Invethos AG and SVAG Schweizer Vermögensberatung AG are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Invethos AG, https://bouncewatch.com/company/invethos-ag, updated 29 November 2024. When citing, please name BounceWatch and link this page.

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