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isFINANCE AG logo — Nie wieder alter Wein in neuen Schläuchen.

isFINANCE AG

Nie wieder alter Wein in neuen Schläuchen.

Founded 2009 Germany Potsdam, Germany 12 employees

General Information

Company Name isFINANCE AG
Founded Year 2009
Location Germany Potsdam, Germany +1
Employees 12
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About isFINANCE AG

isFINANCE AG is an independent financial service provider with BaFin approval as an investment and brokerage intermediary for over 10 years. It operates independently from banks, with a focus on long-term, sustainable relationships, and boasts a team of over 20 advisors. The company follows a clear process in financial consulting, involving information exchange, free analysis of financial conditions, developing tailored solutions, presenting and aligning investment decisions, implementing the agreed-upon investment decisions, and continuously monitoring the chosen investments for added value and alignment with the clients' goals. Having established partnerships with over 6 deposit banks and managing more than EUR 200 million in assets under management, isFINANCE AG serves over 800 clients in achieving their financial goals. The company highlights the testimonials of new colleagues who chose to join the isFINANCE AG team this year, and encourages interested individuals to reach out to them directly for more insights. For those eager to explore career opportunities at isFINANCE AG, all contact details for new colleagues and additional information about working at the company can be found on http://bankerwerdenunternehmer.de/.

Taxonomy: Financial Advisory, Wealth Management, Financial Planning, Investment Advice, Anlagevermittlung, Abschlussvermittlung, Depotbanken, AUM Management, Financial Analysis, Client Relationship Management

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isFINANCE AG vs
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FAQ About isFINANCE AG

Nie wieder alter Wein in neuen Schläuchen.
isFINANCE AG was founded in 2009.
isFINANCE AG is headquartered in Potsdam, Germany.
isFINANCE AG has approximately 12 employees.
Top alternatives and competitors to isFINANCE AG include wealthpilot, Theo Klein + Partner Unternehmensberatung, Radeberger Gruppe KG, Bonnfinanz GmbH, LBBW. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
isFINANCE AG and wealthpilot 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.

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