Company Information

Get to know Innovative Finanzberatung 2005 AG

Founded in 2005, Innovative Finanzberatung 2005 AG is an independent financial consultancy based in Zurich, Switzerland. The company's mission is to provide holistic, transparent, and personalized financial advice, operating independently of banks and insurance companies. Their core services include comprehensive asset management, long-term financial planning, retirement and pension planning, and developing tailored investment strategies for private individuals. They emphasize a partnership approach, working closely with clients to achieve their financial goals.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Innovative Finanzberatung 2005 AG

Germany

Founded in

2005 (21 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.