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Wealth advisory Hamburg – investa, discreet and personal

Wealth advisory in Hamburg – your depot could do more.

No time to look after your investments every day? You don’t have to. investa Vermögensberatung in Hamburg accompanies you personally, transparently and worldwide.

Personal. Transparent. Worldwide.

Tied agent pursuant to § 3 para. 2 WpIG under the liability of ATVANTIS Asset Management GmbH. Further information in the Imprint.

Wealth building

Long-term. Strategic. Individual.

Global brokerage

Access to over 130 markets.

Low trading fees

Keep more of your return.

Personal service

Direct. Competent. Reliable.

Depot switch · Free

Get free advice on your depot switch now

Would you like to transfer your depot to investa Vermögensberatung GmbH? We accompany your depot switch personally, transparently and without unnecessary effort – from the initial assessment to digital submission.

Switching bonus of up to €1,000*

* The switching bonus is granted exclusively in accordance with the respectively applicable conditions of investa Vermögensberatung GmbH. The requirements are checked and explained individually in advance. Without fulfilment of these conditions, there is no entitlement to a bonus.

Request depot switch for free

Switching bonus of up to €1,000*

* The switching bonus is granted exclusively in accordance with the respectively applicable conditions of investa Vermögensberatung GmbH. The requirements are checked and explained individually in advance. Without fulfilment of these conditions, there is no entitlement to a bonus.

Wealth advisory and investment solutions, available worldwide

Benefit from professional analysis tools, transparent cost structures and personal service at investa Vermögensberatung. Together with experienced partners, investa supports you with modern investment solutions, strategic wealth building and individual financial planning.

  • free depot management
  • multilingual depot opening
  • Stock orders from €3.79
  • Stocks and index options from €1.89 trading
  • Futures from €1.89 trading
  • award-winning trading platform
  • professional trading tools
  • mobile trading app for smartphone and tablet
  • award-winning customer service
  • personal account management
  • no hidden fees
  • individual fee arrangements possible for monthly order volume above €10,000
  • state-of-the-art risk management thanks to professional research tools
  • transparent cost structure
  • accounts protected up to $30 million
  • free depot analysis
  • trading on over 130 exchanges worldwide
  • multilingual depot opening

Services

Everything for your wealth building – from a single source

investa Vermögensberatung is specialised in the distribution of capital investments and offers tailored solutions for your financial goals.

Markets & Products

Over 130 markets, 80 currency pairs and 200,000 certificates – through one platform.

Learn more

Fees

Stock orders from €3.79 – among the most competitive conditions worldwide.

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Coaching

Personal 1:1 coaching programmes for your strategic wealth building.

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Switch depot

Simple, digital depot transfer – personally accompanied in 8 steps.

Learn more

Online Brokerage

Tradable worldwide – professionally accompanied

Benefit from professional analysis tools, stable order systems with high execution speed and personal service 24 hours a day, 7 days a week. investa cooperates with Atvantis Asset Management. Together the team looks back on decades of experience in trading on the world’s major exchanges and markets.

130+ markets

Trade on over 100 exchanges worldwide

24/7 service

Personal support around the clock

Regulated

Tied agent under § 3 WpIG

Fast execution

Stable order systems, high speed

Free & no obligation

Wealth & depot check – your initial assessment

The free check is aimed at investors, entrepreneurs and private individuals who want to structure free investment capital from €50,000 more professionally.

  • Initial orientation on your current depot and investment situation
  • Indications on structure, costs, risk diversification and optimisation potential
  • Personal feedback on whether a follow-up conversation makes sense
  • No unrealistic return promises, no trading signals
Request check
50,000€+

from free capital

1:1

personal assessment

0€

free request

investa Vermögensberatung

Discover a world of possibilities

Benefit from global investment opportunities through a single platform. Invest in stocks, ETFs, bonds, funds and other asset classes. Manage your assets flexibly in different currencies and gain access to international markets, professional analysis and modern investment strategies.

0+

Markets worldwide

0

Countries

0+

Currency pairs

0.000

Certificates

Free download

Investa Investor Report 2026 – get the report

“Invest clearly. Without flying blind.” Find out in about 12 minutes how working with investa works and which five mistakes investors most often make when investing in funds.

  • Five steps of working together – transparent, at your pace
  • Five mistakes with fund investments and what to do instead
  • Honest exclusion criteria – no return promises
Get the report

Investor Report 2026

PDF · free · instantly available

Download now

Coaching

Personal coaching programmes for your success

Start your personal coaching programme this easily – three packages, individually tailored to your experience level.

Basic

3.500 €/ per year
  • Create coaching profile
  • Platform setup
  • Market introduction
  • 6× personal 1:1 coaching
  • 2× screen-sharing sessions
  • Unlimited support
  • Options strategies
  • Analysis methods
  • Personal contact person
  • Training courses
Request coaching
Recommended

Advanced

7.000 €/ per year
  • Create coaching profile
  • Platform setup
  • Market introduction
  • 6× personal 1:1 coaching
  • 2× screen-sharing sessions
  • Unlimited support
  • Options strategies
  • Analysis methods
  • Personal contact person
  • Training courses
Request coaching

Premium

10.500 €/ per year
  • Create coaching profile
  • Platform setup
  • Market introduction
  • 6× personal 1:1 coaching
  • 2× screen-sharing sessions
  • Unlimited support
  • Options strategies
  • Analysis methods
  • Personal contact person
  • Training courses
Request coaching

Contact

We look forward to your enquiry

Whether wealth building, depot switching or coaching – write to us and we will get back to you shortly.

Phone

+49 (40) 767 93 369

Mon – Fri, 9:00 AM – 6:00 PM · Bramfelder Straße 123, 22305 Hamburg

We look forward to your enquiry

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