Wealth & depot check Hamburg
No-obligation initial assessment of your wealth and depot structure
The free wealth & depot check is aimed at investors, entrepreneurs and private individuals who want to structure free investment capital more professionally – personally, transparently and without get-rich-quick promises.
What to expect
Clarity for your investment decision
See where optimisation potential may lie – and whether a follow-up conversation with investa Vermögensberatung makes sense.
Your depot with IBKR at a glance
Your depot with IBKR is provided and maintained by Interactive Brokers (IBKR). investa supports and advises within the applicable legal framework; the contracting party, product provider and depot-holding institution is Interactive Brokers (IBKR).
- More than 4 million client accounts
- Client assets in the hundreds of billions (USD)
- Over USD 20 billion in equity capital
- S&P 500 member
- Listed on Nasdaq
- Access to 150+ markets worldwide
- Segregation of client and firm assets
Publicly communicated figures of the listed brokerage partner (Interactive Brokers Group) – without guarantee, for orientation only. See section below for details.
suitable from free investment capital
* We do not offer investment products ourselves; we review your request within our advisory framework and/or forward it to affiliated partners. The form steps do not constitute investment advice.
What the check offers
Four things you can expect from the wealth & depot check
Honest, transparent and without get-rich-quick promises – that is what you can rely on in our initial assessment.
Initial orientation on your current depot and investment situation
Indications on structure, costs, risk diversification and possible optimisation points
Personal feedback on whether a follow-up conversation makes sense
No unrealistic return promises, no trading signals, no get-rich-quick strategies
Your depot with IBKR
Why your depot with IBKR?
Your depot with IBKR is provided and maintained by Interactive Brokers (IBKR). Through our cooperation with Atvantis Asset Management and the connected online-brokerage environment, we arrange access to this internationally oriented trading infrastructure. investa is a tied agent and does not operate the depot itself; the contracting party, product provider and depot-holding institution is Interactive Brokers (IBKR). The points below refer to publicly communicated figures of the listed brokerage partner (Interactive Brokers Group) and are for orientation only – without guarantee and without a separate performance commitment by investa Vermögensberatung GmbH. No warranty is given for returns, value stability or the completeness of the information.
More than 4 million client accounts – growing client base according to the partner’s company disclosures.
Client assets in the hundreds of billions (USD) – client assets under custody/administration as communicated by the partner; exact figures vary by reporting date.
Over USD 20 billion in equity capital – solidly capitalised brokerage group according to published company metrics.
S&P 500 member – Interactive Brokers Group added to the S&P 500 Index (2025).
Listed on Nasdaq – transparent reporting as a publicly listed company.
Access to 150+ markets worldwide – broad market coverage via the partner’s trading platform (including equities, ETFs and other instruments depending on availability).
Segregation of client and firm assets in accordance with applicable legal requirements – client cash and securities are held separately from the firm’s own assets under the relevant custody and supervisory rules.
Figures and details may change. The partner’s current disclosures and applicable regulatory frameworks prevail. investa is a tied agent within the meaning of § 3 para. 2 WpIG under the liability of ATVANTIS Asset Management GmbH and does not itself provide bank or brokerage accounts. Your depot with IBKR is provided and maintained by Interactive Brokers (IBKR); investa arranges access and advises within the applicable legal framework, without guaranteeing investment success or specific returns.
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.
* 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.
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.
Tied agent pursuant to § 3 para. 2 WpIG under the liability of ATVANTIS Asset Management GmbH. Further information in the Imprint.