About Us

Invest Expat – Independent Financial Advice for Expats and Locals in Europe

Invest Expat is an Austrian GmbH, licensed as a financial advisor and insurance broker. We operate under the regulatory umbrella of FinanzAdmin, one of Austria’s largest financial platforms with over €16 billion assets under management. FinanzAdmin is strictly supervised by the Austrian Financial Market Authority (FMA), ensuring that security, professionalism, and client protection are always our top priority.

Our mission is to provide expats and locals in Austria with truly independent and transparent financial advice at the highest level.

We work exclusively with experienced top advisors who bring expertise and professionalism to every client relationship. Through continuous training and knowledge-sharing within our network, we make sure our clients always receive the best possible solutions.

A special advantage for our clients: We work exclusively with Austrian banks, such as Schellhammer Capital Bank and Hypo Tirol Bank. This ensures that all tax matters are automatically handled in Austria – meaning our clients don’t have to worry about complex cross-border tax issues.

As an independent financial services provider, we also collaborate with a broad network of insurance and investment partners to create tailor-made strategies for every life situation. Our work is built on transparency, independence, trust, and the long-term success of our clients.

Our mission is clear: We strive to become the home of independent financial advice for expats and locals in Europe. With our offices in Innsbruck and Vienna, we are committed to quality, growth, and sustainability.

Invest Expat stands for strong values, the highest standards of quality, and long-term partnerships with our clients.

Regulatory Information:

Invest Expat GmbH is registered in the Austrian GISA system:

GISA number: 37246532 (Financial Advisory)

GISA number: 37246556 (Insurance Broker and Advisor in Insurance Matters)