Invest Expat announces expansion to Vienna as Austria’s first Certified Financial Advisor for expatriates, with further expansion plans in other countries.
Invest Expat, Austria’s first certified financial advisor for expats, has expanded from Innsbruck to Vienna to better serve the country’s growing expatriate community. The capital city attracts thousands of international professionals each year, many of whom face challenges such as unclear tax rules, fragmented pension systems, and limited access to independent advice. “Our move to Vienna is a natural step,” says founder and CEO Maximilian Plank. “It allows us to be closer to the large international community in the capital while preparing for future growth in other European markets such as Germany.”
Building on Austria’s Expat Finance Experience
Founded in Innsbruck, Invest Expat built its reputation as Austria’s first certified financial advisory dedicated exclusively to expatriates. The company supports internationally mobile clients with tailored financial planning, tax optimisation, investment advice, and wealth management. By entering Vienna, the firm is now expanding its reach within Austria and laying the groundwork for further internationalisation. “Germany will be a strong next step for us,” Plank explains. “Expatriates there face the same uncertainties as in Austria and we want to provide them with transparent, independent guidance.”
Transparent Membership Model With €50,000 Minimum Investment
Unlike traditional banks that often rely on commission-driven products, Invest Expat has established a transparent membership model. For an annual fee of €199, members receive independent analysis of tax and investment options, along with ongoing advisory support for a clear management fee. To make the most of these services, the firm recommends a minimum investment of €50,000. “Our goal is to create long-term strategies for expatriates rather than selling quick products,” says Maximilian Plank.
Invest Expat Is Preparing for International Expansion
The expansion into Vienna is only the beginning. Invest Expat is already exploring opportunities to enter neighbouring Germany, a country with one of Europe’s largest expatriate populations. According to Maximilian Plank, visibility through education-focused content and trusted, certified financial advice will be crucial to standing out in a competitive market: “Our mission goes beyond Austria. Having lived as an expat myself in Dubai, I know how difficult it can be to navigate finance abroad. That experience drives us to build a truly international advisory service step by step, starting with Vienna, and then beyond.”
About the Company
Invest Expat is Austria’s first certified financial advisor for expats. Based in Innsbruck and Vienna, the firm supports international professionals with wealth management, investment advice, retirement planning, and tax optimisation. With a transparent membership model, a recommended minimum investment of €50,000, and cross-border expertise, Invest Expat is expanding from Austria into new European markets to become a leading platform for expatriate finance.
Further information can be found at www.investexpat.com
Company Details
Organization: Invest Expat GmbH
Contact Person: Maximilian Plank
Website: https://www.investexpat.com/
Email: info@investexpat.com
Contact Number: +436644389644
Address: Museumsstrasse 3/1,
Address 2: 6020 Innsbruck – Österreich
City: Vienna
State: Vienna
Country: Austria
Release Id: 29092534620