Invest Expat GmbH: Wealth & Financial Planning for Expats

Invest Expat Expands Operations

Invest Expat GmbH, Austria’s first Certified Financial Advisor for Expats, has officially opened a new office in Vienna. The expansion marks a key milestone in the company’s growth strategy to serve internationally mobile professionals seeking transparent financial planning and wealth management solutions in Austria and across Europe.

Vienna as Global Hub

With a growing number of international professionals working in sectors such as energy, diplomacy, and technology, Vienna has become a central hub for global talent. Invest Expat GmbH aims to meet the increasing demand for independent, cross-border financial advice by establishing a local base in the capital.“Opening our Vienna office allows us to better serve clients who face complex financial and tax challenges while living abroad,” says Maximilian Plank, Founder and CEO of Invest Expat GmbH. “This step also prepares us for our planned expansion into Germany, where many expats experience similar advisory needs.”

Transparent Membership Model

Invest Expat GmbH operates on a transparent membership basis designed to provide independent financial advice without product bias. Members receive personalized guidance on investment, taxation, and long-term wealth planning for an annual fee, ensuring clarity and ongoing support. The company’s  services are tailored for clients with significant assets who value structured and cross-border financial strategies. As part of its broader European vision, Invest Expat GmbH is also developing a strategic franchise model to collaborate with certified financial advisors across Europe. This initiative supports sustainable growth and ensures consistent advisory standards in each market.

Building a European Network

The new Vienna office represents a major step in building a unified financial advisory platform for expatriates in Europe. By expanding from its Innsbruck headquarters into Austria’s capital, Invest Expat GmbH is positioning itself as a key partner for international professionals seeking independent, compliant, and transparent financial solutions. “Our long-term goal is to make qualified financial guidance accessible to expats across borders,” Plank adds. “The Vienna expansion is the foundation for that mission.”

About Invest Expat GmbH

Invest Expat GmbH is Austria’s first Certified Financial Advisor for Expats, specializing in wealth management, tax optimization, investment planning, and retirement strategies for internationally mobile professionals. Headquartered in Innsbruck with a new office in Vienna, the company provides independent financial advice through a transparent membership model. Invest Expat GmbH is preparing to expand its services into Germany to strengthen its European presence and is offering a free 15-minute phone call to determine if support can be provided via https://calendly.com/invest-expat-max-plank/15min-call.

Further information on Invest Expat GmbH can be found at www.investexpat.com.

Company Details

Organization: Invest Expat GmbH

Contact Person: Maximilian Plank

Website: https://www.investexpat.com/

Email: Send Email

Contact Number: +436644389644

Address: Museumsstrasse 3/1,

Address 2: 6020 Innsbruck – Österreich

City: Vienna

State: Vienna

Country: Austria

Release Id: 01112536221