FiNUM.Private Finance AG

FiNUM.Private Finance AG, commonly branded as FiNUM., is an Austrian financial advisory company that positions itself as an independent insurance, wealth and financing adviser. According to its own website, the firm combines insurance advice, financing advice and wealth advice "under one roof", allowing clients to work with a single financial expert across multiple needs. It describes itself as independent of both insurance companies and banks, and says it offers clients exclusive special conditions that are available only through FiNUM. The company states that it has been trusted by customers for more than 30 years and that it serves more than 30,000 clients, for whom it manages assets of over €1 billion. Its advisers are described as holding EFA® (European Financial Advisor) and CFP® (Certified Financial Planner) certifications. FiNUM. emphasises a personal contact person for each client and offers both digital and in-person advisory appointments, with an initial consultation that is free of charge and non-binding. FiNUM. presents itself as a financial advisory business with advisers across Austria and, according to its "About us" page, operates from eight locations in the country. Its stated vision is to be "the fair and human financial advice for a good and secure life". The mission focuses on making financial advice fair, human and responsible, and on enabling people to make informed financial decisions and to have security in all phases of life. The strategy combines entrepreneurial thinking with social responsibility, built on fairness, education, sustainability and humanity, and it pursues growth through both organic and inorganic means, expansion of distribution structures and sustainable increases in revenue and earnings. The brand is aimed at private clients seeking holistic financial planning rather than isolated product sales. Its service lines cover insurance consulting, wealth consulting and financing consulting, supported by exclusive product solutions and special solutions tailored to clients' life phases. Because the company is privately held and does not publish detailed ownership or listing information on the cited pages, its exact corporate ownership structure is not established by the available evidence.

FiNUM.Private Finance AG operates in the Austrian financial advisory market and presents itself under the brand FiNUM. The company's own communications state that customers have trusted it for more than 30 years, which indicates a history reaching back several decades, although the exact founding year is not provided in the available evidence. Over that period it has built a client base described as more than 30,000 customers, with assets under advice exceeding €1 billion. The firm has developed as an independent advisory business rather than a product provider tied to a single insurer or bank. Its website stresses that it is "insurance- and bank-independent" and that this independence allows it to offer clients exclusive special conditions available only through FiNUM. This positioning places it among independent financial advisers that aggregate products and solutions from multiple providers. According to its "About us" page, FiNUM. has advisers throughout Austria and operates from eight locations in the country. The company describes a strategy that combines entrepreneurial thinking with social responsibility, and it states that it pursues ambitious growth goals through both organic and inorganic growth, targeted expansion of its distribution structures, and sustainable increases in revenue and earnings. This suggests an intention to grow both by adding advisers and clients and by acquiring or integrating other advisory businesses. The brand's service model centres on holistic advice: insurance consulting, wealth consulting and financing consulting are offered together, supported by exclusive product solutions and special solutions tailored to clients' life phases. FiNUM. also emphasises certified expertise, stating that its advisers hold EFA® (European Financial Advisor) and CFP® (Certified Financial Planner) qualifications, and it promotes a personal contact person for each client along with digital and in-person appointment options. The first consultation is described as free and non-binding. No detailed ownership, parent company or stock-exchange listing information is provided in the cited evidence, so the company's current corporate ownership remains unclear from these sources. The available material consistently presents FiNUM. as an active Austrian advisory brand focused on private clients.

• Company states customers have trusted it for more than 30 years.

• FiNUM. reports serving more than 30,000 customers and managing over €1 billion in client assets.

• Company operates from eight locations in Austria according to its About us page.

Independent, fair and human financial advice under one roof, with exclusive product solutions and certified advisers.

• Insurance advisory

  Advice on insurance solutions as part of holistic financial planning.

• Wealth advisory

  Wealth management and investment advice for private clients.

• Financing advisory

  Financing advice covering clients' borrowing and financing needs.

• Exclusive product solutions

  Special conditions and solutions available exclusively through FiNUM.

1. 1FiNUM. Private Finance – Versichern, Anlegen, Finanzierenfinum.at
2. 2Über uns – Dein FiNUM. Team an 8 Standorten in Österreich | FiNUMfinum.at
3. 3FiNUM.Private Finance AG – Wikidatawikidata.org