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Erfolg mit Finanzen

Personal Finance Coaching for Private Individuals

Employees
1 employee
Founded
Founded 2016
Locations
1 location

About

Erfolg mit Finanzen provides independent financial coaching and educational resources created by Marcel Bonnet, a former bank branch manager. The platform helps private individuals build foundational financial knowledge, structure personal wealth, optimize investments, plan for retirement, and handle everyday banking and insurance decisions independently without relying on traditional banks or financial advisors.

Services

1
Finanzcoaching
Finanzcoaching is an independent, one-on-one personal finance coaching service designed to help individuals gain control over their personal finances, investments, retirement planning, and banking operations. Sessions are conducted digitally via video conference or Skype, providing tailored guidance, actionable strategies, and follow-up reports without selling financial products.

Quick Info

Followers
Employees
1
Founded
2016
Operating in
Germany
Company type
Tech Company
Website
Industries1
Solution Areas2
Sub Industries1
Audience
Target Industries

Not specified yet

Customer Segments

Not specified yet

Business Model
Locations1
HeadquarterHQ
Germany

Recent activity

2
Sep 2026
2016
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Tags3

#personalfinance
#financialcoaching
#wealthmanagement