SFI Invest

SFI Financial Invest, operating under its full legal name SFI Financial Invest Service GmbH, is an independent financial boutique based in Vienna, Austria. The firm specializes in providing comprehensive financial consulting and tailored solutions to individuals, focusing on wealth management, insurance, and financing. Their services encompass a wide range of financial planning, from investment strategies and pension planning to securing financing and offering various insurance options. They also engage in real estate and financing brokerage, as well as consulting and advisory services, and the trading of precious metals, gemstones, and collector coins.

Founded in 2024, SFI Financial Invest positions itself as a partner for navigating increasingly complex financial decisions. The firm emphasizes a holistic approach, aiming to develop a complete financial concept rather than offering merely punctual advice. They highlight their expertise in identifying opportunities and adapting strategies to individual client goals and life circumstances, ensuring long-term financial success.

As a financial advisory and brokerage firm, SFI Financial Invest does not typically engage in direct venture capital or private equity investments in portfolio companies in the traditional sense. Instead, their investment focus lies in advising clients on strategic allocations in areas such as real estate, precious metals, and insurance-based investment products, designed to maximize returns and ensure long-term financial security for their clients.

The team at SFI Financial Invest includes key personnel such as Maria Schantl, BA, MSc, who serves as Founder and Managing Partner, and Samir Agha-Schantl, also a Managing Partner. Patrick Hrauda, BA, is the Commercial Managing Director, with Christopher Wischenbart, BSc, as Team Leader, and Wolfgang Puntigam as Head of Expansion. This team is dedicated to offering comprehensive financial solutions tailored to the individual needs of their clientele.