- Austria
- Finance and insurance
- Financial planner
Financial planners in Austria
Database of financial planners in Austria: 150 records with address and coordinates, postal code, phone numbers, website, email, social media, opening hours and chain — in all states, one file for 20 €. Also separately: a state or a city — a share of the price of the category, from 10 €. Part of the “Finance and insurance” sector.
How many financial planners are there in Austria?
150 records
As of November 6, 2026, our database contains 150 records in the “Financial planner” category in Austria — 1% of the “Finance and insurance” sector. That is 1.6 per 100,000 inhabitants. Most are in the states of Vienna (50), Lower Austria (26) and Styria (20). 57 (38%) belong to chains; the largest are OVB (26), Swiss Life Select (11) and feel FINANCE (3).
B2B contacts of financial planners in Austria: contents
How often the fields are filled in this category.
| Field | Format | Filled | % |
|---|---|---|---|
| Company name | text, as in the listing | 100% | |
| Sector and category | e.g. Health and medicine · Dentist | 100% | |
| Other categories | e.g. “Orthodontist, Dental hygienist” | 49% | |
| Address | text | 100% | |
| Postal code | 4 digits | 99% | |
| State, region and city | 9 states, 3 regions | 97% | |
| Coordinates | latitude and longitude | 100% | |
| Phone | +43 format, up to 5 numbers · unique numbers: 133 | 91% | |
| Mobile | mobile number flag | 51% | |
| Website | URL | 72% | |
| from the company’s website · unique addresses: 43 | 41% | ||
| Social media | Facebook, Instagram, LinkedIn … | 36% | |
| Opening hours | published or not | 63% | |
| Chain | name of the chain; empty — independent | 38% |
List of financial planners in Austria: data sample
Rows from the export — you can page through the table. Click a phone number, website or email: the contacts open after a free sign-up, up to 20 companies a day.
| Company | City | Phone | Website and email | Social media |
|---|---|---|---|---|
EFS Euro Finanz Service Vermittlungs AGTestarellogasse 24/13, 1130 Wien
Financial planner Financial broker, Financial audit firm
Chain: EFS Euro |
Vienna-HietzingVienna |
mobile |
||
ZE ZEPCON GmbHRustenweg 5, 2320 Schwechat
Financial planner Financial consultant, Investment service
|
SchwechatLower Austria |
mobile |
||
FI FiP.SMuseumstraße 15, 4020 Linz
Financial planner Financial consultant, Insurance broker
|
LinzUpper Austria | |||
AN Anton Maresch, EFA - Finanzberater | Veranlagung | Investment | Immobilien | Finanzierung | Versicherung IWegener Zentrum fur Klima und Globalen Wandel, Leechgasse 25/2, 8010 Graz
Financial planner
Chain: feel FINANCE |
GrazStyria |
mobile |
||
CH Christian Krenn - Persönliche FinanzplanungKrumpendorfer Str. 1, 9062 Moosburg
Financial planner Life coach
|
MoosburgCarinthia |
mobile |
||
VV VVS Versicherungs- Vorsorge Service - Herbert GruberBrandlboden 23, 6323 Bad Häring
Financial planner
|
Bad HäringTyrol |
mobile |
— |
|
AL Alphera Financial ServicesSiegfried-Marcus-Straße 24, 5020 Salzburg
Financial planner
|
SalzburgSalzburg |
mobile |
— |
|
DO Domus Wohnbau GmbHNeustadt 16, 6800 Feldkirch
Financial planner
Chain: Domus Wohnbau GmbH |
FeldkirchVorarlberg | |||
Bausparkasse Wüstenrot AGRuster Str. 136, 7000 Eisenstadt
Financial planner
Chain: Wüstenrot |
EisenstadtBurgenland | — |
||
AG AGORA direct - Online BrokerSonnleithnergasse 53, 1104 Wien
Financial planner Bank, Financial consultant
|
—Vienna | |||
DE Dein FinanzCoach - Institut für Vermögensbildung, Finanzierung & finanzielle FreiheitStargasse 14, 3384
Financial planner Financial consultant, Financial institution
|
—Lower Austria |
mobile |
||
GE Gewinnerkonzepte Herbert TiefenthalerHasnerstraße 36/2, 4020 Linz
Financial planner Insurance broker, Investment bank
|
LinzUpper Austria |
mobile |
||
PH Philipp Lorber Akademischer Finanzdienstleister EFAHauptstraße 179, 8141 Unterpremstätten
Financial planner Financial broker, Insurance broker
|
UnterpremstättenStyria |
mobile |
||
ME Me-Di Financial PlanningRoßmarkt 13, 9400 Wolfsberg
Financial planner
|
WolfsbergCarinthia | — |
||
CA CapitalConcept Finanzservice GmbH - Investment BoutiqueGewerbestraße 594, 5582 St. Michael im Lungau
Financial planner
|
St. Michael im LungauSalzburg | |||
RA RAETIKON.invest GmbHAlte Landstraße 8, 6700 Bludenz
Financial planner Financial consultant, Insurance broker
Chain: RAETIKON.invest GmbH |
BludenzVorarlberg | |||
VE Vermögensberatung & Finanzcoach Mathias KaindlFriedhofgasse 5, 6322 Kirchbichl
Financial planner
|
KirchbichlTyrol |
mobile |
— |
|
SA Sabine Kickinger - Vermögensberaterin - Übergabe an Corinne FreilerWaldgasse 37, 7034 Zillingtal
Financial planner Financial consultant, Insurance broker
|
ZillingtalBurgenland |
mobile |
— |
|
IN Intermarket Bank AGAm Belvedere 1, 1100 Wien
Financial planner
Chain: Intermarket Bank AG |
Vienna-FavoritenVienna | |||
DI DieVorsorger Vorsorge- und Vermögensberatung GmbHBerggasse 20, 4150 Berg bei Rohrbach
Financial planner
|
Berg bei RohrbachUpper Austria |
Financial planners by state
Active records of the category in each state and per 100,000 inhabitants. Click a column to sort.
| State ↕ | Records ↓ | Share ↕ | Per 100,000 inh. ↕ |
|---|---|---|---|
| ViennaEastern Austria | 50 | 33% |
2.4 |
| Lower AustriaEastern Austria | 26 | 17% |
1.5 |
| StyriaSouthern Austria | 20 | 13% |
1.6 |
| Upper AustriaWestern Austria | 19 | 13% |
1.2 |
| TyrolWestern Austria | 11 | 7% |
1.4 |
| CarinthiaSouthern Austria | 8 | 5% |
1.4 |
| VorarlbergWestern Austria | 7 | 5% |
1.7 |
| SalzburgWestern Austria | 6 | 4% |
1.0 |
| BurgenlandEastern Austria | 3 | 2% |
1.0 |
Where there are the most
Cities with the most records in this category.
Financial planners: chains
Chains with locations in this category. Share — of all records of the category of Austria.
| Rank | Chain | Locations | States | Market share | Addresses |
|---|---|---|---|---|---|
| 01 |  OVBFinancial planner · 49 locations in Austria |
26 | 6 | 17% |
|
| 02 |
SL Swiss Life SelectFinancial planner · 30 locations in Austria |
11 | 6 | 7.3% |
|
| 03 |
FF feel FINANCEFinancial planner · 5 locations in Austria |
3 | 1 | 2.0% |
|
| 04 |  PostbriefkastenShipping service · 6,697 locations in Austria |
2 | 2 | 1.3% |
|
| 05 | WüstenrotFinancial consultant · 391 locations in Austria |
2 | 2 | 1.3% |
|
| 06 |
FG flasco GmbHFinancial planner · 2 locations in Austria |
2 | 2 | 1.3% |
|
| 07 |  s WohnfinanzFinancial consultant · 7 locations in Austria |
2 | 2 | 1.3% |
|
| 08 |  s BausparcenterCredit institution · 8 locations in Austria |
1 | 1 | 0.7% |
|
| 09 |
SO Schuldnerberatung OberösterreichFinancial consultant · 5 locations in Austria |
1 | 1 | 0.7% |
|
| 10 |
RI RAETIKON.invest GmbHFinancial planner · 2 locations in Austria |
1 | 1 | 0.7% |
More categories in the “Finance and insurance” sector
Questions about the “Financial planner” category
As of November 6, 2026, our database contains 150 financial planners in Austria. 57 (38%) belong to chains; the rest are independent. The largest chains here are OVB (26), Swiss Life Select (11) and feel FINANCE (3).
All financial planners in Austria cost 20 € — one file for the whole country. The price depends on the number of records; a state or a city is available separately, at the corresponding share of this price (from 10 €). The complete database of all sectors costs 530 €.
91% of the records have a phone number (77 with a mobile number), 72% a website, 36% social media and 63% published opening hours. 41% have an email address — it comes from the company’s own website. All rows have an address and coordinates.
XLSX and CSV (UTF-8, semicolon as separator), one row per company: name, sector, category and other categories, chain, state, region, city, postal code, address, coordinates, phone numbers, website, email, social media, published opening hours and the date the listing was added. The files appear in your account after payment.
Each update adds new listings and removes companies that the source marks as closed. The date of the data is shown at the top of every page.