DAGG.INVEST GmbH

DAGG.INVEST, a German investment firm, provides independent financial planning and asset management for entrepreneurs and executives over 50 facing major life transitions such as retirement or liquidity events. The company is headquartered in Germany.

Here are key aspects of the company:

• Industries: Serves entrepreneurs and senior executives requiring structured financial planning during significant life changes like retirement, post-liquidity events, or capital reorganization.
• Operations: Functions with complete independence from banks and traditional wealth managers, offering fee-only advisory services where compensation is based on a one-time planning honorarium plus volume-based fees for ongoing guidance.
• Customers: Targets individuals aged 50 and older who prioritize clarity and structure in their financial decisions rather than specific product solutions.

DAGG.INVEST distinguishes itself by focusing on holistic, long-term strategic planning that aligns with the client's overall situation rather than promoting individual products.