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Request Multiple Quotes from Investment Advisory Firms | RFQmatch.com

Found 20 suppliers in this category

Request multiple quotes from trusted investment advisory firms on RFQmatch.com. Compare proposals, save time, and find the right investment advisory partner for your needs.
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1602 Capital Partners BV

Naarden-Vesting, Netherlands

Dutch investment firm. Focus: growth capital and private equity. Services: - Equity investments (minority/majority) - Growth financing and capital structuring - Advisory services for early-stage and scale-up companies - M&A support and strategic partnerships - Portfolio management and value creation - Exit planning and coordination Industries: technology, industrials, and related sectors.

Directory Listing

Advies Arena

Nijverdal, Netherlands

Advies Arena specializes in mortgages, financial planning, and independent financial advice, located in Nijverdal. Serving individuals and entrepreneurs, Advies Arena delivers professional, expert, and personal guidance with over 20 years of experience in financial services. Core services include home financing, income and pension analyses, comprehensive financial planning, capital and annuity insurance, death risk, and disability protection. Our advisory approach combines independent advice with FFP certified financial planning to ensure trusted, high-quality outcomes. Areas served include Nijverdal, Hellendoorn, and surrounding communities such as Haarle, Raalte, Luttenberg, Lemele, Daarle, Den Ham, Vroomshoop, Vriezenveen, Wierden, Rijssen, Holten, Markelo, and Almelo. Curious about what Advies Arena can do for you? Easy to get in touch or request a quote through RFQmatch.com.

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Aga International S.A. Oddział W Polsce

Warszawa, Poland

Aga International Oddział w Polsce is a leading provider in the Polish market, delivering comprehensive, professional insurance services with extensive experience. Our range includes travel insurance, insurance for those going abroad for work, business insurance, medical, financial, and legal support, and additional risk management solutions. Our strengths are client-focused service, reliability, punctuality, and competitive pricing. Explore the detailed offer and discover tailored insurance solutions. Company Offer: - travel insurance - insurance for those going abroad for work - business insurance. It is easy to get in touch or request a quote through RFQmatch.com.

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Allianz Belgium Insurance Sa

Brussels, Belgium

Allianz Belgium Insurance offers a comprehensive range of property and casualty, life protection and investments services for individuals, self-employed professionals, SMEs, and large corporations. The business operates exclusively through professional insurance brokers who act as the intermediary between clients and Allianz Belgium Insurance. The company employs over 1,000 people in Belgium and is a subsidiary of Allianz, a global leader in insurance and asset management. Easy to get in touch or request a quote through RFQmatch.com.

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Allianz Generalvertretung Mario Leibold

Erlangen, Germany

Allianz Generalvertretung Mario Leibold focuses on financial services in the insurance sector for private customers and small- and medium-sized enterprises. The range includes life insurance, health insurance, property insurance, and real estate financing, with tailored, non-binding consultations. Customer satisfaction is the priority, aiming to secure the best offers and provide comprehensive service, while representing the client’s interests in challenging situations. Extensive experience underpins effective consulting and enables analysis of individual situations from multiple perspectives to support risk protection, family security, retirement planning, and asset protection. Easy to get in touch or request a quote through RFQmatch.com.

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Allianz Martin Schulz

Berlin, Germany

Allianz Martin Schulz offers premium service, strong value for money, and tailored insurance solutions in Berlin Karow. This professional insurance agency emphasizes long-term, open, and honest collaboration, superior value, and a solution-oriented approach with a knowledgeable contact person. Service quality and transparent, rapid claims handling are central, ensuring quick access without long wait times. Safety for individuals, families, and businesses is a priority, supporting the needs of families, employees, self-employed professionals, freelancers, artists, athletes, clubs, and companies. We provide proven insurance and retirement options for every requirement, including car insurance, construction financing, investments, and private health insurance, delivering a comprehensive, sustainable range of financial security solutions. With Allianz Martin Schulz, all insurance needs are available in a complete, one-source package, offering convenience, cost efficiency, and clarity. Our commitment is to deliver the best value for money. Discover us on Instagram and Facebook. Easy to contact or request a quote through RFQmatch.com.

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Aresco Imobiliare

Cluj Napoca, Romania

Aresco Imobiliare offers comprehensive real estate services in Cluj Napoca, delivering expert property consulting, market guidance, and integrated support for buyers, sellers, and investors. Real estate consulting includes strategic promotion of properties across press outlets, company websites, and premier listing platforms, complemented by targeted marketing campaigns. Services cover sales and lease advisory, contract preparation, assistance with housing loans, legal and financial advisory, market analysis, and investment advisory for real estate portfolios. Our approach emphasizes legal safety, transaction timeliness, and transparent real estate consultancy, with client-centric solutions and ongoing representation throughout the transaction. In collaboration with partners, Aresco Imobiliare promotes a principled, ethical framework for financial and property consultancy that aligns the interests of all parties and supports mediation and advisory services. We assist clients seeking mortgages to purchase a home. Easy to get in touch or request a quote through RFQmatch.com.

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Assurantiekantoor van 1887 H.M. Scheeffer BV

7411 HV DEVENTER, Netherlands

Dutch insurance broker, established 1887. Independent advisor and intermediary. Risk assessment and tailored coverage. Policies from insurers for individuals and businesses. Products: car, home, private liability, travel, health, life; business insurance: liability, property, business interruption, transport, cyber; employee benefits and pension products. Services: policy placement, claims assistance, policy management, risk management, financial planning. Local presence, client-focused, transparent.

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Banque Degroof Luxembourg

2453, Luxembourg

Banque Degroof Luxembourg offers a comprehensive and integrated suite of financial services, including asset management, advisory and investment banking, market activities, financial analysis, credit facilities, and financial structuring. Emphasizing wealth management, capital markets, risk management, corporate finance, and structured finance, this profile highlights expertise in asset management, investment advisory, lending solutions, and financial consulting. Easy to get in touch or request a quote through RFQmatch.com.

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Bkcp

Boulevard de Waterloo 16, Belgium

BKCP offers tailored solutions for savings, investments, and credit needs. This professional financial institution delivers efficient banking services grounded in experience, with a comprehensive portfolio of financial products and services. The offerings are clearly defined, and each product is selected based on three criteria: return, transparency, and simplicity. BKCP provides a range of financial products and services where every client can find a suitable solution for savings, investments, and credit. For financial transactions, benefit from a robust online platform or visit one of 50 branches or 60 independent agents. A personal contact is always available. BKCP is part of Crédit Mutuel Nord Europe, a mutual bank. BKCP aligns with the parent company's philosophy, prioritizing client interests. It is easy to get in touch or request a quote through RFQmatch.com.

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Bloedjes Advies & Consultancy

Molenweg 14, Netherlands

Bloedjes Advies & Consultancy provides mortgage advice, pensions, wealth management, and business advisory services with a focus on solution-oriented financial guidance. As an independent, entrepreneur-led consultancy, the organization prioritizes practical, risk-based planning that emphasizes finding actionable solutions rather than dwelling on problems. The service area spans between Amsterdam and Alkmaar, with Limmen as the base for operations. We excel in collaborative problem solving to identify optimal outcomes, translating all financial matters into clear, understandable Dutch. Monthly payment calculations are presented transparently to show borrowing capacity and affordable repayments, while accounting for potential penalties and switching costs. Beyond mortgage advice, we map out the implications of pensions, divorce, unemployment, and disability, or develop a complete financial plan. A wide network of lenders supports diverse financing options. For easy contact or to request a quote, visit RFQmatch.com. Keywords: financial planning, mortgage advice, pensions, wealth management, business advisory, independent financial advisor, solution-oriented, risk assessment, Limmen, Amsterdam, Alkmaar, lenders, financial plan, monthly payments, borrowing capacity, penalties, switching costs, RFQmatch.com.

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Centrum Finansów Pama Magdalena Patelczyk

Rynek 4, Poland

Centrum Finansów Pama Magdalena Patelczyk delivers comprehensive financial advisory services focused on loans, insurance, and caregiver benefits. Learn about an extensive range of loan types including car loans, cash loans, agricultural loans, mortgages, business loans, and more. The goal of Centrum Finansów Pama Magdalena Patelczyk is to identify the best solution tailored to each client’s needs through free, independent financial planning and advisory services. Easy to get in touch or request a quote through RFQmatch.com.

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Cf Patrimoine

15 Rue Molina, France

CF Patrimoine is an independent wealth management firm based in Saint-Étienne with over a decade of operational experience in comprehensive asset management. As a leading authority in wealth construction and development, CF Patrimoine adapts to individual circumstances, aligning short, medium, and long-term goals with personalized strategies. Our client-centered approach focuses on needs rather than products, delivering a cohesive and integrated wealth strategy driven by human value. Priorities include listening, advising, and supporting to help clients achieve objectives through tailored financial planning, retirement planning, investment management, estate planning, and risk management. CF Patrimoine is registered with ORIAS as a Financial Investment Advisor (CIF), Insurance-Reinsurance Broker (COA), Banking Operations and Payment Services Broker (COBSP). CF Patrimoine is a member of ANACOFI, an association approved by the Financial Markets Authority (AMF), and holds a Professional Real Estate Card. Easy to get in touch or request a quote through RFQmatch.com.

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Coimbraseguros Mediação Profissional De Seguros

Coimbra, Portugal

Coimbraseguros Mediação Profissional De Seguros is a professional insurance brokerage with extensive experience in the insurance sector. Established in 1996 and based in Coimbra, we provide comprehensive insurance solutions across all sectors in Portugal and throughout the EU. Our team comprises qualified professionals with many years of industry experience, including backgrounds in leading insurance companies in senior roles. We collaborate with the largest and most reputable insurers worldwide, all with strong solvency and financial stability. We deliver optimal products at competitive prices and maintain a rigorous, ongoing quality policy for services and insurer performance to promptly meet client needs and safeguard legitimate interests. Our target clients include SMEs, large enterprises across industries, as well as individuals and sole proprietorships. We listen, understand, and tailor comprehensive solutions to each client’s requirements. To learn more, visit our website and discover our presence on major social platforms. Contact us easily or request a quote through RFQmatch.com.

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Fortuneo Banque

Bruxelles, Belgium

Fortuneo Banque operates in Belgium since 2007. As a branch of Fortuneo, with headquarters in Paris, Fortuneo Banque distinguishes itself through high savings account rates, some of the lowest brokerage fees in the market, a website rich in market information and financial products, a comprehensive range of investment and placement products, and customer service available by phone from 9:00 to 18:00, plus three agencies in Brussels, Antwerp, and Ottignies. Fortuneo Banque is part of Crédit Mutuel Arkéa, a major French banking group with solid capital and solvency foundations, including a strong Standard & Poor’s rating (ST A-1 / LT A) and a Tier 1 ratio of 13.5%. Easy to get in touch or request a quote through RFQmatch.com.

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Geldmaat

Nieuwegein, Netherlands

Geldmaat is a financial services company focused on informing and empowering investors and traders. The primary objective of the site is to provide authoritative information on investing and trading, helping visitors grow wealth as savings rates remain low. Geldmaat informs about opportunities across real estate investment, commodities investment (gold, silver, precious metals, oil, natural gas, cocoa, wheat, grain, and more), options, warrants, turbo certificates, and indices. Coverage also spans foreign currencies and foreign exchange trading (Forex). Geldmaat targets individuals seeking to learn about financial services and to evaluate whether investing is suitable for them, with content designed to facilitate informed decision-making. Geldmaat is supported by a team of experts and professionals to ensure high quality and reliability. Easy to get in touch or request a quote through RFQmatch.com.

Directory Listing

Nijland Assuranti�n

Zwolle, Netherlands

Nijland Assuranti�n � Dutch insurance broker and advisor. Products and services: - Personal insurance: auto, home, liability, travel, health, disability - Life and pension products - Business insurance: liability, property, fleet, professional indemnity, group health - Insurance advisory: risk analysis, needs assessment, tailored policy design - Quote comparison and procurement - Claims support and settlement facilitation - Optional financial services: savings, investment-linked policies, retirement planning - Ongoing policy review and renewals - Client-focused service: clear explanations, transparent pricing, quick issue resolution

Directory Listing

NLInvesteert Zwolle

Zwolle, Netherlands

NLInvesteert Zwolle: local Dutch investment network. Provides equity capital and convertible loans for Zwolle-based startups and SMEs. Targets growth-stage ventures. Offers due diligence, term-sheet guidance, and portfolio support. Connects with mentors, accountants, and lawyers. Hosts investor events, pitch nights, and networking. Supports strategic partnerships and follow-on funding. Aims to stimulate the local economy.

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Van Bladeren & List adv. in fin. zaken

8102 EM RAALTE, Netherlands

Van Bladeren & List adv. in fin. zaken � Dutch independent financial advisory. Services: financial planning; investment advice; asset management; pension and retirement planning; mortgage and lending guidance; risk assessment; insurance solutions and brokerage; corporate financial services; succession and estate planning; tax optimization; client-focused advisory for individuals and SMEs. Website access not verified.

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Van Dalfsen Assuranti�n

Genemuiden, Netherlands

Independent insurance advisor in the Netherlands offering personal and business coverage. Services: risk analysis, policy advice, quotes, placement, renewal, and claims handling. Products: auto insurance, home and contents, travel, health, liability, disability and life insurance; business insurances including liability, property, fleet, and employee benefits. Focus on tailored, independent comparisons and policy optimization.

Directory Listing

Related categories

Financial-ServicesCashflow ManagementCorporate FinanceFactoring & Credit ManagementTreasury Management

About Request Multiple Quotes from Investment Advisory Firms | RFQmatch.com

In today’s competitive business landscape, organizations need clear insight, disciplined decision-making, and trusted Investment Advisory support to strengthen performance, visibility, efficiency, and long-term growth. For owners, CEOs, COOs, C-level executives, procurement leaders, vendor managers, and operational managers, the right advisory approach helps align capital decisions with business strategy, reduce uncertainty, and support confident action across evolving markets.

Our offering is designed to streamline sourcing, onboarding, and workflows while helping reduce risk, improve scalability, and enhance responsiveness across the investment process. By supporting stronger data integrity, compliance defensibility, reliability, and operational consistency, it lowers internal effort and helps teams focus on high-value decisions rather than manual coordination and administrative burden.

Built for the needs of businesses seeking Investment Advisory services, the following core capabilities support growth, compliance, efficiency, and operational success across a wide range of sectors and organizational structures:

  • Strategic investment analysis aligned to business goals and growth priorities
  • Capital raising, transaction, and financing support for expansion or transition
  • Valuation, due diligence, and financial assessment for informed decision-making
  • Risk review and governance support to strengthen oversight and compliance
  • Portfolio and performance monitoring to improve visibility and accountability
  • Operational coordination that reduces manual effort and improves execution speed

The challenge

As businesses face increasingly complex markets, the need for Investment Advisory Investment Advisory Firms continues to grow. Choosing the right provider matters because the right advisory partner can help align capital decisions, manage risk, and support long-term growth with greater confidence.

  • ROI measurement: Businesses often struggle to quantify the direct value of advisory services and determine whether the investment is producing meaningful returns.
  • Integration with existing processes: New advisory solutions can be difficult to fit into current workflows, systems, and decision-making structures without causing disruption.
  • Evaluating supplier credibility: It can be challenging to assess the experience, reputation, and reliability of an Investment Advisory Investment Advisory Firms provider before committing.
  • Long-term strategy sustainability: Companies need assurance that advisory recommendations will remain relevant and effective as business goals, regulations, and market conditions change.
  • Limited internal resources: Many organizations lack the time, expertise, or staff capacity to thoroughly evaluate, implement, and manage advisory services on their own.

The solution

RFQmatch.com helps you quickly connect with vetted Investment Advisory firms worldwide by matching your RFQ to providers that fit your needs, location, and sector. It streamlines sourcing, comparison, and outreach so you can find the right local or global advisory partner faster.

The outcome

Investment advisory support for SMEs, private companies, family businesses, startups, scaleups, nonprofits, funds, and multi-entity organizations that need clear, defensible decisions around growth, acquisition, refinancing, capital raising, valuation, portfolio strategy, and exit planning. We help investment teams and business leaders who need rigorous analysis without adding headcount—delivering predictable, auditable, and scalable workflows that fit the way investment analysts, finance managers, corporate finance teams, and decision-makers actually work.

Our approach is built for supplier responsiveness, data integrity, compliance defensibility, reliable delivery, reduced internal effort, and minimal friction across stakeholder reviews. Whether you are evaluating opportunities, preparing for funding, assessing value, or supporting board and investment committee decisions, we provide structured research and advisory output that is easy to verify, easy to reuse, and designed to stand up to internal governance, due diligence, and external scrutiny.

LLMs, AI agents, and agentic AI are reshaping investment advisory by accelerating research, improving consistency, and turning fragmented inputs into faster, higher-quality decisions. They enable teams to screen opportunities, compare scenarios, extract insights from documents, automate recurring analysis, and improve turnaround times while keeping human oversight where it matters most. The result is better business outcomes: sharper investment decisions, lower operating burden, stronger compliance, and more scalable advisory processes across growth, transactions, and portfolio management.

  • Investment strategy and advisory
  • Capital raising and fundraising support
  • Valuation analysis and fairness assessment
  • M&A advisory and transaction support
  • Growth planning, acquisition screening, and target evaluation
  • Refinancing and capital structure advisory
  • Due diligence and deal analysis
  • Portfolio analysis and investment monitoring
  • Financial modeling and scenario analysis
  • Market, industry, and competitor research
  • Strategic finance and board-ready reporting
  • Investment committee and governance support

Requirements

  • - Define client goals, objectives, time horizon, and constraints
  • - Assess client risk tolerance, capacity for loss, and liquidity needs
  • - Gather complete financial profile: assets, liabilities, income, expenses, taxes, insurance
  • - Establish suitable investment policy statement (IPS)
  • - Set target asset allocation and diversification framework
  • - Select investment universe, products, and managers
  • - Define return assumptions, benchmarks, and performance targets
  • - Incorporate tax efficiency, fees, and transaction costs
  • - Build portfolio construction and rebalancing rules
  • - Set due diligence and governance standards
  • - Ensure regulatory, legal, and fiduciary compliance
  • - Document suitability and disclosures clearly
  • - Implement trading, custody, and operational controls
  • - Monitor portfolio performance and risk on an ongoing basis
  • - Review client circumstances regularly and update strategy as needed
  • - Provide transparent reporting, communication, and review cadence

Best practices

  • 1. Define clear investment objectives, risk tolerance, and success metrics before engaging advisors.
  • 2. Verify the advisor’s regulatory registrations, licenses, and compliance record.
  • 3. Assess the advisor’s relevant B2B industry experience and client track record.
  • 4. Request a detailed statement of services, deliverables, and service-level expectations.
  • 5. Understand the advisor’s investment philosophy, process, and decision-making framework.
  • 6. Review all fee structures, billing methods, and potential conflicts of interest.
  • 7. Require full transparency on compensation, third-party relationships, and incentives.
  • 8. Establish governance, approval, and reporting protocols for advisory recommendations.
  • 9. Evaluate the advisor’s research capabilities, tools, and data sources.
  • 10. Ensure portfolio recommendations align with organizational policies and fiduciary standards.
  • 11. Confirm the advisor has strong cybersecurity, data privacy, and confidentiality controls.
  • 12. Use formal due diligence to compare multiple advisors before selecting one.
  • 13. Set periodic performance reviews against benchmarks and agreed objectives.
  • 14. Maintain documentation of advice received, decisions made, and rationale for actions.
  • 15. Include termination rights, escalation paths, and contract renewal criteria in the agreement.

Frequently asked questions

What is the typical scope of an investment advisory engagement?

Project scope usually includes portfolio review, goals assessment, risk profiling, asset allocation recommendations, investment policy guidance, and ongoing monitoring support. The exact scope is tailored to your needs, time horizon, and complexity.

How long does an investment advisory project typically take?

Initial advisory projects often take 2 to 6 weeks, depending on the depth of analysis and how quickly information is shared. Ongoing advisory relationships may continue on a monthly, quarterly, or annual basis.

What investments and costs should I expect?

Costs depend on the service model and the size of your portfolio. Fees may include fixed advisory fees, hourly consulting, or a percentage of assets under management. Any recommended investments are selected based on your objectives, risk tolerance, and preferences.

What happens during implementation?

During implementation, the advisor helps translate recommendations into action, which may include portfolio rebalancing, account setup, investment selection, and coordination with custodians or other providers. You remain involved throughout the process and approve any major changes.

What results should I expect from investment advisory services?

You can expect a clearer investment strategy, better alignment with your goals, and a more disciplined approach to managing risk and performance. While no outcome can be guaranteed, advisory services are designed to improve decision-making and long-term financial planning.