B2B cooperations
EFC AG expands business through cooperation with investify TECH
Published: 16.01.2025 | By investify
EFC AG, founded in 1998, has established itself throughout Germany as a successful financial service provider particularly for privately wealthy individuals, freelancers and companies. In cooperation with the regulatory and technology provider investify TECH, it has now embarked on a clear growth offensive.
With its EFC Wealth Management Division, the company plans to significantly expand its existing portfolio in the investment sector. “Our aim is to set a new standard in modern wealth management”, says board member Marc Stöhr. In doing so, the company, which boasts twelve branches throughout Germany, relies on a high degree of transparency and customer-oriented advice.
“With investify TECH we have joined forces with an experienced and competent specialist who not only provides the technological platform for the EFC Wealth Management app, but also takes on the role of whitelabel asset manager”, explains Stöhr. EFC AG acts as an investment advisor that incorporates its expertise into the company’s strategic orientation and advisory service. “This division of labour enables EFC AG to focus entirely on individual customer support and on developing tailormade investment strategies, while investify TECH is responsible for the operational management and for implementing the investment strategies.“ Baader Bank in Munich serves as the custodian bank.
“More than ever in today’s digital world it is expedient that every partner focuses on his core competences and contributes them to a collaborative partnership”, adds Dr Harald Brock, Managing Director of investify TECH. This has enabled investify TECH to become the leading wealth management platform in the German-speaking area. Today, it is used by renowned large and private banks, savings banks, cooperative banks, insurances and asset managers. More and more broker pools and investment distributors appreciate the added value it offers. “The platform approach offers a benefit to all our customers and the platform is continually developed. It allows our B2B partners to target new customer groups, streamline processes and even outsource regulatory tasks. It decreases the daily doing considerably and lowers costs.”
“Our long-standing expertise in providing independent financial advice, along with the global orientation of EFC Wealth Management and the technical implementation by investify TECH, enables us to offer our customs specially developed investment strategies”, explains Stöhr. “In doing so, we focus on a combination of personal advice and state-of-the-art technology. Not only are our customers able to track their finances in real time via the application, they also benefit from custom personal advice.”
The concept of ‘intelligent investment’ relies on thorough analysis and individual support that guides the customer through all phases of asset planning with a focus on the long term. These strategies offer flexible and sustainable investment options both to private and to institutional investors, which are then efficiently managed through the close collaboration with investify TECH.
“We plan to significantly expand our investment division in the next few years. In this regard, we will use the opportunities that arise from the increased demands both of the market and of the customers to further expand our business”, Stöhr comments on the future business development.
About EFC
EFC AG ranks among the top financial service providers in Germany that are financed exclusively through own funds and are thus able to operate independently of corporate interests.
For more than 25 years, the EFC Financial Planners have supported their discerning customers with experience and comprehensive expertise. EFC AG offers financial service management from a single source for private persons in the higher income/wealth sector, self-employed individuals and freelancers, as well as small- and medium-sized enterprises. The company is characterised by neutrality, expertise and the excellence of its advisors.
Its core competences include a particularly wide range of capital investments. The EFC Financial Planners’ holistic advisory approach includes not only wealth creation and management, but also a large number of other topics, such as insurances, real estate and financing thereof, entrepreneurial investment, fiscal and estate planning as well as pension and retirement planning.
