48
Growth Score
pts
Heat Score
-18 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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1074093
Financial Planning, Insurance Brokerage
About the Company
Invexa is a Geneva-based independent financial advisory and brokerage firm specialized in Swiss pensions, insurance, real estate financing, and tax-aware wealth planning. Invexa’s mission is to provide transparent, unbiased advice that aligns with clients’ goals.
The firm helps individuals and families navigate Switzerland’s complex financial and
retirement system (AHV / AVS, BVG / 2nd pillar, 3rd pillar A/B), insurance coverage, mortgage decisions, and optimizing asset protection.
