Investing,
made simple.
Finvia is the platform that turns serious investing into something anyone can do. Every tool is free — portfolio analyzer, live model portfolio, insights, member chat. When you want a real answer on your situation, book a 1:1 call with a vetted financial consultant.
- Free
- Portfolio analyzer + insights
- Free
- Member chat & market tools
- €100/hr
- 1:1 consultation with a consultant
A real conversation
about your money.
When you want a clear answer on your situation, book a call. No subscription, no commitment — pay only when you talk to a consultant.
- Share holdings anonymously — only an alias is shown
- 60-minute call with a vetted financial consultant
- Personal plan for your portfolio & specific instruments
- 3-day private chat with your consultant after the call
Anonymous · no name, no number shared with the consultant
Are you a client?
Open a free account in 60 seconds. Every tool is free: portfolio analyzer, live model portfolio, dividend calendar, insights, and member chat. Pay only when you book a 1:1 call with a consultant.
- → Free portfolio analyzer, dividend calendar & insights
- → Free member chat, markets pulse & ticker research
- → 1:1 call with a financial consultant (€100/hr)
Are you a financial consultant?
Join Finvia's vetted consultant network. We bring you anonymous clients with their portfolio context prepared in advance, and you focus on what you do best: advising.
- → Pre-qualified clients with portfolio brief ready
- → Internal anonymous chat (no names, no numbers)
- → Revenue share on every booking we route to you
What we offer
All the tools, free. Pay only for a 1:1 call.
Portfolio analyzer, member chat, market tools, ticker research, tax estimator — all free for every client. When you want personal advice on building or adjusting your portfolio, book a €100 call with a vetted financial consultant.
Portfolio analyzer
Upload your holdings and get a health score, diversification map, dividend calendar, and structural risk flags.
Member chat
Ask questions, debate ideas, get context. Our team plus the member community, in one room.
1:1 call with a consultant
Talk to a vetted financial consultant who helps you build or adjust your portfolio and gives you advice on the specific instruments you're considering. Bring tickers, screenshots, questions.
Markets & ticker research
Markets pulse, sector performance, news, economic calendar, and full ticker research with TradingView consensus.
Anonymous by default
Bookings, portfolios, chats — everything is keyed to an alias. The consultant sees Client #A1B2, never your name or number.
AI insights, human judgement
We use AI to surface ideas and stress-test theses. Decisions are made by humans with skin in the game.
How it works
From signup to inside the desk in five minutes.
01
Open a free account
Email and password. No card. 60 seconds.
02
Upload your holdings
Paste tickers, upload a broker CSV, or screenshot. Instant analysis.
03
Use every tool, free
Member chat, ticker research, dividend calendar, tax estimator, insights — all included.
04
Book a 1:1 when needed
€100/hr call with a consultant who helps build or adjust your portfolio and advises on specific instruments.
1:1 consultation
A real conversation about your money.
You get on a 60-minute call with a vetted financial consultant. They help you build or adjust your portfolio from scratch, review what you already hold, and give you a clear opinion on the specific instruments you're considering — stocks, ETFs, bonds, funds. Anonymous, €100, pay per call. No subscription.
Book a consultationSample call brief
- Client
- Client #B73F
- Investable
- €140,000
- Risk
- Moderate
- Horizon
- 10y+
- Goal
- Dividend strategy + tax optim.
Pricing
All tools free. Pay only for a call.
No monthly subscription. No premium tier. The only thing you pay for is a 1:1 call with a financial consultant when you want personal advice.
Free account
Everything includedEvery tool, for every client. No card, no subscription.
- → Portfolio analyzer + health score
- → Dividend calendar & insights
- → Member chat with the team & community
- → Markets pulse, sectors, news, calendar
- → Ticker research with TradingView consensus
- → Tax estimator (IT, FR, DE, ES, PT, UK, US, CH)
1:1 Consultation
Private, anonymous, with a vetted financial consultant.
- → 60-minute video call
- → Help building or adjusting your portfolio
- → Advice on specific instruments you're evaluating
- → Custom action plan in writing
- → Pay per call, no subscription
Consultation payments processed securely. No card required to open a free account.
Stop guessing. Start investing on purpose.
Free account in 60 seconds. Every tool included. Pay only when you book a 1:1 call. No card required.