Invexa is an independent firm based in Geneva, specializing in retirement planning and pension solutions. We provide transparent, objective advice free from commercial influence.
Invexa Sàrl is an independent financial advisory firm based in Geneva, fully dedicated to retirement planning and pension solutions in Switzerland. We assist individuals, families, and self-employed professionals in designing comprehensive strategies that integrate the three pillars, tax optimization, insurance, and investment choices. Our philosophy is built on independence, ethics, and excellence, ensuring that every recommendation is objective, tailored, and free from commercial bias or conflicts of interest. By offering ongoing guidance and proactive adjustments as life circumstances evolve, we help our clients secure long-term financial stability and peace of mind for their retirement.