Financial planning for a new generation

Dear fee-only advisors and CFP® professionals,

Holistic, product-independent financial advice is a valuable thing, particularly in Germany. Many people equate financial advice with selling products, but you and we know it can work differently. The need for genuine advice has never been greater. The world has become more complex, and your role matters more than ever. That is why we built sabia: a system that lets you carry financial advice to a far wider part of society.

At sabia we believe in the value of human advice. Yet far too often you are left fighting a patchwork of disconnected tools: software that does not allow for modern ways of working. That is what we want to change with sabiaOS.

Our aim is to open up new ways for your firm to grow, and to leave more time for the client relationship instead of losing it to data entry, documentation and upkeep.

Because everyone should have access to independent advice. That is what we work for. With you.

Patrick Alex

Co-Founder

Lukas Wagner

Co-Founder