VPI Vermögensplanung

What VPI Vermögensplanung does

VPI Vermögensplanung GmbH is an Austrian private financial advisory firm founded in 1997 by Hermann Stöckl and headquartered in Saalfelden. The firm operates alongside a sister entity, VPI Vermögensberatung GmbH, delivering comprehensive wealth management and pension planning services to Austrian private individuals, entrepreneurs, SMEs, and medical professionals. VPI positions itself against digital Robo-Advisors by emphasizing human expertise, empathy-based advisory, and long-term client relationships, with documented customer tenures spanning 7–24 years and a customer base described as thousands of private and business clients across Austria.

The firm's core offering is "VPI Vorsorge- und Vermögensmanagement™," a holistic financial planning methodology supported by seven service modules: Pensionsvorsorge (pension provision), Vermögensaufbau (asset building), Firmenpension und bAV (company pension), Finanzierung (financing), Erben und Schenken (inheritance and gifting), Cashmanagement, and Unternehmensübergabe (business succession). The technology backbone is the MyVPI customer portal — a secure, SSL-encrypted platform providing clients with real-time visibility into their financial assets. IT services and data center infrastructure are outsourced to ACP under a strategic partnership. The firm also offers "VPI World Select," an investment product positioned as a "financial well-being solution" and promoted through Austrian financial media, plus a "Family Services by VPI" extension of the offering.

VPI operates a sales-led, relationship-based go-to-market model, distributing services through personal consultations at its Saalfelden office, a phone hotline, email, and the MyVPI self-serve portal. Revenue is generated via advisory fees and likely commission arrangements on financial product placements; pricing is individually negotiated and not publicly disclosed. The firm is founder-owned and bootstrapped, with no external funding rounds, parent company, or M&A activity recorded. Management consists of founder-CEO Hermann Stöckl and managing directors Günther Steger and Bianca Christina Silvestri. The customer base is highly diversified across industries — including healthcare, construction, architecture, manufacturing, transportation, food, and professional services — with a notable but not exclusive concentration of medical professionals among named clients.

Name

VPI Vermögensplanung

Legal name

VPI Vermögensplanung GmbH

Website

https://www.vpi.at

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

11–50 employees

Short description

VPI Vermögensplanung is an Austrian financial advisory firm offering holistic wealth management and pension planning to private individuals, SMEs, and medical professionals. Founded in 1997 in Saalfelden, it serves thousands of Austrian clients through personal consultation and the MyVPI online portal.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)

Keywords

• Financial advisory services
• Wealth management
• Pension provision
• Asset building
• Occupational pension

Headquarters

HQ city

Saalfelden

HQ country

Austria

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Financial Advisory Services: VPI generates revenue through comprehensive financial advisory and wealth management services for private and business clients. The company offers personalized consulting across pension provision, asset building, company retirement plans, financing, inheritance planning, cash management, and business succession. Revenue is derived from advisory fees, likely fee-based or commission arrangements.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels6 records

Core offering

VPI Vermögensplanung delivers holistic financial advisory and wealth management services for Austrian private individuals and SMEs. Its core offering is the VPI Vorsorge- und Vermögensmanagement™ methodology, delivering customized pension provision, long-term asset building, corporate retirement plans (bAV), financing advisory, inheritance/gifting planning, cash management, and business succession consulting through dedicated personal advisors.

Product overview

VPI Vermögensplanung operates as a comprehensive financial advisory firm offering the VPI Vorsorge- und Vermögensmanagement™ as its core methodology, supported by seven integrated service modules covering pension provision, asset building, corporate retirement (bAV), financing, inheritance planning, cash management, and company succession. The firm also provides a customer-facing online portal called My VPI for asset overview. Additionally, VPI World Select is referenced as an investment product within their portfolio. Services are delivered through personal advisors with a focus on Austrian SMEs and private clients, emphasizing customized solutions over digital/robo-advisory alternatives.

Differentiator

Problem solved

Functional benefit

Products and services

• VPI Vorsorge- und Vermögensmanagement™ A holistic financial planning and wealth management methodology that provides comprehensive advisory services covering private and company pension provision, asset building, financing, inheritance planning, and company succession. Targeted at Austrian private individuals and SMEs.
• Pensionsvorsorge (Pension Provision) Customized financial concepts for private pension planning, providing tailored investment mixes for retirement that supplement the Austrian state pension system. Aimed at private individuals seeking retirement security.
• Vermögensaufbau (Asset Building) Long-term wealth accumulation planning that aligns investment strategies with personal goals and adapts to changing life circumstances. Targeted at private individuals and entrepreneurs.
• Firmenpension und bAV (Company Retirement & Occupational Pension) Corporate pension solutions providing tax-optimized, cost-effective occupational pension schemes for SMEs, including consultation, conception, implementation, and administration. Targeted at Austrian SMEs and entrepreneurs.
• Finanzierung (Financing) Comprehensive financing advisory including tendering, bank comparison, credit condition verification, and project monitoring from inception to final repayment. Targeted at private and business clients needing financing solutions.
• Erben und Schenken (Inheritance & Gifting) Estate planning services addressing inheritance, gifting, tax implications, and power of attorney for financial continuity across generations. Targeted at private individuals and families with generational wealth considerations.
• Cashmanagement Daily cash flow management services including overdraft facility review, credit contract analysis, and liquidity planning for both private and business clients. Targeted at SMEs and entrepreneurs.
• Unternehmensübergabe (Company Succession) Advisory services for business succession planning, managing organizational, legal, and economic aspects of transferring ownership to family members or external parties. Targeted at Austrian SME owners approaching succession transitions.
• MyVPI (Customer Portal) Secure online customer portal providing real-time overview of assets, accessible via individual login with SSL encryption for data protection. Available to VPI advisory clients for portfolio monitoring.
• VPI World Select Investment solution positioned as a financial well-being solution within the VPI portfolio, referenced in financial media coverage. Targeted at VPI advisory clients seeking diversified investment products.

Quantifiable outcome

• VPI has served customers for over 24 years, with some customers remaining for 24+ years
• +1 more outcomes

Named customers11 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• ACP (www.acp.at)coreTechnology or IntegrationACP provides managed IT services and data center infrastructure for VPI's operations. VPI sources all IT services through ACP's terminal server infrastructure, including managed services that improve data security and customer support capabilities.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Market position

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/vpivermoegensplanung

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about VPI Vermögensplanung