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Bogen & Partner Wealth Managers delivers comprehensive financial advisory services across financing, investments, and insurance. The firm specializes in creating bespoke financial solutions, providing expert guidance to navigate intricate markets. Their integrated approach crafts personalized strategies, aiming to optimize client portfolios and manage risk effectively through tailored planning.
Established in 2007 by Christoph Breisach and Georg Zenker, Bogen & Partner originated from the insight that private and corporate clients required integrated, personalized financial support. Breisach and Zenker envisioned a firm acting as a dependable, long-term partner, delivering independent advice to secure and grow client wealth beyond institutional limitations.
Serving a broad clientele of private individuals and companies, Bogen & Partner functions as a dedicated advisor across all economic matters. The company’s vision centers on ensuring the sustained prosperity and financial well-being of its clients. By consistently adapting strategies to market changes, the firm remains committed to fostering lasting financial security.
Bogen & Partner Wealth Managers has 1 tracked investment across 1 company. The latest tracked deal is $4.3M You are the game - Seed Extension in Coachbetter - You are the game in December 2023.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Dec 8, 2023 | Coachbetter - You are the game | $4.3M You are the game - Seed Extension | — | Steven Nzonzi, ULI Forte, Knife Capital |