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Financial Advisors & Accountants Online

Wealth management, tax, accounting, investments — by video call.

Tax returns, investment strategy, accounting review, estate planning… Consult an independent financial expert for personalized advice, with no commitment.

Independent advice

Unlike bank advisors, our financial experts are independent and have no incentive to sell you financial products.

Guaranteed confidentiality

The session is end-to-end encrypted. Your financial information remains strictly confidential.

Fixed price upfront

The price is shown before booking. You know exactly what you pay, with no hidden fees.

How does it work?

1. Find your expert

Browse our verified experts, filter by specialty and explore their services.

2. Book a slot

Pick an available date and time, pay securely online.

3. Join the call

At the agreed time, join the video session directly from your browser.

Frequently asked questions

Can an online financial advisor manage my portfolio?

Consultations on Citavivo are one-off advisory sessions, not portfolio management mandates. The expert can guide your strategy, but execution remains under your control.

How do I prepare for a tax consultation?

Prepare your annual income, deductible expenses, and write down your key questions. For a business, bring your balance sheet and income statement if possible.

Is this available for businesses?

Yes. Our advisors work with individuals and business owners — SMEs, startups, freelancers — on accounting, tax, and financial strategy.

Ready to get started?

Find the expert you need in under 2 minutes.

Browse available experts