3D Finanzplaner is a digital platform for modern financial planning, designed for both advisers and their clients. It provides a shared way to visualize, plan and optimize financial matters, presenting information in a clear and accessible three-dimensional format. The platform aims to make financial planning easier to understand and more straightforward to navigate, helping users review their finances and consider how to improve their plans. Rather than describing a specific financial product or advisory service, the site focuses on the platform itself as a tool for financial planning.

3D Finanzplaner is operated by MehrWert Consults GmbH, based in Gießen, Germany. The company is represented by managing director Florian Rätzel, who is also identified as editorially responsible for the site. The platform is presented as a modern solution for advisers and customers, bringing visual planning into the financial planning process. Its stated purpose is to help users make their finances more visible, organized and open to optimization through a digital experience.