Company lists · Data refreshed September 2026

Top 16 AI platforms for investment advisors based in Germany

RevenueBase identified 48 AI platforms for investment advisors headquartered in Germany as of September 2026 and tracks 556 professional contacts across them, including 324 with verified work emails. Berlin is the largest hub.

This list covers AI platforms for investment advisors headquartered in Germany, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 27, 2026 86% judged on-target in blind review
48Companies
556Contacts tracked
324Verified emails
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The 16 largest AI platforms for investment advisors based in Germany

Ranked by team size
Top 16 of 48 AI platforms for investment advisors based in Germany, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to AI platforms for investment advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceBerlin, GermanyHQ checked Sep 27, 2026201-500280 contacts →

Partial evidence

“Offer investments to your end users via our Investment API.”

Source: RevenueBase Database · checked Sep 27, 2026
2Indirect evidenceBerlin, GermanyHQ checked Sep 27, 202611-5035 contacts →

Indirect evidence

“We are pioneers for a new generation of capital market models based on Artificial Intelligence.”

Source: RevenueBase Database · checked Sep 27, 2026
3Indirect evidenceBerlin, GermanyHQ checked Sep 27, 202611-5033 contacts →

Indirect evidence

“quirion bietet eine digitale Geldanlage und ist eine Tochter der Quirin Privatbank.”

Source: RevenueBase Database · checked Sep 27, 2026
4Indirect evidenceFrankfurt, GermanyHQ checked Sep 27, 202611-5023 contacts →

Indirect evidence

“Bei bevestor treffen Wertpapier-Experten auf Digital-Experten.”

Source: RevenueBase Database · checked Sep 27, 2026
5Indirect evidenceHamburg, GermanyHQ checked Sep 27, 202611-5017 contacts →

Indirect evidence

“Die LAIC-Gruppe gehört zur 1995 gegründeten LAIQON AG in Hamburg und besteht aus den drei Gesellschaften LAIC Capital GmbH, LAIC Vermögensverwaltung GmbH und LAIC Intelligence…”

Source: RevenueBase Database · checked Sep 27, 2026
6Indirect evidenceBerlin, GermanyHQ checked Sep 27, 202611-5016 contacts →

Indirect evidence

“The established Robo-Advice technology will be made available to banks, insurance companies and other financial service providers: https://growney.tech/ growney is also a…”

Source: RevenueBase Database · checked Sep 27, 2026
7Partial evidenceDüsseldorf, GermanyHQ checked Sep 27, 202611-508 contacts →

Partial evidence

“Decades of expertise in asset management, a high technological expertise and disciplined and transparent implementation create better investment results.”

Source: RevenueBase Database · checked Sep 27, 2026
8Partial evidenceBerlin, GermanyHQ checked Sep 27, 20261-106 contacts →

Partial evidence

“TAG is where AI native investing finally feels human.”

Source: RevenueBase Database · checked Sep 27, 2026
9Strong evidenceMannheim, GermanyHQ checked Sep 27, 20261-106 contacts →

Strong evidence

“PaceUP Invest is an intelligent behavioural wealth OS platform helping advisors and institutions deliver personalised financial guidance at scale.”

Source: RevenueBase Database · checked Sep 27, 2026
10Partial evidenceMunich, GermanyHQ checked Sep 27, 202611-505 contacts →

Partial evidence

“Sub Capitals is an AI Fintech from Munich that empowers investors to invest with artificial intelligence (AI).”

Source: RevenueBase Database · checked Sep 27, 2026
11Partial evidenceMannheim, GermanyHQ checked Sep 27, 20261-105 contacts →

Partial evidence

“Most wealth platforms tell you where your wealth stands.”

Source: RevenueBase Database · checked Sep 27, 2026
12Indirect evidenceStuttgart, GermanyHQ checked Sep 27, 20261-103 contacts →

Indirect evidence

“Berate deine Kunden besser und gewinne mehr Zeit für Vertrieb, indem du ihre Daten automatisch einsammelst und ihren Bedarf mit individuellen Finanzanalysen weckst – ohne…”

Source: RevenueBase Database · checked Sep 27, 2026
13Partial evidenceMünchen, GermanyHQ checked Sep 27, 20261-102 contacts →

Partial evidence

“Traeller Capital is an investment management firm based in Munich.”

Source: RevenueBase Database · checked Sep 27, 2026
14Partial evidenceFrankfurt, GermanyHQ checked Sep 27, 20261-102 contacts →

Partial evidence

“coyn42 builds AI-powered analytics for systematic crypto investing.”

Source: RevenueBase Database · checked Sep 27, 2026
15Indirect evidenceNürnberg, GermanyHQ checked Sep 27, 20261-101 contacts →

Indirect evidence

“Navigieren Sie mit einem entscheidenden Vorteil durch die Komplexität moderner Märkte.”

Source: RevenueBase Database · checked Sep 27, 2026
16Indirect evidenceHamburg, GermanyHQ checked Sep 27, 20261-101 contacts →

Indirect evidence

“Automatisierte Empfehlungen für Finanzberater”

Source: RevenueBase Database · checked Sep 27, 2026

Showing 16 of 48 AI platforms for investment advisors based in Germany

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AI platforms for investment advisors based in Germany at a glance

As of Sep 27, 2026
58.3%Verified-email coverage
11.6Average contacts per company
1-10Median size (employees)
20.8%Largest-city concentration · Berlin
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
34
11-50
12
51-200
1
201-500
1

Email recency for this list is measured worldwide rather than for Germany, so it is reported there. Company counts and contact totals on this page are exact for Germany, over 48 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among AI platforms for investment advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Germany whose own description of what they do matches “AI platforms for investment advisors”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names AI platforms for investment advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among AI platforms for investment advisors, and records with no verified work email. Companies headquartered outside Germany are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 324 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names AI platforms for investment advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many AI platforms for investment advisors are there based in Germany?

RevenueBase identified 48 AI platforms for investment advisors headquartered in Germany as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Upvest, headquartered in Berlin, tops this list with the largest team on record.

Which city has the most AI platforms for investment advisors?

Berlin leads with 10 headquartered companies, followed by Munchen (6) and Hamburg (5).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 324 verified decision-maker contacts tracked across these 48 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.