Company lists · Data refreshed September 2026

Top 19 Asset allocation software companies based in Germany

RevenueBase identified 58 asset allocation software companies headquartered in Germany as of September 2026 and tracks 862 professional contacts across them, including 398 with verified work emails. Frankfurt Am Main is the largest hub.

This list covers asset allocation software companies 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
58Companies
862Contacts tracked
398Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 19 largest asset allocation software companies based in Germany

Ranked by team size
Top 19 of 58 asset allocation software companies 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 asset allocation software companies: 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 evidenceHeidelberg, GermanyHQ checked Sep 27, 2026201-500309 contacts →

Partial evidence

“Wir sind eines der modernsten und unabhängigsten Finanzdienstleistungsunternehmen Deutschlands und bieten durch unser breites Spektrum an Software- und Vergleichslösungen die…”

Source: RevenueBase Database · checked Sep 27, 2026
2Partial evidenceMünchen, GermanyHQ checked Sep 27, 202651-200132 contacts →

Partial evidence

“QPLIX develops and operates a leading software solution for the successful digital management of complex portfolios.”

Source: RevenueBase Database · checked Sep 27, 2026
3Indirect evidenceKronberg Im Taunus, GermanyHQ checked Sep 27, 2026201-500124 contacts →

Indirect evidence

“Die FFB ist eine der größten, unabhängigen Investmentplattformen, die sich auf Dienstleistungen rund um Anlegende und ihre Vermögensziele konzentriert.”

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

Indirect evidence

“Die WAVE Management AG ist der Finanzdienstleister der VHV Gruppe.”

Source: RevenueBase Database · checked Sep 27, 2026
5Indirect 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
6Indirect 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
7Partial evidenceFreiburg, GermanyHQ checked Sep 27, 202611-5017 contacts →

Partial evidence

“PATRONAS Financial Systems GmbH is a leading software provider for the international investment industry.”

Source: RevenueBase Database · checked Sep 27, 2026
8Indirect evidenceBad Homburg, GermanyHQ checked Sep 27, 20261-1011 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 27, 2026
9Indirect evidenceBurbach, GermanyHQ checked Sep 27, 202611-508 contacts →

Indirect evidence

“Sie wollen Ihre Kunden:innen rund um das Thema Finanzen immer bestmöglich und erfolgreich beraten?”

Source: RevenueBase Database · checked Sep 27, 2026
10Partial evidenceMünchen, GermanyHQ checked Sep 27, 202611-508 contacts →

Partial evidence

“Die EDISOFT GmbH hat ihren Sitz in München und ist ein Qualitätsanbieter für Finanz-Software im Bereich der Investmentberatung.”

Source: RevenueBase Database · checked Sep 27, 2026
11Indirect evidenceMunich, GermanyHQ checked Sep 27, 202611-508 contacts →

Indirect evidence

“Hello, we are tetralog, a cleversoft group company!”

Source: RevenueBase Database · checked Sep 27, 2026
12Indirect evidenceMannheim, GermanyHQ checked Sep 27, 20261-106 contacts →

Indirect 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
13Indirect evidenceBergisch Gladbach, GermanyHQ checked Sep 27, 202611-505 contacts →

Indirect evidence

“Privat-Institut für Finanzen Rl GmbH is a financial services company based out of Bergisch Gladbach, North Rhine-Westphalia, Germany.”

Source: RevenueBase Database · checked Sep 27, 2026
14Indirect evidenceBad Homburg V.d.h., GermanyHQ checked Sep 27, 20261-103 contacts →

Indirect evidence

“f-fex schafft intelligente Lösungen für das fondsbasierte Vermögensmanagement von Plattformen und Finanzvertrieben und ist darüber hinaus der erste Komplett-Anbieter für das…”

Source: RevenueBase Database · checked Sep 27, 2026
15Indirect evidenceMünchen, GermanyHQ checked Sep 27, 20261-102 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 27, 2026
16Indirect evidenceGrafrath, GermanyHQ checked Sep 27, 20261-102 contacts →

Indirect evidence

“Eine moderne Bestandsverwaltung wie i-Planner unterstützt den professionellen Vermittler dabei, digitale Prozesse in Maklerunternehmen zu etablieren und die Verwaltungszeit zu…”

Source: RevenueBase Database · checked Sep 27, 2026
17Indirect evidenceWadgassen, GermanyHQ checked Sep 27, 20261-101 contacts →

Indirect evidence

“Erhalte Einblick in unsere Investments und optimiere dein Portfolio durch unsere Analysen.”

Source: RevenueBase Database · checked Sep 27, 2026
18Indirect evidenceHamburg, GermanyHQ checked Sep 27, 20261-101 contacts →

Indirect evidence

“Automatisierte Empfehlungen für Finanzberater”

Source: RevenueBase Database · checked Sep 27, 2026
19Indirect evidenceFreiburg Im Breisgau, GermanyHQ checked Sep 27, 20261-101 contacts →

Indirect evidence

“Modulare Quant-Strategien.”

Source: RevenueBase Database · checked Sep 27, 2026

Showing 19 of 58 asset allocation software companies based in Germany

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 398 reachable decision-makers.

Free signup · no credit card

View the full list →

Asset allocation software companies based in Germany at a glance

As of Sep 27, 2026
46.2%Verified-email coverage
14.9Average contacts per company
1-10Median size (employees)
13.8%Largest-city concentration · Frankfurt Am Main
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
41
11-50
13
51-200
2
201-500
2

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 58 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 asset allocation software companies, 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 “asset allocation software companies”. 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 asset allocation software companies), 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 asset allocation software companies, 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, 398 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 asset allocation software companies, 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 asset allocation software companies are there based in Germany?

RevenueBase identified 58 asset allocation software companies 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?

Königswege Gmbh, headquartered in Heidelberg, tops this list with the largest team on record.

Which city has the most asset allocation software companies?

Frankfurt Am Main leads with 8 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 398 verified decision-maker contacts tracked across these 58 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.

Ready to reach these companies? Verified emails and direct dials for all 58 asset allocation software companies based in Germany. Start with a free account, no credit card.

Download this list →

Related lists

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.