Company lists · Data refreshed September 2026
Top 25 Automated financial advisory firms based in Germany
RevenueBase identified 79 company matches for automated financial advisory firms associated with Germany as of September 2026 and tracks 663 professional contacts across them, including 158 with verified work emails. Berlin is the largest hub.
This list covers company matches for automated financial advisory firms associated with Germany, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 19, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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.
The 25 largest automated financial advisory firms based in Germany
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 108 contacts → | ||||
Exact match “Die Smartbroker AG ist ein in Berlin ansässiger, moderner Finanzdienstleister, der bereits mehrfach für wichtige Impulse innerhalb der Branche gesorgt hat.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 2 | 74 contacts → | ||||
Exact match “Du möchtest dir deine Wünsche erfüllen?” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 3 | 33 contacts → | ||||
Exact match “quirion bietet eine digitale Geldanlage und ist eine Tochter der Quirin Privatbank.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 4 | 32 contacts → | ||||
Exact match “We founded getquin in 2020 with a simple idea: give people a single place to understand and manage their wealth - and empower them to make better financial decisions.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 5 | 23 contacts → | ||||
Exact match “Bei bevestor treffen Wertpapier-Experten auf Digital-Experten.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 6 | 17 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 7 | 16 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 8 | 8 contacts → | ||||
Exact match “Sie wollen Ihre Kunden:innen rund um das Thema Finanzen immer bestmöglich und erfolgreich beraten?” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 9 | 6 contacts → | ||||
Exact match “PaceUP Invest is an intelligent behavioural wealth OS platform helping advisors and institutions deliver personalised financial guidance at scale.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 10 | 5 contacts → | ||||
Exact match “Simple - Schnell - Smart Dein persönlicher und digitaler 360 Grad Finanzcoach!” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 11 | 5 contacts → | ||||
Exact match “Sub Capitals is an AI Fintech from Munich that empowers investors to invest with artificial intelligence (AI).” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 12 | 5 contacts → | ||||
Exact match “Privat-Institut für Finanzen Rl GmbH is a financial services company based out of Bergisch Gladbach, North Rhine-Westphalia, Germany.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 13 | 5 contacts → | ||||
Exact match “Most wealth platforms tell you where your wealth stands.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 14 | 5 contacts → | ||||
Exact match “At phaseinvest, our ethos is simple: cognitive errors are the hidden tax on portfolio performance.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 15 | 3 contacts → | ||||
Exact match “Berate deine Kunden besser und gewinne mehr Zeit für Vertrieb, indem du ihre Daten automatisch einsammelst und ihren Bedarf mit individuellen Finanzanalysen weckst – ohne…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 16 | 3 contacts → | ||||
Exact match “Investieren bedeutet Wert schaffen.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 17 | 3 contacts → | ||||
Exact match “Wir bekommen keine Provision, sondern erhalten für unsere Tätigkeit ein vorher festgelegtes Honorar.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “Traeller Capital is an investment management firm based in Munich.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “Eine moderne Bestandsverwaltung wie i-Planner unterstützt den professionellen Vermittler dabei, digitale Prozesse in Maklerunternehmen zu etablieren und die Verwaltungszeit zu…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “illumino revolutioniert die Art und Weise, wie sich Privatpersonen zu ihren Aktieninvestments informieren - personalisiert, einfach und mobil.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 21 | 2 contacts → | ||||
Exact match “Das größte finanzielle Risiko besteht darin, sich nicht um sein Geld zu kümmern" Selbstbewusstsein statt Abhängigkeit - dein Geld gehört in deine Hände Wir Investieren ist dein…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “We offer a tailored digital financial plan to millenials, providing them with confidence in their financial future.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “Automatisierte Empfehlungen für Finanzberater” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “Als unabhängiger Finanzberater begleite und unterstütze ich meine Mandanten bei ihren finanziellen Lebensentscheidungen.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “Ganzheitliche, kontinuierliche und individuelle Finanzberatung.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “automated financial advisory firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 79 automated financial advisory firms based in Germany
See the full list, filter by size, metro and specialty, and access 158 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Automated financial advisory firms based in Germany at a glance
As of Sep 19, 2026Companies by employee count
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 79 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Germany whose business descriptions match “automated financial advisory firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 158 professional contacts with verified work emails across the full matched dataset. 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 19, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “automated financial advisory firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many automated financial advisory firms are there based in Germany?
RevenueBase identified 79 company matches for automated financial advisory firms associated with Germany as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Smartbroker AG tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most automated financial advisory firms?
Berlin leads with 12 company records, followed by Frankfurt (9) and Munich (9).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 158 professional contacts with verified work emails tracked across these 79 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 79 automated financial advisory firms based in Germany. Start with a free account, no credit card.
Download this list →Related lists
Automated financial advisory firms by geography
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- Automated financial advisory firms based in France
- Automated financial advisory firms based in Hong Kong
- Automated financial advisory firms based in India
- Automated financial advisory firms based in the Netherlands
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 SmartSearch, 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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Automated financial advisory firms based in Bangalore, India
- Automated financial advisory firms based in Mumbai, India
- Automated financial advisory firms based in Chicago, United States
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Company intelligence · public preview
Top 25 automated financial advisory firms based in Germany
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 79 matching company records for automated financial advisory firms based in Germany, with 663 tracked contacts and 158 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 automated financial advisory firms based in Germany
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Smartbroker AGsmartbroker-holding.deHQ: Berlin, GermanyReported employees: 51-200 | Berlin, Germany | 51-200 | Exact match | 108 contacts → |
“Die Smartbroker AG ist ein in Berlin ansässiger, moderner Finanzdienstleister, der bereits mehrfach für wichtige Impulse innerhalb der Branche gesorgt hat.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Visualvestvisualvest.deHQ: Frankfurt, GermanyReported employees: 51-200 | Frankfurt, Germany | 51-200 | Exact match | 74 contacts → |
“Du möchtest dir deine Wünsche erfüllen?” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Quirionquirion.deHQ: Berlin, GermanyReported employees: 11-50 | Berlin, Germany | 11-50 | Exact match | 33 contacts → |
“quirion bietet eine digitale Geldanlage und ist eine Tochter der Quirin Privatbank.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Getquingetquin.comHQ: Berlin, GermanyReported employees: 11-50 | Berlin, Germany | 11-50 | Exact match | 32 contacts → |
“We founded getquin in 2020 with a simple idea: give people a single place to understand and manage their wealth - and empower them to make better financial decisions.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Bevestor Gmbh EIN Unternehmen DER Dekabevestor.deHQ: Frankfurt, GermanyReported employees: 11-50 | Frankfurt, Germany | 11-50 | Exact match | 23 contacts → |
“Bei bevestor treffen Wertpapier-Experten auf Digital-Experten.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  LAIClaic.deHQ: Hamburg, GermanyReported employees: 11-50 | Hamburg, Germany | 11-50 | Exact match | 17 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Growney Gmbhgrowney.deHQ: Berlin, GermanyReported employees: 11-50 | Berlin, Germany | 11-50 | Exact match | 16 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Finanzportal24finanzportal24.de HQ: Burbach, GermanyReported employees: 11-50 | Burbach, Germany | 11-50 | Exact match | 8 contacts → |
“Sie wollen Ihre Kunden:innen rund um das Thema Finanzen immer bestmöglich und erfolgreich beraten?” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Paceupinvest Gmbhpaceupinvest.comHQ: Mannheim, GermanyReported employees: 1-10 | Mannheim, Germany | 1-10 | Exact match | 6 contacts → |
“PaceUP Invest is an intelligent behavioural wealth OS platform helping advisors and institutions deliver personalised financial guidance at scale.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Delfinsdelfins.deHQ: Berlin, GermanyReported employees: 11-50 | Berlin, Germany | 11-50 | Exact match | 5 contacts → |
“Simple - Schnell - Smart Dein persönlicher und digitaler 360 Grad Finanzcoach!” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  SUB Capitals Acquiredsubcapitals.comHQ: Munich, GermanyReported employees: 11-50 | Munich, Germany | 11-50 | Exact match | 5 contacts → |
“Sub Capitals is an AI Fintech from Munich that empowers investors to invest with artificial intelligence (AI).” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: Bergisch Gladbach, GermanyReported employees: 11-50 | Bergisch Gladbach, Germany | 11-50 | Exact match | 5 contacts → |
“Privat-Institut für Finanzen Rl GmbH is a financial services company based out of Bergisch Gladbach, North Rhine-Westphalia, Germany.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  7assets Gmbh7assets.appHQ: Mannheim, GermanyReported employees: 1-10 | Mannheim, Germany | 1-10 | Exact match | 5 contacts → |
“Most wealth platforms tell you where your wealth stands.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Phaseinvestphaseinvest.com HQ: Berlin, GermanyReported employees: 1-10 | Berlin, Germany | 1-10 | Exact match | 5 contacts → |
“At phaseinvest, our ethos is simple: cognitive errors are the hidden tax on portfolio performance.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Capitalflow Gmbhcapital-flow.deHQ: Stuttgart, GermanyReported employees: 1-10 | Stuttgart, Germany | 1-10 | Exact match | 3 contacts → |
“Berate deine Kunden besser und gewinne mehr Zeit für Vertrieb, indem du ihre Daten automatisch einsammelst und ihren Bedarf mit individuellen Finanzanalysen weckst – ohne…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Primus Finance Gmbhprimusfinance.deHQ: Bruchsal, GermanyReported employees: 1-10 | Bruchsal, Germany | 1-10 | Exact match | 3 contacts → |
“Investieren bedeutet Wert schaffen.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Sincereo Investmentssincereo.de HQ: St. Ingbert, GermanyReported employees: 1-10 | St. Ingbert, Germany | 1-10 | Exact match | 3 contacts → |
“Wir bekommen keine Provision, sondern erhalten für unsere Tätigkeit ein vorher festgelegtes Honorar.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Traeller Capitaltraeller-capital.comHQ: Munich, GermanyReported employees: 1-10 | Munich, Germany | 1-10 | Exact match | 2 contacts → |
“Traeller Capital is an investment management firm based in Munich.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Grafrath, GermanyReported employees: 1-10 | Grafrath, Germany | 1-10 | Exact match | 2 contacts → |
“Eine moderne Bestandsverwaltung wie i-Planner unterstützt den professionellen Vermittler dabei, digitale Prozesse in Maklerunternehmen zu etablieren und die Verwaltungszeit zu…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Illumino Gmbhillumino.aiHQ: Dresden, GermanyReported employees: 1-10 | Dresden, Germany | 1-10 | Exact match | 2 contacts → |
“illumino revolutioniert die Art und Weise, wie sich Privatpersonen zu ihren Aktieninvestments informieren - personalisiert, einfach und mobil.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  WIR Investierenwir-investieren.netHQ: Berlin, GermanyReported employees: 1-10 | Berlin, Germany | 1-10 | Exact match | 2 contacts → |
“Das größte finanzielle Risiko besteht darin, sich nicht um sein Geld zu kümmern" Selbstbewusstsein statt Abhängigkeit - dein Geld gehört in deine Hände Wir Investieren ist dein…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Reach Financereach.financeHQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 1 contacts → |
“We offer a tailored digital financial plan to millenials, providing them with confidence in their financial future.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Empfehlungsfunnelempfehlungsfunnel.com HQ: Hamburg, GermanyReported employees: 1-10 | Hamburg, Germany | 1-10 | Exact match | 1 contacts → |
“Automatisierte Empfehlungen für Finanzberater” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Finanz- & Vorsorgeberatung Martin Leibnerfinanzplanung-leibner.de HQ: Groß Lindow, GermanyReported employees: 1-10 | Groß Lindow, Germany | 1-10 | Exact match | 1 contacts → |
“Als unabhängiger Finanzberater begleite und unterstütze ich meine Mandanten bei ihren finanziellen Lebensentscheidungen.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Jörg Herzog E.Kherzog-finanz.deHQ: Berlin, GermanyReported employees: 1-10 | Berlin, Germany | 1-10 | Exact match | 1 contacts → |
“Ganzheitliche, kontinuierliche und individuelle Finanzberatung.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 79 company matches
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Automated financial advisory firms: dataset insights
September 19, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
78 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 79 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 19, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for automated financial advisory firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many automated financial advisory firms did RevenueBase find based in Germany?
The saved snapshot records 79 matching company records, 663 tracked contacts and 158 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 19, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Automated financial advisory firms by geography
- Automated financial advisory firms based in Bangalore, India
- Automated financial advisory firms based in Mumbai, India
- Automated financial advisory firms based in Chicago, United States
- Automated financial advisory firms based in New York, United States
- Automated financial advisory firms based in San Francisco, United States
- Automated financial advisory firms based in Australia
- Automated financial advisory firms based in Brazil
- Automated financial advisory firms based in Canada
- Automated financial advisory firms based in France
- Automated financial advisory firms based in Hong Kong
- Automated financial advisory firms based in India
- Automated financial advisory firms based in the Netherlands
Cite this list
RevenueBase Data Team. Top 25 automated financial advisory firms based in Germany. Snapshot: September 19, 2026. https://revenuebase.ai/companies/automated-financial-advisory-firms/germany.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Automated financial advisory firms based in Bangalore, India
- Automated financial advisory firms based in Mumbai, India
- Automated financial advisory firms based in Chicago, United States
- Automated financial advisory firms based in New York, United States
- Automated financial advisory firms based in San Francisco, United States
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Company intelligence · public preview
Top 25 automated financial advisory firms based in Germany
RevenueBase records 79 matching company records for automated financial advisory firms based in Germany, with 663 tracked contacts and 158 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 automated financial advisory firms based in Germany
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Smartbroker AGsmartbroker-holding.de HQ: Berlin, GermanyReported employees: 51-200 | Berlin, Germany | 51-200 | Exact match | 108 contacts → |
“Die Smartbroker AG ist ein in Berlin ansässiger, moderner Finanzdienstleister, der bereits mehrfach für wichtige Impulse innerhalb der Branche gesorgt hat.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Visualvestvisualvest.de HQ: Frankfurt, GermanyReported employees: 51-200 | Frankfurt, Germany | 51-200 | Exact match | 74 contacts → |
“Du möchtest dir deine Wünsche erfüllen?” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Quirionquirion.de HQ: Berlin, GermanyReported employees: 11-50 | Berlin, Germany | 11-50 | Exact match | 33 contacts → |
“quirion bietet eine digitale Geldanlage und ist eine Tochter der Quirin Privatbank.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Getquingetquin.com HQ: Berlin, GermanyReported employees: 11-50 | Berlin, Germany | 11-50 | Exact match | 32 contacts → |
“We founded getquin in 2020 with a simple idea: give people a single place to understand and manage their wealth - and empower them to make better financial decisions.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Bevestor Gmbh EIN Unternehmen DER Dekabevestor.de HQ: Frankfurt, GermanyReported employees: 11-50 | Frankfurt, Germany | 11-50 | Exact match | 23 contacts → |
“Bei bevestor treffen Wertpapier-Experten auf Digital-Experten.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | LAIClaic.de HQ: Hamburg, GermanyReported employees: 11-50 | Hamburg, Germany | 11-50 | Exact match | 17 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Growney Gmbhgrowney.de HQ: Berlin, GermanyReported employees: 11-50 | Berlin, Germany | 11-50 | Exact match | 16 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Finanzportal24finanzportal24.de HQ: Burbach, GermanyReported employees: 11-50 | Burbach, Germany | 11-50 | Exact match | 8 contacts → |
“Sie wollen Ihre Kunden:innen rund um das Thema Finanzen immer bestmöglich und erfolgreich beraten?” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Paceupinvest Gmbhpaceupinvest.com HQ: Mannheim, GermanyReported employees: 1-10 | Mannheim, Germany | 1-10 | Exact match | 6 contacts → |
“PaceUP Invest is an intelligent behavioural wealth OS platform helping advisors and institutions deliver personalised financial guidance at scale.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Delfinsdelfins.de HQ: Berlin, GermanyReported employees: 11-50 | Berlin, Germany | 11-50 | Exact match | 5 contacts → |
“Simple - Schnell - Smart Dein persönlicher und digitaler 360 Grad Finanzcoach!” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | SUB Capitals Acquiredsubcapitals.com HQ: Munich, GermanyReported employees: 11-50 | Munich, Germany | 11-50 | Exact match | 5 contacts → |
“Sub Capitals is an AI Fintech from Munich that empowers investors to invest with artificial intelligence (AI).” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: Bergisch Gladbach, GermanyReported employees: 11-50 | Bergisch Gladbach, Germany | 11-50 | Exact match | 5 contacts → |
“Privat-Institut für Finanzen Rl GmbH is a financial services company based out of Bergisch Gladbach, North Rhine-Westphalia, Germany.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | 7assets Gmbh7assets.app HQ: Mannheim, GermanyReported employees: 1-10 | Mannheim, Germany | 1-10 | Exact match | 5 contacts → |
“Most wealth platforms tell you where your wealth stands.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Phaseinvestphaseinvest.com HQ: Berlin, GermanyReported employees: 1-10 | Berlin, Germany | 1-10 | Exact match | 5 contacts → |
“At phaseinvest, our ethos is simple: cognitive errors are the hidden tax on portfolio performance.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Capitalflow Gmbhcapital-flow.de HQ: Stuttgart, GermanyReported employees: 1-10 | Stuttgart, Germany | 1-10 | Exact match | 3 contacts → |
“Berate deine Kunden besser und gewinne mehr Zeit für Vertrieb, indem du ihre Daten automatisch einsammelst und ihren Bedarf mit individuellen Finanzanalysen weckst – ohne…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Primus Finance Gmbhprimusfinance.de HQ: Bruchsal, GermanyReported employees: 1-10 | Bruchsal, Germany | 1-10 | Exact match | 3 contacts → |
“Investieren bedeutet Wert schaffen.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Sincereo Investmentssincereo.de HQ: St. Ingbert, GermanyReported employees: 1-10 | St. Ingbert, Germany | 1-10 | Exact match | 3 contacts → |
“Wir bekommen keine Provision, sondern erhalten für unsere Tätigkeit ein vorher festgelegtes Honorar.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Traeller Capitaltraeller-capital.com HQ: Munich, GermanyReported employees: 1-10 | Munich, Germany | 1-10 | Exact match | 2 contacts → |
“Traeller Capital is an investment management firm based in Munich.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Grafrath, GermanyReported employees: 1-10 | Grafrath, Germany | 1-10 | Exact match | 2 contacts → |
“Eine moderne Bestandsverwaltung wie i-Planner unterstützt den professionellen Vermittler dabei, digitale Prozesse in Maklerunternehmen zu etablieren und die Verwaltungszeit zu…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Illumino Gmbhillumino.ai HQ: Dresden, GermanyReported employees: 1-10 | Dresden, Germany | 1-10 | Exact match | 2 contacts → |
“illumino revolutioniert die Art und Weise, wie sich Privatpersonen zu ihren Aktieninvestments informieren - personalisiert, einfach und mobil.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | WIR Investierenwir-investieren.net HQ: Berlin, GermanyReported employees: 1-10 | Berlin, Germany | 1-10 | Exact match | 2 contacts → |
“Das größte finanzielle Risiko besteht darin, sich nicht um sein Geld zu kümmern" Selbstbewusstsein statt Abhängigkeit - dein Geld gehört in deine Hände Wir Investieren ist dein…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Reach Financereach.finance HQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 1 contacts → |
“We offer a tailored digital financial plan to millenials, providing them with confidence in their financial future.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Empfehlungsfunnelempfehlungsfunnel.com HQ: Hamburg, GermanyReported employees: 1-10 | Hamburg, Germany | 1-10 | Exact match | 1 contacts → |
“Automatisierte Empfehlungen für Finanzberater” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Finanz- & Vorsorgeberatung Martin Leibnerfinanzplanung-leibner.de HQ: Groß Lindow, GermanyReported employees: 1-10 | Groß Lindow, Germany | 1-10 | Exact match | 1 contacts → |
“Als unabhängiger Finanzberater begleite und unterstütze ich meine Mandanten bei ihren finanziellen Lebensentscheidungen.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Jörg Herzog E.Kherzog-finanz.de HQ: Berlin, GermanyReported employees: 1-10 | Berlin, Germany | 1-10 | Exact match | 1 contacts → |
“Ganzheitliche, kontinuierliche und individuelle Finanzberatung.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 79 company matches
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Automated financial advisory firms: dataset insights
September 19, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
78 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 79 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 19, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for automated financial advisory firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many automated financial advisory firms did RevenueBase find based in Germany?
The saved snapshot records 79 matching company records, 663 tracked contacts and 158 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 19, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 automated financial advisory firms based in Germany. Snapshot: September 19, 2026. https://revenuebase.ai/companies/automated-financial-advisory-firms/germany.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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