Company lists · Data refreshed September 2026

Top 25 Digital financial advisory companies based in Germany

RevenueBase identified 122 digital financial advisory companies headquartered in Germany as of September 2026 and tracks 2,192 professional contacts across them, including 568 with verified work emails. Berlin is the largest hub.

This list covers digital financial advisory 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 19, 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 19, 2026 86% judged on-target in blind review
122Companies
2,192Contacts tracked
568Verified emails
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The 25 largest digital financial advisory companies based in Germany

Ranked by team size
Top 25 of 122 digital financial advisory companies based in Germany, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to digital financial advisory 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
1Indirect evidenceKöln, GermanyHQ checked Sep 19, 20261,001-5,000708 contacts →

Indirect evidence

“Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceQuickborn, GermanyHQ checked Sep 19, 20261,001-5,000308 contacts →

Indirect evidence

“comdirect is a leading direct bank and the market leader in online securities business for modern investors, offering brokerage, banking and advice.”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceBonn, GermanyHQ checked Sep 19, 2026501-1,000178 contacts →

Indirect evidence

“IMMER GUT LEBEN Im Leben gibt es viele Weggabelungen.”

Source: RevenueBase Database · checked Sep 19, 2026
4Strong evidenceMunich, GermanyHQ checked Sep 19, 2026201-500175 contacts →

Strong evidence

“cleversoft offers cloud-based RegTech solutions to more than 1,200 financial institutions worldwide, optimizing digital investment advisory and compliance-related business…”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceBerlin, GermanyHQ checked Sep 19, 202651-200108 contacts →

Indirect evidence

“Die Smartbroker AG ist ein in Berlin ansässiger, moderner Finanzdienstleister, der bereits mehrfach für wichtige Impulse innerhalb der Branche gesorgt hat.”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceRegensburg, GermanyHQ checked Sep 19, 202651-20034 contacts →

Indirect evidence

“Die compexx Finanz AG wurde im Jahr 2005 in Regensburg gegründet und steht für ganzheitliche Finanzberatung von höchster Qualität.”

Source: RevenueBase Database · checked Sep 19, 2026
7Partial evidenceBerlin, GermanyHQ checked Sep 19, 202611-5033 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
8Partial evidenceFrankfurt, GermanyHQ checked Sep 19, 202611-5023 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
9Strong evidenceBerlin, GermanyHQ checked Sep 19, 202651-20018 contacts →

Strong evidence

“Deutsche Fintech Solutions is a digital innovation lab focused on building experience centric financial advisory technology, products and platforms for advisers and clients to…”

Source: RevenueBase Database · checked Sep 19, 2026
10Strong evidenceGermanyHQ checked Sep 19, 202611-5018 contacts →

Strong evidence

“Areta is the leading digital assets advisory firm supporting companies across M&A, capital markets, and onchain services.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceHamburg, GermanyHQ checked Sep 19, 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 19, 2026
12Partial evidenceBerlin, GermanyHQ checked Sep 19, 202611-5016 contacts →

Partial 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 19, 2026
13Partial evidenceBerlin, GermanyHQ checked Sep 19, 202611-5015 contacts →

Partial evidence

“Salesurance GmbH – Seit über 15 Jahren sind wir die Spezialisten für die digitale Transformation im stationären Versicherungsvertrieb sowie für den Aufbau leistungsstarker…”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceFrankfurt Am Main, GermanyHQ checked Sep 19, 202611-5011 contacts →

Indirect evidence

“easymize ist ein Versicherungs-Start-up mit hybridem Beratungsmodell.”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceBerlin, GermanyHQ checked Sep 19, 202611-5010 contacts →

Indirect evidence

“Wir von foo entwickeln kreative und individuelle IT-Lösungen für die Finanzbranche - passgenau für unterschiedlichste Anforderungen.”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceVilshofen, GermanyHQ checked Sep 19, 20261-109 contacts →

Indirect evidence

“Wir sind dein Partner in Sachen Versicherung, Vorsorge und Finanzen.”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceGünzburg, GermanyHQ checked Sep 19, 20261-107 contacts →

Indirect evidence

“Die IHR Vermögen steht für: Individuelle Beratung, welche mit Herz und Verstand Ihre Rendite im Blick behält!”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceMünchen, GermanyHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“Femance Finanzen ist dein persönlicher Begleiter in Sachen Finanzen und Vorsorge.”

Source: RevenueBase Database · checked Sep 19, 2026
19Partial evidenceHeidelberg, GermanyHQ checked Sep 19, 202611-506 contacts →

Partial evidence

“M&A Beratung 2.0: digital und persönlich.”

Source: RevenueBase Database · checked Sep 19, 2026
20Partial evidenceBerlin, GermanyHQ checked Sep 19, 202611-505 contacts →

Partial evidence

“Simple - Schnell - Smart Dein persönlicher und digitaler 360 Grad Finanzcoach!”

Source: RevenueBase Database · checked Sep 19, 2026
21Partial evidenceBergisch Gladbach, GermanyHQ checked Sep 19, 202611-505 contacts →

Partial 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 19, 2026
22Indirect evidenceHannover, GermanyHQ checked Sep 19, 2026201-5003 contacts →

Indirect evidence

“ProVentus gibt es schon seit 1994.”

Source: RevenueBase Database · checked Sep 19, 2026
23Indirect evidenceBrühl, GermanyHQ checked Sep 19, 202611-503 contacts →

Indirect evidence

“Gemeinsam zur passenden Versicherung.”

Source: RevenueBase Database · checked Sep 19, 2026
24Indirect evidenceStuttgart, GermanyHQ checked Sep 19, 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 19, 2026
25Indirect evidenceBruchsal, GermanyHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“Investieren bedeutet Wert schaffen.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 122 digital financial advisory companies based in Germany

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Digital financial advisory companies based in Germany at a glance

As of Sep 19, 2026
25.9%Verified-email coverage
18.0Average contacts per company
1-10Median size (employees)
10.7%Largest-city concentration · Berlin
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
71
11-50
36
51-200
7
201-500
3
501-1,000
1
1,001-5,000
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 122 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 digital financial advisory 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 “digital financial advisory 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 digital financial advisory 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 digital financial advisory 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, 568 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 19, 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 digital financial advisory 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 digital financial advisory companies are there based in Germany?

RevenueBase identified 122 digital financial advisory 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?

OVB Vermögensberatung AG, headquartered in Koln, tops this list with the largest team on record.

Which city has the most digital financial advisory companies?

Berlin leads with 13 headquartered companies, followed by Frankfurt Am Main (8) and Munchen (7).

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 568 verified decision-maker contacts tracked across these 122 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 19, 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.