Company lists · Data refreshed September 2026
Top 25 Digital portfolio advisors based in Germany
RevenueBase identified 275 company matches for digital portfolio advisors associated with Germany as of September 2026 and tracks 2,081 professional contacts across them, including 435 with verified work emails. Munich is the largest hub.
This list covers company matches for digital portfolio advisors 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 digital portfolio advisors based in Germany
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 708 contacts → | ||||
Exact match “Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 2 | 178 contacts → | ||||
Exact match “IMMER GUT LEBEN Im Leben gibt es viele Weggabelungen.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 3 | 69 contacts → | ||||
Exact match “Als Finanzexperten blicken wir auf eine Zusammenarbeit von mehr als 20 Jahren zurück.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 4 | 57 contacts → | ||||
Exact match “Bei GLOBAL-FINANZ steht der Mensch im Mittelpunkt.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 5 | 35 contacts → | ||||
Exact match “Ihre digitale Vermögensverwaltung.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 6 | 34 contacts → | ||||
Exact match “Die compexx Finanz AG wurde im Jahr 2005 in Regensburg gegründet und steht für ganzheitliche Finanzberatung von höchster Qualität.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 7 | 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 | |||||
| 8 | 23 contacts → | ||||
Exact match “Die WAVE Management AG ist der Finanzdienstleister der VHV Gruppe.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 9 | 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 | |||||
| 10 | 23 contacts → | ||||
Exact match “Die PrivateFinancePartners GmbH ist Ihr Partner in den Bereichen Wealth Management, Versicherungen und Advisory.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 11 | 18 contacts → | ||||
Exact match “Areta is the leading digital assets advisory firm supporting companies across M&A, capital markets, and onchain services.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 12 | 17 contacts → | ||||
Exact match “Gerd Kommer Invest GmbH, based in Munich, is a financial service provider for wealthy private clients, foundations and small and medium-sized companies.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 13 | 15 contacts → | ||||
Exact match “Die nowinta Finanzgruppe steht seit 30 Jahren für umfassende Finanzberatung und individuelle Vermögensverwaltung für Privatpersonen und Unternehmen.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 14 | 12 contacts → | ||||
Exact match “Die FIDUS Finanz AG ist ein dynamisch wachsendes Finanzdienstleistungsunternehmen aus Frankfurt am Main.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 15 | 11 contacts → | ||||
Exact match “Professionell aufgestellt mit Ihrer Bank für Vermögen Die Zeiten der Einzelkämpfer sind vorbei.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 16 | 10 contacts → | ||||
Exact match “Die Bayerische Vermögen Management AG ist ein nach § 32 Kreditwesengesetz (KWG) lizenziertes Wertpapierdienstleistungsunternehmen und besitzt die notwendige Erlaubnis zur…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 17 | 9 contacts → | ||||
Exact match “Die Allington Investors Group wurde 2017 mit Sitz in Bad Homburg von der Höhe gegründet.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 18 | 9 contacts → | ||||
Exact match “Als von Banken unabhängiger Vermögensverwalter arbeiten wir seit Jahren erfolgreich im Interesse unserer Mandanten.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 19 | 8 contacts → | ||||
Exact match “Ein Butler für Ihr Vermögen Schon seit 2011 beraten wir unsere Mandanten unabhängig von Banken und Vermögensverwaltern bei Fragestellungen rund um Vermögen und…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 20 | 8 contacts → | ||||
Exact match “Access digital asset strategies designed for superior risk-adjusted returns.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 21 | 8 contacts → | ||||
Exact match “We empower investors through accessible crypto investments and personalized portfolio creation.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 22 | 7 contacts → | ||||
Exact match “21 Oaks Capital ist eine auf Blockchain-Technologie spezialisierte Anlageberatungsgesellschaft mit Sitz in Düsseldorf.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 23 | 7 contacts → | ||||
Exact match “Die IHR Vermögen steht für: Individuelle Beratung, welche mit Herz und Verstand Ihre Rendite im Blick behält!” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 24 | 7 contacts → | ||||
Exact match “WERK1 ist Lieferant digitaler Dienstleistungen zur Betreuung und Verwaltung komplexer Vermögensstrukturen für: Family Offices, Steuerberater, Rechtsanwälte und professionelle…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 25 | 7 contacts → | ||||
Exact match “Wir sind Ihre Experten für eine sorgenfreie Finanzplanung!” 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 “digital portfolio advisors”. 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 275 digital portfolio advisors based in Germany
See the full list, filter by size, metro and specialty, and access 435 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Digital portfolio advisors 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 275 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 “digital portfolio advisors” 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 435 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 “digital portfolio advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many digital portfolio advisors are there based in Germany?
RevenueBase identified 275 company matches for digital portfolio advisors 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?
OVB Vermögensberatung AG tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most digital portfolio advisors?
Munich leads with 25 company records, followed by Berlin (23) and Frankfurt (15).
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 435 professional contacts with verified work emails tracked across these 275 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 275 digital portfolio advisors based in Germany. Start with a free account, no credit card.
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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 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
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- New lists
- Digital portfolio advisors based in Ahmedabad, India
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Company intelligence · public preview
Top 25 digital portfolio advisors 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 275 matching company records for digital portfolio advisors based in Germany, with 2,081 tracked contacts and 435 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 digital portfolio advisors 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 |  OVB Vermögensberatung AGovb.deHQ: Cologne, GermanyReported employees: 1,001-5,000 | Cologne, Germany | 1,001-5,000 | Exact match | 708 contacts → |
“Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Bonnfinanz Gmbhbonnfinanz.deHQ: Bonn, GermanyReported employees: 501-1,000 | Bonn, Germany | 501-1,000 | Exact match | 178 contacts → |
“IMMER GUT LEBEN Im Leben gibt es viele Weggabelungen.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  HRK Lunis AGhrklunis.deHQ: Frankfurt, GermanyReported employees: 51-200 | Frankfurt, Germany | 51-200 | Exact match | 69 contacts → |
“Als Finanzexperten blicken wir auf eine Zusammenarbeit von mehr als 20 Jahren zurück.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Global-Finanz Gmbhglobal-finanz.deHQ: Bonn, GermanyReported employees: 51-200 | Bonn, Germany | 51-200 | Exact match | 57 contacts → |
“Bei GLOBAL-FINANZ steht der Mensch im Mittelpunkt.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Whiteboxwhitebox.euHQ: Freiburg Im Breisgau, GermanyReported employees: 51-200 | Freiburg Im Breisgau, Germany | 51-200 | Exact match | 35 contacts → |
“Ihre digitale Vermögensverwaltung.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Compexx Finanz AGcompexx-finanz.deHQ: Regensburg, GermanyReported employees: 51-200 | Regensburg, Germany | 51-200 | Exact match | 34 contacts → |
“Die compexx Finanz AG wurde im Jahr 2005 in Regensburg gegründet und steht für ganzheitliche Finanzberatung von höchster Qualität.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  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. | |||||
| 8 |  Wave Management AGwave-ag.deHQ: Hanover, GermanyReported employees: 11-50 | Hanover, Germany | 11-50 | Exact match | 23 contacts → |
“Die WAVE Management AG ist der Finanzdienstleister der VHV Gruppe.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  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. | |||||
| 10 |  Pfp-Privatefinancepartners Gmbhpfpartners.deHQ: Frankfurt A.m., GermanyReported employees: 11-50 | Frankfurt A.m., Germany | 11-50 | Exact match | 23 contacts → |
“Die PrivateFinancePartners GmbH ist Ihr Partner in den Bereichen Wealth Management, Versicherungen und Advisory.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  ARETAareta.ioHQ: GermanyReported employees: 11-50 | Germany | 11-50 | Exact match | 18 contacts → |
“Areta is the leading digital assets advisory firm supporting companies across M&A, capital markets, and onchain services.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Gerd Kommer Invest Gmbhgerd-kommer-invest.deHQ: Munich, GermanyReported employees: 11-50 | Munich, Germany | 11-50 | Exact match | 17 contacts → |
“Gerd Kommer Invest GmbH, based in Munich, is a financial service provider for wealthy private clients, foundations and small and medium-sized companies.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Nowinta Finanzgruppenowinta.deHQ: Aalen, GermanyReported employees: 51-200 | Aalen, Germany | 51-200 | Exact match | 15 contacts → |
“Die nowinta Finanzgruppe steht seit 30 Jahren für umfassende Finanzberatung und individuelle Vermögensverwaltung für Privatpersonen und Unternehmen.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Fidus Finanz AGfidus-ag.deHQ: Frankfurt, GermanyReported employees: 11-50 | Frankfurt, Germany | 11-50 | Exact match | 12 contacts → |
“Die FIDUS Finanz AG ist ein dynamisch wachsendes Finanzdienstleistungsunternehmen aus Frankfurt am Main.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  BFV Bank FÜR Vermögen AGbfv-ag.deHQ: Oberursel, GermanyReported employees: 11-50 | Oberursel, Germany | 11-50 | Exact match | 11 contacts → |
“Professionell aufgestellt mit Ihrer Bank für Vermögen Die Zeiten der Einzelkämpfer sind vorbei.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Bayerische Vermögen Management AGbvm.bayernHQ: Kempten (allgäu), GermanyReported employees: 1-10 | Kempten (allgäu), Germany | 1-10 | Exact match | 10 contacts → |
“Die Bayerische Vermögen Management AG ist ein nach § 32 Kreditwesengesetz (KWG) lizenziertes Wertpapierdienstleistungsunternehmen und besitzt die notwendige Erlaubnis zur…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Allington Investors Groupallington.deHQ: Bad Homburg Vor Der Höhe, GermanyReported employees: 1-10 | Bad Homburg Vor Der Höhe, Germany | 1-10 | Exact match | 9 contacts → |
“Die Allington Investors Group wurde 2017 mit Sitz in Bad Homburg von der Höhe gegründet.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Concept Vermögensmanagementc-vm.com HQ: Bielefeld, GermanyReported employees: 11-50 | Bielefeld, Germany | 11-50 | Exact match | 9 contacts → |
“Als von Banken unabhängiger Vermögensverwalter arbeiten wir seit Jahren erfolgreich im Interesse unserer Mandanten.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Vermögensbutler Gmbhvermoegensbutler.deHQ: Ditzingen, GermanyReported employees: 1-10 | Ditzingen, Germany | 1-10 | Exact match | 8 contacts → |
“Ein Butler für Ihr Vermögen Schon seit 2011 beraten wir unsere Mandanten unabhängig von Banken und Vermögensverwaltern bei Fragestellungen rund um Vermögen und…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Q21 Capitalq21.capitalHQ: Münster, GermanyReported employees: 1-10 | Münster, Germany | 1-10 | Exact match | 8 contacts → |
“Access digital asset strategies designed for superior risk-adjusted returns.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  RUDYrudy.capitalHQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 8 contacts → |
“We empower investors through accessible crypto investments and personalized portfolio creation.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  21 Oaks Capital21-oaks.comHQ: Düsseldorf, GermanyReported employees: 1-10 | Düsseldorf, Germany | 1-10 | Exact match | 7 contacts → |
“21 Oaks Capital ist eine auf Blockchain-Technologie spezialisierte Anlageberatungsgesellschaft mit Sitz in Düsseldorf.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | IHR Vermögen & Immobilien Gmbhihr-vermoegen.de HQ: Günzburg, GermanyReported employees: 1-10 | Günzburg, Germany | 1-10 | Exact match | 7 contacts → |
“Die IHR Vermögen steht für: Individuelle Beratung, welche mit Herz und Verstand Ihre Rendite im Blick behält!” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Werk1werk1.ag HQ: Krefeld, GermanyReported employees: 1-10 | Krefeld, Germany | 1-10 | Exact match | 7 contacts → |
“WERK1 ist Lieferant digitaler Dienstleistungen zur Betreuung und Verwaltung komplexer Vermögensstrukturen für: Family Offices, Steuerberater, Rechtsanwälte und professionelle…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Augusta Kapitalaugusta-kapital.deHQ: Augsburg, GermanyReported employees: 1-10 | Augsburg, Germany | 1-10 | Exact match | 7 contacts → |
“Wir sind Ihre Experten für eine sorgenfreie Finanzplanung!” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 275 company matches
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Digital portfolio advisors: 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
270 records in the displayed employee bands.
5 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 275 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 digital portfolio advisors?
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 digital portfolio advisors did RevenueBase find based in Germany?
The saved snapshot records 275 matching company records, 2,081 tracked contacts and 435 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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- Digital portfolio advisors based in Chennai, India
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- Digital portfolio advisors based in Zug, Switzerland
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Cite this list
RevenueBase Data Team. Top 25 digital portfolio advisors based in Germany. Snapshot: September 19, 2026. https://revenuebase.ai/companies/digital-portfolio-advisors/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
- Digital portfolio advisors based in Ahmedabad, India
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Company intelligence · public preview
Top 25 digital portfolio advisors based in Germany
RevenueBase records 275 matching company records for digital portfolio advisors based in Germany, with 2,081 tracked contacts and 435 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 digital portfolio advisors 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 | OVB Vermögensberatung AGovb.de HQ: Cologne, GermanyReported employees: 1,001-5,000 | Cologne, Germany | 1,001-5,000 | Exact match | 708 contacts → |
“Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Bonnfinanz Gmbhbonnfinanz.de HQ: Bonn, GermanyReported employees: 501-1,000 | Bonn, Germany | 501-1,000 | Exact match | 178 contacts → |
“IMMER GUT LEBEN Im Leben gibt es viele Weggabelungen.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HRK Lunis AGhrklunis.de HQ: Frankfurt, GermanyReported employees: 51-200 | Frankfurt, Germany | 51-200 | Exact match | 69 contacts → |
“Als Finanzexperten blicken wir auf eine Zusammenarbeit von mehr als 20 Jahren zurück.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Global-Finanz Gmbhglobal-finanz.de HQ: Bonn, GermanyReported employees: 51-200 | Bonn, Germany | 51-200 | Exact match | 57 contacts → |
“Bei GLOBAL-FINANZ steht der Mensch im Mittelpunkt.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Whiteboxwhitebox.eu HQ: Freiburg Im Breisgau, GermanyReported employees: 51-200 | Freiburg Im Breisgau, Germany | 51-200 | Exact match | 35 contacts → |
“Ihre digitale Vermögensverwaltung.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Compexx Finanz AGcompexx-finanz.de HQ: Regensburg, GermanyReported employees: 51-200 | Regensburg, Germany | 51-200 | Exact match | 34 contacts → |
“Die compexx Finanz AG wurde im Jahr 2005 in Regensburg gegründet und steht für ganzheitliche Finanzberatung von höchster Qualität.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | 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. | |||||
| 8 | Wave Management AGwave-ag.de HQ: Hanover, GermanyReported employees: 11-50 | Hanover, Germany | 11-50 | Exact match | 23 contacts → |
“Die WAVE Management AG ist der Finanzdienstleister der VHV Gruppe.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | 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. | |||||
| 10 | Pfp-Privatefinancepartners Gmbhpfpartners.de HQ: Frankfurt A.m., GermanyReported employees: 11-50 | Frankfurt A.m., Germany | 11-50 | Exact match | 23 contacts → |
“Die PrivateFinancePartners GmbH ist Ihr Partner in den Bereichen Wealth Management, Versicherungen und Advisory.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | ARETAareta.io HQ: GermanyReported employees: 11-50 | Germany | 11-50 | Exact match | 18 contacts → |
“Areta is the leading digital assets advisory firm supporting companies across M&A, capital markets, and onchain services.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Gerd Kommer Invest Gmbhgerd-kommer-invest.de HQ: Munich, GermanyReported employees: 11-50 | Munich, Germany | 11-50 | Exact match | 17 contacts → |
“Gerd Kommer Invest GmbH, based in Munich, is a financial service provider for wealthy private clients, foundations and small and medium-sized companies.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Nowinta Finanzgruppenowinta.de HQ: Aalen, GermanyReported employees: 51-200 | Aalen, Germany | 51-200 | Exact match | 15 contacts → |
“Die nowinta Finanzgruppe steht seit 30 Jahren für umfassende Finanzberatung und individuelle Vermögensverwaltung für Privatpersonen und Unternehmen.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Fidus Finanz AGfidus-ag.de HQ: Frankfurt, GermanyReported employees: 11-50 | Frankfurt, Germany | 11-50 | Exact match | 12 contacts → |
“Die FIDUS Finanz AG ist ein dynamisch wachsendes Finanzdienstleistungsunternehmen aus Frankfurt am Main.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | BFV Bank FÜR Vermögen AGbfv-ag.de HQ: Oberursel, GermanyReported employees: 11-50 | Oberursel, Germany | 11-50 | Exact match | 11 contacts → |
“Professionell aufgestellt mit Ihrer Bank für Vermögen Die Zeiten der Einzelkämpfer sind vorbei.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Bayerische Vermögen Management AGbvm.bayern HQ: Kempten (allgäu), GermanyReported employees: 1-10 | Kempten (allgäu), Germany | 1-10 | Exact match | 10 contacts → |
“Die Bayerische Vermögen Management AG ist ein nach § 32 Kreditwesengesetz (KWG) lizenziertes Wertpapierdienstleistungsunternehmen und besitzt die notwendige Erlaubnis zur…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Allington Investors Groupallington.de HQ: Bad Homburg Vor Der Höhe, GermanyReported employees: 1-10 | Bad Homburg Vor Der Höhe, Germany | 1-10 | Exact match | 9 contacts → |
“Die Allington Investors Group wurde 2017 mit Sitz in Bad Homburg von der Höhe gegründet.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Concept Vermögensmanagementc-vm.com HQ: Bielefeld, GermanyReported employees: 11-50 | Bielefeld, Germany | 11-50 | Exact match | 9 contacts → |
“Als von Banken unabhängiger Vermögensverwalter arbeiten wir seit Jahren erfolgreich im Interesse unserer Mandanten.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Vermögensbutler Gmbhvermoegensbutler.de HQ: Ditzingen, GermanyReported employees: 1-10 | Ditzingen, Germany | 1-10 | Exact match | 8 contacts → |
“Ein Butler für Ihr Vermögen Schon seit 2011 beraten wir unsere Mandanten unabhängig von Banken und Vermögensverwaltern bei Fragestellungen rund um Vermögen und…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Q21 Capitalq21.capital HQ: Münster, GermanyReported employees: 1-10 | Münster, Germany | 1-10 | Exact match | 8 contacts → |
“Access digital asset strategies designed for superior risk-adjusted returns.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | RUDYrudy.capital HQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 8 contacts → |
“We empower investors through accessible crypto investments and personalized portfolio creation.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | 21 Oaks Capital21-oaks.com HQ: Düsseldorf, GermanyReported employees: 1-10 | Düsseldorf, Germany | 1-10 | Exact match | 7 contacts → |
“21 Oaks Capital ist eine auf Blockchain-Technologie spezialisierte Anlageberatungsgesellschaft mit Sitz in Düsseldorf.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | IHR Vermögen & Immobilien Gmbhihr-vermoegen.de HQ: Günzburg, GermanyReported employees: 1-10 | Günzburg, Germany | 1-10 | Exact match | 7 contacts → |
“Die IHR Vermögen steht für: Individuelle Beratung, welche mit Herz und Verstand Ihre Rendite im Blick behält!” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Werk1werk1.ag HQ: Krefeld, GermanyReported employees: 1-10 | Krefeld, Germany | 1-10 | Exact match | 7 contacts → |
“WERK1 ist Lieferant digitaler Dienstleistungen zur Betreuung und Verwaltung komplexer Vermögensstrukturen für: Family Offices, Steuerberater, Rechtsanwälte und professionelle…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Augusta Kapitalaugusta-kapital.de HQ: Augsburg, GermanyReported employees: 1-10 | Augsburg, Germany | 1-10 | Exact match | 7 contacts → |
“Wir sind Ihre Experten für eine sorgenfreie Finanzplanung!” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 275 company matches
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Digital portfolio advisors: 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
270 records in the displayed employee bands.
5 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 275 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 digital portfolio advisors?
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 digital portfolio advisors did RevenueBase find based in Germany?
The saved snapshot records 275 matching company records, 2,081 tracked contacts and 435 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 digital portfolio advisors based in Germany. Snapshot: September 19, 2026. https://revenuebase.ai/companies/digital-portfolio-advisors/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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