Company lists · Data refreshed November 2026
Top 25 Digital portfolio advisors based in Germany
RevenueBase identified 161 company matches for digital portfolio advisors associated with Germany as of November 2026 and tracks 2,279 professional contacts across them, including 574 with verified work emails. Berlin 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 November 6, 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 | 752 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 193 contacts → | ||||
Exact match “IMMER GUT LEBEN Im Leben gibt es viele Weggabelungen.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 164 contacts → | ||||
Exact match “LIQID is Europe's leading digital wealth manager for affluent clients who seek smart excellence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 149 contacts → | ||||
Exact match “Die FFB ist eine der größten, unabhängigen Investmentplattformen, die sich auf Dienstleistungen rund um Anlegende und ihre Vermögensziele konzentriert.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 121 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 85 contacts → | ||||
Exact match “Du möchtest dir deine Wünsche erfüllen?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 46 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 44 contacts → | ||||
Exact match “Seit 35 Jahren ist unser Motto: „Gemeinsam für Ihren Wohlstand” Sie wollen leicht verständlich und zeitsparend alle für Sie wichtigen Informationen zum Thema Wohlstand erfahren?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 41 contacts → | ||||
Exact match “Ihre digitale Vermögensverwaltung.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 39 contacts → | ||||
Exact match “quirion bietet eine digitale Geldanlage und ist eine Tochter der Quirin Privatbank.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 34 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 25 contacts → | ||||
Exact match “Die WAVE Management AG ist der Finanzdienstleister der VHV Gruppe.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 24 contacts → | ||||
Exact match “Bei bevestor treffen Wertpapier-Experten auf Digital-Experten.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 20 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 18 contacts → | ||||
Exact match “Deutsche Fintech Solutions is a digital innovation lab focused on building experience centric financial advisory technology, products and platforms for advisers and clients to…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 13 contacts → | ||||
Exact match “Hast du dich schon mal einem Finanzberater anvertraut und musstest am Ende feststellen, dass die versprochenen Ziele nicht erreicht wurden?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 12 contacts → | ||||
Exact match “Mit dem Privileg, die Entwicklung Ihres Vermögens zu begleiten, erwächst in uns die persönliche Verpflichtung zu einem äußerst verantwortlichen Umgang mit dem uns anvertrautem…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 11 contacts → | ||||
Exact match “Willkommen bei Sand und Schott GmbH – Ihr Partner für maßgeschneiderte Vermögensverwaltung in Stuttgart.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 9 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 9 contacts → | ||||
Exact match “Vermögensverwaltung funktioniert nur auf der Basis gegenseitigen Vertrauens.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 7 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 7 contacts → | ||||
Exact match “Wir sind Ihre Experten für eine sorgenfreie Finanzplanung!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 6 contacts → | ||||
Exact match “Femance Finanzen ist dein persönlicher Begleiter in Sachen Finanzen und Vorsorge.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 6 contacts → | ||||
Exact match “Simple - Schnell - Smart Dein persönlicher und digitaler 360 Grad Finanzcoach!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 6 contacts → | ||||
Exact match “Since 2003, we have been accompanying and supporting private individuals and companies with CFM CASIUS Finanz Management GmbH as a financial consulting company in the design of…” Recorded in the RevenueBase company graph · Nov 6, 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 161 digital portfolio advisors based in Germany
See the full list, filter by size, metro and specialty, and access 574 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 Nov 6, 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 161 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 574 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 November 6, 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 161 company matches for digital portfolio advisors associated with Germany as of November 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?
Berlin leads with 17 company records, followed by Frankfurt (11) 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 574 professional contacts with verified work emails tracked across these 161 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 161 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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- Lists by location
- Lists A-Z
- New lists
- Digital portfolio advisors based in Buenos Aires, Argentina
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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 161 matching company records for digital portfolio advisors based in Germany, with 2,279 tracked contacts and 574 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: November 6, 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 | 752 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 · November 6, 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 | 193 contacts → |
“IMMER GUT LEBEN Im Leben gibt es viele Weggabelungen.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  LIQIDliqid.deHQ: Berlin, GermanyReported employees: 51-200 | Berlin, Germany | 51-200 | Exact match | 164 contacts → |
“LIQID is Europe's leading digital wealth manager for affluent clients who seek smart excellence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Kronberg Im Taunus, GermanyReported employees: 201-500 | Kronberg Im Taunus, Germany | 201-500 | Exact match | 149 contacts → |
“Die FFB ist eine der größten, unabhängigen Investmentplattformen, die sich auf Dienstleistungen rund um Anlegende und ihre Vermögensziele konzentriert.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Smartbroker AGsmartbroker-holding.deHQ: Berlin, GermanyReported employees: 51-200 | Berlin, Germany | 51-200 | Exact match | 121 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Visualvestvisualvest.deHQ: Frankfurt, GermanyReported employees: 51-200 | Frankfurt, Germany | 51-200 | Exact match | 85 contacts → |
“Du möchtest dir deine Wünsche erfüllen?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Compexx Finanz AGcompexx-finanz.deHQ: Regensburg, GermanyReported employees: 51-200 | Regensburg, Germany | 51-200 | Exact match | 46 contacts → |
“Die compexx Finanz AG wurde im Jahr 2005 in Regensburg gegründet und steht für ganzheitliche Finanzberatung von höchster Qualität.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Hilpert Aktiengesellschafthilpert-ag.deHQ: Würzburg, GermanyReported employees: 11-50 | Würzburg, Germany | 11-50 | Exact match | 44 contacts → |
“Seit 35 Jahren ist unser Motto: „Gemeinsam für Ihren Wohlstand” Sie wollen leicht verständlich und zeitsparend alle für Sie wichtigen Informationen zum Thema Wohlstand erfahren?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Whiteboxwhitebox.euHQ: Freiburg Im Breisgau, GermanyReported employees: 51-200 | Freiburg Im Breisgau, Germany | 51-200 | Exact match | 41 contacts → |
“Ihre digitale Vermögensverwaltung.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Quirionquirion.deHQ: Berlin, GermanyReported employees: 11-50 | Berlin, Germany | 11-50 | Exact match | 39 contacts → |
“quirion bietet eine digitale Geldanlage und ist eine Tochter der Quirin Privatbank.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Getquingetquin.comHQ: Berlin, GermanyReported employees: 11-50 | Berlin, Germany | 11-50 | Exact match | 34 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Wave Management AGwave-ag.deHQ: Hanover, GermanyReported employees: 11-50 | Hanover, Germany | 11-50 | Exact match | 25 contacts → |
“Die WAVE Management AG ist der Finanzdienstleister der VHV Gruppe.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Frankfurt, GermanyReported employees: 11-50 | Frankfurt, Germany | 11-50 | Exact match | 24 contacts → |
“Bei bevestor treffen Wertpapier-Experten auf Digital-Experten.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Gerd Kommer Invest Gmbhgerd-kommer-invest.deHQ: Munich, GermanyReported employees: 11-50 | Munich, Germany | 11-50 | Exact match | 20 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Deutsche Fintech Solutions Gmbhdeutschefintechsolutions.deHQ: Berlin, GermanyReported employees: 51-200 | Berlin, Germany | 51-200 | Exact match | 18 contacts → |
“Deutsche Fintech Solutions is a digital innovation lab focused on building experience centric financial advisory technology, products and platforms for advisers and clients to…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Jens Rabe Academyjensrabe.deHQ: Zwickau, GermanyReported employees: 11-50 | Zwickau, Germany | 11-50 | Exact match | 13 contacts → |
“Hast du dich schon mal einem Finanzberater anvertraut und musstest am Ende feststellen, dass die versprochenen Ziele nicht erreicht wurden?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Axia Asset Management Gmbhaxia-am.deHQ: Dortmund, GermanyReported employees: 11-50 | Dortmund, Germany | 11-50 | Exact match | 12 contacts → |
“Mit dem Privileg, die Entwicklung Ihres Vermögens zu begleiten, erwächst in uns die persönliche Verpflichtung zu einem äußerst verantwortlichen Umgang mit dem uns anvertrautem…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Sand UND Schott Gmbh Vermögensverwaltungsand-schott.deHQ: Stuttgart, GermanyReported employees: 1-10 | Stuttgart, Germany | 1-10 | Exact match | 11 contacts → |
“Willkommen bei Sand und Schott GmbH – Ihr Partner für maßgeschneiderte Vermögensverwaltung in Stuttgart.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Vermögensbutler Gmbhvermoegensbutler.deHQ: Ditzingen, GermanyReported employees: 1-10 | Ditzingen, Germany | 1-10 | Exact match | 9 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Maneris AGmaneris.deHQ: Siegen, GermanyReported employees: 11-50 | Siegen, Germany | 11-50 | Exact match | 9 contacts → |
“Vermögensverwaltung funktioniert nur auf der Basis gegenseitigen Vertrauens.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Paceupinvest Gmbhpaceupinvest.comHQ: Mannheim, GermanyReported employees: 1-10 | Mannheim, Germany | 1-10 | Exact match | 7 contacts → |
“PaceUP Invest is an intelligent behavioural wealth OS platform helping advisors and institutions deliver personalised financial guidance at scale.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Femance Finanzenfemance-finanzen.deHQ: Munich, GermanyReported employees: 1-10 | Munich, Germany | 1-10 | Exact match | 6 contacts → |
“Femance Finanzen ist dein persönlicher Begleiter in Sachen Finanzen und Vorsorge.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Delfinsdelfins.deHQ: Berlin, GermanyReported employees: 11-50 | Berlin, Germany | 11-50 | Exact match | 6 contacts → |
“Simple - Schnell - Smart Dein persönlicher und digitaler 360 Grad Finanzcoach!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  CFM Casius Finanz Management Gmbhcasiusfinanz.deHQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 6 contacts → |
“Since 2003, we have been accompanying and supporting private individuals and companies with CFM CASIUS Finanz Management GmbH as a financial consulting company in the design of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 161 company matches
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Digital portfolio advisors: dataset insights
November 6, 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
158 records in the displayed employee bands.
3 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 161 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: November 6, 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 161 matching company records, 2,279 tracked contacts and 574 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: November 6, 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 Paris, France
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- Digital portfolio advisors based in Mumbai, India
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Browse the directory
Cite this list
RevenueBase Data Team. Top 25 digital portfolio advisors based in Germany. Snapshot: November 6, 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 Buenos Aires, Argentina
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Company intelligence · public preview
Top 25 digital portfolio advisors based in Germany
RevenueBase records 161 matching company records for digital portfolio advisors based in Germany, with 2,279 tracked contacts and 574 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: November 6, 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 | 752 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 · November 6, 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 | 193 contacts → |
“IMMER GUT LEBEN Im Leben gibt es viele Weggabelungen.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | LIQIDliqid.de HQ: Berlin, GermanyReported employees: 51-200 | Berlin, Germany | 51-200 | Exact match | 164 contacts → |
“LIQID is Europe's leading digital wealth manager for affluent clients who seek smart excellence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Kronberg Im Taunus, GermanyReported employees: 201-500 | Kronberg Im Taunus, Germany | 201-500 | Exact match | 149 contacts → |
“Die FFB ist eine der größten, unabhängigen Investmentplattformen, die sich auf Dienstleistungen rund um Anlegende und ihre Vermögensziele konzentriert.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Smartbroker AGsmartbroker-holding.de HQ: Berlin, GermanyReported employees: 51-200 | Berlin, Germany | 51-200 | Exact match | 121 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Visualvestvisualvest.de HQ: Frankfurt, GermanyReported employees: 51-200 | Frankfurt, Germany | 51-200 | Exact match | 85 contacts → |
“Du möchtest dir deine Wünsche erfüllen?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Compexx Finanz AGcompexx-finanz.de HQ: Regensburg, GermanyReported employees: 51-200 | Regensburg, Germany | 51-200 | Exact match | 46 contacts → |
“Die compexx Finanz AG wurde im Jahr 2005 in Regensburg gegründet und steht für ganzheitliche Finanzberatung von höchster Qualität.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Hilpert Aktiengesellschafthilpert-ag.de HQ: Würzburg, GermanyReported employees: 11-50 | Würzburg, Germany | 11-50 | Exact match | 44 contacts → |
“Seit 35 Jahren ist unser Motto: „Gemeinsam für Ihren Wohlstand” Sie wollen leicht verständlich und zeitsparend alle für Sie wichtigen Informationen zum Thema Wohlstand erfahren?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Whiteboxwhitebox.eu HQ: Freiburg Im Breisgau, GermanyReported employees: 51-200 | Freiburg Im Breisgau, Germany | 51-200 | Exact match | 41 contacts → |
“Ihre digitale Vermögensverwaltung.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Quirionquirion.de HQ: Berlin, GermanyReported employees: 11-50 | Berlin, Germany | 11-50 | Exact match | 39 contacts → |
“quirion bietet eine digitale Geldanlage und ist eine Tochter der Quirin Privatbank.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Getquingetquin.com HQ: Berlin, GermanyReported employees: 11-50 | Berlin, Germany | 11-50 | Exact match | 34 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Wave Management AGwave-ag.de HQ: Hanover, GermanyReported employees: 11-50 | Hanover, Germany | 11-50 | Exact match | 25 contacts → |
“Die WAVE Management AG ist der Finanzdienstleister der VHV Gruppe.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Frankfurt, GermanyReported employees: 11-50 | Frankfurt, Germany | 11-50 | Exact match | 24 contacts → |
“Bei bevestor treffen Wertpapier-Experten auf Digital-Experten.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Gerd Kommer Invest Gmbhgerd-kommer-invest.de HQ: Munich, GermanyReported employees: 11-50 | Munich, Germany | 11-50 | Exact match | 20 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Deutsche Fintech Solutions Gmbhdeutschefintechsolutions.de HQ: Berlin, GermanyReported employees: 51-200 | Berlin, Germany | 51-200 | Exact match | 18 contacts → |
“Deutsche Fintech Solutions is a digital innovation lab focused on building experience centric financial advisory technology, products and platforms for advisers and clients to…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Jens Rabe Academyjensrabe.de HQ: Zwickau, GermanyReported employees: 11-50 | Zwickau, Germany | 11-50 | Exact match | 13 contacts → |
“Hast du dich schon mal einem Finanzberater anvertraut und musstest am Ende feststellen, dass die versprochenen Ziele nicht erreicht wurden?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Axia Asset Management Gmbhaxia-am.de HQ: Dortmund, GermanyReported employees: 11-50 | Dortmund, Germany | 11-50 | Exact match | 12 contacts → |
“Mit dem Privileg, die Entwicklung Ihres Vermögens zu begleiten, erwächst in uns die persönliche Verpflichtung zu einem äußerst verantwortlichen Umgang mit dem uns anvertrautem…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Sand UND Schott Gmbh Vermögensverwaltungsand-schott.de HQ: Stuttgart, GermanyReported employees: 1-10 | Stuttgart, Germany | 1-10 | Exact match | 11 contacts → |
“Willkommen bei Sand und Schott GmbH – Ihr Partner für maßgeschneiderte Vermögensverwaltung in Stuttgart.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Vermögensbutler Gmbhvermoegensbutler.de HQ: Ditzingen, GermanyReported employees: 1-10 | Ditzingen, Germany | 1-10 | Exact match | 9 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Maneris AGmaneris.de HQ: Siegen, GermanyReported employees: 11-50 | Siegen, Germany | 11-50 | Exact match | 9 contacts → |
“Vermögensverwaltung funktioniert nur auf der Basis gegenseitigen Vertrauens.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Paceupinvest Gmbhpaceupinvest.com HQ: Mannheim, GermanyReported employees: 1-10 | Mannheim, Germany | 1-10 | Exact match | 7 contacts → |
“PaceUP Invest is an intelligent behavioural wealth OS platform helping advisors and institutions deliver personalised financial guidance at scale.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Femance Finanzenfemance-finanzen.de HQ: Munich, GermanyReported employees: 1-10 | Munich, Germany | 1-10 | Exact match | 6 contacts → |
“Femance Finanzen ist dein persönlicher Begleiter in Sachen Finanzen und Vorsorge.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Delfinsdelfins.de HQ: Berlin, GermanyReported employees: 11-50 | Berlin, Germany | 11-50 | Exact match | 6 contacts → |
“Simple - Schnell - Smart Dein persönlicher und digitaler 360 Grad Finanzcoach!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | CFM Casius Finanz Management Gmbhcasiusfinanz.de HQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 6 contacts → |
“Since 2003, we have been accompanying and supporting private individuals and companies with CFM CASIUS Finanz Management GmbH as a financial consulting company in the design of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 161 company matches
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Digital portfolio advisors: dataset insights
November 6, 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
158 records in the displayed employee bands.
3 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 161 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: November 6, 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 161 matching company records, 2,279 tracked contacts and 574 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: November 6, 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: November 6, 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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