Company lists · Data refreshed September 2026

Top 25 Embedded wealth management platforms based in Germany

RevenueBase identified 309 embedded wealth management platforms headquartered in Germany as of September 2026 and tracks 3,947 professional contacts across them, including 1,322 with verified work emails. Berlin is the largest hub.

This list covers embedded wealth management platforms 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 28, 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 28, 2026 86% judged on-target in blind review
309Companies
3,947Contacts tracked
1,322Verified emails
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The 25 largest embedded wealth management platforms based in Germany

Ranked by team size
Top 25 of 309 embedded wealth management platforms based in Germany, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to embedded wealth management platforms: 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 28, 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 28, 2026
2Partial evidenceBerlin, GermanyHQ checked Sep 28, 2026n/a282 contacts →

Partial evidence

“NAO is an innovative co-investment platform with the goal of opening access to exclusive investment opportunities, such as private equity, venture capital, and individually…”

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidenceBerlin, GermanyHQ checked Sep 28, 2026201-500280 contacts →

Indirect evidence

“Offer investments to your end users via our Investment API.”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceBonn, GermanyHQ checked Sep 28, 2026501-1,000178 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
5Partial evidenceBerlin, GermanyHQ checked Sep 28, 202651-200155 contacts →

Partial evidence

“LIQID is Europe's leading digital wealth manager for affluent clients who seek smart excellence.”

Source: RevenueBase Database · checked Sep 28, 2026
6Partial evidenceMünchen, GermanyHQ checked Sep 28, 202651-200132 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceKronberg Im Taunus, GermanyHQ checked Sep 28, 2026201-500124 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
8Partial evidenceAachen, GermanyHQ checked Sep 28, 202651-200107 contacts →

Partial evidence

“As of November 2024, aixigo is part of Amundi Technology, forming ALTO Wealth & Distribution, powered by aixigo.”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceFrankfurt, GermanyHQ checked Sep 28, 202651-20074 contacts →

Indirect evidence

“Du möchtest dir deine Wünsche erfüllen?”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceFrankfurt Am Main, GermanyHQ checked Sep 28, 202651-20069 contacts →

Indirect evidence

“Als Finanzexperten blicken wir auf eine Zusammenarbeit von mehr als 20 Jahren zurück.”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceBerlin, GermanyHQ checked Sep 28, 202651-20052 contacts →

Indirect evidence

“Die Smartbroker-Gruppe betreibt den Smartbroker – einen mehrfach ausgezeichneten Next Generation Broker, der als einziger Anbieter in Deutschland das umfangreiche Produktspektrum…”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceFrankfurt Am Main, GermanyHQ checked Sep 28, 202651-20051 contacts →

Partial evidence

“fincite is a WealthTech Software Provider and one of Germany's fastest-growing companies (awarded by Gründerszene, Focus, WealthTech100, CIO).”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceBerlin, GermanyHQ checked Sep 28, 202611-5039 contacts →

Indirect evidence

“Die Hansen & Heinrich AG wurde 2001 in Berlin gegründet.”

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceFreiburg Im Breisgau, GermanyHQ checked Sep 28, 202651-20035 contacts →

Indirect evidence

“Ihre digitale Vermögensverwaltung.”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceRegensburg, GermanyHQ checked Sep 28, 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 28, 2026
16Indirect evidenceBerlin, GermanyHQ checked Sep 28, 202611-5033 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
17Partial evidenceKöln, GermanyHQ checked Sep 28, 202611-5032 contacts →

Partial evidence

“Xaver is the operating system for next-generation wealth and pension products.”

Source: RevenueBase Database · checked Sep 28, 2026
18Partial evidenceBerlin, GermanyHQ checked Sep 28, 202611-5032 contacts →

Partial evidence

“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.”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceWuppertal, GermanyHQ checked Sep 28, 2026201-50031 contacts →

Indirect evidence

“Das Netzwerk.”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceOsnabrück, GermanyHQ checked Sep 28, 202611-5026 contacts →

Indirect evidence

“Spiekermann & CO AG – Wir rechnen in Euro, Cent und Zufriedenheit Von der Kunst, über Geld zu sprechen und dabei an den Menschen zu denken.”

Source: RevenueBase Database · checked Sep 28, 2026
21Indirect evidenceFrankfurt, GermanyHQ checked Sep 28, 202611-5023 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
22Partial evidenceFrankfurt Am Main, GermanyHQ checked Sep 28, 202611-5023 contacts →

Partial evidence

“portagon is a leading and trusted distribution platform for alternative investments in private markets.”

Source: RevenueBase Database · checked Sep 28, 2026
23Strong evidenceFrankfurt A.m., GermanyHQ checked Sep 28, 202611-5023 contacts →

Strong evidence

“Die PrivateFinancePartners GmbH ist Ihr Partner in den Bereichen Wealth Management, Versicherungen und Advisory.”

Source: RevenueBase Database · checked Sep 28, 2026
24Indirect evidenceHamburg, GermanyHQ checked Sep 28, 202611-5018 contacts →

Indirect evidence

“Als unabhängiger, persönlicher Vermögensverwalter und Teil der HÖVELRAT Holding sind wir seit über 35 Jahren proaktiv für unsere Kunden erfolgreich.”

Source: RevenueBase Database · checked Sep 28, 2026
25Partial evidenceBerlin, GermanyHQ checked Sep 28, 202651-20018 contacts →

Partial 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 28, 2026

Showing 25 of 309 embedded wealth management platforms based in Germany

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Embedded wealth management platforms based in Germany at a glance

As of Sep 28, 2026
33.5%Verified-email coverage
12.8Average contacts per company
1-10Median size (employees)
8.1%Largest-city concentration · Berlin
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
200
11-50
78
51-200
20
201-500
4
501-1,000
1
1,001-5,000
1

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 309 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 embedded wealth management platforms, 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 “embedded wealth management platforms”. 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 embedded wealth management platforms), 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 embedded wealth management platforms, 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, 1,322 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 28, 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 embedded wealth management platforms, 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 embedded wealth management platforms are there based in Germany?

RevenueBase identified 309 embedded wealth management platforms 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 embedded wealth management platforms?

Berlin leads with 25 headquartered companies, followed by Hamburg (25) and Munchen (23).

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 1,322 verified decision-maker contacts tracked across these 309 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 28, 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.