Company lists · Data refreshed October 2026

Top 25 Financial advisors using automation companies based in Germany

RevenueBase identified 139 company matches for financial advisors using automation companies associated with Germany as of October 2026 and tracks 2,089 professional contacts across them, including 226 with verified work emails. Berlin is the largest hub.

This list covers company matches for financial advisors using automation companies 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 October 12, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 12, 2026 How this list was built
139Companies
2,089Contacts tracked
226Verified emails
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The 25 largest financial advisors using automation companies based in Germany

Ranked by team size
Top 25 of 139 company matches for financial advisors using automation companies based in Germany, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchCologne, GermanyHQ recorded Oct 12, 20261,001-5,000703 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 · Oct 12, 2026 · View company records in RevenueBase
2Exact matchBonn, GermanyHQ recorded Oct 12, 2026501-1,000184 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3Exact matchBonn, GermanyHQ recorded Oct 12, 202651-20052 contacts →

Exact match

“Bei GLOBAL-FINANZ steht der Mensch im Mittelpunkt.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4Exact matchRegensburg, GermanyHQ recorded Oct 12, 202651-20040 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 · Oct 12, 2026 · View company records in RevenueBase
5Exact matchBerlin, GermanyHQ recorded Oct 12, 202611-5037 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6Exact matchHamburg, GermanyHQ recorded Oct 12, 202611-5019 contacts →

Exact match

“Die LAIC-Gruppe gehört zur 1995 gegründeten LAIQON AG in Hamburg und besteht aus den drei Gesellschaften LAIC Capital GmbH, LAIC Vermögensverwaltung GmbH und LAIC Intelligence…”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7Exact matchBerlin, GermanyHQ recorded Oct 12, 202611-5017 contacts →

Exact match

“The established Robo-Advice technology will be made available to banks, insurance companies and other financial service providers: https://growney.tech/ growney is also a…”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8Exact matchStuttgart, GermanyHQ recorded Oct 12, 202611-5016 contacts →

Exact match

“Vermögen aufbauen.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9Exact matchAalen, GermanyHQ recorded Oct 12, 202651-20015 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 · Oct 12, 2026 · View company records in RevenueBase
10Exact matchMannheim, GermanyHQ recorded Oct 12, 20261-109 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 · Oct 12, 2026 · View company records in RevenueBase
11Exact matchMannheim, GermanyHQ recorded Oct 12, 20261-107 contacts →

Exact match

“Most wealth platforms tell you where your wealth stands.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12Exact matchBerlin, GermanyHQ recorded Oct 12, 202611-506 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13Exact matchBergisch Gladbach, GermanyHQ recorded Oct 12, 202611-505 contacts →

Exact match

“Privat-Institut für Finanzen Rl GmbH is a financial services company based out of Bergisch Gladbach, North Rhine-Westphalia, Germany.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14Exact matchMunich, GermanyHQ recorded Oct 12, 202611-504 contacts →

Exact match

“Sub Capitals is an AI Fintech from Munich that empowers investors to invest with artificial intelligence (AI).”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15Exact matchFellbach, GermanyHQ recorded Oct 12, 20261-104 contacts →

Exact match

“Finanzstrategien sind vielfältig und im Detail oft komplex.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16Exact matchIsmaning, GermanyHQ recorded Oct 12, 202611-504 contacts →

Exact match

“Die Benefit Factory ist ein führendes Unternehmen im Bereich der Finanzdienstleistungen, das nicht nur Finanzdienstleistern nachhaltige Perspektiven bietet, sondern auch ihren…”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17Exact matchSaarbrücken, GermanyHQ recorded Oct 12, 20261-104 contacts →

Exact match

“Gravitas Invest hat seinen Namen aus dem lateinischen und ist übersetzbar als bodenständig und seriös.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18Exact matchStuttgart, GermanyHQ recorded Oct 12, 20261-103 contacts →

Exact match

“Berate deine Kunden besser und gewinne mehr Zeit für Vertrieb, indem du ihre Daten automatisch einsammelst und ihren Bedarf mit individuellen Finanzanalysen weckst – ohne…”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19Exact matchAugsburg, GermanyHQ recorded Oct 12, 20261-103 contacts →

Exact match

“Sie suchen unabhängige Finanzberatung?”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20Exact matchBremen, GermanyHQ recorded Oct 12, 202611-502 contacts →

Exact match

“Deine Finanzexperten.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21Exact matchGeislingen An Der Steige, GermanyHQ recorded Oct 12, 20261-102 contacts →

Exact match

“Gemeinsam zur finanziellen Freiheit.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22Exact matchMunich, GermanyHQ recorded Oct 12, 20261-102 contacts →

Exact match

“Traeller Capital is an investment management firm based in Munich.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23Exact matchBonn, GermanyHQ recorded Oct 12, 20261-102 contacts →

Exact match

“70% der Unternehmen in Deutschland sind falsch abgesichert (Quelle: IHK).”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24Exact matchBerlin, GermanyHQ recorded Oct 12, 20261-102 contacts →

Exact match

“We help internationals living in Germany building wealth and lower their taxes with buy to let properties.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25Exact matchNeckarsulm, GermanyHQ recorded Oct 12, 20261-102 contacts →

Exact match

“Du willst entscheiden, wie dein Geld arbeitet wenn du es investierst?”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase

Showing 25 of 139 financial advisors using automation companies based in Germany

See the full list, filter by size, metro and specialty, and access 226 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial advisors using automation companies based in Germany at a glance

As of Oct 12, 2026
10.8%Verified-email coverage
15.0Average contacts per company
1-10Median size (employees)
9.4%Largest-city concentration · Berlin
Oct 12, 2026Page data refreshed

Companies by employee count

1-10
93
11-50
32
51-200
7
201-500
1
501-1,000
1
1,001-5,000
2

Email recency for this list is measured worldwide rather than for Germany, so it is reported there. Company counts and contact totals on this page are exact for Germany, over 139 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 “financial advisors using automation companies” 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 226 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 October 12, 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 “financial advisors using automation companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial advisors using automation companies are there based in Germany?

RevenueBase identified 139 company matches for financial advisors using automation companies associated with Germany as of October 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 financial advisors using automation companies?

Berlin leads with 13 company records, followed by Hamburg (9) and Cologne (6).

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 226 professional contacts with verified work emails tracked across these 139 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 October 12, 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 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.