Company lists · Data refreshed September 2026

Top 25 Financial advisory platforms based in Germany

RevenueBase identified 848 financial advisory platforms headquartered in Germany as of September 2026 and tracks 11,378 professional contacts across them, including 4,311 with verified work emails. Berlin is the largest hub.

This list covers financial advisory 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
848Companies
11,378Contacts tracked
4,311Verified emails
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The 25 largest financial advisory platforms based in Germany

Ranked by team size
Top 25 of 848 financial advisory 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 financial advisory 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
1Partial evidenceWiesloch, GermanyHQ checked Sep 28, 20261,001-5,0002,058 contacts →

Partial evidence

“MLP Private Finance integrates a range of financial services into one tailored financial package for each client.”

Source: RevenueBase Database · checked Sep 28, 2026
2Indirect evidenceBerlin, GermanyHQ checked Sep 28, 2026501-1,0001,088 contacts →

Indirect evidence

“What does your Bank offer?”

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect 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
4Indirect evidenceHannover, GermanyHQ checked Sep 28, 20265,001-10,000544 contacts →

Indirect evidence

“Das sind wir Swiss Life Select ist eines der größten deutschen Finanzberatungsunternehmen und Teil der Swiss Life-Gruppe, eines europaweit marktführenden Anbieters von…”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceHeidelberg, GermanyHQ checked Sep 28, 2026201-500309 contacts →

Indirect evidence

“Wir sind eines der modernsten und unabhängigsten Finanzdienstleistungsunternehmen Deutschlands und bieten durch unser breites Spektrum an Software- und Vergleichslösungen die…”

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceQuickborn, GermanyHQ checked Sep 28, 20261,001-5,000308 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect 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
8Indirect evidenceHamburg, GermanyHQ checked Sep 28, 2026501-1,000234 contacts →

Indirect evidence

“Unsere Beratung erfolgt im Gutachterstil und erfordert mehrere Termine.”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect 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
10Strong evidenceMunich, GermanyHQ checked Sep 28, 2026201-500175 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceBerlin, GermanyHQ checked Sep 28, 202651-200155 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
12Indirect evidenceFrankfurt, GermanyHQ checked Sep 28, 202651-200153 contacts →

Indirect evidence

“Wir bauen Deutschlands AI-First Finanz-App: die einfachste Art – Zeit und Geld zu sparen.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect 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
14Indirect evidenceBerlin, GermanyHQ checked Sep 28, 202651-200111 contacts →

Indirect evidence

“Wir sind Finanztip, Deutschlands Geldratgeber.”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceBerlin, GermanyHQ checked Sep 28, 202651-200108 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceAachen, GermanyHQ checked Sep 28, 202651-200107 contacts →

Indirect 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
17Indirect evidenceHamburg, GermanyHQ checked Sep 28, 2026201-500105 contacts →

Indirect evidence

“Willkommen im Netzwerk der Top-Berater von Netfonds Um als selbstständiger Berater in der Finanz- und Versicherungsbranche zielorientiert erfolgreich arbeiten zu können, benötigen…”

Source: RevenueBase Database · checked Sep 28, 2026
18Indirect evidenceFrankfurt, GermanyHQ checked Sep 28, 202651-20074 contacts →

Indirect evidence

“Du möchtest dir deine Wünsche erfüllen?”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect 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
20Indirect evidenceMünster, GermanyHQ checked Sep 28, 2026201-50068 contacts →

Indirect evidence

“Wir sind eine mittelständische Wirtschaftsberatung für gehobene Privatkunden, Ärzte, Zahnärzte, Wirtschaftswissenschaftler und Ingenieure.”

Source: RevenueBase Database · checked Sep 28, 2026
21Indirect evidenceFrankfurt Am Main, GermanyHQ checked Sep 28, 202651-20061 contacts →

Indirect evidence

“Wir bringen das Multi Family Office in das digitale Zeitalter.”

Source: RevenueBase Database · checked Sep 28, 2026
22Partial evidenceOberursel, GermanyHQ checked Sep 28, 202651-20060 contacts →

Partial evidence

“Bca Ag is a financial services company based out of Hohemarkstrasse 22, Oberursel, Hesse, Germany.”

Source: RevenueBase Database · checked Sep 28, 2026
23Indirect evidenceBonn, GermanyHQ checked Sep 28, 202651-20057 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
24Indirect evidenceFrankfurt Am Main, GermanyHQ checked Sep 28, 202651-20051 contacts →

Indirect 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
25Indirect evidenceBerlin, GermanyHQ checked Sep 28, 202611-5049 contacts →

Indirect evidence

“2015 haben wir es uns zur Mission gemacht, Menschen zu ermutigen, ihre Finanzen in die eigenen Hände zu nehmen.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 848 financial advisory platforms based in Germany

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Financial advisory platforms based in Germany at a glance

As of Sep 28, 2026
37.9%Verified-email coverage
13.4Average contacts per company
1-10Median size (employees)
6.5%Largest-city concentration · Berlin
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
607
11-50
159
51-200
45
201-500
18
501-1,000
5
1,001-5,000
5
5,001-10,000
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 848 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 financial advisory 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 “financial advisory 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 financial advisory 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 financial advisory 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, 4,311 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 financial advisory 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 financial advisory platforms are there based in Germany?

RevenueBase identified 848 financial advisory 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?

MLP, headquartered in Wiesloch, tops this list with the largest team on record.

Which city has the most financial advisory platforms?

Berlin leads with 55 headquartered companies, followed by Hamburg (54) and Munchen (44).

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 4,311 verified decision-maker contacts tracked across these 848 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.