Company lists · Data refreshed September 2026

Top 25 Financial advisory software companies based in Germany

RevenueBase identified 98 financial advisory software companies headquartered in Germany as of September 2026 and tracks 1,341 professional contacts across them, including 552 with verified work emails. Berlin is the largest hub.

This list covers financial advisory software companies 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
98Companies
1,341Contacts tracked
552Verified emails
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The 25 largest financial advisory software companies based in Germany

Ranked by team size
Top 25 of 98 financial advisory software companies 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 software companies: 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 evidenceHeidelberg, GermanyHQ checked Sep 28, 2026201-500309 contacts →

Partial 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
2Indirect 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
3Partial 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
4Partial 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
5Partial evidenceSulzbach/taunus, GermanyHQ checked Sep 28, 202651-20049 contacts →

Partial evidence

“DIAMOS is a leading provider of standard software and services and has been providing the investment management industry with solutions since 1984.”

Source: RevenueBase Database · checked Sep 28, 2026
6Partial evidenceFriedrichshafen, GermanyHQ checked Sep 28, 202651-20040 contacts →

Partial evidence

“As a provider of consulting services and software, FACT supplies high-quality industry-specific investment management solutions.”

Source: RevenueBase Database · checked Sep 28, 2026
7Partial evidenceFrankfurt (oder), GermanyHQ checked Sep 28, 202651-20028 contacts →

Partial evidence

“FiANTEC entwickelt spezialisierte Softwarelösungen für Banken, Versicherungen und Finanzdienstleister.”

Source: RevenueBase Database · checked Sep 28, 2026
8Strong evidenceBerlin, GermanyHQ checked Sep 28, 202651-20018 contacts →

Strong 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
9Indirect evidenceKöln, GermanyHQ checked Sep 28, 202611-5017 contacts →

Indirect evidence

“In der Finanz­beratung werden Kunden und Berater in jedem Vertriebs­kanal digital zusammen­arbeiten.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceHamburg, GermanyHQ checked Sep 28, 202611-5014 contacts →

Indirect evidence

“Große und kleine Investoren setzen auf Parqet um sämtliche Depots kombiniert zu visualisieren und zu analysieren.”

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidenceRoedermark, GermanyHQ checked Sep 28, 202611-5013 contacts →

Partial evidence

“PSplus Portfolio Software + Consulting GmbH is your partner in the development and implementation of leading solutions for the asset management of your wealthy clients.”

Source: RevenueBase Database · checked Sep 28, 2026
12Indirect evidenceStuttgart, GermanyHQ checked Sep 28, 202611-5013 contacts →

Indirect evidence

“Vermögen aufbauen.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceBad Homburg, GermanyHQ checked Sep 28, 20261-1011 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceGöttingen, GermanyHQ checked Sep 28, 202611-5011 contacts →

Indirect evidence

“HonorarKonzept unterstützt als führender Servicedienstleister seit 2009 Finanzberater bei ihrem Einstieg in die Honorarberatung und begleiten sie bei der praktischen Umsetzung.”

Source: RevenueBase Database · checked Sep 28, 2026
15Partial evidenceSaarbrücken, GermanyHQ checked Sep 28, 202611-5010 contacts →

Partial evidence

“abraxas - Anspruchsvolle Softwarelösungen für Banken und Finanzdienstleister.”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceBerlin, GermanyHQ checked Sep 28, 202611-5010 contacts →

Indirect evidence

“Wir von foo entwickeln kreative und individuelle IT-Lösungen für die Finanzbranche - passgenau für unterschiedlichste Anforderungen.”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceBurbach, GermanyHQ checked Sep 28, 202611-508 contacts →

Indirect evidence

“Sie wollen Ihre Kunden:innen rund um das Thema Finanzen immer bestmöglich und erfolgreich beraten?”

Source: RevenueBase Database · checked Sep 28, 2026
18Partial evidenceMünchen, GermanyHQ checked Sep 28, 202611-508 contacts →

Partial evidence

“Die EDISOFT GmbH hat ihren Sitz in München und ist ein Qualitätsanbieter für Finanz-Software im Bereich der Investmentberatung.”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceMunich, GermanyHQ checked Sep 28, 202611-508 contacts →

Indirect evidence

“Hello, we are tetralog, a cleversoft group company!”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceNürnberg, GermanyHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

“klarhyte bietet für Mandate aller Größen eine ehrliche Finanzberatung, die nicht an bestimmte Versicherer und Banken gebunden ist.”

Source: RevenueBase Database · checked Sep 28, 2026
21Strong evidenceMannheim, GermanyHQ checked Sep 28, 20261-106 contacts →

Strong evidence

“PaceUP Invest is an intelligent behavioural wealth OS platform helping advisors and institutions deliver personalised financial guidance at scale.”

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidenceBerlin, GermanyHQ checked Sep 28, 202611-505 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
23Indirect evidenceSaarbrücken, GermanyHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
24Partial evidenceSankt Augustin, GermanyHQ checked Sep 28, 202611-503 contacts →

Partial evidence

“Mit Suretec zu mehr Beratungserfolg - Suretec bietet innovative Softwarelösungen zur Optimierung der Gewerbe- und Privatkunden-Beratung in den Bereichen Komposit, Immobilien…”

Source: RevenueBase Database · checked Sep 28, 2026
25Indirect evidenceStuttgart, GermanyHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 98 financial advisory software companies based in Germany

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Financial advisory software companies based in Germany at a glance

As of Sep 28, 2026
41.2%Verified-email coverage
13.7Average contacts per company
1-10Median size (employees)
7.1%Largest-city concentration · Berlin
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
53
11-50
29
51-200
10
201-500
3
501-1,000
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 98 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 software companies, 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 software companies”. 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 software companies), 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 software companies, 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, 552 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 software companies, 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 software companies are there based in Germany?

RevenueBase identified 98 financial advisory software companies 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?

Königswege Gmbh, headquartered in Heidelberg, tops this list with the largest team on record.

Which city has the most financial advisory software companies?

Berlin leads with 7 headquartered companies, followed by Hamburg (5) and Koln (5).

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 552 verified decision-maker contacts tracked across these 98 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.