Company lists · Data refreshed September 2026

Top 25 Financial planning outsourcing companies based in Germany

RevenueBase identified 451 financial planning outsourcing companies headquartered in Germany as of September 2026 and tracks 5,022 professional contacts across them, including 1,488 with verified work emails. Hamburg is the largest hub.

This list covers financial planning outsourcing 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
451Companies
5,022Contacts tracked
1,488Verified emails
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The 25 largest financial planning outsourcing companies based in Germany

Ranked by team size
Top 25 of 451 financial planning outsourcing 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 planning outsourcing 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 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 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
3Indirect 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
4Indirect 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
5Indirect 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
6Indirect evidenceHeidelberg, GermanyHQ checked Sep 28, 202651-20041 contacts →

Indirect evidence

“Unabhängige Finanzberatung für jeden Bedarf Persönliche und langfristige Finanzberatung für alle Lebensbereiche Seit über 50 Jahren steht ZSH für eine unabhängige und…”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect 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
8Indirect evidenceHeitersheim, GermanyHQ checked Sep 28, 202651-20020 contacts →

Indirect evidence

“TSO TAX - Ihr strategischer Partner mit Fokus auf die nachhaltige Rundum-Betreuung von mittelständischen Unternehmen.”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceDresden, GermanyHQ checked Sep 28, 202611-5020 contacts →

Indirect evidence

“Wir wissen: Finanzthemen sind komplex – aber sie sollten nicht kompliziert sein.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceRegensburg, GermanyHQ checked Sep 28, 202651-20019 contacts →

Indirect evidence

“Ihre Konzertmeister in der Finanzwelt.”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceHamburg, GermanyHQ checked Sep 28, 202651-20018 contacts →

Indirect evidence

“Unser Ziel ist klar: Wir möchten dir eine Finanzberatung bieten, mit der deine Finanzen nicht nur ein Leben lang optimal geregelt sind – sondern mit der du eine echte Perspektive…”

Source: RevenueBase Database · checked Sep 28, 2026
12Indirect evidenceAalen, GermanyHQ checked Sep 28, 202651-20015 contacts →

Indirect evidence

“Die nowinta Finanzgruppe steht seit 30 Jahren für umfassende Finanzberatung und individuelle Vermögensverwaltung für Privatpersonen und Unternehmen.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceStuttgart, GermanyHQ checked Sep 28, 202611-5013 contacts →

Indirect evidence

“Vermögen aufbauen.”

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

Indirect evidence

“Die unabhängige Honorarberatung aus der Domstadt Köln.”

Source: RevenueBase Database · checked Sep 28, 2026
15Partial evidenceBerlin, GermanyHQ checked Sep 28, 202651-2009 contacts →

Partial evidence

“We are the smart, tax-efficient way to invest for a safe and secure financial future.”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceHamburg, GermanyHQ checked Sep 28, 202611-508 contacts →

Indirect evidence

“Anlageberatung für Unternehmer & Selbstständige!”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceDresden, GermanyHQ checked Sep 28, 20261-108 contacts →

Indirect evidence

“Willkommen bei der Provenia!”

Source: RevenueBase Database · checked Sep 28, 2026
18Indirect evidenceHamburg, GermanyHQ checked Sep 28, 20261-108 contacts →

Indirect evidence

“Wer die Pflicht hat, Steuern zu zahlen, hat auch das Recht, Steuern zu sparen." Helmut Schmidt, Altbundeskanzler, 1972.”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceLohr Am Main, GermanyHQ checked Sep 28, 202611-507 contacts →

Indirect evidence

“Wechselhafte und unverständliche Steuergesetze, ständig steigender Bürokratieaufwand, schwierige Arbeitsmarktbedingungen, Wirtschafts- und Finanzkrisen - das Umfeld für…”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceFrankfurt, GermanyHQ checked Sep 28, 202651-2007 contacts →

Indirect evidence

“Willkommen bei Horbach - Ihrem serviceorientiertem Finanzdienstleister!”

Source: RevenueBase Database · checked Sep 28, 2026
21Indirect evidenceGünzburg, GermanyHQ checked Sep 28, 20261-107 contacts →

Indirect evidence

“Die IHR Vermögen steht für: Individuelle Beratung, welche mit Herz und Verstand Ihre Rendite im Blick behält!”

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidenceAichach, GermanyHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

“Wir unterstützen Menschen und Unternehmen Ihre Finanzen zu verbessern.”

Source: RevenueBase Database · checked Sep 28, 2026
23Indirect evidenceMünchen, GermanyHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

“Femance Finanzen ist dein persönlicher Begleiter in Sachen Finanzen und Vorsorge.”

Source: RevenueBase Database · checked Sep 28, 2026
24Partial evidenceMunich, GermanyHQ checked Sep 28, 202611-506 contacts →

Partial evidence

“PARTNERS VermögensManagement AG is a financial services company based in Südliche Auffahrtsallee 37, 80639 München, Bavaria, Germany.”

Source: RevenueBase Database · checked Sep 28, 2026
25Indirect evidenceFrankfurt, GermanyHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

“Square Capital Consulting ist Ihr Partner für professionelle Finanz- und Vermögensplanung.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 451 financial planning outsourcing companies based in Germany

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Financial planning outsourcing companies based in Germany at a glance

As of Sep 28, 2026
29.6%Verified-email coverage
11.1Average contacts per company
1-10Median size (employees)
5.5%Largest-city concentration · Hamburg
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
335
11-50
84
51-200
14
201-500
3
501-1,000
1
1,001-5,000
4

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 451 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 planning outsourcing 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 planning outsourcing 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 planning outsourcing 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 planning outsourcing 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, 1,488 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 planning outsourcing 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 planning outsourcing companies are there based in Germany?

RevenueBase identified 451 financial planning outsourcing 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?

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

Which city has the most financial planning outsourcing companies?

Hamburg leads with 25 headquartered companies, followed by Munchen (17) and Berlin (16).

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 1,488 verified decision-maker contacts tracked across these 451 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.