Company lists · Data refreshed September 2026

Top 20 Financial planning software consultants based in Germany

RevenueBase identified 86 financial planning software consultants headquartered in Germany as of September 2026 and tracks 460 professional contacts across them, including 102 with verified work emails. Hamburg is the largest hub.

This list covers financial planning software consultants 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
86Companies
460Contacts tracked
102Verified emails
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The 20 largest financial planning software consultants based in Germany

Ranked by team size
Top 20 of 86 financial planning software consultants 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 software consultants: 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 evidenceHamburg, GermanyHQ checked Sep 28, 202651-20067 contacts →

Indirect evidence

“findic, ein Unternehmen der zeb Gruppe, versteht sich als eine IT-Unternehmensberatung, die Finanzdienstleister im IT-Bereich von der Konzeption über die Implementierung bis zur…”

Source: RevenueBase Database · checked Sep 28, 2026
2Indirect evidenceFrankfurt, GermanyHQ checked Sep 28, 2026501-1,00020 contacts →

Indirect evidence

“Die ATLAS Dienstleistungen für Vermögensberatung GmbH ist eine Servicegesellschaft für Finanzdienstleistungen.”

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect 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
4Indirect 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
5Indirect evidenceStuttgart, GermanyHQ checked Sep 28, 202611-5013 contacts →

Indirect evidence

“Vermögen aufbauen.”

Source: RevenueBase Database · checked Sep 28, 2026
6Partial evidenceWalldorf, GermanyHQ checked Sep 28, 202611-5011 contacts →

Partial evidence

“Wir von BlackBoar unterstützen unsere Kunden der Financial Service Industry seit vielen Jahren im Bereich des Business- und IT-Consulting.”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceMünchen, GermanyHQ checked Sep 28, 202611-509 contacts →

Indirect evidence

“Wir entwickeln Beratungssoftware auf höchstem Niveau: individuell – verkaufsfördernd – verständlich – dafür steht die VorFina GmbH.”

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect 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
9Indirect evidenceDingolshausen, GermanyHQ checked Sep 28, 202611-508 contacts →

Indirect evidence

“Unsere Kunden wissen die umfassende Kompetenz und unseren Ideenreichtum zu schätzen.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceRitterhude, GermanyHQ checked Sep 28, 202611-505 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceKaltenkirchen, GermanyHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

“Als Spezialist für integrierte Erfolgs- und Finanzplanung unterstützen wir Sie und Ihr Unternehmen bei der Einführung des BusinessPlanners - der integrierten Finanzplanungslösung…”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceKarlsruhe, GermanyHQ checked Sep 28, 202611-503 contacts →

Partial evidence

“Die ICnova AG ist ein auf die Finanzwirtschaft spezialisiertes Beratungsunternehmen und unterstützt ihre Kunden mit Consultingleistungen, Seminaren und Softwarelösungen in den…”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceGeislingen An Der Steige, GermanyHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“Gemeinsam zur finanziellen Freiheit.”

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceBremen, GermanyHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“fabit ist Spezialist für IT-Beratung in der Finanzindustrie.”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceGroßheubach, GermanyHQ checked Sep 28, 202611-501 contacts →

Indirect evidence

“Thorsten Schreiber Vermögensberater is an insurance company based out of 27 Auweg, Großheubach, Germany.”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidencePotsdam, GermanyHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Wir bei Fincura beraten unsere Mandanten zu den Themen Finanzplanung, Geldanlage und Altersvorsorge.”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceBad Dürkheim, GermanyHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“3i-it was founded in 2003 in Bad Dürkheim, Germany.”

Source: RevenueBase Database · checked Sep 28, 2026
18Indirect evidenceHamburg, GermanyHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Die Beratung von morgen - schon heute.”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceHamburg, GermanyHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Ganzheitliche Finanzberatung Von Versicherungen bis Investment beraten wir in einem Konzept.”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceFrankfurt Am Main, GermanyHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Wir sind Ihr verlässlicher Partner in den Bereichen Finanzmanagement und Unternehmensorganisation einschließlich der Implementierung und Anwendung der erforderlichen Instrumente…”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 20 of 86 financial planning software consultants based in Germany

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Financial planning software consultants based in Germany at a glance

As of Sep 28, 2026
22.2%Verified-email coverage
5.3Average contacts per company
1-10Median size (employees)
12.8%Largest-city concentration · Hamburg
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
59
11-50
21
51-200
4
201-500
1
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 86 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 software consultants, 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 software consultants”. 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 software consultants), 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 software consultants, 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, 102 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 software consultants, 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 software consultants are there based in Germany?

RevenueBase identified 86 financial planning software consultants 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?

Findic A ZEB Group Company, headquartered in Hamburg, tops this list with the largest team on record.

Which city has the most financial planning software consultants?

Hamburg leads with 11 headquartered companies, followed by Frankfurt (3) and Karlsruhe (3).

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 102 verified decision-maker contacts tracked across these 86 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.