Company lists · Data refreshed November 2026
Top 25 Financial services CRM platforms based in Germany
RevenueBase identified 56 company matches for financial services CRM platforms associated with Germany as of November 2026 and tracks 430 professional contacts across them, including 182 with verified work emails. Munich is the largest hub.
This list covers company matches for financial services CRM platforms 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 November 5, 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.
The 25 largest financial services CRM platforms based in Germany
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 46 contacts → | ||||
Exact match “Die cobra GmbH aus Konstanz am Bodensee entwickelt und vertreibt seit über 40 Jahren innovative CRM Lösungen für eine effiziente Kundenbeziehung und rechtskonformes…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 29 contacts → | ||||
Exact match “Acceleraid is an enterprise AI and data platform built for banks, card issuers, insurers, and other regulated financial institutions.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 21 contacts → | ||||
Exact match “Der Baufinanzierungsmarkt stellt Vermittler vor wachsende Herausforderungen.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 21 contacts → | ||||
Exact match “Wir, die W&W Interaction Solutions GmbH mit Sitz in München, sind ein innovatives Software-Unternehmen, dass sich auf die Entwicklung und den Betrieb von Kundeninteraktions- und…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 19 contacts → | ||||
Exact match “Onivation is an innovative cloud computing company specialized in Finance - involving insurance, banking and investment companies.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 17 contacts → | ||||
Exact match “Hi!” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 14 contacts → | ||||
Exact match “PBM Personal Business Machine AG (PBM) offers an innovative SaaS platform for secure and personalized customer dialogue in the insurance and financial sector.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 13 contacts → | ||||
Exact match “Wir von foo entwickeln kreative und individuelle IT-Lösungen für die Finanzbranche - passgenau für unterschiedlichste Anforderungen.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 12 contacts → | ||||
Exact match “Since 2012, Flexperto has played a central role in the digital customer communication of numerous leading enterprises, including major insurance and financial service providers as…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 10 contacts → | ||||
Exact match “We are a management consultancy specialized in Customer Interaction Management & Customer Lifecycle Management.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 10 contacts → | ||||
Exact match “AIC Group GmbH is a leading German solution supplier for Customer and Business Intelligence, Marketing Automation and Campaign Management.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 9 contacts → | ||||
Exact match “Seit über zwei Jahrzehnten unterstützen wir Unternehmen beim Aufbau, der Vertiefung und werthaltigen Ausgestaltung von Kundenbeziehungen.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 9 contacts → | ||||
Exact match “FinaSoft ist der moderne Ansprechpartner für Software und Beratung für Banken, Vermögensverwaltungen und Family Offices, egal ob als Standardsoftwarelieferant oder mit der…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 8 contacts → | ||||
Exact match “Als junges, wachsendes Beratungsunternehmen unterstützen wir Sie bei der Digitalisierung Ihrer Kundenprozesse im Sales, Marketing und Service.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 8 contacts → | ||||
Exact match “icon Systemhaus GmbH has been offering comprehensive customer correspondence solutions to leading insurance companies, banks, utility companies and industrial companies since 1995.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 7 contacts → | ||||
Exact match “Apteco ist ein inhabergeführter Software-Entwickler, der sich auf Lösungen für Marketing-Datenanalyse und Multi-Channel Kampagnenmanagement spezialisiert hat.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 7 contacts → | ||||
Exact match “We are SunUp - ein innovatives Softwareunternehmen für Kundenverwaltung, Kundenabrechnung und Kundenbindung.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 7 contacts → | ||||
Exact match “DYNACISION works at the intersection between business, data, AI und IT and creates extraordinary customer experiences as well as excellent and measurable sales opportunities in…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 7 contacts → | ||||
Exact match “INEXSO – Smarte E-Mail-Management und Omnichannel-Lösungen für den Kundenservice.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 20 | 6 contacts → | ||||
Exact match “Was wir tun Paraboost entwickelt smarte Software für datengetriebenes CRM und personalisierte Kommunikation – powered by AI.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 21 | 5 contacts → | ||||
Exact match “Moin!” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 22 | 5 contacts → | ||||
Exact match “We bring you on a digital course Digitalisation is radically changing the relationship between customer and brand.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 23 | 5 contacts → | ||||
Exact match “Samdock is the most modern CRM system for small businesses and impresses with its simple and intuitive use.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 24 | 4 contacts → | ||||
Exact match “Sie wollen Ihre Kunden:innen rund um das Thema Finanzen immer bestmöglich und erfolgreich beraten?” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 25 | 3 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “financial services CRM platforms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 56 financial services CRM platforms based in Germany
See the full list, filter by size, metro and specialty, and access 182 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial services CRM platforms based in Germany at a glance
As of Nov 5, 2026Companies by employee count
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 56 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 services CRM platforms” 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 182 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 November 5, 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 services CRM platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services CRM platforms are there based in Germany?
RevenueBase identified 56 company matches for financial services CRM platforms associated with Germany as of November 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?
Cobra Gmbh tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial services CRM platforms?
Munich leads with 6 company records, followed by Stuttgart (5) and Cologne (4).
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 182 professional contacts with verified work emails tracked across these 56 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 November 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 56 financial services CRM platforms based in Germany. Start with a free account, no credit card.
Download this list →Related lists
Financial services CRM platforms by geography
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- Financial services CRM platforms based in Canada
- Financial services CRM platforms based in France
- Financial services CRM platforms based in India
- Financial services CRM platforms based in Italy
- Financial services CRM platforms based in the Netherlands
- Financial services CRM platforms based in Switzerland
- Financial services CRM platforms based in the United Kingdom
- Financial services CRM platforms based in the United States
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial services CRM platforms based in Sao Paulo, Brazil
- Financial services CRM platforms based in London, United Kingdom
- Financial services CRM platforms based in Australia
- Financial services CRM platforms based in Brazil
- Financial services CRM platforms based in Canada
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Company intelligence · public preview
Top 25 financial services CRM platforms based in Germany
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 56 matching company records for financial services CRM platforms based in Germany, with 430 tracked contacts and 182 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial services CRM platforms based in Germany
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Cobra Gmbhcobra.deHQ: Konstanz, GermanyReported employees: 51-200 | Konstanz, Germany | 51-200 | Exact match | 46 contacts → |
“Die cobra GmbH aus Konstanz am Bodensee entwickelt und vertreibt seit über 40 Jahren innovative CRM Lösungen für eine effiziente Kundenbeziehung und rechtskonformes…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Acceleraidacceleraid.aiHQ: Mannheim, GermanyReported employees: 51-200 | Mannheim, Germany | 51-200 | Exact match | 29 contacts → |
“Acceleraid is an enterprise AI and data platform built for banks, card issuers, insurers, and other regulated financial institutions.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Creditweb Gmbhcreditweb.deHQ: Hamburg, GermanyReported employees: 51-200 | Hamburg, Germany | 51-200 | Exact match | 21 contacts → |
“Der Baufinanzierungsmarkt stellt Vermittler vor wachsende Herausforderungen.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  W&w Interaction Solutions Gmbhww-interaction-solutions.deHQ: Munich, GermanyReported employees: 11-50 | Munich, Germany | 11-50 | Exact match | 21 contacts → |
“Wir, die W&W Interaction Solutions GmbH mit Sitz in München, sind ein innovatives Software-Unternehmen, dass sich auf die Entwicklung und den Betrieb von Kundeninteraktions- und…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Onivationonivation.deHQ: Frankfurt, GermanyReported employees: 11-50 | Frankfurt, Germany | 11-50 | Exact match | 19 contacts → |
“Onivation is an innovative cloud computing company specialized in Finance - involving insurance, banking and investment companies.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Starmate Solutions Gmbhstarmate.ioHQ: Ulm, GermanyReported employees: 11-50 | Ulm, Germany | 11-50 | Exact match | 17 contacts → |
“Hi!” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  PBM Personal Business Machine AGpersonal-business-machine.comHQ: Cologne, GermanyReported employees: 11-50 | Cologne, Germany | 11-50 | Exact match | 14 contacts → |
“PBM Personal Business Machine AG (PBM) offers an innovative SaaS platform for secure and personalized customer dialogue in the insurance and financial sector.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  FOOfoo.agHQ: Berlin, GermanyReported employees: 11-50 | Berlin, Germany | 11-50 | Exact match | 13 contacts → |
“Wir von foo entwickeln kreative und individuelle IT-Lösungen für die Finanzbranche - passgenau für unterschiedlichste Anforderungen.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Flexpertoflexperto.comHQ: Nuremberg, GermanyReported employees: 1-10 | Nuremberg, Germany | 1-10 | Exact match | 12 contacts → |
“Since 2012, Flexperto has played a central role in the digital customer communication of numerous leading enterprises, including major insurance and financial service providers as…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Impulsion Gmbhimpulsion-consulting.deHQ: Muenchen, GermanyReported employees: 11-50 | Muenchen, Germany | 11-50 | Exact match | 10 contacts → |
“We are a management consultancy specialized in Customer Interaction Management & Customer Lifecycle Management.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  AIC Group Gmbhaicgroup.deHQ: Lüneburg, GermanyReported employees: 51-200 | Lüneburg, Germany | 51-200 | Exact match | 10 contacts → |
“AIC Group GmbH is a leading German solution supplier for Customer and Business Intelligence, Marketing Automation and Campaign Management.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Dr. Wolf Communicationsdrwolfcommunications.comHQ: Düsseldorf, GermanyReported employees: 11-50 | Düsseldorf, Germany | 11-50 | Exact match | 9 contacts → |
“Seit über zwei Jahrzehnten unterstützen wir Unternehmen beim Aufbau, der Vertiefung und werthaltigen Ausgestaltung von Kundenbeziehungen.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Finasoft Gmbhfinasoft.deHQ: Kaiserslautern, GermanyReported employees: 11-50 | Kaiserslautern, Germany | 11-50 | Exact match | 9 contacts → |
“FinaSoft ist der moderne Ansprechpartner für Software und Beratung für Banken, Vermögensverwaltungen und Family Offices, egal ob als Standardsoftwarelieferant oder mit der…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Nordwaerks Gmbhnordwaerks.deHQ: Hamburg, GermanyReported employees: 1-10 | Hamburg, Germany | 1-10 | Exact match | 8 contacts → |
“Als junges, wachsendes Beratungsunternehmen unterstützen wir Sie bei der Digitalisierung Ihrer Kundenprozesse im Sales, Marketing und Service.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Icon Systemhaus Gmbh, Stuttgarticongmbh.deHQ: Stuttgart, GermanyReported employees: 51-200 | Stuttgart, Germany | 51-200 | Exact match | 8 contacts → |
“icon Systemhaus GmbH has been offering comprehensive customer correspondence solutions to leading insurance companies, banks, utility companies and industrial companies since 1995.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Apteco Gmbhapteco.deHQ: Frankfurt, GermanyReported employees: 51-200 | Frankfurt, Germany | 51-200 | Exact match | 7 contacts → |
“Apteco ist ein inhabergeführter Software-Entwickler, der sich auf Lösungen für Marketing-Datenanalyse und Multi-Channel Kampagnenmanagement spezialisiert hat.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Sunup Gmbhsunup-club.deHQ: Heusenstamm, GermanyReported employees: 11-50 | Heusenstamm, Germany | 11-50 | Exact match | 7 contacts → |
“We are SunUp - ein innovatives Softwareunternehmen für Kundenverwaltung, Kundenabrechnung und Kundenbindung.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Dynacision Gmbhdynacision.aiHQ: Oberhaching, GermanyReported employees: 1-10 | Oberhaching, Germany | 1-10 | Exact match | 7 contacts → |
“DYNACISION works at the intersection between business, data, AI und IT and creates extraordinary customer experiences as well as excellent and measurable sales opportunities in…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Inexso Gmbhinexso.deHQ: Oldenburg (oldb.), GermanyReported employees: 11-50 | Oldenburg (oldb.), Germany | 11-50 | Exact match | 7 contacts → |
“INEXSO – Smarte E-Mail-Management und Omnichannel-Lösungen für den Kundenservice.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Paraboostparaboost.deHQ: Markgröningen, GermanyReported employees: 1-10 | Markgröningen, Germany | 1-10 | Exact match | 6 contacts → |
“Was wir tun Paraboost entwickelt smarte Software für datengetriebenes CRM und personalisierte Kommunikation – powered by AI.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  GID Gmbhgid-gmbh.deHQ: Norderstedt, GermanyReported employees: 11-50 | Norderstedt, Germany | 11-50 | Exact match | 5 contacts → |
“Moin!” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Teampenta Gmbh & Co. KGteampenta.euHQ: Dortmund, GermanyReported employees: 11-50 | Dortmund, Germany | 11-50 | Exact match | 5 contacts → |
“We bring you on a digital course Digitalisation is radically changing the relationship between customer and brand.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Samdocksamdock.comHQ: Bielefeld, GermanyReported employees: 11-50 | Bielefeld, Germany | 11-50 | Exact match | 5 contacts → |
“Samdock is the most modern CRM system for small businesses and impresses with its simple and intuitive use.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Finanzportal24finanzportal24.de HQ: Burbach, GermanyReported employees: 11-50 | Burbach, Germany | 11-50 | Exact match | 4 contacts → |
“Sie wollen Ihre Kunden:innen rund um das Thema Finanzen immer bestmöglich und erfolgreich beraten?” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Capitalflow Gmbhcapital-flow.deHQ: Stuttgart, GermanyReported employees: 1-10 | Stuttgart, Germany | 1-10 | Exact match | 3 contacts → |
“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 description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 56 company matches
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Financial services CRM platforms: dataset insights
November 5, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
56 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 56 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 5, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial services CRM platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial services CRM platforms did RevenueBase find based in Germany?
The saved snapshot records 56 matching company records, 430 tracked contacts and 182 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 5, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial services CRM platforms by geography
- Financial services CRM platforms based in Sao Paulo, Brazil
- Financial services CRM platforms based in London, United Kingdom
- Financial services CRM platforms based in Australia
- Financial services CRM platforms based in Brazil
- Financial services CRM platforms based in Canada
- Financial services CRM platforms based in France
- Financial services CRM platforms based in India
- Financial services CRM platforms based in Italy
- Financial services CRM platforms based in the Netherlands
- Financial services CRM platforms based in Switzerland
- Financial services CRM platforms based in the United Kingdom
- Financial services CRM platforms based in the United States
Cite this list
RevenueBase Data Team. Top 25 financial services CRM platforms based in Germany. Snapshot: November 5, 2026. https://revenuebase.ai/companies/financial-services-crm-platforms/germany.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial services CRM platforms based in Sao Paulo, Brazil
- Financial services CRM platforms based in London, United Kingdom
- Financial services CRM platforms based in Australia
- Financial services CRM platforms based in Brazil
- Financial services CRM platforms based in Canada
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Company intelligence · public preview
Top 25 financial services CRM platforms based in Germany
RevenueBase records 56 matching company records for financial services CRM platforms based in Germany, with 430 tracked contacts and 182 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial services CRM platforms based in Germany
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Cobra Gmbhcobra.de HQ: Konstanz, GermanyReported employees: 51-200 | Konstanz, Germany | 51-200 | Exact match | 46 contacts → |
“Die cobra GmbH aus Konstanz am Bodensee entwickelt und vertreibt seit über 40 Jahren innovative CRM Lösungen für eine effiziente Kundenbeziehung und rechtskonformes…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Acceleraidacceleraid.ai HQ: Mannheim, GermanyReported employees: 51-200 | Mannheim, Germany | 51-200 | Exact match | 29 contacts → |
“Acceleraid is an enterprise AI and data platform built for banks, card issuers, insurers, and other regulated financial institutions.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Creditweb Gmbhcreditweb.de HQ: Hamburg, GermanyReported employees: 51-200 | Hamburg, Germany | 51-200 | Exact match | 21 contacts → |
“Der Baufinanzierungsmarkt stellt Vermittler vor wachsende Herausforderungen.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | W&w Interaction Solutions Gmbhww-interaction-solutions.de HQ: Munich, GermanyReported employees: 11-50 | Munich, Germany | 11-50 | Exact match | 21 contacts → |
“Wir, die W&W Interaction Solutions GmbH mit Sitz in München, sind ein innovatives Software-Unternehmen, dass sich auf die Entwicklung und den Betrieb von Kundeninteraktions- und…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Onivationonivation.de HQ: Frankfurt, GermanyReported employees: 11-50 | Frankfurt, Germany | 11-50 | Exact match | 19 contacts → |
“Onivation is an innovative cloud computing company specialized in Finance - involving insurance, banking and investment companies.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Starmate Solutions Gmbhstarmate.io HQ: Ulm, GermanyReported employees: 11-50 | Ulm, Germany | 11-50 | Exact match | 17 contacts → |
“Hi!” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | PBM Personal Business Machine AGpersonal-business-machine.com HQ: Cologne, GermanyReported employees: 11-50 | Cologne, Germany | 11-50 | Exact match | 14 contacts → |
“PBM Personal Business Machine AG (PBM) offers an innovative SaaS platform for secure and personalized customer dialogue in the insurance and financial sector.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | FOOfoo.ag HQ: Berlin, GermanyReported employees: 11-50 | Berlin, Germany | 11-50 | Exact match | 13 contacts → |
“Wir von foo entwickeln kreative und individuelle IT-Lösungen für die Finanzbranche - passgenau für unterschiedlichste Anforderungen.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Flexpertoflexperto.com HQ: Nuremberg, GermanyReported employees: 1-10 | Nuremberg, Germany | 1-10 | Exact match | 12 contacts → |
“Since 2012, Flexperto has played a central role in the digital customer communication of numerous leading enterprises, including major insurance and financial service providers as…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Impulsion Gmbhimpulsion-consulting.de HQ: Muenchen, GermanyReported employees: 11-50 | Muenchen, Germany | 11-50 | Exact match | 10 contacts → |
“We are a management consultancy specialized in Customer Interaction Management & Customer Lifecycle Management.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | AIC Group Gmbhaicgroup.de HQ: Lüneburg, GermanyReported employees: 51-200 | Lüneburg, Germany | 51-200 | Exact match | 10 contacts → |
“AIC Group GmbH is a leading German solution supplier for Customer and Business Intelligence, Marketing Automation and Campaign Management.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Dr. Wolf Communicationsdrwolfcommunications.com HQ: Düsseldorf, GermanyReported employees: 11-50 | Düsseldorf, Germany | 11-50 | Exact match | 9 contacts → |
“Seit über zwei Jahrzehnten unterstützen wir Unternehmen beim Aufbau, der Vertiefung und werthaltigen Ausgestaltung von Kundenbeziehungen.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Finasoft Gmbhfinasoft.de HQ: Kaiserslautern, GermanyReported employees: 11-50 | Kaiserslautern, Germany | 11-50 | Exact match | 9 contacts → |
“FinaSoft ist der moderne Ansprechpartner für Software und Beratung für Banken, Vermögensverwaltungen und Family Offices, egal ob als Standardsoftwarelieferant oder mit der…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Nordwaerks Gmbhnordwaerks.de HQ: Hamburg, GermanyReported employees: 1-10 | Hamburg, Germany | 1-10 | Exact match | 8 contacts → |
“Als junges, wachsendes Beratungsunternehmen unterstützen wir Sie bei der Digitalisierung Ihrer Kundenprozesse im Sales, Marketing und Service.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Icon Systemhaus Gmbh, Stuttgarticongmbh.de HQ: Stuttgart, GermanyReported employees: 51-200 | Stuttgart, Germany | 51-200 | Exact match | 8 contacts → |
“icon Systemhaus GmbH has been offering comprehensive customer correspondence solutions to leading insurance companies, banks, utility companies and industrial companies since 1995.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Apteco Gmbhapteco.de HQ: Frankfurt, GermanyReported employees: 51-200 | Frankfurt, Germany | 51-200 | Exact match | 7 contacts → |
“Apteco ist ein inhabergeführter Software-Entwickler, der sich auf Lösungen für Marketing-Datenanalyse und Multi-Channel Kampagnenmanagement spezialisiert hat.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Sunup Gmbhsunup-club.de HQ: Heusenstamm, GermanyReported employees: 11-50 | Heusenstamm, Germany | 11-50 | Exact match | 7 contacts → |
“We are SunUp - ein innovatives Softwareunternehmen für Kundenverwaltung, Kundenabrechnung und Kundenbindung.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Dynacision Gmbhdynacision.ai HQ: Oberhaching, GermanyReported employees: 1-10 | Oberhaching, Germany | 1-10 | Exact match | 7 contacts → |
“DYNACISION works at the intersection between business, data, AI und IT and creates extraordinary customer experiences as well as excellent and measurable sales opportunities in…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Inexso Gmbhinexso.de HQ: Oldenburg (oldb.), GermanyReported employees: 11-50 | Oldenburg (oldb.), Germany | 11-50 | Exact match | 7 contacts → |
“INEXSO – Smarte E-Mail-Management und Omnichannel-Lösungen für den Kundenservice.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Paraboostparaboost.de HQ: Markgröningen, GermanyReported employees: 1-10 | Markgröningen, Germany | 1-10 | Exact match | 6 contacts → |
“Was wir tun Paraboost entwickelt smarte Software für datengetriebenes CRM und personalisierte Kommunikation – powered by AI.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | GID Gmbhgid-gmbh.de HQ: Norderstedt, GermanyReported employees: 11-50 | Norderstedt, Germany | 11-50 | Exact match | 5 contacts → |
“Moin!” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Teampenta Gmbh & Co. KGteampenta.eu HQ: Dortmund, GermanyReported employees: 11-50 | Dortmund, Germany | 11-50 | Exact match | 5 contacts → |
“We bring you on a digital course Digitalisation is radically changing the relationship between customer and brand.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Samdocksamdock.com HQ: Bielefeld, GermanyReported employees: 11-50 | Bielefeld, Germany | 11-50 | Exact match | 5 contacts → |
“Samdock is the most modern CRM system for small businesses and impresses with its simple and intuitive use.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Finanzportal24finanzportal24.de HQ: Burbach, GermanyReported employees: 11-50 | Burbach, Germany | 11-50 | Exact match | 4 contacts → |
“Sie wollen Ihre Kunden:innen rund um das Thema Finanzen immer bestmöglich und erfolgreich beraten?” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Capitalflow Gmbhcapital-flow.de HQ: Stuttgart, GermanyReported employees: 1-10 | Stuttgart, Germany | 1-10 | Exact match | 3 contacts → |
“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 description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 56 company matches
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Financial services CRM platforms: dataset insights
November 5, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
56 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 56 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 5, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial services CRM platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial services CRM platforms did RevenueBase find based in Germany?
The saved snapshot records 56 matching company records, 430 tracked contacts and 182 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 5, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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Cite this list
RevenueBase Data Team. Top 25 financial services CRM platforms based in Germany. Snapshot: November 5, 2026. https://revenuebase.ai/companies/financial-services-crm-platforms/germany.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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