Company lists · Data refreshed November 2026

Top 25 Generational wealth transfer specialists based in Germany

RevenueBase identified 297 company matches for generational wealth transfer specialists associated with Germany as of November 2026 and tracks 2,542 professional contacts across them, including 761 with verified work emails. Munich is the largest hub.

This list covers company matches for generational wealth transfer specialists 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 6, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built
297Companies
2,542Contacts tracked
761Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest generational wealth transfer specialists based in Germany

Ranked by team size
Top 25 of 297 company matches for generational wealth transfer specialists based in Germany, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchMunich, GermanyHQ recorded Nov 6, 2026201-500171 contacts →

Exact match

“Seit 1870 begleitet Merck Finck Vermögen von Privatkunden, mittelständischen Unternehmen sowie Institutionen wie Kirchen und Stiftungen als Partner in allen Fragen um die Finanzen.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchFrankfurt, GermanyHQ recorded Nov 6, 202651-20083 contacts →

Exact match

“Als Finanzexperten blicken wir auf eine Zusammenarbeit von mehr als 20 Jahren zurück.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchEssen, GermanyHQ recorded Nov 6, 202651-20061 contacts →

Exact match

“Das private Finanzhaus von Buddenbrock bietet seit vielen Jahren intelligente Konzepte für Unternehmen und anspruchsvolle Privatkunden, um einen würdevollen Ruhestand und…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchHerzogenaurach, GermanyHQ recorded Nov 6, 202651-20054 contacts →

Exact match

“Deutsche Wertpapiertreuhand is a partnership of highly qualified private bankers, wealth managers and family officers.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchBonn, GermanyHQ recorded Nov 6, 202651-20052 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchBerlin, GermanyHQ recorded Nov 6, 202611-5046 contacts →

Exact match

“Die Hansen & Heinrich AG wurde 2001 in Berlin gegründet.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchHamburg, GermanyHQ recorded Nov 6, 202611-5044 contacts →

Exact match

“Wir blicken tiefer.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchAugsburg, GermanyHQ recorded Nov 6, 202651-20044 contacts →

Exact match

“Die Fürst Fugger Privatbank ist keine Bank wie jede andere.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchHamburg, GermanyHQ recorded Nov 6, 202651-20043 contacts →

Exact match

“Marcard, Stein & Co, the family office bank, offers a comprehensive range of advisory services for the management of complex family assets.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchHeilbronn, GermanyHQ recorded Nov 6, 2026201-50036 contacts →

Exact match

“Was die FG FINANZ-SERVICE so besonders macht Seit fast 40 Jahren begleitet, berät und betreut die FG FINANZ-SERVICE (FG) nachhaltig und individuell im Bereich Finanzen und…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchStuttgart, GermanyHQ recorded Nov 6, 202611-5033 contacts →

Exact match

“Rettig & Partner ist ein Family Office mit Hauptsitz in Stuttgart, das sich auf die Strukturberatung und Vermögensverwaltung vermögender Privatpersonen, Unternehmen und Stiftungen…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchFrankfurt A.m., GermanyHQ recorded Nov 6, 202611-5024 contacts →

Exact match

“Die PrivateFinancePartners GmbH ist Ihr Partner in den Bereichen Wealth Management, Versicherungen und Advisory.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchMunich, GermanyHQ recorded Nov 6, 202611-5022 contacts →

Exact match

“Perpetual provides investment and wealth management services, with a long-term focus and private markets at the core.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchBraunschweig, GermanyHQ recorded Nov 6, 202611-5021 contacts →

Exact match

“Die Braunschweiger Privatbank wurde 2013 als Zweigniederlassung der Volksbank BRAWO mit dem Ziel gegründet, eine zeitgemäße Antwort auf die Bedürfnisse vermögender Kunden zu geben.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchKarlsruhe, GermanyHQ recorded Nov 6, 202611-5020 contacts →

Exact match

“Die Qcoon Gruppe ist ein bankenunabhängiges und inhabergeführtes Family, Immobilien- und Wealth Management Office mit Sitz in Karlsruhe und Hamburg und München.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchFrankfurt, GermanyHQ recorded Nov 6, 202611-5018 contacts →

Exact match

“FOCAM Asset Management: Unsere Vermögensverwaltung richtet sich an anspruchsvolle Privatpersonen und Familien, die keine Standardlösung suchen – sondern eine Vermögensanlage, die…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchStuttgart, GermanyHQ recorded Nov 6, 202611-5017 contacts →

Exact match

“Wir sind eine auf die Beratung von Familienunternehmen und Unternehmerfamilien spezialisierte Sozietät.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchMontabaur, GermanyHQ recorded Nov 6, 202611-5017 contacts →

Exact match

“Böker & Paul AG - Kanzlei für Vermögensmanagement Mit 35+ Mitarbeitern, 440+ Mandaten und 1,5 Mrd.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchHamburg, GermanyHQ recorded Nov 6, 202611-5015 contacts →

Exact match

“Ein echter Partner für Ihr Vermögen ist Gold wert.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchCologne, GermanyHQ recorded Nov 6, 202611-5015 contacts →

Exact match

“B&K ist eine unabhängige Vermögensverwaltungsgesellschaft mit Sitz im Herzen Kölns.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchHeidelberg, GermanyHQ recorded Nov 6, 202611-5012 contacts →

Exact match

“Die German Capital Management AG (kurz: GECAM) wurde 1998 in Wangen im Allgäu gegründet und gehört zu den führenden Vermögensverwaltern Deutschlands.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchFrankfurt, GermanyHQ recorded Nov 6, 202611-5012 contacts →

Exact match

“Die Westend Bank bietet Finanzierungs- und Investitionslösungen für vermögende Privatpersonen, Family Offices und Unternehmen, die einen maßgeschneiderten Ansatz schätzen.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchMunich, GermanyHQ recorded Nov 6, 202611-5012 contacts →

Exact match

“Since 2011, we have been successfully advising and supporting wealthy individuals, medium-sized entrepreneurial families, foundations and conservative institutions in the areas of…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchHamburg, GermanyHQ recorded Nov 6, 202611-5011 contacts →

Exact match

“MÜLLER MAHLMANN ist eine auf die steueroptimierte Nachfolgeplanung, das Erbrecht, die Testamentsvollstreckung sowie die steuerrechtliche Beratung vermögender Unternehmer*innen und…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25Exact matchStuttgart, GermanyHQ recorded Nov 6, 20261-1011 contacts →

Exact match

“Willkommen bei Sand und Schott GmbH – Ihr Partner für maßgeschneiderte Vermögensverwaltung in Stuttgart.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 25 of 297 generational wealth transfer specialists based in Germany

See the full list, filter by size, metro and specialty, and access 761 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Generational wealth transfer specialists based in Germany at a glance

As of Nov 6, 2026
29.9%Verified-email coverage
8.6Average contacts per company
1-10Median size (employees)
10.4%Largest-city concentration · Munich
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
209
11-50
64
51-200
10
201-500
5
1,001-5,000
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 297 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 “generational wealth transfer specialists” 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 761 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 6, 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.

Generational wealth transfer specialists by metro

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 “generational wealth transfer specialists”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many generational wealth transfer specialists are there based in Germany?

RevenueBase identified 297 company matches for generational wealth transfer specialists 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?

Merck Finck A Quintet Private Bank tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most generational wealth transfer specialists?

Munich leads with 31 company records, followed by Hamburg (23) and Berlin (18).

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 761 professional contacts with verified work emails tracked across these 297 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 6, 2026.

Ready to reach these companies? Verified emails and direct dials for all 297 generational wealth transfer specialists based in Germany. Start with a free account, no credit card.

Download this list →

Related lists

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.