Company lists · Data refreshed September 2026

Top 25 Hybrid advisory platforms based in Germany

RevenueBase identified 99 hybrid advisory platforms headquartered in Germany as of September 2026 and tracks 1,442 professional contacts across them, including 194 with verified work emails. Berlin is the largest hub.

This list covers hybrid advisory platforms 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
99Companies
1,442Contacts tracked
194Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest hybrid advisory platforms based in Germany

Ranked by team size
Top 25 of 99 hybrid advisory platforms 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 hybrid advisory platforms: 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 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
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
3Indirect 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
4Indirect evidenceBerlin, GermanyHQ checked Sep 28, 202611-5033 contacts →

Indirect evidence

“quirion bietet eine digitale Geldanlage und ist eine Tochter der Quirin Privatbank.”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceFrankfurt, GermanyHQ checked Sep 28, 202611-5023 contacts →

Indirect evidence

“Bei bevestor treffen Wertpapier-Experten auf Digital-Experten.”

Source: RevenueBase Database · checked Sep 28, 2026
6Strong 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
7Indirect evidenceBerlin, GermanyHQ checked Sep 28, 202611-5016 contacts →

Indirect evidence

“The established Robo-Advice technology will be made available to banks, insurance companies and other financial service providers: https://growney.tech/ growney is also a…”

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect 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
9Strong 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
10Indirect 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
11Indirect evidenceBergisch Gladbach, GermanyHQ checked Sep 28, 202611-505 contacts →

Indirect evidence

“Privat-Institut für Finanzen Rl GmbH is a financial services company based out of Bergisch Gladbach, North Rhine-Westphalia, Germany.”

Source: RevenueBase Database · checked Sep 28, 2026
12Indirect evidenceHannover, GermanyHQ checked Sep 28, 2026201-5003 contacts →

Indirect evidence

“ProVentus gibt es schon seit 1994.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceGoslar, GermanyHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

“Als unabhängiger Vermögensverwalter steuert die Dietrich & Richter Private Asset Management AG Kundenvermögen entsprechend den individuellen Bedürfnissen und…”

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect 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
15Indirect evidenceBruchsal, GermanyHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

“Investieren bedeutet Wert schaffen.”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceGeislingen An Der Steige, GermanyHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“Gemeinsam zur finanziellen Freiheit.”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceBonn, GermanyHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“70% der Unternehmen in Deutschland sind falsch abgesichert (Quelle: IHK).”

Source: RevenueBase Database · checked Sep 28, 2026
18Indirect evidenceNeckarsulm, GermanyHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“Du willst entscheiden, wie dein Geld arbeitet wenn du es investierst?”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceBensheim, GermanyHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“Wir arbeiten für Sie als Honorar-Finanzanlagenberater.”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceAachen, GermanyHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“Sehr geehrte/r Interessent*in, wir haben es uns zur Aufgabe gemacht, Ihnen den größtmöglichen Nutzen bei all Ihren finanziellen Entscheidungen zu stiften.”

Source: RevenueBase Database · checked Sep 28, 2026
21Indirect evidenceAugsburg, GermanyHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“Sie suchen unabhängige Finanzberatung?”

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidenceSingen (hohentwiel), GermanyHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
23Indirect 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
24Indirect evidenceFrankfurt, GermanyHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“We offer a tailored digital financial plan to millenials, providing them with confidence in their financial future.”

Source: RevenueBase Database · checked Sep 28, 2026
25Indirect evidenceGroß Lindow, GermanyHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Als unabhängiger Finanzberater begleite und unterstütze ich meine Mandanten bei ihren finanziellen Lebensentscheidungen.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 99 hybrid advisory platforms based in Germany

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 194 reachable decision-makers.

Free signup · no credit card

View the full list →

Hybrid advisory platforms based in Germany at a glance

As of Sep 28, 2026
13.5%Verified-email coverage
14.6Average contacts per company
1-10Median size (employees)
10.1%Largest-city concentration · Berlin
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
65
11-50
24
51-200
5
201-500
2
501-1,000
1
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 99 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 hybrid advisory platforms, 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 “hybrid advisory platforms”. 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 hybrid advisory platforms), 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 hybrid advisory platforms, 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, 194 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 hybrid advisory platforms, 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 hybrid advisory platforms are there based in Germany?

RevenueBase identified 99 hybrid advisory platforms 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?

OVB Vermögensberatung AG, headquartered in Koln, tops this list with the largest team on record.

Which city has the most hybrid advisory platforms?

Berlin leads with 10 headquartered companies, followed by Munchen (6) and Frankfurt Am Main (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 194 verified decision-maker contacts tracked across these 99 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.

Ready to reach these companies? Verified emails and direct dials for all 99 hybrid advisory platforms 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 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.