Company lists · Data refreshed September 2026

Top 25 Hybrid advisory software companies based in Germany

RevenueBase identified 192 company matches for hybrid advisory software companies associated with Germany as of September 2026 and tracks 3,476 professional contacts across them, including 907 with verified work emails. Berlin is the largest hub.

This list covers company matches for hybrid advisory software companies 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 September 28, 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 Sep 28, 2026 How this list was built
192Companies
3,476Contacts tracked
907Verified emails
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The 25 largest hybrid advisory software companies based in Germany

Ranked by team size
Top 25 of 192 company matches for hybrid advisory software companies based in Germany, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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 matchCologne, GermanyHQ recorded Sep 28, 20261,001-5,000708 contacts →

Exact match

“Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2Exact matchHeidelberg, GermanyHQ recorded Sep 28, 2026201-500309 contacts →

Exact match

“Wir sind eines der modernsten und unabhängigsten Finanzdienstleistungsunternehmen Deutschlands und bieten durch unser breites Spektrum an Software- und Vergleichslösungen die…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3Exact matchBonn, GermanyHQ recorded Sep 28, 2026501-1,000178 contacts →

Exact match

“IMMER GUT LEBEN Im Leben gibt es viele Weggabelungen.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4Exact matchMunich, GermanyHQ recorded Sep 28, 202651-200132 contacts →

Exact match

“QPLIX develops and operates a leading software solution for the successful digital management of complex portfolios.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5Exact matchAachen, GermanyHQ recorded Sep 28, 202651-200107 contacts →

Exact match

“As of November 2024, aixigo is part of Amundi Technology, forming ALTO Wealth & Distribution, powered by aixigo.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6Exact matchHamburg, GermanyHQ recorded Sep 28, 2026201-500105 contacts →

Exact match

“Willkommen im Netzwerk der Top-Berater von Netfonds Um als selbstständiger Berater in der Finanz- und Versicherungsbranche zielorientiert erfolgreich arbeiten zu können, benötigen…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7Exact matchFrankfurt, GermanyHQ recorded Sep 28, 202651-20069 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8Exact matchOberursel, GermanyHQ recorded Sep 28, 202651-20060 contacts →

Exact match

“Bca Ag is a financial services company based out of Hohemarkstrasse 22, Oberursel, Hesse, Germany.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9Exact matchBonn, GermanyHQ recorded Sep 28, 202651-20057 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10Exact matchFrankfurt, GermanyHQ recorded Sep 28, 202651-20051 contacts →

Exact match

“fincite is a WealthTech Software Provider and one of Germany's fastest-growing companies (awarded by Gründerszene, Focus, WealthTech100, CIO).”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11Exact matchSulzbach/taunus, GermanyHQ recorded Sep 28, 202651-20049 contacts →

Exact match

“DIAMOS is a leading provider of standard software and services and has been providing the investment management industry with solutions since 1984.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12Exact matchFriedrichshafen, GermanyHQ recorded Sep 28, 202651-20040 contacts →

Exact match

“As a provider of consulting services and software, FACT supplies high-quality industry-specific investment management solutions.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13Exact matchRegensburg, GermanyHQ recorded Sep 28, 202651-20034 contacts →

Exact match

“Die compexx Finanz AG wurde im Jahr 2005 in Regensburg gegründet und steht für ganzheitliche Finanzberatung von höchster Qualität.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14Exact matchEschborn, GermanyHQ recorded Sep 28, 202651-20026 contacts →

Exact match

“DEFINET ist der Servicepartner für Finanzberatungsunternehmen.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15Exact matchFrankfurt, GermanyHQ recorded Sep 28, 202611-5023 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16Exact matchFrankfurt A.m., GermanyHQ recorded Sep 28, 202611-5023 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17Exact matchWiesbaden, GermanyHQ recorded Sep 28, 2026201-50019 contacts →

Exact match

“JDC Group – Leader in Advisortech.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18Exact matchBerlin, GermanyHQ recorded Sep 28, 202651-20019 contacts →

Exact match

“Zumera is a leading M&A advisory firm with an international focus.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19Exact matchBerlin, GermanyHQ recorded Sep 28, 202651-20018 contacts →

Exact match

“Deutsche Fintech Solutions is a digital innovation lab focused on building experience centric financial advisory technology, products and platforms for advisers and clients to…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20Exact matchCologne, GermanyHQ recorded Sep 28, 202611-5017 contacts →

Exact match

“In der Finanz­beratung werden Kunden und Berater in jedem Vertriebs­kanal digital zusammen­arbeiten.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21Exact matchFreiburg, GermanyHQ recorded Sep 28, 202611-5017 contacts →

Exact match

“PATRONAS Financial Systems GmbH is a leading software provider for the international investment industry.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22Exact matchBerlin, GermanyHQ recorded Sep 28, 202611-5016 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23Exact matchRoedermark, GermanyHQ recorded Sep 28, 202611-5013 contacts →

Exact match

“PSplus Portfolio Software + Consulting GmbH is your partner in the development and implementation of leading solutions for the asset management of your wealthy clients.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24Exact matchStuttgart, GermanyHQ recorded Sep 28, 20261-1013 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25Exact matchStuttgart, GermanyHQ recorded Sep 28, 202611-5013 contacts →

Exact match

“Vermögen aufbauen.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

Showing 25 of 192 hybrid advisory software companies based in Germany

See the full list, filter by size, metro and specialty, and access 907 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Hybrid advisory software companies based in Germany at a glance

As of Sep 28, 2026
26.1%Verified-email coverage
18.1Average contacts per company
1-10Median size (employees)
5.7%Largest-city concentration · Berlin
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
119
11-50
45
51-200
20
201-500
4
501-1,000
1
1,001-5,000
2

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 192 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 “hybrid advisory software companies” 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 907 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 September 28, 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 “hybrid advisory software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many hybrid advisory software companies are there based in Germany?

RevenueBase identified 192 company matches for hybrid advisory software companies associated with Germany as of September 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?

OVB Vermögensberatung AG tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most hybrid advisory software companies?

Berlin leads with 11 company records, followed by Hamburg (10) and Frankfurt (10).

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 907 professional contacts with verified work emails tracked across these 192 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 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 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.