Company lists · Data refreshed September 2026

Top 25 Investment advisory platforms based in Germany

Name: Investment advisory platforms based in Germany
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 4, 2026 214 companies tracked

RevenueBase identified 214 investment advisory platforms headquartered in Germany as of September 2026 and tracks 3,343 professional contacts across them, including 1,065 with verified work emails and 62 with mobile numbers. Berlin is the largest hub.

This list covers investment 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

214Companies

3,343Contacts tracked

1,065Verified emails

62Mobile numbers

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The 25 largest investment advisory platforms based in Germany

Ranked by team size

Top 25 of 214 investment advisory platforms based in Germany, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment advisory platforms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	OVB Vermögensberatung AGIndirect evidence	Koln, GermanyHQ checked Sep 4, 2026	1,001-5,000	708
	“Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.” Source: company website · checked Sep 4, 2026
2	Comdirect Eine Marke DER Commerzbank AGIndirect evidence	Quickborn, GermanyHQ checked Sep 4, 2026	1,001-5,000	307
	“comdirect is a leading direct bank and the market leader in online securities business for modern investors, offering brokerage, banking and advice.” Source: company website · checked Sep 4, 2026
3	UpvestPartial evidence	Berlin, GermanyHQ checked Sep 4, 2026	201-500	277
	“Offer investments to your end users via our Investment API.” Source: company website · checked Sep 4, 2026
4	Praelux Gesellschaft FÜR Investmentberatung MBHIndirect evidence	Hamburg, GermanyHQ checked Sep 4, 2026	501-1,000	231
	“Unsere Beratung erfolgt im Gutachterstil und erfordert mehrere Termine.” Source: company website · checked Sep 4, 2026
5	Bonnfinanz GmbhIndirect evidence	Bonn, GermanyHQ checked Sep 4, 2026	501-1,000	178
	“IMMER GUT LEBEN Im Leben gibt es viele Weggabelungen.” Source: company website · checked Sep 4, 2026
6	FFB Fidelity InternationalPartial evidence	Kronberg Im Taunus, GermanyHQ checked Sep 4, 2026	201-500	125
	“Die FFB ist eine der größten, unabhängigen Investmentplattformen, die sich auf Dienstleistungen rund um Anlegende und ihre Vermögensziele konzentriert.” Source: company website · checked Sep 4, 2026
7	FinanztipIndirect evidence	Berlin, GermanyHQ checked Sep 4, 2026	51-200	110
	“Wir sind Finanztip, Deutschlands Geldratgeber.” Source: company website · checked Sep 4, 2026
8	Netfonds AGIndirect evidence	Hamburg, GermanyHQ checked Sep 4, 2026	201-500	109
	“Willkommen im Netzwerk der Top-Berater von Netfonds Um als selbstständiger Berater in der Finanz- und Versicherungsbranche zielorientiert erfolgreich arbeiten zu können, benötigen…” Source: company website · checked Sep 4, 2026
9	Smartbroker AGIndirect evidence	Berlin, GermanyHQ checked Sep 4, 2026	51-200	101
	“Die Smartbroker AG ist ein in Berlin ansässiger, moderner Finanzdienstleister, der bereits mehrfach für wichtige Impulse innerhalb der Branche gesorgt hat.” Source: company website · checked Sep 4, 2026
10	VisualvestIndirect evidence	Frankfurt, GermanyHQ checked Sep 4, 2026	51-200	74
	“Du möchtest dir deine Wünsche erfüllen?” Source: company website · checked Sep 4, 2026
11	HRK Lunis AGIndirect evidence	Frankfurt Am Main, GermanyHQ checked Sep 4, 2026	51-200	68
	“Als Finanzexperten blicken wir auf eine Zusammenarbeit von mehr als 20 Jahren zurück.” Source: company website · checked Sep 4, 2026
12	QuirionIndirect evidence	Berlin, GermanyHQ checked Sep 4, 2026	11-50	35
	“quirion bietet eine digitale Geldanlage und ist eine Tochter der Quirin Privatbank.” Source: company website · checked Sep 4, 2026
13	GetquinIndirect evidence	Berlin, GermanyHQ checked Sep 4, 2026	11-50	33
	“We founded getquin in 2020 with a simple idea: give people a single place to understand and manage their wealth - and empower them to make better financial decisions.” Source: company website · checked Sep 4, 2026
14	Compexx Finanz AGIndirect evidence	Regensburg, GermanyHQ checked Sep 4, 2026	51-200	33
	“Die compexx Finanz AG wurde im Jahr 2005 in Regensburg gegründet und steht für ganzheitliche Finanzberatung von höchster Qualität.” Source: company website · checked Sep 4, 2026
15	XAVERIndirect evidence	Koln, GermanyHQ checked Sep 4, 2026	11-50	31
	“Xaver is the operating system for next-generation wealth and pension products.” Source: company website · checked Sep 4, 2026
16	Bevestor Gmbh EIN Unternehmen DER DekaIndirect evidence	Frankfurt, GermanyHQ checked Sep 4, 2026	11-50	23
	“Bei bevestor treffen Wertpapier-Experten auf Digital-Experten.” Source: company website · checked Sep 4, 2026
17	PortagonStrong evidence	Frankfurt Am Main, GermanyHQ checked Sep 4, 2026	11-50	23
	“portagon is a leading and trusted distribution platform for alternative investments in private markets.” Source: company website · checked Sep 4, 2026
18	capinside.comStrong evidence	Hamburg, GermanyHQ checked Sep 4, 2026	11-50	22
	“Guided by the vision of 'The Financial Community,' we bring together financial advisors, fund providers, and all stakeholders shaping the modern investment market.” Source: company website · checked Sep 4, 2026
19	Deutsche Fintech Solutions GmbhStrong evidence	Berlin, GermanyHQ checked Sep 4, 2026	51-200	20
	“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: company website · checked Sep 4, 2026
20	JDC Group AGPartial evidence	Wiesbaden, GermanyHQ checked Sep 4, 2026	201-500	19
	“JDC Group – Leader in Advisortech.” Source: company website · checked Sep 4, 2026
21	LAICIndirect evidence	Hamburg, GermanyHQ checked Sep 4, 2026	11-50	17
	“Die LAIC-Gruppe gehört zur 1995 gegründeten LAIQON AG in Hamburg und besteht aus den drei Gesellschaften LAIC Capital GmbH, LAIC Vermögensverwaltung GmbH und LAIC Intelligence…” Source: company website · checked Sep 4, 2026
22	Growney GmbhIndirect evidence	Berlin, GermanyHQ checked Sep 4, 2026	11-50	16
	“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: company website · checked Sep 4, 2026
23	KapnativePartial evidence	Berlin, GermanyHQ checked Sep 4, 2026	11-50	14
	“Kapnative unlocks the vast potential of private market assets, providing curated access for financial institutions and advisors after a single KYC and risk profiling process.” Source: company website · checked Sep 4, 2026
24	Honorarkonzept GmbhIndirect evidence	Gottingen, GermanyHQ checked Sep 4, 2026	11-50	11
	“HonorarKonzept unterstützt als führender Servicedienstleister seit 2009 Finanzberater bei ihrem Einstieg in die Honorarberatung und begleiten sie bei der praktischen Umsetzung.” Source: company website · checked Sep 4, 2026
25	Allington Investors GroupIndirect evidence	Bad Homburg Vor Der Hohe, GermanyHQ checked Sep 4, 2026	1-10	9
	“Die Allington Investors Group wurde 2017 mit Sitz in Bad Homburg von der Höhe gegründet.” Source: company website · checked Sep 4, 2026

Showing 25 of 214 investment advisory platforms based in Germany

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Investment advisory platforms based in Germany at a glance

As of Sep 4, 2026

1-10Median size (employees)

BerlinLargest hub · 25 HQs

62Contacts with mobile numbers

Sep 4, 2026Data refreshed

Companies by employee count

1-10

129

11-50

51-200

201-500

501-1,000

1,001-5,000

Verified emails by last verification

0–30

31–60

61–90

579

90–180

407

180+

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 investment advisory platforms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Germany whose own description of what they do matches “investment advisory platforms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among investment 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 an evidence 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, 1,065 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 4, 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.

Investment advisory platforms by metro

Investment advisory platforms in Berlin25

Frequently asked

How many investment advisory platforms are there based in Germany?

RevenueBase identified 214 investment 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 investment advisory platforms?

Berlin leads with 25 headquartered companies, followed by Munchen (16) and Hamburg (13).

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 1,065 verified decision-maker contacts tracked across these 214 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 4, 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.