Company lists · Data refreshed September 2026

Top 25 Investment advisory platforms based in Germany

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, its RevenueBase Smart Search rating, 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 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 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. RevenueBase Smart Search rates how each company's information relates to investment 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 evidenceKoln, GermanyHQ checked Sep 4, 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 4, 2026
2Indirect evidenceQuickborn, GermanyHQ checked Sep 4, 20261,001-5,000307 contacts →

Indirect evidence

“comdirect is a leading direct bank and the market leader in online securities business for modern investors, offering brokerage, banking and advice.”

Source: RevenueBase Database · checked Sep 4, 2026
3Partial evidenceBerlin, GermanyHQ checked Sep 4, 2026201-500277 contacts →

Partial evidence

“Offer investments to your end users via our Investment API.”

Source: RevenueBase Database · checked Sep 4, 2026
4Indirect evidenceHamburg, GermanyHQ checked Sep 4, 2026501-1,000231 contacts →

Indirect evidence

“Unsere Beratung erfolgt im Gutachterstil und erfordert mehrere Termine.”

Source: RevenueBase Database · checked Sep 4, 2026
5Indirect evidenceBonn, GermanyHQ checked Sep 4, 2026501-1,000178 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 4, 2026
6Partial evidenceKronberg Im Taunus, GermanyHQ checked Sep 4, 2026201-500125 contacts →

Partial evidence

“Die FFB ist eine der größten, unabhängigen Investmentplattformen, die sich auf Dienstleistungen rund um Anlegende und ihre Vermögensziele konzentriert.”

Source: RevenueBase Database · checked Sep 4, 2026
7Indirect evidenceBerlin, GermanyHQ checked Sep 4, 202651-200110 contacts →

Indirect evidence

“Wir sind Finanztip, Deutschlands Geldratgeber.”

Source: RevenueBase Database · checked Sep 4, 2026
8Indirect evidenceHamburg, GermanyHQ checked Sep 4, 2026201-500109 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 4, 2026
9Indirect evidenceBerlin, GermanyHQ checked Sep 4, 202651-200101 contacts →

Indirect evidence

“Die Smartbroker AG ist ein in Berlin ansässiger, moderner Finanzdienstleister, der bereits mehrfach für wichtige Impulse innerhalb der Branche gesorgt hat.”

Source: RevenueBase Database · checked Sep 4, 2026
10Indirect evidenceFrankfurt, GermanyHQ checked Sep 4, 202651-20074 contacts →

Indirect evidence

“Du möchtest dir deine Wünsche erfüllen?”

Source: RevenueBase Database · checked Sep 4, 2026
11Indirect evidenceFrankfurt Am Main, GermanyHQ checked Sep 4, 202651-20068 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 4, 2026
12Indirect evidenceBerlin, GermanyHQ checked Sep 4, 202611-5035 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 4, 2026
13Indirect evidenceBerlin, GermanyHQ checked Sep 4, 202611-5033 contacts →

Indirect evidence

“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: RevenueBase Database · checked Sep 4, 2026
14Indirect evidenceRegensburg, GermanyHQ checked Sep 4, 202651-20033 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 4, 2026
15Indirect evidenceKoln, GermanyHQ checked Sep 4, 202611-5031 contacts →

Indirect evidence

“Xaver is the operating system for next-generation wealth and pension products.”

Source: RevenueBase Database · checked Sep 4, 2026
16Indirect evidenceFrankfurt, GermanyHQ checked Sep 4, 202611-5023 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 4, 2026
17Strong evidenceFrankfurt Am Main, GermanyHQ checked Sep 4, 202611-5023 contacts →

Strong evidence

“portagon is a leading and trusted distribution platform for alternative investments in private markets.”

Source: RevenueBase Database · checked Sep 4, 2026
18Strong evidenceHamburg, GermanyHQ checked Sep 4, 202611-5022 contacts →

Strong evidence

“Guided by the vision of 'The Financial Community,' we bring together financial advisors, fund providers, and all stakeholders shaping the modern investment market.”

Source: RevenueBase Database · checked Sep 4, 2026
19Strong evidenceBerlin, GermanyHQ checked Sep 4, 202651-20020 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 4, 2026
20Partial evidenceWiesbaden, GermanyHQ checked Sep 4, 2026201-50019 contacts →

Partial evidence

“JDC Group – Leader in Advisortech.”

Source: RevenueBase Database · checked Sep 4, 2026
21Indirect evidenceHamburg, GermanyHQ checked Sep 4, 202611-5017 contacts →

Indirect evidence

“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: RevenueBase Database · checked Sep 4, 2026
22Indirect evidenceBerlin, GermanyHQ checked Sep 4, 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 4, 2026
23Partial evidenceBerlin, GermanyHQ checked Sep 4, 202611-5014 contacts →

Partial evidence

“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: RevenueBase Database · checked Sep 4, 2026
24Indirect evidenceGottingen, GermanyHQ checked Sep 4, 202611-5011 contacts →

Indirect evidence

“HonorarKonzept unterstützt als führender Servicedienstleister seit 2009 Finanzberater bei ihrem Einstieg in die Honorarberatung und begleiten sie bei der praktischen Umsetzung.”

Source: RevenueBase Database · checked Sep 4, 2026
25Indirect evidenceBad Homburg Vor Der Hohe, GermanyHQ checked Sep 4, 20261-109 contacts →

Indirect evidence

“Die Allington Investors Group wurde 2017 mit Sitz in Bad Homburg von der Höhe gegründet.”

Source: RevenueBase Database · 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
31.9%Verified-email coverage
1.9%Mobile-number coverage
15.6Average contacts per company
1-10Median size (employees)
11.7%Largest-city concentration · Berlin
Sep 4, 2026Page data refreshed

Companies by employee count

1-10
129
11-50
55
51-200
12
201-500
6
501-1,000
2
1,001-5,000
2

Freshness & accuracy

How recently the business emails on this list were verified

Email last verified

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 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 “investment 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 investment 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 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 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, 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

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 investment 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 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 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.