Company lists · Data refreshed November 2026
Top 17 Investment portfolio optimization services based in Germany
RevenueBase identified 60 company matches for investment portfolio optimization services associated with Germany as of November 2026 and tracks 274 professional contacts across them, including 128 with verified work emails. Frankfurt is the largest hub.
This list covers company matches for investment portfolio optimization services 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.
The 17 largest investment portfolio optimization services based in Germany
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 43 contacts → | ||||
Exact match “RMC Risk-Management-Consulting ist ein Beratungsunternehmen für Kapitalanlageprozesse und ertragsorientierte Risikosteuerung.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 25 contacts → | ||||
Exact match “Die WAVE Management AG ist der Finanzdienstleister der VHV Gruppe.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 20 contacts → | ||||
Exact match “Gerd Kommer Invest GmbH, based in Munich, is a financial service provider for wealthy private clients, foundations and small and medium-sized companies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 19 contacts → | ||||
Exact match “Welcome to India Initiative!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 19 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 12 contacts → | ||||
Exact match “Mit dem Privileg, die Entwicklung Ihres Vermögens zu begleiten, erwächst in uns die persönliche Verpflichtung zu einem äußerst verantwortlichen Umgang mit dem uns anvertrautem…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 9 contacts → | ||||
Exact match “Decades of expertise in asset management, a high technological expertise and disciplined and transparent implementation create better investment results.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 8 contacts → | ||||
Exact match “Die Allington Investors Group wurde 2017 mit Sitz in Bad Homburg von der Höhe gegründet.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 7 contacts → | ||||
Exact match “Wir sind Ihre Experten für eine sorgenfreie Finanzplanung!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 6 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 6 contacts → | ||||
Exact match “Since 2003, we have been accompanying and supporting private individuals and companies with CFM CASIUS Finanz Management GmbH as a financial consulting company in the design of…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 4 contacts → | ||||
Exact match “At The Double Alpha Factory, we develop digital portfolio management algorithms and solutions and translate them for use in German wealth management practices, such as retail…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 4 contacts → | ||||
Exact match “Die Benefit Factory ist ein führendes Unternehmen im Bereich der Finanzdienstleistungen, das nicht nur Finanzdienstleistern nachhaltige Perspektiven bietet, sondern auch ihren…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “Polar Night Capital is an independent investment research and advisory firm supporting professional investors across Alternative Investments and Private Markets.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “Eine moderne Bestandsverwaltung wie i-Planner unterstützt den professionellen Vermittler dabei, digitale Prozesse in Maklerunternehmen zu etablieren und die Verwaltungszeit zu…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match “Du willst entscheiden, wie dein Geld arbeitet wenn du es investierst?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match “Erhalte Einblick in unsere Investments und optimiere dein Portfolio durch unsere Analysen.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “investment portfolio optimization services”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 17 of 60 investment portfolio optimization services based in Germany
See the full list, filter by size, metro and specialty, and access 128 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Investment portfolio optimization services based in Germany at a glance
As of Nov 6, 2026Companies by employee count
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 60 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 “investment portfolio optimization services” 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 128 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.
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 “investment portfolio optimization services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many investment portfolio optimization services are there based in Germany?
RevenueBase identified 60 company matches for investment portfolio optimization services 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?
RMC Risk-Management-Consulting Gmbh tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most investment portfolio optimization services?
Frankfurt leads with 10 company records, followed by Berlin (8) and Munich (6).
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 128 professional contacts with verified work emails tracked across these 60 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.
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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.
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Company intelligence · public preview
Top 17 investment portfolio optimization services based in Germany
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 60 matching company records for investment portfolio optimization services based in Germany, with 274 tracked contacts and 128 verified work emails.
This public preview shows 17 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 17 investment portfolio optimization services based in Germany
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  RMC Risk-Management-Consulting Gmbhrmc-consult.deHQ: Frankfurt, GermanyReported employees: 51-200 | Frankfurt, Germany | 51-200 | Exact match | 43 contacts → |
“RMC Risk-Management-Consulting ist ein Beratungsunternehmen für Kapitalanlageprozesse und ertragsorientierte Risikosteuerung.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Wave Management AGwave-ag.deHQ: Hanover, GermanyReported employees: 11-50 | Hanover, Germany | 11-50 | Exact match | 25 contacts → |
“Die WAVE Management AG ist der Finanzdienstleister der VHV Gruppe.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Gerd Kommer Invest Gmbhgerd-kommer-invest.deHQ: Munich, GermanyReported employees: 11-50 | Munich, Germany | 11-50 | Exact match | 20 contacts → |
“Gerd Kommer Invest GmbH, based in Munich, is a financial service provider for wealthy private clients, foundations and small and medium-sized companies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  India Initiativeindiainitiative.deHQ: Augsburg, GermanyReported employees: 11-50 | Augsburg, Germany | 11-50 | Exact match | 19 contacts → |
“Welcome to India Initiative!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  LAIClaic.deHQ: Hamburg, GermanyReported employees: 11-50 | Hamburg, Germany | 11-50 | Exact match | 19 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Axia Asset Management Gmbhaxia-am.deHQ: Dortmund, GermanyReported employees: 11-50 | Dortmund, Germany | 11-50 | Exact match | 12 contacts → |
“Mit dem Privileg, die Entwicklung Ihres Vermögens zu begleiten, erwächst in uns die persönliche Verpflichtung zu einem äußerst verantwortlichen Umgang mit dem uns anvertrautem…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  GET Capital AGget-capital.deHQ: Düsseldorf, GermanyReported employees: 11-50 | Düsseldorf, Germany | 11-50 | Exact match | 9 contacts → |
“Decades of expertise in asset management, a high technological expertise and disciplined and transparent implementation create better investment results.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Allington Investors Groupallington.deHQ: Bad Homburg Vor Der Höhe, GermanyReported employees: 1-10 | Bad Homburg Vor Der Höhe, Germany | 1-10 | Exact match | 8 contacts → |
“Die Allington Investors Group wurde 2017 mit Sitz in Bad Homburg von der Höhe gegründet.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Augusta Kapitalaugusta-kapital.deHQ: Augsburg, GermanyReported employees: 1-10 | Augsburg, Germany | 1-10 | Exact match | 7 contacts → |
“Wir sind Ihre Experten für eine sorgenfreie Finanzplanung!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Meritum Capital Managers Gmbhmeritumcapital.de HQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 |  CFM Casius Finanz Management Gmbhcasiusfinanz.deHQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 6 contacts → |
“Since 2003, we have been accompanying and supporting private individuals and companies with CFM CASIUS Finanz Management GmbH as a financial consulting company in the design of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  The Double Alpha Factoryalpha-factory.deHQ: Neunkirchen-seelscheid, GermanyReported employees: 1-10 | Neunkirchen-seelscheid, Germany | 1-10 | Exact match | 4 contacts → |
“At The Double Alpha Factory, we develop digital portfolio management algorithms and solutions and translate them for use in German wealth management practices, such as retail…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Benefit Factorybenefit-factory-one.deHQ: Ismaning, GermanyReported employees: 11-50 | Ismaning, Germany | 11-50 | Exact match | 4 contacts → |
“Die Benefit Factory ist ein führendes Unternehmen im Bereich der Finanzdienstleistungen, das nicht nur Finanzdienstleistern nachhaltige Perspektiven bietet, sondern auch ihren…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Polar Night Capital Gmbhpolarnight-cap.comHQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 2 contacts → |
“Polar Night Capital is an independent investment research and advisory firm supporting professional investors across Alternative Investments and Private Markets.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Grafrath, GermanyReported employees: 1-10 | Grafrath, Germany | 1-10 | Exact match | 2 contacts → |
“Eine moderne Bestandsverwaltung wie i-Planner unterstützt den professionellen Vermittler dabei, digitale Prozesse in Maklerunternehmen zu etablieren und die Verwaltungszeit zu…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Zielvestzielvest.deHQ: Neckarsulm, GermanyReported employees: 1-10 | Neckarsulm, Germany | 1-10 | Exact match | 2 contacts → |
“Du willst entscheiden, wie dein Geld arbeitet wenn du es investierst?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Daniel Herrmann Analyticsdaniel-herrmann.io HQ: Wadgassen, GermanyReported employees: 1-10 | Wadgassen, Germany | 1-10 | Exact match | 1 contacts → |
“Erhalte Einblick in unsere Investments und optimiere dein Portfolio durch unsere Analysen.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 17 of 60 company matches
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Investment portfolio optimization services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
59 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 60 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for investment portfolio optimization services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment portfolio optimization services did RevenueBase find based in Germany?
The saved snapshot records 60 matching company records, 274 tracked contacts and 128 verified emails. The public preview displays 17 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 17 investment portfolio optimization services based in Germany. Snapshot: November 6, 2026. https://revenuebase.ai/companies/investment-portfolio-optimization-services/germany.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- New lists
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Company intelligence · public preview
Top 17 investment portfolio optimization services based in Germany
RevenueBase records 60 matching company records for investment portfolio optimization services based in Germany, with 274 tracked contacts and 128 verified work emails.
This public preview shows 17 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 17 investment portfolio optimization services based in Germany
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | RMC Risk-Management-Consulting Gmbhrmc-consult.de HQ: Frankfurt, GermanyReported employees: 51-200 | Frankfurt, Germany | 51-200 | Exact match | 43 contacts → |
“RMC Risk-Management-Consulting ist ein Beratungsunternehmen für Kapitalanlageprozesse und ertragsorientierte Risikosteuerung.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Wave Management AGwave-ag.de HQ: Hanover, GermanyReported employees: 11-50 | Hanover, Germany | 11-50 | Exact match | 25 contacts → |
“Die WAVE Management AG ist der Finanzdienstleister der VHV Gruppe.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Gerd Kommer Invest Gmbhgerd-kommer-invest.de HQ: Munich, GermanyReported employees: 11-50 | Munich, Germany | 11-50 | Exact match | 20 contacts → |
“Gerd Kommer Invest GmbH, based in Munich, is a financial service provider for wealthy private clients, foundations and small and medium-sized companies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | India Initiativeindiainitiative.de HQ: Augsburg, GermanyReported employees: 11-50 | Augsburg, Germany | 11-50 | Exact match | 19 contacts → |
“Welcome to India Initiative!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | LAIClaic.de HQ: Hamburg, GermanyReported employees: 11-50 | Hamburg, Germany | 11-50 | Exact match | 19 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Axia Asset Management Gmbhaxia-am.de HQ: Dortmund, GermanyReported employees: 11-50 | Dortmund, Germany | 11-50 | Exact match | 12 contacts → |
“Mit dem Privileg, die Entwicklung Ihres Vermögens zu begleiten, erwächst in uns die persönliche Verpflichtung zu einem äußerst verantwortlichen Umgang mit dem uns anvertrautem…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | GET Capital AGget-capital.de HQ: Düsseldorf, GermanyReported employees: 11-50 | Düsseldorf, Germany | 11-50 | Exact match | 9 contacts → |
“Decades of expertise in asset management, a high technological expertise and disciplined and transparent implementation create better investment results.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Allington Investors Groupallington.de HQ: Bad Homburg Vor Der Höhe, GermanyReported employees: 1-10 | Bad Homburg Vor Der Höhe, Germany | 1-10 | Exact match | 8 contacts → |
“Die Allington Investors Group wurde 2017 mit Sitz in Bad Homburg von der Höhe gegründet.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Augusta Kapitalaugusta-kapital.de HQ: Augsburg, GermanyReported employees: 1-10 | Augsburg, Germany | 1-10 | Exact match | 7 contacts → |
“Wir sind Ihre Experten für eine sorgenfreie Finanzplanung!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Meritum Capital Managers Gmbhmeritumcapital.de HQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 | CFM Casius Finanz Management Gmbhcasiusfinanz.de HQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 6 contacts → |
“Since 2003, we have been accompanying and supporting private individuals and companies with CFM CASIUS Finanz Management GmbH as a financial consulting company in the design of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | The Double Alpha Factoryalpha-factory.de HQ: Neunkirchen-seelscheid, GermanyReported employees: 1-10 | Neunkirchen-seelscheid, Germany | 1-10 | Exact match | 4 contacts → |
“At The Double Alpha Factory, we develop digital portfolio management algorithms and solutions and translate them for use in German wealth management practices, such as retail…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Benefit Factorybenefit-factory-one.de HQ: Ismaning, GermanyReported employees: 11-50 | Ismaning, Germany | 11-50 | Exact match | 4 contacts → |
“Die Benefit Factory ist ein führendes Unternehmen im Bereich der Finanzdienstleistungen, das nicht nur Finanzdienstleistern nachhaltige Perspektiven bietet, sondern auch ihren…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Polar Night Capital Gmbhpolarnight-cap.com HQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 2 contacts → |
“Polar Night Capital is an independent investment research and advisory firm supporting professional investors across Alternative Investments and Private Markets.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Grafrath, GermanyReported employees: 1-10 | Grafrath, Germany | 1-10 | Exact match | 2 contacts → |
“Eine moderne Bestandsverwaltung wie i-Planner unterstützt den professionellen Vermittler dabei, digitale Prozesse in Maklerunternehmen zu etablieren und die Verwaltungszeit zu…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Zielvestzielvest.de HQ: Neckarsulm, GermanyReported employees: 1-10 | Neckarsulm, Germany | 1-10 | Exact match | 2 contacts → |
“Du willst entscheiden, wie dein Geld arbeitet wenn du es investierst?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Daniel Herrmann Analyticsdaniel-herrmann.io HQ: Wadgassen, GermanyReported employees: 1-10 | Wadgassen, Germany | 1-10 | Exact match | 1 contacts → |
“Erhalte Einblick in unsere Investments und optimiere dein Portfolio durch unsere Analysen.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Investment portfolio optimization services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
59 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 60 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for investment portfolio optimization services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment portfolio optimization services did RevenueBase find based in Germany?
The saved snapshot records 60 matching company records, 274 tracked contacts and 128 verified emails. The public preview displays 17 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 17 investment portfolio optimization services based in Germany. Snapshot: November 6, 2026. https://revenuebase.ai/companies/investment-portfolio-optimization-services/germany.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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