Company lists · Data refreshed November 2026
Top 25 Legacy planning firms based in Germany
RevenueBase identified 282 company matches for legacy planning firms associated with Germany as of November 2026 and tracks 2,583 professional contacts across them, including 782 with verified work emails. Munich is the largest hub.
This list covers company matches for legacy planning firms 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 25 largest legacy planning firms based in Germany
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 685 contacts → | ||||
Exact match “Die TELIS FINANZ AG ist ein inhabergeführtes und eigenständiges Finanzdienstleistungsunternehmen und zugleich der größte Finanzdienstleister in Deutschland ohne Kapitalbeteiligung…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 628 contacts → | ||||
Exact match “HORBACH ist seit 1983 eine der Top-Adressen für ganzheitliche Finanzplanung, spezialisiert auf Akademiker und anspruchsvolle Privatkunden.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 83 contacts → | ||||
Exact match “Als Finanzexperten blicken wir auf eine Zusammenarbeit von mehr als 20 Jahren zurück.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 61 contacts → | ||||
Exact match “Das private Finanzhaus von Buddenbrock bietet seit vielen Jahren intelligente Konzepte für Unternehmen und anspruchsvolle Privatkunden, um einen würdevollen Ruhestand und…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 46 contacts → | ||||
Exact match “Die Hansen & Heinrich AG wurde 2001 in Berlin gegründet.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 40 contacts → | ||||
Exact match “wika AG is a financial services company based in Oldenburg, Germany.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 39 contacts → | ||||
Exact match “Unser Ziel ist es, unseren Mandanten ein Leben in finanzieller Unabhängigkeit und Freiheit zu sichern.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 27 contacts → | ||||
Exact match “Spiekermann & CO AG – Wir rechnen in Euro, Cent und Zufriedenheit Von der Kunst, über Geld zu sprechen und dabei an den Menschen zu denken.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 24 contacts → | ||||
Exact match “Die PrivateFinancePartners GmbH ist Ihr Partner in den Bereichen Wealth Management, Versicherungen und Advisory.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 24 contacts → | ||||
Exact match “Gemeinsam mit JURA DIREKT EINFACH - PREISWERT - PERSÖNLICH zu rechtskonformen Vorsorgedokumenten.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 22 contacts → | ||||
Exact match “Perpetual provides investment and wealth management services, with a long-term focus and private markets at the core.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 20 contacts → | ||||
Exact match “Die Qcoon Gruppe ist ein bankenunabhängiges und inhabergeführtes Family, Immobilien- und Wealth Management Office mit Sitz in Karlsruhe und Hamburg und München.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 17 contacts → | ||||
Exact match “Wir sind eine auf die Beratung von Familienunternehmen und Unternehmerfamilien spezialisierte Sozietät.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 17 contacts → | ||||
Exact match “Böker & Paul AG - Kanzlei für Vermögensmanagement Mit 35+ Mitarbeitern, 440+ Mandaten und 1,5 Mrd.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 15 contacts → | ||||
Exact match “B&K ist eine unabhängige Vermögensverwaltungsgesellschaft mit Sitz im Herzen Kölns.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 12 contacts → | ||||
Exact match “Die German Capital Management AG (kurz: GECAM) wurde 1998 in Wangen im Allgäu gegründet und gehört zu den führenden Vermögensverwaltern Deutschlands.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 12 contacts → | ||||
Exact match “Since 2011, we have been successfully advising and supporting wealthy individuals, medium-sized entrepreneurial families, foundations and conservative institutions in the areas of…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 11 contacts → | ||||
Exact match “MÜLLER MAHLMANN ist eine auf die steueroptimierte Nachfolgeplanung, das Erbrecht, die Testamentsvollstreckung sowie die steuerrechtliche Beratung vermögender Unternehmer*innen und…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 11 contacts → | ||||
Exact match “Willkommen bei Sand und Schott GmbH – Ihr Partner für maßgeschneiderte Vermögensverwaltung in Stuttgart.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 11 contacts → | ||||
Exact match “Schuhmann Rechtsanwälte Ihre Experten für Erbrecht, Vermögensübergaben, Familienunternehmen und Steuerrecht in München, Würzburg und Berlin.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 11 contacts → | ||||
Exact match “Werther und Ernst Vermögensverwalter GmbH is a company based out of Bielefeld, Germany.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 11 contacts → | ||||
Exact match “Ihr langfristiger Begleiter in allen Fragen des Vermögensmanagements.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 10 contacts → | ||||
Exact match “We are an independent global investment firm servicing individuals, families and foundations mainly in Europe and Latin America.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 10 contacts → | ||||
Exact match “Ohm Capital ist ein Investment Office, das sich auf die ganzheitliche Vermögensbetreuung für eine begrenzte Anzahl von Familien spezialisiert hat.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 10 contacts → | ||||
Exact match “Die FONTIS Family Office GmbH ist eine bankenunabhängige Beratungsgesellschaft für vermögende Privatpersonen, Familiengesellschaften und Stiftungen in Fragen der ganzheitlichen…” 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 “legacy planning firms”. 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 25 of 282 legacy planning firms based in Germany
See the full list, filter by size, metro and specialty, and access 782 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Legacy planning firms 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 282 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 “legacy planning firms” 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 782 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.
Legacy planning firms by metro
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 “legacy planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many legacy planning firms are there based in Germany?
RevenueBase identified 282 company matches for legacy planning firms 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?
Telis Finanz AG tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most legacy planning firms?
Munich leads with 35 company records, followed by Hamburg (17) and Berlin (14).
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 782 professional contacts with verified work emails tracked across these 282 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.
Ready to reach these companies? Verified emails and direct dials for all 282 legacy planning firms based in Germany. Start with a free account, no credit card.
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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.
More company lists
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- Lists by location
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- New lists
- Legacy planning firms based in Brisbane, Australia
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Company intelligence · public preview
Top 25 legacy planning firms 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 282 matching company records for legacy planning firms based in Germany, with 2,583 tracked contacts and 782 verified work emails.
This public preview shows 25 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 25 legacy planning firms 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 |  Telis Finanz AGtelis-finanz.deHQ: Regensburg, GermanyReported employees: 1,001-5,000 | Regensburg, Germany | 1,001-5,000 | Exact match | 685 contacts → |
“Die TELIS FINANZ AG ist ein inhabergeführtes und eigenständiges Finanzdienstleistungsunternehmen und zugleich der größte Finanzdienstleister in Deutschland ohne Kapitalbeteiligung…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Horbach Wirtschaftsberatunghorbach.deHQ: Hanover, GermanyReported employees: 5,001-10,000 | Hanover, Germany | 5,001-10,000 | Exact match | 628 contacts → |
“HORBACH ist seit 1983 eine der Top-Adressen für ganzheitliche Finanzplanung, spezialisiert auf Akademiker und anspruchsvolle Privatkunden.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  HRK Lunis AGhrklunis.deHQ: Frankfurt, GermanyReported employees: 51-200 | Frankfurt, Germany | 51-200 | Exact match | 83 contacts → |
“Als Finanzexperten blicken wir auf eine Zusammenarbeit von mehr als 20 Jahren zurück.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  VON Buddenbrock Concepts Gmbhvonbuddenbrock.deHQ: Essen, GermanyReported employees: 51-200 | Essen, Germany | 51-200 | Exact match | 61 contacts → |
“Das private Finanzhaus von Buddenbrock bietet seit vielen Jahren intelligente Konzepte für Unternehmen und anspruchsvolle Privatkunden, um einen würdevollen Ruhestand und…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Hansen & Heinrich AGhansen-heinrich.deHQ: Berlin, GermanyReported employees: 11-50 | Berlin, Germany | 11-50 | Exact match | 46 contacts → |
“Die Hansen & Heinrich AG wurde 2001 in Berlin gegründet.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Wika AGwika.agHQ: Oldenburg (oldb.), GermanyReported employees: 201-500 | Oldenburg (oldb.), Germany | 201-500 | Exact match | 40 contacts → |
“wika AG is a financial services company based in Oldenburg, Germany.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  VVO Financevvo.deHQ: Munich, GermanyReported employees: 11-50 | Munich, Germany | 11-50 | Exact match | 39 contacts → |
“Unser Ziel ist es, unseren Mandanten ein Leben in finanzieller Unabhängigkeit und Freiheit zu sichern.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Spiekermann & CO AGspiekermann-ag.deHQ: Osnabrück, GermanyReported employees: 11-50 | Osnabrück, Germany | 11-50 | Exact match | 27 contacts → |
“Spiekermann & CO AG – Wir rechnen in Euro, Cent und Zufriedenheit Von der Kunst, über Geld zu sprechen und dabei an den Menschen zu denken.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Pfp-Privatefinancepartners Gmbhpfpartners.deHQ: Frankfurt A.m., GermanyReported employees: 11-50 | Frankfurt A.m., Germany | 11-50 | Exact match | 24 contacts → |
“Die PrivateFinancePartners GmbH ist Ihr Partner in den Bereichen Wealth Management, Versicherungen und Advisory.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Jura Direkt Gmbhjuradirekt.comHQ: Nuremberg, GermanyReported employees: 51-200 | Nuremberg, Germany | 51-200 | Exact match | 24 contacts → |
“Gemeinsam mit JURA DIREKT EINFACH - PREISWERT - PERSÖNLICH zu rechtskonformen Vorsorgedokumenten.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Perpetualprptl.comHQ: Munich, GermanyReported employees: 11-50 | Munich, Germany | 11-50 | Exact match | 22 contacts → |
“Perpetual provides investment and wealth management services, with a long-term focus and private markets at the core.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Qcoon-Investqcoon.deHQ: Karlsruhe, GermanyReported employees: 11-50 | Karlsruhe, Germany | 11-50 | Exact match | 20 contacts → |
“Die Qcoon Gruppe ist ein bankenunabhängiges und inhabergeführtes Family, Immobilien- und Wealth Management Office mit Sitz in Karlsruhe und Hamburg und München.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Hennerkes, Kirchdörfer & Lorzhennerkes.deHQ: Stuttgart, GermanyReported employees: 11-50 | Stuttgart, Germany | 11-50 | Exact match | 17 contacts → |
“Wir sind eine auf die Beratung von Familienunternehmen und Unternehmerfamilien spezialisierte Sozietät.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Böker & Paul AGboekerpaul.deHQ: Montabaur, GermanyReported employees: 11-50 | Montabaur, Germany | 11-50 | Exact match | 17 contacts → |
“Böker & Paul AG - Kanzlei für Vermögensmanagement Mit 35+ Mitarbeitern, 440+ Mandaten und 1,5 Mrd.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  B&k Vermögen Gmbhbk-vermoegen.deHQ: Cologne, GermanyReported employees: 11-50 | Cologne, Germany | 11-50 | Exact match | 15 contacts → |
“B&K ist eine unabhängige Vermögensverwaltungsgesellschaft mit Sitz im Herzen Kölns.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Gecam AGgecam.deHQ: Heidelberg, GermanyReported employees: 11-50 | Heidelberg, Germany | 11-50 | Exact match | 12 contacts → |
“Die German Capital Management AG (kurz: GECAM) wurde 1998 in Wangen im Allgäu gegründet und gehört zu den führenden Vermögensverwaltern Deutschlands.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Fgtc Investment Gmbhfgtc-investment.comHQ: Munich, GermanyReported employees: 11-50 | Munich, Germany | 11-50 | Exact match | 12 contacts → |
“Since 2011, we have been successfully advising and supporting wealthy individuals, medium-sized entrepreneurial families, foundations and conservative institutions in the areas of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Müller Mahlmann Rechtsanwälte Steuerberater Partnerschaft MBBmuellermahlmann.deHQ: Hamburg, GermanyReported employees: 11-50 | Hamburg, Germany | 11-50 | Exact match | 11 contacts → |
“MÜLLER MAHLMANN ist eine auf die steueroptimierte Nachfolgeplanung, das Erbrecht, die Testamentsvollstreckung sowie die steuerrechtliche Beratung vermögender Unternehmer*innen und…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Sand UND Schott Gmbh Vermögensverwaltungsand-schott.deHQ: Stuttgart, GermanyReported employees: 1-10 | Stuttgart, Germany | 1-10 | Exact match | 11 contacts → |
“Willkommen bei Sand und Schott GmbH – Ihr Partner für maßgeschneiderte Vermögensverwaltung in Stuttgart.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Schuhmann Rechtsanwälteschuhmann-anwaelte.deHQ: Munich, GermanyReported employees: 11-50 | Munich, Germany | 11-50 | Exact match | 11 contacts → |
“Schuhmann Rechtsanwälte Ihre Experten für Erbrecht, Vermögensübergaben, Familienunternehmen und Steuerrecht in München, Würzburg und Berlin.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: Bielefeld, GermanyReported employees: 11-50 | Bielefeld, Germany | 11-50 | Exact match | 11 contacts → |
“Werther und Ernst Vermögensverwalter GmbH is a company based out of Bielefeld, Germany.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Alps Family Office AGalpsfamilyoffice.deHQ: Dietmannsried, GermanyReported employees: 1-10 | Dietmannsried, Germany | 1-10 | Exact match | 11 contacts → |
“Ihr langfristiger Begleiter in allen Fragen des Vermögensmanagements.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Atlan Family Officeatlan-fo.comHQ: Hamburg, GermanyReported employees: 11-50 | Hamburg, Germany | 11-50 | Exact match | 10 contacts → |
“We are an independent global investment firm servicing individuals, families and foundations mainly in Europe and Latin America.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  OHM Capital Investment Officeohmcapital.deHQ: Munich, GermanyReported employees: 1-10 | Munich, Germany | 1-10 | Exact match | 10 contacts → |
“Ohm Capital ist ein Investment Office, das sich auf die ganzheitliche Vermögensbetreuung für eine begrenzte Anzahl von Familien spezialisiert hat.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Fontis Family Office Gmbhfontis.deHQ: Stuttgart, GermanyReported employees: 11-50 | Stuttgart, Germany | 11-50 | Exact match | 10 contacts → |
“Die FONTIS Family Office GmbH ist eine bankenunabhängige Beratungsgesellschaft für vermögende Privatpersonen, Familiengesellschaften und Stiftungen in Fragen der ganzheitlichen…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 282 company matches
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Legacy planning firms: 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
277 records in the displayed employee bands.
5 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 282 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 ↗
Legacy planning firms by metro
Questions about this company list
What does Exact match mean for legacy planning firms?
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 legacy planning firms did RevenueBase find based in Germany?
The saved snapshot records 282 matching company records, 2,583 tracked contacts and 782 verified emails. The public preview displays 25 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.
Related lists
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Cite this list
RevenueBase Data Team. Top 25 legacy planning firms based in Germany. Snapshot: November 6, 2026. https://revenuebase.ai/companies/legacy-planning-firms/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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Company intelligence · public preview
Top 25 legacy planning firms based in Germany
RevenueBase records 282 matching company records for legacy planning firms based in Germany, with 2,583 tracked contacts and 782 verified work emails.
This public preview shows 25 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 25 legacy planning firms 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 | Telis Finanz AGtelis-finanz.de HQ: Regensburg, GermanyReported employees: 1,001-5,000 | Regensburg, Germany | 1,001-5,000 | Exact match | 685 contacts → |
“Die TELIS FINANZ AG ist ein inhabergeführtes und eigenständiges Finanzdienstleistungsunternehmen und zugleich der größte Finanzdienstleister in Deutschland ohne Kapitalbeteiligung…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Horbach Wirtschaftsberatunghorbach.de HQ: Hanover, GermanyReported employees: 5,001-10,000 | Hanover, Germany | 5,001-10,000 | Exact match | 628 contacts → |
“HORBACH ist seit 1983 eine der Top-Adressen für ganzheitliche Finanzplanung, spezialisiert auf Akademiker und anspruchsvolle Privatkunden.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HRK Lunis AGhrklunis.de HQ: Frankfurt, GermanyReported employees: 51-200 | Frankfurt, Germany | 51-200 | Exact match | 83 contacts → |
“Als Finanzexperten blicken wir auf eine Zusammenarbeit von mehr als 20 Jahren zurück.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | VON Buddenbrock Concepts Gmbhvonbuddenbrock.de HQ: Essen, GermanyReported employees: 51-200 | Essen, Germany | 51-200 | Exact match | 61 contacts → |
“Das private Finanzhaus von Buddenbrock bietet seit vielen Jahren intelligente Konzepte für Unternehmen und anspruchsvolle Privatkunden, um einen würdevollen Ruhestand und…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Hansen & Heinrich AGhansen-heinrich.de HQ: Berlin, GermanyReported employees: 11-50 | Berlin, Germany | 11-50 | Exact match | 46 contacts → |
“Die Hansen & Heinrich AG wurde 2001 in Berlin gegründet.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Wika AGwika.ag HQ: Oldenburg (oldb.), GermanyReported employees: 201-500 | Oldenburg (oldb.), Germany | 201-500 | Exact match | 40 contacts → |
“wika AG is a financial services company based in Oldenburg, Germany.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | VVO Financevvo.de HQ: Munich, GermanyReported employees: 11-50 | Munich, Germany | 11-50 | Exact match | 39 contacts → |
“Unser Ziel ist es, unseren Mandanten ein Leben in finanzieller Unabhängigkeit und Freiheit zu sichern.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Spiekermann & CO AGspiekermann-ag.de HQ: Osnabrück, GermanyReported employees: 11-50 | Osnabrück, Germany | 11-50 | Exact match | 27 contacts → |
“Spiekermann & CO AG – Wir rechnen in Euro, Cent und Zufriedenheit Von der Kunst, über Geld zu sprechen und dabei an den Menschen zu denken.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Pfp-Privatefinancepartners Gmbhpfpartners.de HQ: Frankfurt A.m., GermanyReported employees: 11-50 | Frankfurt A.m., Germany | 11-50 | Exact match | 24 contacts → |
“Die PrivateFinancePartners GmbH ist Ihr Partner in den Bereichen Wealth Management, Versicherungen und Advisory.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Jura Direkt Gmbhjuradirekt.com HQ: Nuremberg, GermanyReported employees: 51-200 | Nuremberg, Germany | 51-200 | Exact match | 24 contacts → |
“Gemeinsam mit JURA DIREKT EINFACH - PREISWERT - PERSÖNLICH zu rechtskonformen Vorsorgedokumenten.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Perpetualprptl.com HQ: Munich, GermanyReported employees: 11-50 | Munich, Germany | 11-50 | Exact match | 22 contacts → |
“Perpetual provides investment and wealth management services, with a long-term focus and private markets at the core.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Qcoon-Investqcoon.de HQ: Karlsruhe, GermanyReported employees: 11-50 | Karlsruhe, Germany | 11-50 | Exact match | 20 contacts → |
“Die Qcoon Gruppe ist ein bankenunabhängiges und inhabergeführtes Family, Immobilien- und Wealth Management Office mit Sitz in Karlsruhe und Hamburg und München.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Hennerkes, Kirchdörfer & Lorzhennerkes.de HQ: Stuttgart, GermanyReported employees: 11-50 | Stuttgart, Germany | 11-50 | Exact match | 17 contacts → |
“Wir sind eine auf die Beratung von Familienunternehmen und Unternehmerfamilien spezialisierte Sozietät.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Böker & Paul AGboekerpaul.de HQ: Montabaur, GermanyReported employees: 11-50 | Montabaur, Germany | 11-50 | Exact match | 17 contacts → |
“Böker & Paul AG - Kanzlei für Vermögensmanagement Mit 35+ Mitarbeitern, 440+ Mandaten und 1,5 Mrd.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | B&k Vermögen Gmbhbk-vermoegen.de HQ: Cologne, GermanyReported employees: 11-50 | Cologne, Germany | 11-50 | Exact match | 15 contacts → |
“B&K ist eine unabhängige Vermögensverwaltungsgesellschaft mit Sitz im Herzen Kölns.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Gecam AGgecam.de HQ: Heidelberg, GermanyReported employees: 11-50 | Heidelberg, Germany | 11-50 | Exact match | 12 contacts → |
“Die German Capital Management AG (kurz: GECAM) wurde 1998 in Wangen im Allgäu gegründet und gehört zu den führenden Vermögensverwaltern Deutschlands.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Fgtc Investment Gmbhfgtc-investment.com HQ: Munich, GermanyReported employees: 11-50 | Munich, Germany | 11-50 | Exact match | 12 contacts → |
“Since 2011, we have been successfully advising and supporting wealthy individuals, medium-sized entrepreneurial families, foundations and conservative institutions in the areas of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Müller Mahlmann Rechtsanwälte Steuerberater Partnerschaft MBBmuellermahlmann.de HQ: Hamburg, GermanyReported employees: 11-50 | Hamburg, Germany | 11-50 | Exact match | 11 contacts → |
“MÜLLER MAHLMANN ist eine auf die steueroptimierte Nachfolgeplanung, das Erbrecht, die Testamentsvollstreckung sowie die steuerrechtliche Beratung vermögender Unternehmer*innen und…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Sand UND Schott Gmbh Vermögensverwaltungsand-schott.de HQ: Stuttgart, GermanyReported employees: 1-10 | Stuttgart, Germany | 1-10 | Exact match | 11 contacts → |
“Willkommen bei Sand und Schott GmbH – Ihr Partner für maßgeschneiderte Vermögensverwaltung in Stuttgart.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Schuhmann Rechtsanwälteschuhmann-anwaelte.de HQ: Munich, GermanyReported employees: 11-50 | Munich, Germany | 11-50 | Exact match | 11 contacts → |
“Schuhmann Rechtsanwälte Ihre Experten für Erbrecht, Vermögensübergaben, Familienunternehmen und Steuerrecht in München, Würzburg und Berlin.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: Bielefeld, GermanyReported employees: 11-50 | Bielefeld, Germany | 11-50 | Exact match | 11 contacts → |
“Werther und Ernst Vermögensverwalter GmbH is a company based out of Bielefeld, Germany.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Alps Family Office AGalpsfamilyoffice.de HQ: Dietmannsried, GermanyReported employees: 1-10 | Dietmannsried, Germany | 1-10 | Exact match | 11 contacts → |
“Ihr langfristiger Begleiter in allen Fragen des Vermögensmanagements.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Atlan Family Officeatlan-fo.com HQ: Hamburg, GermanyReported employees: 11-50 | Hamburg, Germany | 11-50 | Exact match | 10 contacts → |
“We are an independent global investment firm servicing individuals, families and foundations mainly in Europe and Latin America.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | OHM Capital Investment Officeohmcapital.de HQ: Munich, GermanyReported employees: 1-10 | Munich, Germany | 1-10 | Exact match | 10 contacts → |
“Ohm Capital ist ein Investment Office, das sich auf die ganzheitliche Vermögensbetreuung für eine begrenzte Anzahl von Familien spezialisiert hat.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Fontis Family Office Gmbhfontis.de HQ: Stuttgart, GermanyReported employees: 11-50 | Stuttgart, Germany | 11-50 | Exact match | 10 contacts → |
“Die FONTIS Family Office GmbH ist eine bankenunabhängige Beratungsgesellschaft für vermögende Privatpersonen, Familiengesellschaften und Stiftungen in Fragen der ganzheitlichen…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 282 company matches
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Legacy planning firms: 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
277 records in the displayed employee bands.
5 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 282 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 ↗
Legacy planning firms by metro
Questions about this company list
What does Exact match mean for legacy planning firms?
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 legacy planning firms did RevenueBase find based in Germany?
The saved snapshot records 282 matching company records, 2,583 tracked contacts and 782 verified emails. The public preview displays 25 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
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Cite this list
RevenueBase Data Team. Top 25 legacy planning firms based in Germany. Snapshot: November 6, 2026. https://revenuebase.ai/companies/legacy-planning-firms/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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