Company lists · Data refreshed September 2026

Top 25 Low-cost investment advisors based in Germany

RevenueBase identified 132 low-cost investment advisors headquartered in Germany as of September 2026 and tracks 1,911 professional contacts across them, including 191 with verified work emails. Berlin is the largest hub.

This list covers low-cost investment advisors 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 20, 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 20, 2026 86% judged on-target in blind review
132Companies
1,911Contacts tracked
191Verified emails
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The 25 largest low-cost investment advisors based in Germany

Ranked by team size
Top 25 of 132 low-cost investment advisors based in Germany, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to low-cost investment advisors: 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 evidenceKöln, GermanyHQ checked Sep 20, 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 20, 2026
2Indirect evidenceBonn, GermanyHQ checked Sep 20, 2026501-1,000178 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceRegensburg, GermanyHQ checked Sep 20, 202651-20034 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 20, 2026
4Indirect evidenceBerlin, GermanyHQ checked Sep 20, 202611-5033 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceDresden, GermanyHQ checked Sep 20, 202611-5020 contacts →

Indirect evidence

“Wir wissen: Finanzthemen sind komplex – aber sie sollten nicht kompliziert sein.”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceAalen, GermanyHQ checked Sep 20, 202651-20015 contacts →

Indirect evidence

“Die nowinta Finanzgruppe steht seit 30 Jahren für umfassende Finanzberatung und individuelle Vermögensverwaltung für Privatpersonen und Unternehmen.”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceZwickau, GermanyHQ checked Sep 20, 202611-5014 contacts →

Indirect evidence

“Hast du dich schon mal einem Finanzberater anvertraut und musstest am Ende feststellen, dass die versprochenen Ziele nicht erreicht wurden?”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceGünzburg, GermanyHQ checked Sep 20, 20261-107 contacts →

Indirect evidence

“Die IHR Vermögen steht für: Individuelle Beratung, welche mit Herz und Verstand Ihre Rendite im Blick behält!”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceMünchen, GermanyHQ checked Sep 20, 20261-106 contacts →

Indirect evidence

“Femance Finanzen ist dein persönlicher Begleiter in Sachen Finanzen und Vorsorge.”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceFellbach, GermanyHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“Finanzstrategien sind vielfältig und im Detail oft komplex.”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceStraubing, GermanyHQ checked Sep 20, 202611-503 contacts →

Indirect evidence

“Renomierter Finanzdienstleister.”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceBerlin, GermanyHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“We help internationals living in Germany building wealth and lower their taxes with buy to let properties.”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidenceBruchsal, GermanyHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“Investieren bedeutet Wert schaffen.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceSimbach Am Inn, GermanyHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“Stell dir vor, deiner Familie finanziellen Schutz bieten zu können und deinen Kindern ein finanzielles Polster mit auf den Weg zu geben, ohne dich dauernd darum kümmern zu müssen.”

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceGern, GermanyHQ checked Sep 20, 202611-502 contacts →

Indirect evidence

“Kennen Sie die Situation?”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceGeislingen An Der Steige, GermanyHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“Gemeinsam zur finanziellen Freiheit.”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceMagdeburg, GermanyHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“Seit vielen Jahren sind wir als Ansprechpartner für Vermögensanlagen in der Region Magdeburg bekannt.”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceBerlin, GermanyHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“Das größte finanzielle Risiko besteht darin, sich nicht um sein Geld zu kümmern" Selbstbewusstsein statt Abhängigkeit - dein Geld gehört in deine Hände Wir Investieren ist dein…”

Source: RevenueBase Database · checked Sep 20, 2026
19Indirect evidenceBonn, GermanyHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“70% der Unternehmen in Deutschland sind falsch abgesichert (Quelle: IHK).”

Source: RevenueBase Database · checked Sep 20, 2026
20Indirect evidenceNeckarsulm, GermanyHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“Du willst entscheiden, wie dein Geld arbeitet wenn du es investierst?”

Source: RevenueBase Database · checked Sep 20, 2026
21Indirect evidenceBensheim, GermanyHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“Wir arbeiten für Sie als Honorar-Finanzanlagenberater.”

Source: RevenueBase Database · checked Sep 20, 2026
22Indirect evidenceAugsburg, GermanyHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“Sie suchen unabhängige Finanzberatung?”

Source: RevenueBase Database · checked Sep 20, 2026
23Indirect evidenceNeuss, GermanyHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Gestalten Sie Ihren Lebensabend selbstbestimmt und unbeschwert, ohne sich Gedanken und Sorgen über ihre Absicherung und Ihre finanzielle Zukunft machen zu müssen.”

Source: RevenueBase Database · checked Sep 20, 2026
24Indirect evidenceHamburg, GermanyHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“FAIRMASTER Konzept ist ein Hamburger Unternehmen unabhängiger Finanzberater unterschiedlichster Disziplinen.”

Source: RevenueBase Database · checked Sep 20, 2026
25Indirect evidencePotsdam, GermanyHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Wir bei Fincura beraten unsere Mandanten zu den Themen Finanzplanung, Geldanlage und Altersvorsorge.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 132 low-cost investment advisors based in Germany

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Low-cost investment advisors based in Germany at a glance

As of Sep 20, 2026
10.0%Verified-email coverage
14.5Average contacts per company
1-10Median size (employees)
9.1%Largest-city concentration · Berlin
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
99
11-50
22
51-200
4
501-1,000
1
1,001-5,000
2

Email recency for this list is measured worldwide rather than for Germany, so it is reported there. Company counts and contact totals on this page are exact for Germany, over 132 companies.

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 low-cost investment advisors, 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 “low-cost investment advisors”. 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 low-cost investment advisors), 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 low-cost investment advisors, 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, 191 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 20, 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.

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 low-cost investment advisors, 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 low-cost investment advisors are there based in Germany?

RevenueBase identified 132 low-cost investment advisors 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 low-cost investment advisors?

Berlin leads with 12 headquartered companies, followed by Hamburg (11) and Munchen (7).

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 191 verified decision-maker contacts tracked across these 132 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 20, 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.