Company lists · Data refreshed September 2026
Top 24 Personalized investment platforms based in Austria
RevenueBase identified 51 personalized investment platforms headquartered in Austria as of September 2026 and tracks 773 professional contacts across them, including 371 with verified work emails. Wien is the largest hub.
This list covers personalized investment platforms headquartered in Austria, 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 29, 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.
The 24 largest personalized investment platforms based in Austria
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 199 contacts → | ||||
Partial evidence “Gutmann is the market leader in private banking in Austria and a specialist in the field of asset management and investment advice.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 174 contacts → | ||||
Indirect evidence “Wesentliche Eckpfeiler des zukunftsweisenden Geschäftsmodells von Swiss Life Select bilden der ganzheitliche Betreuungsansatz, die standardisierte Beratung und die offene…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 107 contacts → | ||||
Indirect evidence “Join the team and become part of the investor revolution!” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 95 contacts → | ||||
Indirect evidence “We are Kathrein Private Bank.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 19 contacts → | ||||
Indirect evidence “Bitpanda was built on the foundation that we’re not just a crypto company, we’re a tech company.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 17 contacts → | ||||
Indirect evidence “who we are.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 12 contacts → | ||||
Indirect evidence “Dein iAdvise Financial Planner entwickelt konkrete Lösungen für Deine optimale finnazielle Lebensplanung.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 10 contacts → | ||||
Partial evidence “MFC Mikulik Finance Consulting GmbH is a licensed investment company in Austria and offers consulting services at the highest level for institutional clients, but also for private…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 8 contacts → | ||||
Indirect evidence “Unser Ansatz bei der Gestaltung deiner Finanzen ist anders.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 8 contacts → | ||||
Indirect evidence “Einfach Geld anlegen: Professionell & flexibel investieren mit Österreichs bestem* Robo-Advisor.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 7 contacts → | ||||
Indirect evidence “MKP investiert mit einem ganzheitlichen Ansatz zielorientiert und individuell; der Dialog mit unseren Kunden bildet die Basis für eine vertrauensvolle und zielgerichtete…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 7 contacts → | ||||
Indirect evidence “Anleger mit einem Veranlagungsvolumen > 250 Mio.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 5 contacts → | ||||
Strong evidence “FAME Investments AG is a highly specialized and 100% independent asset management company dedicated to providing personalized investment solutions to best suit your individual…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 5 contacts → | ||||
Indirect evidence “Du möchtest mehr erreichen?” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 4 contacts → | ||||
Partial evidence “VPI Vermögensberatung GmbH is an investment management company based out of BAHNHOFSTRASSE 9, Saalfelden, Salzburg, Austria.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 4 contacts → | ||||
Indirect evidence “MERITO Financial Solutions mit Sitz in Wien entwickelt seit 2005 für institutionelle Kunden und vermögende Privatanleger maßgeschneiderte Lösungen für die Kapitalanlage.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Indirect evidence “PERICON steht für über 15 Jahre Erfahrung und Kompetenz im Bereich von steueroptimierten Anlage- und Vorsorgelösungen mit einem klaren Fokus auf Immobilieninvestments.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Indirect evidence “Mit auf Ihre Ziele zugeschnittenen Strategien unterstützen wir Sie beim Vermögensaufbau, der Vermögenspflege und Investitionen in Ihre Zukunft.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Indirect evidence “Der heutige Finanzmarkt bietet viele Möglichkeiten der Finanzierung, Absicherung oder Veranlagung.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Indirect evidence “Der goldene Weg zum Vermögen basiert bei FFP auf einer intensiven, loyalen und persönlichen Betreuung, die den Kunden und seinen Vorteil in den Mittelpunkt stellt.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Partial evidence “Bogen & Partner ist ihr verlässlicher Partner wenn es um Finanzierung, Investments und Versicherungen geht.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Indirect evidence “Wir bieten personalisierte Finanzberatung mit modernster Technologie für präzise Analysen und effektive Portfoliogestaltung.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: personalized investment platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names personalized investment platforms.
- Partial evidence
- Its own public description names part of personalized investment platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name personalized investment platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 24 of 51 personalized investment platforms based in Austria
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Personalized investment platforms based in Austria at a glance
As of Sep 29, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Austria, so it is reported there. Company counts and contact totals on this page are exact for Austria, over 51 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 personalized investment platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Austria whose own description of what they do matches “personalized investment platforms”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names personalized investment platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among personalized investment platforms, and records with no verified work email. Companies headquartered outside Austria 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, 371 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 29, 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 personalized investment platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many personalized investment platforms are there based in Austria?
RevenueBase identified 51 personalized investment platforms headquartered in Austria 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?
Gutmann, headquartered in Wien, tops this list with the largest team on record.
Which city has the most personalized investment platforms?
Wien leads with 20 headquartered companies, followed by Vienna (9) and Graz (4).
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 371 verified decision-maker contacts tracked across these 51 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 29, 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.
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