Company lists · Data refreshed September 2026
Top 25 Portfolio analysis companies based in Germany
RevenueBase identified 123 portfolio analysis companies headquartered in Germany as of September 2026 and tracks 507 professional contacts across them, including 157 with verified work emails. Frankfurt Am Main is the largest hub.
This list covers portfolio analysis companies 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.
The 25 largest portfolio analysis companies based in Germany
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 38 contacts → | ||||
Indirect evidence “RMC Risk-Management-Consulting ist ein Beratungsunternehmen für Kapitalanlageprozesse und ertragsorientierte Risikosteuerung.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 34 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, 2026Thanks. The Data Team will review it. | |||||
| 3 | 23 contacts → | ||||
Indirect evidence “Die WAVE Management AG ist der Finanzdienstleister der VHV Gruppe.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 18 contacts → | ||||
Indirect evidence “Wir sind TBF, eine Fondsboutique, die seit über 25 Jahren im Bereich Asset Management in Deutschland tätig ist.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 17 contacts → | ||||
Indirect evidence “Gerd Kommer Invest GmbH, based in Munich, is a financial service provider for wealthy private clients, foundations and small and medium-sized companies.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 15 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, 2026Thanks. The Data Team will review it. | |||||
| 7 | 12 contacts → | ||||
Indirect evidence “Die FIDUS Finanz AG ist ein dynamisch wachsendes Finanzdienstleistungsunternehmen aus Frankfurt am Main.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 11 contacts → | ||||
Indirect evidence “Seit über 25 Jahren sind wir Ihr Vermögensverwalter.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 11 contacts → | ||||
Indirect evidence “Professionell aufgestellt mit Ihrer Bank für Vermögen Die Zeiten der Einzelkämpfer sind vorbei.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 10 contacts → | ||||
Indirect evidence “Mit dem Privileg, die Entwicklung Ihres Vermögens zu begleiten, erwächst in uns die persönliche Verpflichtung zu einem äußerst verantwortlichen Umgang mit dem uns anvertrautem…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 8 contacts → | ||||
Indirect evidence “AVS-Valuation is a leading service provider for valuation and risk management solutions.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 8 contacts → | ||||
Partial evidence “Reportify Analytics ist Ihre erste Adresse für moderne, verständliche und interaktive Reportings und Analysen von Wertpapiervermögen sowie sonstigen Vermögensanlagen und…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 8 contacts → | ||||
Indirect evidence “Als Unternehmen mit langjähriger Erfahrung an den internationalen Kapitalmärkten haben wir uns auf die ganzheitliche Betreuung von privaten und institutionellen Investoren…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 7 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, 2026Thanks. The Data Team will review it. | |||||
| 15 | 7 contacts → | ||||
Indirect evidence “Wir sind Ihre Experten für eine sorgenfreie Finanzplanung!” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 6 contacts → | ||||
Indirect evidence “PARTNERS VermögensManagement AG is a financial services company based in Südliche Auffahrtsallee 37, 80639 München, Bavaria, Germany.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 5 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 5 contacts → | ||||
Indirect evidence “Cliffs, shoals and currents – oceans present special challenges for their inhabitants.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 4 contacts → | ||||
Indirect evidence “Wir helfen Privatanlegern dabei, Aktien zu finden, die zu ihnen passen.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 3 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 contacts → | ||||
Indirect evidence “Geldwerkstatt GmbH is an investment management company based out of Dahlmannstraße 5, Berlin, Germany.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Indirect evidence “Seit vielen Jahren sind wir als Ansprechpartner für Vermögensanlagen in der Region Magdeburg bekannt.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 contacts → | ||||
Indirect evidence “WOLFF Asset Management ist eine unabhängige Investment- und Asset Management-Gesellschaft mit Sitz in Hamburg.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Indirect evidence “Firstfive AG is a financial services company based in Frankfurt am Main, Hessen, Germany.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Indirect evidence “Dienstleistungen 1.” Source: RevenueBase Database · checked Sep 20, 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: portfolio analysis companies. 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 portfolio analysis companies.
- Partial evidence
- Its own public description names part of portfolio analysis companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name portfolio analysis companies. 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 25 of 123 portfolio analysis companies based in Germany
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Portfolio analysis companies based in Germany at a glance
As of Sep 20, 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 123 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 portfolio analysis companies, 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 “portfolio analysis companies”. 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 portfolio analysis companies), 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 portfolio analysis companies, 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, 157 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 portfolio analysis companies, 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 portfolio analysis companies are there based in Germany?
RevenueBase identified 123 portfolio analysis companies 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?
RMC Risk-Management-Consulting Gmbh, headquartered in Frankfurt Am Main, tops this list with the largest team on record.
Which city has the most portfolio analysis companies?
Frankfurt Am Main leads with 11 headquartered companies, followed by Berlin (10) and Munchen (9).
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 157 verified decision-maker contacts tracked across these 123 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.
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