Company lists · Data refreshed September 2026

Top 25 Portfolio analytics platforms based in Germany

RevenueBase identified 73 company matches for portfolio analytics platforms associated with Germany as of September 2026 and tracks 865 professional contacts across them, including 434 with verified work emails. Frankfurt is the largest hub.

This list covers company matches for portfolio analytics platforms 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 September 29, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 29, 2026 How this list was built
73Companies
865Contacts tracked
434Verified emails
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The 25 largest portfolio analytics platforms based in Germany

Ranked by team size
Top 25 of 73 company matches for portfolio analytics platforms based in Germany, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchHeidelberg, GermanyHQ recorded Sep 29, 2026201-500309 contacts →

Exact match

“Wir sind eines der modernsten und unabhängigsten Finanzdienstleistungsunternehmen Deutschlands und bieten durch unser breites Spektrum an Software- und Vergleichslösungen die…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2Exact matchMunich, GermanyHQ recorded Sep 29, 202651-200132 contacts →

Exact match

“QPLIX develops and operates a leading software solution for the successful digital management of complex portfolios.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3Exact matchKronberg Im Taunus, GermanyHQ recorded Sep 29, 2026201-500124 contacts →

Exact match

“Die FFB ist eine der größten, unabhängigen Investmentplattformen, die sich auf Dienstleistungen rund um Anlegende und ihre Vermögensziele konzentriert.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4Exact matchFriedrichshafen, GermanyHQ recorded Sep 29, 202651-20040 contacts →

Exact match

“As a provider of consulting services and software, FACT supplies high-quality industry-specific investment management solutions.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5Exact matchBerlin, GermanyHQ recorded Sep 29, 202611-5032 contacts →

Exact match

“We founded getquin in 2020 with a simple idea: give people a single place to understand and manage their wealth - and empower them to make better financial decisions.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6Exact matchFreiburg, GermanyHQ recorded Sep 29, 202611-5017 contacts →

Exact match

“PATRONAS Financial Systems GmbH is a leading software provider for the international investment industry.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7Exact matchHamburg, GermanyHQ recorded Sep 29, 202611-5014 contacts →

Exact match

“Große und kleine Investoren setzen auf Parqet um sämtliche Depots kombiniert zu visualisieren und zu analysieren.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8Exact matchBad Homburg, GermanyHQ recorded Sep 29, 20261-1011 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9Exact matchBurbach, GermanyHQ recorded Sep 29, 202611-508 contacts →

Exact match

“Sie wollen Ihre Kunden:innen rund um das Thema Finanzen immer bestmöglich und erfolgreich beraten?”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10Exact matchDüsseldorf, GermanyHQ recorded Sep 29, 202611-508 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 · Sep 29, 2026 · View company records in RevenueBase
11Exact matchMunich, GermanyHQ recorded Sep 29, 202611-508 contacts →

Exact match

“Die EDISOFT GmbH hat ihren Sitz in München und ist ein Qualitätsanbieter für Finanz-Software im Bereich der Investmentberatung.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12Exact matchMunich, GermanyHQ recorded Sep 29, 202611-508 contacts →

Exact match

“Reportify Analytics ist Ihre erste Adresse für moderne, verständliche und interaktive Reportings und Analysen von Wertpapiervermögen sowie sonstigen Vermögensanlagen und…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13Exact matchMunich, GermanyHQ recorded Sep 29, 202611-508 contacts →

Exact match

“Hello, we are tetralog, a cleversoft group company!”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14Exact matchMunich, GermanyHQ recorded Sep 29, 202651-2007 contacts →

Exact match

“The fundsaccess platform connects investors, financial advisors, wealth and asset managers and custodian banks.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15Exact matchBerlin, GermanyHQ recorded Sep 29, 20261-106 contacts →

Exact match

“TAG is where AI native investing finally feels human.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16Exact matchMannheim, GermanyHQ recorded Sep 29, 20261-106 contacts →

Exact match

“PaceUP Invest is an intelligent behavioural wealth OS platform helping advisors and institutions deliver personalised financial guidance at scale.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17Exact matchBerlin, GermanyHQ recorded Sep 29, 20261-105 contacts →

Exact match

“At phaseinvest, our ethos is simple: cognitive errors are the hidden tax on portfolio performance.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18Exact matchMunich, GermanyHQ recorded Sep 29, 202611-504 contacts →

Exact match

“Designed from the ground up for the Investment Community, Spoon Data Services offers consulting, operational support and a data management platform that can be run in our private…”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19Exact matchHamburg, GermanyHQ recorded Sep 29, 202611-503 contacts →

Exact match

“The Money Peak financial platform tracks and analyzes investments and portfolios.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20Exact matchGrafrath, GermanyHQ recorded Sep 29, 20261-102 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 · Sep 29, 2026 · View company records in RevenueBase
21Exact matchFrankfurt, GermanyHQ recorded Sep 29, 20261-102 contacts →

Exact match

“Firstfive AG is a financial services company based in Frankfurt am Main, Hessen, Germany.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22Exact matchHalle, GermanyHQ recorded Sep 29, 20261-102 contacts →

Exact match

“SimFin stands for "Simplifying Finance".”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23Exact matchMunich, GermanyHQ recorded Sep 29, 202611-501 contacts →

Exact match

“Discover undervalued stocks.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24Exact matchNuremberg, GermanyHQ recorded Sep 29, 20261-101 contacts →

Exact match

“Navigieren Sie mit einem entscheidenden Vorteil durch die Komplexität moderner Märkte.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25Exact matchWadgassen, GermanyHQ recorded Sep 29, 20261-101 contacts →

Exact match

“Erhalte Einblick in unsere Investments und optimiere dein Portfolio durch unsere Analysen.”

Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase

Showing 25 of 73 portfolio analytics platforms based in Germany

See the full list, filter by size, metro and specialty, and access 434 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Portfolio analytics platforms based in Germany at a glance

As of Sep 29, 2026
50.2%Verified-email coverage
11.8Average contacts per company
1-10Median size (employees)
19.2%Largest-city concentration · Frankfurt
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
44
11-50
22
51-200
4
201-500
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 73 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 “portfolio analytics platforms” 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 434 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 September 29, 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 “portfolio analytics platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many portfolio analytics platforms are there based in Germany?

RevenueBase identified 73 company matches for portfolio analytics platforms associated with Germany as of September 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?

Königswege Gmbh tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most portfolio analytics platforms?

Frankfurt leads with 14 company records, followed by Munich (9) and Berlin (8).

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 434 professional contacts with verified work emails tracked across these 73 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 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 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.