Company lists · Data refreshed September 2026

Top 24 Portfolio analytics software companies based in Germany

RevenueBase identified 61 portfolio analytics software companies headquartered in Germany as of September 2026 and tracks 414 professional contacts across them, including 210 with verified work emails. Frankfurt is the largest hub.

This list covers portfolio analytics software 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 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review
61Companies
414Contacts tracked
210Verified emails
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The 24 largest portfolio analytics software companies based in Germany

Ranked by team size
Top 24 of 61 portfolio analytics software companies based in Germany, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio analytics software companies: 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
1Strong evidenceMünchen, GermanyHQ checked Sep 29, 202651-200132 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
2Partial evidenceFriedrichshafen, GermanyHQ checked Sep 29, 202651-20040 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
3Partial evidenceFreiburg, GermanyHQ checked Sep 29, 202611-5017 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
4Indirect evidenceFriedrichsdorf, GermanyHQ checked Sep 29, 202611-5016 contacts →

Indirect evidence

“RIVACON advises banks, asset manager and energy providers on challenging topics in data analysis, quantitative modelling, risk management, the design of valuation and data…”

Source: RevenueBase Database · checked Sep 29, 2026
5Indirect evidenceHamburg, GermanyHQ checked Sep 29, 202611-5014 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
6Strong evidenceRoedermark, GermanyHQ checked Sep 29, 202611-5013 contacts →

Strong evidence

“PSplus Portfolio Software + Consulting GmbH is your partner in the development and implementation of leading solutions for the asset management of your wealthy clients.”

Source: RevenueBase Database · checked Sep 29, 2026
7Indirect evidenceBad Homburg, GermanyHQ checked Sep 29, 20261-1011 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
8Indirect evidenceDüsseldorf, GermanyHQ checked Sep 29, 202611-508 contacts →

Indirect evidence

“Decades of expertise in asset management, a high technological expertise and disciplined and transparent implementation create better investment results.”

Source: RevenueBase Database · checked Sep 29, 2026
9Indirect evidenceBurbach, GermanyHQ checked Sep 29, 202611-508 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
10Indirect evidenceFrankfurt, GermanyHQ checked Sep 29, 202611-508 contacts →

Indirect evidence

“AVS-Valuation is a leading service provider for valuation and risk management solutions.”

Source: RevenueBase Database · checked Sep 29, 2026
11Partial evidenceBerlin, GermanyHQ checked Sep 29, 202611-508 contacts →

Partial evidence

“Sky Cliff Private Markets (operated by Sky Cliff Professionals GmbH) provides portfolio monitoring services to investors who work in the Late Stage Private Equity Market.”

Source: RevenueBase Database · checked Sep 29, 2026
12Partial evidenceMünchen, GermanyHQ checked Sep 29, 202611-508 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
13Partial evidenceMünchen, GermanyHQ checked Sep 29, 202611-508 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 29, 2026
14Indirect evidenceMunich, GermanyHQ checked Sep 29, 202611-508 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
15Indirect evidenceMannheim, GermanyHQ checked Sep 29, 20261-106 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
16Partial evidenceBerlin, GermanyHQ checked Sep 29, 20261-105 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
17Indirect evidenceMünchen, GermanyHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“Traeller Capital is an investment management firm based in Munich.”

Source: RevenueBase Database · checked Sep 29, 2026
18Partial evidenceFulda, GermanyHQ checked Sep 29, 20261-102 contacts →

Partial evidence

“hnology - Block Customized software solutions whether desktop or web We deliver exactly what you need We stand for our work We bring our experience to your project Our core…”

Source: RevenueBase Database · checked Sep 29, 2026
19Indirect evidenceGrafrath, GermanyHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“Eine moderne Bestandsverwaltung wie i-Planner unterstützt den professionellen Vermittler dabei, digitale Prozesse in Maklerunternehmen zu etablieren und die Verwaltungszeit zu…”

Source: RevenueBase Database · checked Sep 29, 2026
20Indirect evidenceMunich, GermanyHQ checked Sep 29, 202611-501 contacts →

Indirect evidence

“Discover undervalued stocks.”

Source: RevenueBase Database · checked Sep 29, 2026
21Indirect evidenceNürnberg, GermanyHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
22Partial evidenceWadgassen, GermanyHQ checked Sep 29, 20261-101 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
23Indirect evidenceFrankfurt Am Main, GermanyHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“Polar Night Capital (PNC) provides bespoke investment research and due diligence services to institutional investors with a focus on Alternative Investments and Private Market…”

Source: RevenueBase Database · checked Sep 29, 2026
24Indirect evidenceFreiburg Im Breisgau, GermanyHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“Modulare Quant-Strategien.”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 24 of 61 portfolio analytics software companies based in Germany

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Portfolio analytics software companies based in Germany at a glance

As of Sep 29, 2026
50.7%Verified-email coverage
6.8Average contacts per company
1-10Median size (employees)
9.8%Largest-city concentration · Frankfurt
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
37
11-50
22
51-200
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 61 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 analytics software 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 analytics software 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 analytics software 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 analytics software 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, 210 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 portfolio analytics software 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 analytics software companies are there based in Germany?

RevenueBase identified 61 portfolio analytics software 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?

QPLIX, headquartered in Munchen, tops this list with the largest team on record.

Which city has the most portfolio analytics software companies?

Frankfurt leads with 6 headquartered companies, followed by Munchen (5) and Frankfurt Am Main (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 210 verified decision-maker contacts tracked across these 61 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.