Company lists · Data refreshed November 2026
Top 25 Portfolio management advisors based in Germany
RevenueBase identified 622 company matches for portfolio management advisors associated with Germany as of November 2026 and tracks 15,038 professional contacts across them, including 7,311 with verified work emails. Munich is the largest hub.
This list covers company matches for portfolio management advisors 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 November 6, 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.
The 25 largest portfolio management advisors based in Germany
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,169 contacts → | ||||
Exact match “MLP Private Finance integrates a range of financial services into one tailored financial package for each client.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 752 contacts → | ||||
Exact match “Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 566 contacts → | ||||
Exact match “Das sind wir Swiss Life Select ist eines der größten deutschen Finanzberatungsunternehmen und Teil der Swiss Life-Gruppe, eines europaweit marktführenden Anbieters von…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 318 contacts → | ||||
Exact match “Allianz Investment Management (AIM) is the investment management arm of the Allianz Group, responsible for managing the risk and return profile of an approximately €700 billion…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 193 contacts → | ||||
Exact match “IMMER GUT LEBEN Im Leben gibt es viele Weggabelungen.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 83 contacts → | ||||
Exact match “Als Finanzexperten blicken wir auf eine Zusammenarbeit von mehr als 20 Jahren zurück.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 81 contacts → | ||||
Exact match “Wir sind eine mittelständische Wirtschaftsberatung für gehobene Privatkunden, Ärzte, Zahnärzte, Wirtschaftswissenschaftler und Ingenieure.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 52 contacts → | ||||
Exact match “Bei GLOBAL-FINANZ steht der Mensch im Mittelpunkt.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 46 contacts → | ||||
Exact match “Die Hansen & Heinrich AG wurde 2001 in Berlin gegründet.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 46 contacts → | ||||
Exact match “Die compexx Finanz AG wurde im Jahr 2005 in Regensburg gegründet und steht für ganzheitliche Finanzberatung von höchster Qualität.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 44 contacts → | ||||
Exact match “Seit 35 Jahren ist unser Motto: „Gemeinsam für Ihren Wohlstand” Sie wollen leicht verständlich und zeitsparend alle für Sie wichtigen Informationen zum Thema Wohlstand erfahren?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 43 contacts → | ||||
Exact match “RMC Risk-Management-Consulting ist ein Beratungsunternehmen für Kapitalanlageprozesse und ertragsorientierte Risikosteuerung.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 38 contacts → | ||||
Exact match “Die FiNUM.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 36 contacts → | ||||
Exact match “Was die FG FINANZ-SERVICE so besonders macht Seit fast 40 Jahren begleitet, berät und betreut die FG FINANZ-SERVICE (FG) nachhaltig und individuell im Bereich Finanzen und…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 34 contacts → | ||||
Exact match “Founded in 1987, Warburg Invest is the asset management company of the Warburg Group, headquartered in Hamburg.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 30 contacts → | ||||
Exact match “Das Netzwerk.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 27 contacts → | ||||
Exact match “Spiekermann & CO AG – Wir rechnen in Euro, Cent und Zufriedenheit Von der Kunst, über Geld zu sprechen und dabei an den Menschen zu denken.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 25 contacts → | ||||
Exact match “Die WAVE Management AG ist der Finanzdienstleister der VHV Gruppe.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 24 contacts → | ||||
Exact match “Die FP Finanzpartner AG betreut täglich mehr als Kunden zu allen Fragen aus den Bereichen Vermögensanlage, Finanzierung und Versicherung.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 24 contacts → | ||||
Exact match “Die PrivateFinancePartners GmbH ist Ihr Partner in den Bereichen Wealth Management, Versicherungen und Advisory.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 23 contacts → | ||||
Exact match “Wir sind ein Zusammenschluss selbständiger Berater.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 22 contacts → | ||||
Exact match “Ihre Konzertmeister in der Finanzwelt.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 21 contacts → | ||||
Exact match “Die Braunschweiger Privatbank wurde 2013 als Zweigniederlassung der Volksbank BRAWO mit dem Ziel gegründet, eine zeitgemäße Antwort auf die Bedürfnisse vermögender Kunden zu geben.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 20 contacts → | ||||
Exact match “Wir von 4Tree Capital verwandeln erfolgreiche Finanzgeschäfte in finanzielle Unabhängigkeit.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 20 contacts → | ||||
Exact match “Gerd Kommer Invest GmbH, based in Munich, is a financial service provider for wealthy private clients, foundations and small and medium-sized companies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “portfolio management advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 622 portfolio management advisors based in Germany
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Portfolio management advisors based in Germany at a glance
As of Nov 6, 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 622 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 management advisors” 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 7,311 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 November 6, 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.
Portfolio management advisors by metro
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 management advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio management advisors are there based in Germany?
RevenueBase identified 622 company matches for portfolio management advisors associated with Germany as of November 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?
MLP tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most portfolio management advisors?
Munich leads with 47 company records, followed by Berlin (40) and Frankfurt (35).
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 7,311 professional contacts with verified work emails tracked across these 622 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 622 portfolio management advisors based in Germany. Start with a free account, no credit card.
Download this list →Related lists
Portfolio management advisors by geography
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- Portfolio management advisors based in Rio De Janeiro, Brazil
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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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Portfolio management advisors based in Buenos Aires, Argentina
- Portfolio management advisors based in Adelaide, Australia
- Portfolio management advisors based in Brisbane, Australia
- Portfolio management advisors based in Melbourne, Australia
- Portfolio management advisors based in Perth, Australia
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Company intelligence · public preview
Top 25 portfolio management advisors based in Germany
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 622 matching company records for portfolio management advisors based in Germany, with 15,038 tracked contacts and 7,311 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 portfolio management advisors based in Germany
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  MLPmlp.deHQ: Wiesloch, GermanyReported employees: 1,001-5,000 | Wiesloch, Germany | 1,001-5,000 | Exact match | 2,169 contacts → |
“MLP Private Finance integrates a range of financial services into one tailored financial package for each client.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  OVB Vermögensberatung AGovb.deHQ: Cologne, GermanyReported employees: 1,001-5,000 | Cologne, Germany | 1,001-5,000 | Exact match | 752 contacts → |
“Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Swiss Life Select Deutschlandswisslife-select.deHQ: Hanover, GermanyReported employees: 5,001-10,000 | Hanover, Germany | 5,001-10,000 | Exact match | 566 contacts → |
“Das sind wir Swiss Life Select ist eines der größten deutschen Finanzberatungsunternehmen und Teil der Swiss Life-Gruppe, eines europaweit marktführenden Anbieters von…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Allianz Investment Managementallianz.comHQ: Munich, GermanyReported employees: 201-500 | Munich, Germany | 201-500 | Exact match | 318 contacts → |
“Allianz Investment Management (AIM) is the investment management arm of the Allianz Group, responsible for managing the risk and return profile of an approximately €700 billion…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Bonnfinanz Gmbhbonnfinanz.deHQ: Bonn, GermanyReported employees: 501-1,000 | Bonn, Germany | 501-1,000 | Exact match | 193 contacts → |
“IMMER GUT LEBEN Im Leben gibt es viele Weggabelungen.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  HRK Lunis AGhrklunis.deHQ: Frankfurt, GermanyReported employees: 51-200 | Frankfurt, Germany | 51-200 | Exact match | 83 contacts → |
“Als Finanzexperten blicken wir auf eine Zusammenarbeit von mehr als 20 Jahren zurück.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  A.S.I. Wirtschaftsberatung AGasi-online.deHQ: Münster, GermanyReported employees: 201-500 | Münster, Germany | 201-500 | Exact match | 81 contacts → |
“Wir sind eine mittelständische Wirtschaftsberatung für gehobene Privatkunden, Ärzte, Zahnärzte, Wirtschaftswissenschaftler und Ingenieure.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Global-Finanz Gmbhglobal-finanz.deHQ: Bonn, GermanyReported employees: 51-200 | Bonn, Germany | 51-200 | Exact match | 52 contacts → |
“Bei GLOBAL-FINANZ steht der Mensch im Mittelpunkt.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Hansen & Heinrich AGhansen-heinrich.deHQ: Berlin, GermanyReported employees: 11-50 | Berlin, Germany | 11-50 | Exact match | 46 contacts → |
“Die Hansen & Heinrich AG wurde 2001 in Berlin gegründet.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Compexx Finanz AGcompexx-finanz.deHQ: Regensburg, GermanyReported employees: 51-200 | Regensburg, Germany | 51-200 | Exact match | 46 contacts → |
“Die compexx Finanz AG wurde im Jahr 2005 in Regensburg gegründet und steht für ganzheitliche Finanzberatung von höchster Qualität.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Hilpert Aktiengesellschafthilpert-ag.deHQ: Würzburg, GermanyReported employees: 11-50 | Würzburg, Germany | 11-50 | Exact match | 44 contacts → |
“Seit 35 Jahren ist unser Motto: „Gemeinsam für Ihren Wohlstand” Sie wollen leicht verständlich und zeitsparend alle für Sie wichtigen Informationen zum Thema Wohlstand erfahren?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  RMC Risk-Management-Consulting Gmbhrmc-consult.deHQ: Frankfurt, GermanyReported employees: 51-200 | Frankfurt, Germany | 51-200 | Exact match | 43 contacts → |
“RMC Risk-Management-Consulting ist ein Beratungsunternehmen für Kapitalanlageprozesse und ertragsorientierte Risikosteuerung.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Finum.Private Finance AGfinum.deHQ: Berlin, GermanyReported employees: 51-200 | Berlin, Germany | 51-200 | Exact match | 38 contacts → |
“Die FiNUM.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  FG Finanz-Service Aktiengesellschaftfg-finanz-service.deHQ: Heilbronn, GermanyReported employees: 201-500 | Heilbronn, Germany | 201-500 | Exact match | 36 contacts → |
“Was die FG FINANZ-SERVICE so besonders macht Seit fast 40 Jahren begleitet, berät und betreut die FG FINANZ-SERVICE (FG) nachhaltig und individuell im Bereich Finanzen und…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Warburg Investwarburg-fonds.comHQ: Hamburg, GermanyReported employees: 11-50 | Hamburg, Germany | 11-50 | Exact match | 34 contacts → |
“Founded in 1987, Warburg Invest is the asset management company of the Warburg Group, headquartered in Hamburg.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Forumfinanz Gmbhforumfinanz.deHQ: Wuppertal, GermanyReported employees: 201-500 | Wuppertal, Germany | 201-500 | Exact match | 30 contacts → |
“Das Netzwerk.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Spiekermann & CO AGspiekermann-ag.deHQ: Osnabrück, GermanyReported employees: 11-50 | Osnabrück, Germany | 11-50 | Exact match | 27 contacts → |
“Spiekermann & CO AG – Wir rechnen in Euro, Cent und Zufriedenheit Von der Kunst, über Geld zu sprechen und dabei an den Menschen zu denken.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Wave Management AGwave-ag.deHQ: Hanover, GermanyReported employees: 11-50 | Hanover, Germany | 11-50 | Exact match | 25 contacts → |
“Die WAVE Management AG ist der Finanzdienstleister der VHV Gruppe.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  FP Finanzpartner AGfp-finanzpartner.deHQ: Vilshofen, GermanyReported employees: 51-200 | Vilshofen, Germany | 51-200 | Exact match | 24 contacts → |
“Die FP Finanzpartner AG betreut täglich mehr als Kunden zu allen Fragen aus den Bereichen Vermögensanlage, Finanzierung und Versicherung.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Pfp-Privatefinancepartners Gmbhpfpartners.deHQ: Frankfurt A.m., GermanyReported employees: 11-50 | Frankfurt A.m., Germany | 11-50 | Exact match | 24 contacts → |
“Die PrivateFinancePartners GmbH ist Ihr Partner in den Bereichen Wealth Management, Versicherungen und Advisory.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Mayflower Capital AGmayflower-capital.deHQ: Eschborn, GermanyReported employees: 51-200 | Eschborn, Germany | 51-200 | Exact match | 23 contacts → |
“Wir sind ein Zusammenschluss selbständiger Berater.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  B-Group AG Financial Planningb-groupag.comHQ: Regensburg, GermanyReported employees: 51-200 | Regensburg, Germany | 51-200 | Exact match | 22 contacts → |
“Ihre Konzertmeister in der Finanzwelt.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Braunschweiger Privatbankbraunschweiger-privatbank.deHQ: Braunschweig, GermanyReported employees: 11-50 | Braunschweig, Germany | 11-50 | Exact match | 21 contacts → |
“Die Braunschweiger Privatbank wurde 2013 als Zweigniederlassung der Volksbank BRAWO mit dem Ziel gegründet, eine zeitgemäße Antwort auf die Bedürfnisse vermögender Kunden zu geben.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  4tree Capital4treecapital.comHQ: Hamburg, GermanyReported employees: 11-50 | Hamburg, Germany | 11-50 | Exact match | 20 contacts → |
“Wir von 4Tree Capital verwandeln erfolgreiche Finanzgeschäfte in finanzielle Unabhängigkeit.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Gerd Kommer Invest Gmbhgerd-kommer-invest.deHQ: Munich, GermanyReported employees: 11-50 | Munich, Germany | 11-50 | Exact match | 20 contacts → |
“Gerd Kommer Invest GmbH, based in Munich, is a financial service provider for wealthy private clients, foundations and small and medium-sized companies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 622 company matches
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Portfolio management advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
598 records in the displayed employee bands.
24 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 622 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Portfolio management advisors by metro
Questions about this company list
What does Exact match mean for portfolio management advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many portfolio management advisors did RevenueBase find based in Germany?
The saved snapshot records 622 matching company records, 15,038 tracked contacts and 7,311 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Portfolio management advisors by geography
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- Portfolio management advisors based in Brisbane, Australia
- Portfolio management advisors based in Melbourne, Australia
- Portfolio management advisors based in Perth, Australia
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- Portfolio management advisors based in Porto Alegre, Brazil
- Portfolio management advisors based in Rio De Janeiro, Brazil
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Cite this list
RevenueBase Data Team. Top 25 portfolio management advisors based in Germany. Snapshot: November 6, 2026. https://revenuebase.ai/companies/portfolio-management-advisors/germany.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Portfolio management advisors based in Buenos Aires, Argentina
- Portfolio management advisors based in Adelaide, Australia
- Portfolio management advisors based in Brisbane, Australia
- Portfolio management advisors based in Melbourne, Australia
- Portfolio management advisors based in Perth, Australia
- Portfolio management advisors based in Sydney, Australia
Company intelligence · public preview
Top 25 portfolio management advisors based in Germany
RevenueBase records 622 matching company records for portfolio management advisors based in Germany, with 15,038 tracked contacts and 7,311 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 portfolio management advisors based in Germany
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | MLPmlp.de HQ: Wiesloch, GermanyReported employees: 1,001-5,000 | Wiesloch, Germany | 1,001-5,000 | Exact match | 2,169 contacts → |
“MLP Private Finance integrates a range of financial services into one tailored financial package for each client.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | OVB Vermögensberatung AGovb.de HQ: Cologne, GermanyReported employees: 1,001-5,000 | Cologne, Germany | 1,001-5,000 | Exact match | 752 contacts → |
“Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Swiss Life Select Deutschlandswisslife-select.de HQ: Hanover, GermanyReported employees: 5,001-10,000 | Hanover, Germany | 5,001-10,000 | Exact match | 566 contacts → |
“Das sind wir Swiss Life Select ist eines der größten deutschen Finanzberatungsunternehmen und Teil der Swiss Life-Gruppe, eines europaweit marktführenden Anbieters von…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Allianz Investment Managementallianz.com HQ: Munich, GermanyReported employees: 201-500 | Munich, Germany | 201-500 | Exact match | 318 contacts → |
“Allianz Investment Management (AIM) is the investment management arm of the Allianz Group, responsible for managing the risk and return profile of an approximately €700 billion…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Bonnfinanz Gmbhbonnfinanz.de HQ: Bonn, GermanyReported employees: 501-1,000 | Bonn, Germany | 501-1,000 | Exact match | 193 contacts → |
“IMMER GUT LEBEN Im Leben gibt es viele Weggabelungen.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HRK Lunis AGhrklunis.de HQ: Frankfurt, GermanyReported employees: 51-200 | Frankfurt, Germany | 51-200 | Exact match | 83 contacts → |
“Als Finanzexperten blicken wir auf eine Zusammenarbeit von mehr als 20 Jahren zurück.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | A.S.I. Wirtschaftsberatung AGasi-online.de HQ: Münster, GermanyReported employees: 201-500 | Münster, Germany | 201-500 | Exact match | 81 contacts → |
“Wir sind eine mittelständische Wirtschaftsberatung für gehobene Privatkunden, Ärzte, Zahnärzte, Wirtschaftswissenschaftler und Ingenieure.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Global-Finanz Gmbhglobal-finanz.de HQ: Bonn, GermanyReported employees: 51-200 | Bonn, Germany | 51-200 | Exact match | 52 contacts → |
“Bei GLOBAL-FINANZ steht der Mensch im Mittelpunkt.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Hansen & Heinrich AGhansen-heinrich.de HQ: Berlin, GermanyReported employees: 11-50 | Berlin, Germany | 11-50 | Exact match | 46 contacts → |
“Die Hansen & Heinrich AG wurde 2001 in Berlin gegründet.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Compexx Finanz AGcompexx-finanz.de HQ: Regensburg, GermanyReported employees: 51-200 | Regensburg, Germany | 51-200 | Exact match | 46 contacts → |
“Die compexx Finanz AG wurde im Jahr 2005 in Regensburg gegründet und steht für ganzheitliche Finanzberatung von höchster Qualität.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Hilpert Aktiengesellschafthilpert-ag.de HQ: Würzburg, GermanyReported employees: 11-50 | Würzburg, Germany | 11-50 | Exact match | 44 contacts → |
“Seit 35 Jahren ist unser Motto: „Gemeinsam für Ihren Wohlstand” Sie wollen leicht verständlich und zeitsparend alle für Sie wichtigen Informationen zum Thema Wohlstand erfahren?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | RMC Risk-Management-Consulting Gmbhrmc-consult.de HQ: Frankfurt, GermanyReported employees: 51-200 | Frankfurt, Germany | 51-200 | Exact match | 43 contacts → |
“RMC Risk-Management-Consulting ist ein Beratungsunternehmen für Kapitalanlageprozesse und ertragsorientierte Risikosteuerung.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Finum.Private Finance AGfinum.de HQ: Berlin, GermanyReported employees: 51-200 | Berlin, Germany | 51-200 | Exact match | 38 contacts → |
“Die FiNUM.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | FG Finanz-Service Aktiengesellschaftfg-finanz-service.de HQ: Heilbronn, GermanyReported employees: 201-500 | Heilbronn, Germany | 201-500 | Exact match | 36 contacts → |
“Was die FG FINANZ-SERVICE so besonders macht Seit fast 40 Jahren begleitet, berät und betreut die FG FINANZ-SERVICE (FG) nachhaltig und individuell im Bereich Finanzen und…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Warburg Investwarburg-fonds.com HQ: Hamburg, GermanyReported employees: 11-50 | Hamburg, Germany | 11-50 | Exact match | 34 contacts → |
“Founded in 1987, Warburg Invest is the asset management company of the Warburg Group, headquartered in Hamburg.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Forumfinanz Gmbhforumfinanz.de HQ: Wuppertal, GermanyReported employees: 201-500 | Wuppertal, Germany | 201-500 | Exact match | 30 contacts → |
“Das Netzwerk.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Spiekermann & CO AGspiekermann-ag.de HQ: Osnabrück, GermanyReported employees: 11-50 | Osnabrück, Germany | 11-50 | Exact match | 27 contacts → |
“Spiekermann & CO AG – Wir rechnen in Euro, Cent und Zufriedenheit Von der Kunst, über Geld zu sprechen und dabei an den Menschen zu denken.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Wave Management AGwave-ag.de HQ: Hanover, GermanyReported employees: 11-50 | Hanover, Germany | 11-50 | Exact match | 25 contacts → |
“Die WAVE Management AG ist der Finanzdienstleister der VHV Gruppe.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | FP Finanzpartner AGfp-finanzpartner.de HQ: Vilshofen, GermanyReported employees: 51-200 | Vilshofen, Germany | 51-200 | Exact match | 24 contacts → |
“Die FP Finanzpartner AG betreut täglich mehr als Kunden zu allen Fragen aus den Bereichen Vermögensanlage, Finanzierung und Versicherung.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Pfp-Privatefinancepartners Gmbhpfpartners.de HQ: Frankfurt A.m., GermanyReported employees: 11-50 | Frankfurt A.m., Germany | 11-50 | Exact match | 24 contacts → |
“Die PrivateFinancePartners GmbH ist Ihr Partner in den Bereichen Wealth Management, Versicherungen und Advisory.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Mayflower Capital AGmayflower-capital.de HQ: Eschborn, GermanyReported employees: 51-200 | Eschborn, Germany | 51-200 | Exact match | 23 contacts → |
“Wir sind ein Zusammenschluss selbständiger Berater.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | B-Group AG Financial Planningb-groupag.com HQ: Regensburg, GermanyReported employees: 51-200 | Regensburg, Germany | 51-200 | Exact match | 22 contacts → |
“Ihre Konzertmeister in der Finanzwelt.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Braunschweiger Privatbankbraunschweiger-privatbank.de HQ: Braunschweig, GermanyReported employees: 11-50 | Braunschweig, Germany | 11-50 | Exact match | 21 contacts → |
“Die Braunschweiger Privatbank wurde 2013 als Zweigniederlassung der Volksbank BRAWO mit dem Ziel gegründet, eine zeitgemäße Antwort auf die Bedürfnisse vermögender Kunden zu geben.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | 4tree Capital4treecapital.com HQ: Hamburg, GermanyReported employees: 11-50 | Hamburg, Germany | 11-50 | Exact match | 20 contacts → |
“Wir von 4Tree Capital verwandeln erfolgreiche Finanzgeschäfte in finanzielle Unabhängigkeit.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Gerd Kommer Invest Gmbhgerd-kommer-invest.de HQ: Munich, GermanyReported employees: 11-50 | Munich, Germany | 11-50 | Exact match | 20 contacts → |
“Gerd Kommer Invest GmbH, based in Munich, is a financial service provider for wealthy private clients, foundations and small and medium-sized companies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 622 company matches
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Portfolio management advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
598 records in the displayed employee bands.
24 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 622 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Portfolio management advisors by metro
Questions about this company list
What does Exact match mean for portfolio management advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many portfolio management advisors did RevenueBase find based in Germany?
The saved snapshot records 622 matching company records, 15,038 tracked contacts and 7,311 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
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Cite this list
RevenueBase Data Team. Top 25 portfolio management advisors based in Germany. Snapshot: November 6, 2026. https://revenuebase.ai/companies/portfolio-management-advisors/germany.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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