Company lists · Data refreshed September 2026
Top 25 Portfolio management consultants based in Frankfurt, Germany
RevenueBase identified 55 company matches for portfolio management consultants associated with Frankfurt, Germany as of September 2026 and tracks 401 professional contacts across them, including 205 with verified work emails. Across Germany, Munich is the largest hub for this category (67 companies); Frankfurt follows with 55.
This list covers company matches for portfolio management consultants associated with Frankfurt, 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.
The 25 largest portfolio management consultants based in Frankfurt, Germany
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 69 contacts → | ||||
Exact match “Als Finanzexperten blicken wir auf eine Zusammenarbeit von mehr als 20 Jahren zurück.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 2 | 49 contacts → | ||||
Exact match “WEPEX specializes in the Financial Markets.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 3 | 38 contacts → | ||||
Exact match “RMC Risk-Management-Consulting ist ein Beratungsunternehmen für Kapitalanlageprozesse und ertragsorientierte Risikosteuerung.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 4 | 26 contacts → | ||||
Exact match “Source For Alpha (S4A) ist eine moderne, unabhängige Vermögensverwaltung.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 5 | 17 contacts → | ||||
Exact match “Cara is a leading private asset manager with an unwavering focus on protecting, managing, and growing wealth.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 6 | 16 contacts → | ||||
Exact match “FAROS Consulting ist ein 2003 gegründeter, unabhängiger und inhabergeführter Investment-Consultant mit Sitz in Frankfurt am Main.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 7 | 15 contacts → | ||||
Exact match “FOCAM Asset Management: Unsere Vermögensverwaltung richtet sich an anspruchsvolle Privatpersonen und Familien, die keine Standardlösung suchen – sondern eine Vermögensanlage, die…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 8 | 12 contacts → | ||||
Exact match “Die FIDUS Finanz AG ist ein dynamisch wachsendes Finanzdienstleistungsunternehmen aus Frankfurt am Main.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 9 | 11 contacts → | ||||
Exact match “Die PEH-Gruppe gehört mit einem betreuten Vermögen von über 16 Mrd.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 10 | 11 contacts → | ||||
Exact match “Die Westend Bank bietet Finanzierungs- und Investitionslösungen für vermögende Privatpersonen, Family Offices und Unternehmen, die einen maßgeschneiderten Ansatz schätzen.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 11 | 7 contacts → | ||||
Exact match “Willkommen bei Horbach - Ihrem serviceorientiertem Finanzdienstleister!” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 12 | 7 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 13 | 6 contacts → | ||||
Exact match “7Square advises institutional and family investors on complex investment situations.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 14 | 6 contacts → | ||||
Exact match “Square Capital Consulting ist Ihr Partner für professionelle Finanz- und Vermögensplanung.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 15 | 5 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 16 | 5 contacts → | ||||
Exact match “Die Patriarch Multi-Manager GmbH fokussiert sich als Investmentteam mit ihrer Produktpalette auf breit diversifizierte Dachfonds und Vermögensverwaltungsstrategien.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 17 | 5 contacts → | ||||
Exact match “Cliffs, shoals and currents – oceans present special challenges for their inhabitants.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 18 | 5 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 19 | 5 contacts → | ||||
Exact match “Natango Invest ist ein Anlagevermittlungs- und Beratungsunternehmen für institutionelle Investoren.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 20 | 3 contacts → | ||||
Exact match “Finanzdienstleistungen” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 21 | 3 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 22 | 3 contacts → | ||||
Exact match “Unser Geschäftsmodell ist im Ansatz so einfach wie überzeugend.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 23 | 2 contacts → | ||||
Exact match “Wir sind ein inhabergeführter, unabhängiger Vermögensverwalter mit Sitz in Frankfurt am Main.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 24 | 2 contacts → | ||||
Exact match “Advisory & Investments” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “Als Management-Beratung für die Investment-Branche arbeiten wir gemeinsam mit unseren Kunden (Asset & Wealth Managers, Online Brokers, WealthTechs, Retailbanken) an strategischen…” Recorded in the RevenueBase company graph · Sep 29, 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 consultants”. 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 55 portfolio management consultants based in Frankfurt, Germany
See the full list, filter by size, metro and specialty, and access 205 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Portfolio management consultants based in Frankfurt, Germany at a glance
As of Sep 29, 2026Companies by employee count
Email recency for this list is measured across the whole Germany list rather than for Frankfurt, so it is reported there. Company counts and contact totals on this page are exact for Frankfurt.
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 Frankfurt, Germany whose business descriptions match “portfolio management consultants” 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 205 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.
Portfolio management consultants by metro in Germany
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 consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio management consultants are there based in Frankfurt, Germany?
RevenueBase identified 55 company matches for portfolio management consultants associated with Frankfurt, 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?
HRK Lunis AG tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in Germany has the most portfolio management consultants?
Munich leads Germany with 67 company records, followed by Frankfurt (55) and Hamburg (48).
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 205 professional contacts with verified work emails tracked across these 55 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.
Ready to reach these companies? Verified emails and direct dials for all 55 portfolio management consultants based in Frankfurt, Germany. Start with a free account, no credit card.
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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
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- New lists
- Portfolio management consultants based in Buenos Aires, Argentina
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Company intelligence · public preview
Top 25 portfolio management consultants based in Frankfurt, Germany
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 55 matching company records for portfolio management consultants based in Frankfurt, Germany, with 401 tracked contacts and 205 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: September 29, 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 consultants based in Frankfurt, 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 |  HRK Lunis AGhrklunis.deHQ: Frankfurt, GermanyReported employees: 51-200 | Frankfurt, Germany | 51-200 | Exact match | 69 contacts → |
“Als Finanzexperten blicken wir auf eine Zusammenarbeit von mehr als 20 Jahren zurück.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Wepex Consultingwepex.deHQ: Frankfurt, GermanyReported employees: 11-50 | Frankfurt, Germany | 11-50 | Exact match | 49 contacts → |
“WEPEX specializes in the Financial Markets.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  RMC Risk-Management-Consulting Gmbhrmc-consult.deHQ: Frankfurt, GermanyReported employees: 51-200 | Frankfurt, Germany | 51-200 | Exact match | 38 contacts → |
“RMC Risk-Management-Consulting ist ein Beratungsunternehmen für Kapitalanlageprozesse und ertragsorientierte Risikosteuerung.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Source For Alpha S4asource-for-alpha.de HQ: Frankfurt, GermanyReported employees: 11-50 | Frankfurt, Germany | 11-50 | Exact match | 26 contacts → |
“Source For Alpha (S4A) ist eine moderne, unabhängige Vermögensverwaltung.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Cara Investment Gmbhcara-investment.comHQ: Frankfurt, GermanyReported employees: 11-50 | Frankfurt, Germany | 11-50 | Exact match | 17 contacts → |
“Cara is a leading private asset manager with an unwavering focus on protecting, managing, and growing wealth.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Faros Pension & Asset Advisoryfaros-consulting.deHQ: Frankfurt, GermanyReported employees: 11-50 | Frankfurt, Germany | 11-50 | Exact match | 16 contacts → |
“FAROS Consulting ist ein 2003 gegründeter, unabhängiger und inhabergeführter Investment-Consultant mit Sitz in Frankfurt am Main.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Focam AGfocam.deHQ: Frankfurt, GermanyReported employees: 11-50 | Frankfurt, Germany | 11-50 | Exact match | 15 contacts → |
“FOCAM Asset Management: Unsere Vermögensverwaltung richtet sich an anspruchsvolle Privatpersonen und Familien, die keine Standardlösung suchen – sondern eine Vermögensanlage, die…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Fidus Finanz AGfidus-ag.deHQ: Frankfurt, GermanyReported employees: 11-50 | Frankfurt, Germany | 11-50 | Exact match | 12 contacts → |
“Die FIDUS Finanz AG ist ein dynamisch wachsendes Finanzdienstleistungsunternehmen aus Frankfurt am Main.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  PEH Wertpapier AGpeh.deHQ: Frankfurt, GermanyReported employees: 51-200 | Frankfurt, Germany | 51-200 | Exact match | 11 contacts → |
“Die PEH-Gruppe gehört mit einem betreuten Vermögen von über 16 Mrd.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Westend Bankwestendbank.deHQ: Frankfurt, GermanyReported employees: 11-50 | Frankfurt, Germany | 11-50 | Exact match | 11 contacts → |
“Die Westend Bank bietet Finanzierungs- und Investitionslösungen für vermögende Privatpersonen, Family Offices und Unternehmen, die einen maßgeschneiderten Ansatz schätzen.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Frankfurt, GermanyReported employees: 51-200 | Frankfurt, Germany | 51-200 | Exact match | 7 contacts → |
“Willkommen bei Horbach - Ihrem serviceorientiertem Finanzdienstleister!” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Areas Institutional Capital Management Gmbhareas-icm.de HQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 13 |  7square7square.deHQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 6 contacts → |
“7Square advises institutional and family investors on complex investment situations.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Square Capital Consulting Gmbhsquarecc.deHQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 6 contacts → |
“Square Capital Consulting ist Ihr Partner für professionelle Finanz- und Vermögensplanung.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Meritum Capital Managers Gmbhmeritumcapital.de HQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 |  Patriarch Multi-Manager Gmbhpatriarch-fonds.deHQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 5 contacts → |
“Die Patriarch Multi-Manager GmbH fokussiert sich als Investmentteam mit ihrer Produktpalette auf breit diversifizierte Dachfonds und Vermögensverwaltungsstrategien.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Dolphinvestdolphinvest.euHQ: Frankfurt, GermanyReported employees: 11-50 | Frankfurt, Germany | 11-50 | Exact match | 5 contacts → |
“Cliffs, shoals and currents – oceans present special challenges for their inhabitants.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  AMF Capital AG Asset Management Frankfurtamf-capital.deHQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 |  Natango Invest Gmbhnatango-invest.comHQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 5 contacts → |
“Natango Invest ist ein Anlagevermittlungs- und Beratungsunternehmen für institutionelle Investoren.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  FIS Finanz- & Invest- Services Gmbhfis-gr.deHQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 3 contacts → |
“Finanzdienstleistungen” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  CFM Casius Finanz Management Gmbhcasiusfinanz.deHQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 3 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Dr. Hengster, Loesch & Kollegenhengsterloesch.deHQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 3 contacts → |
“Unser Geschäftsmodell ist im Ansatz so einfach wie überzeugend.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Runte.Weil & ALT Gmbhrwa-vv.deHQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 2 contacts → |
“Wir sind ein inhabergeführter, unabhängiger Vermögensverwalter mit Sitz in Frankfurt am Main.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Norbert Winkeljohann Advisory&investmentswinkeljohann.comHQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 2 contacts → |
“Advisory & Investments” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Aiko Management Consulting Gmbhaiko-consulting.deHQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 1 contacts → |
“Als Management-Beratung für die Investment-Branche arbeiten wir gemeinsam mit unseren Kunden (Asset & Wealth Managers, Online Brokers, WealthTechs, Retailbanken) an strategischen…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 55 company matches
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Portfolio management consultants: dataset insights
September 29, 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
55 records in the displayed employee bands.
0 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 across the whole Germany list rather than for Frankfurt, so it is reported there. Company counts and contact totals on this page are exact for Frankfurt.
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: September 29, 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 consultants by metro in Germany
Questions about this company list
What does Exact match mean for portfolio management consultants?
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 consultants did RevenueBase find based in Frankfurt, Germany?
The saved snapshot records 55 matching company records, 401 tracked contacts and 205 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: September 29, 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
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- Portfolio management consultants based in Curitiba, Brazil
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Cite this list
RevenueBase Data Team. Top 25 portfolio management consultants based in Frankfurt, Germany. Snapshot: September 29, 2026. https://revenuebase.ai/companies/portfolio-management-consultants/germany/frankfurt.
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 consultants based in Buenos Aires, Argentina
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Company intelligence · public preview
Top 25 portfolio management consultants based in Frankfurt, Germany
RevenueBase records 55 matching company records for portfolio management consultants based in Frankfurt, Germany, with 401 tracked contacts and 205 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: September 29, 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 consultants based in Frankfurt, 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 | HRK Lunis AGhrklunis.de HQ: Frankfurt, GermanyReported employees: 51-200 | Frankfurt, Germany | 51-200 | Exact match | 69 contacts → |
“Als Finanzexperten blicken wir auf eine Zusammenarbeit von mehr als 20 Jahren zurück.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Wepex Consultingwepex.de HQ: Frankfurt, GermanyReported employees: 11-50 | Frankfurt, Germany | 11-50 | Exact match | 49 contacts → |
“WEPEX specializes in the Financial Markets.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | RMC Risk-Management-Consulting Gmbhrmc-consult.de HQ: Frankfurt, GermanyReported employees: 51-200 | Frankfurt, Germany | 51-200 | Exact match | 38 contacts → |
“RMC Risk-Management-Consulting ist ein Beratungsunternehmen für Kapitalanlageprozesse und ertragsorientierte Risikosteuerung.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Source For Alpha S4asource-for-alpha.de HQ: Frankfurt, GermanyReported employees: 11-50 | Frankfurt, Germany | 11-50 | Exact match | 26 contacts → |
“Source For Alpha (S4A) ist eine moderne, unabhängige Vermögensverwaltung.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Cara Investment Gmbhcara-investment.com HQ: Frankfurt, GermanyReported employees: 11-50 | Frankfurt, Germany | 11-50 | Exact match | 17 contacts → |
“Cara is a leading private asset manager with an unwavering focus on protecting, managing, and growing wealth.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Faros Pension & Asset Advisoryfaros-consulting.de HQ: Frankfurt, GermanyReported employees: 11-50 | Frankfurt, Germany | 11-50 | Exact match | 16 contacts → |
“FAROS Consulting ist ein 2003 gegründeter, unabhängiger und inhabergeführter Investment-Consultant mit Sitz in Frankfurt am Main.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Focam AGfocam.de HQ: Frankfurt, GermanyReported employees: 11-50 | Frankfurt, Germany | 11-50 | Exact match | 15 contacts → |
“FOCAM Asset Management: Unsere Vermögensverwaltung richtet sich an anspruchsvolle Privatpersonen und Familien, die keine Standardlösung suchen – sondern eine Vermögensanlage, die…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Fidus Finanz AGfidus-ag.de HQ: Frankfurt, GermanyReported employees: 11-50 | Frankfurt, Germany | 11-50 | Exact match | 12 contacts → |
“Die FIDUS Finanz AG ist ein dynamisch wachsendes Finanzdienstleistungsunternehmen aus Frankfurt am Main.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | PEH Wertpapier AGpeh.de HQ: Frankfurt, GermanyReported employees: 51-200 | Frankfurt, Germany | 51-200 | Exact match | 11 contacts → |
“Die PEH-Gruppe gehört mit einem betreuten Vermögen von über 16 Mrd.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Westend Bankwestendbank.de HQ: Frankfurt, GermanyReported employees: 11-50 | Frankfurt, Germany | 11-50 | Exact match | 11 contacts → |
“Die Westend Bank bietet Finanzierungs- und Investitionslösungen für vermögende Privatpersonen, Family Offices und Unternehmen, die einen maßgeschneiderten Ansatz schätzen.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Frankfurt, GermanyReported employees: 51-200 | Frankfurt, Germany | 51-200 | Exact match | 7 contacts → |
“Willkommen bei Horbach - Ihrem serviceorientiertem Finanzdienstleister!” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Areas Institutional Capital Management Gmbhareas-icm.de HQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 13 | 7square7square.de HQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 6 contacts → |
“7Square advises institutional and family investors on complex investment situations.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Square Capital Consulting Gmbhsquarecc.de HQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 6 contacts → |
“Square Capital Consulting ist Ihr Partner für professionelle Finanz- und Vermögensplanung.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Meritum Capital Managers Gmbhmeritumcapital.de HQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 | Patriarch Multi-Manager Gmbhpatriarch-fonds.de HQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 5 contacts → |
“Die Patriarch Multi-Manager GmbH fokussiert sich als Investmentteam mit ihrer Produktpalette auf breit diversifizierte Dachfonds und Vermögensverwaltungsstrategien.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Dolphinvestdolphinvest.eu HQ: Frankfurt, GermanyReported employees: 11-50 | Frankfurt, Germany | 11-50 | Exact match | 5 contacts → |
“Cliffs, shoals and currents – oceans present special challenges for their inhabitants.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | AMF Capital AG Asset Management Frankfurtamf-capital.de HQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 | Natango Invest Gmbhnatango-invest.com HQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 5 contacts → |
“Natango Invest ist ein Anlagevermittlungs- und Beratungsunternehmen für institutionelle Investoren.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | FIS Finanz- & Invest- Services Gmbhfis-gr.de HQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 3 contacts → |
“Finanzdienstleistungen” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | CFM Casius Finanz Management Gmbhcasiusfinanz.de HQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 3 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Dr. Hengster, Loesch & Kollegenhengsterloesch.de HQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 3 contacts → |
“Unser Geschäftsmodell ist im Ansatz so einfach wie überzeugend.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Runte.Weil & ALT Gmbhrwa-vv.de HQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 2 contacts → |
“Wir sind ein inhabergeführter, unabhängiger Vermögensverwalter mit Sitz in Frankfurt am Main.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Norbert Winkeljohann Advisory&investmentswinkeljohann.com HQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 2 contacts → |
“Advisory & Investments” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Aiko Management Consulting Gmbhaiko-consulting.de HQ: Frankfurt, GermanyReported employees: 1-10 | Frankfurt, Germany | 1-10 | Exact match | 1 contacts → |
“Als Management-Beratung für die Investment-Branche arbeiten wir gemeinsam mit unseren Kunden (Asset & Wealth Managers, Online Brokers, WealthTechs, Retailbanken) an strategischen…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Portfolio management consultants: dataset insights
September 29, 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
55 records in the displayed employee bands.
0 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 across the whole Germany list rather than for Frankfurt, so it is reported there. Company counts and contact totals on this page are exact for Frankfurt.
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: September 29, 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 consultants by metro in Germany
Questions about this company list
What does Exact match mean for portfolio management consultants?
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 consultants did RevenueBase find based in Frankfurt, Germany?
The saved snapshot records 55 matching company records, 401 tracked contacts and 205 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: September 29, 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.
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Cite this list
RevenueBase Data Team. Top 25 portfolio management consultants based in Frankfurt, Germany. Snapshot: September 29, 2026. https://revenuebase.ai/companies/portfolio-management-consultants/germany/frankfurt.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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