Company lists · Data refreshed September 2026

Top 22 Portfolio management software companies based in Germany

RevenueBase identified 64 portfolio management software companies headquartered in Germany as of September 2026 and tracks 605 professional contacts across them, including 325 with verified work emails and 9 with mobile numbers. Frankfurt Am Main is the largest hub.

This list covers portfolio management 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, how directly it supports the match, and when it was last checked. Data refreshed September 5, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row Match evidence on every row Refreshed Sep 5, 2026 86% judged on-target in blind review
64Companies
605Contacts tracked
325Verified emails
9Mobile numbers
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The 22 largest portfolio management software companies based in Germany

Ranked by team size
Top 22 of 64 portfolio management software companies based in Germany, ranked by team size, largest first. Data refreshed Sep 5, 2026. Evidence rates how directly each company's own description names portfolio management software companies: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
QPLIXStrong evidence
München, GermanyHQ checked Sep 5, 202651-200132

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

Source: company website · checked Sep 5, 2026
2
FFB Fidelity InternationalIndirect evidence
Kronberg Im Taunus, GermanyHQ checked Sep 5, 2026201-500124

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

Source: company website · checked Sep 5, 2026
3
Diamos AGStrong evidence
Sulzbach/taunus, GermanyHQ checked Sep 5, 202651-20049

“DIAMOS is a leading provider of standard software and services and has been providing the investment management industry with solutions since 1984.”

Source: company website · checked Sep 5, 2026
4Friedrichshafen, GermanyHQ checked Sep 5, 202651-20040

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

Source: company website · checked Sep 5, 2026
5
Wave Management AGPartial evidence
Hannover, GermanyHQ checked Sep 5, 202611-5023

“Die WAVE Management AG ist der Finanzdienstleister der VHV Gruppe.”

Source: company website · checked Sep 5, 2026
6Frankfurt, GermanyHQ checked Sep 5, 202611-5023

“Bei bevestor treffen Wertpapier-Experten auf Digital-Experten.”

Source: company website · checked Sep 5, 2026
7Freiburg, GermanyHQ checked Sep 5, 202611-5017

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

Source: company website · checked Sep 5, 2026
8
ParqetIndirect evidence
Hamburg, GermanyHQ checked Sep 5, 202611-5014

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

Source: company website · checked Sep 5, 2026
9Roedermark, GermanyHQ checked Sep 5, 202611-5013

“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: company website · checked Sep 5, 2026
10
Simcorp GmbhIndirect evidence
Bad Homburg, GermanyHQ checked Sep 5, 20261-1011
Source: company website · checked Sep 5, 2026
11
FOOIndirect evidence
Berlin, GermanyHQ checked Sep 5, 202611-5010

“Wir von foo entwickeln kreative und individuelle IT-Lösungen für die Finanzbranche - passgenau für unterschiedlichste Anforderungen.”

Source: company website · checked Sep 5, 2026
12
Finanzportal24Indirect evidence
Burbach, GermanyHQ checked Sep 5, 202611-508

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

Source: company website · checked Sep 5, 2026
13
Edisoft GmbhPartial evidence
München, GermanyHQ checked Sep 5, 202611-508

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

Source: company website · checked Sep 5, 2026
14
Tetralog Systems AGIndirect evidence
Munich, GermanyHQ checked Sep 5, 202611-508

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

Source: company website · checked Sep 5, 2026
15
Paceupinvest GmbhIndirect evidence
Mannheim, GermanyHQ checked Sep 5, 20261-106

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

Source: company website · checked Sep 5, 2026
16
The Double Alpha FactoryStrong evidence
Neunkirchen-seelscheid, GermanyHQ checked Sep 5, 20261-104

“At The Double Alpha Factory, we develop digital portfolio management algorithms and solutions and translate them for use in German wealth management practices, such as retail…”

Source: company website · checked Sep 5, 2026
17
F-Fex AGIndirect evidence
Bad Homburg V.d.h., GermanyHQ checked Sep 5, 20261-103

“f-fex schafft intelligente Lösungen für das fondsbasierte Vermögensmanagement von Plattformen und Finanzvertrieben und ist darüber hinaus der erste Komplett-Anbieter für das…”

Source: company website · checked Sep 5, 2026
18
ScalingfundsPartial evidence
Berlin, GermanyHQ checked Sep 5, 202611-502

“ScalingFunds is a Berlin-based software company specialising in the digitalisation of the alternative fund industry.”

Source: company website · checked Sep 5, 2026
19
Traeller CapitalPartial evidence
München, GermanyHQ checked Sep 5, 20261-102

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

Source: company website · checked Sep 5, 2026
20
Tec-ChainPartial evidence
Fulda, GermanyHQ checked Sep 5, 20261-102

“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: company website · checked Sep 5, 2026
21Grafrath, GermanyHQ checked Sep 5, 20261-102

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

Source: company website · checked Sep 5, 2026
22Lüneburg, GermanyHQ checked Sep 5, 20261-101

“cloudCapital Structure GmbH is a software development company based out of Hamburg, Germany.”

Source: company website · checked Sep 5, 2026

Showing 22 of 64 portfolio management software companies based in Germany

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Portfolio management software companies based in Germany at a glance

As of Sep 5, 2026
1-10Median size (employees)
Frankfurt Am MainLargest hub · 7 HQs
9Contacts with mobile numbers
Sep 5, 2026Data refreshed

Companies by employee count

1-10
36
11-50
22
51-200
4
201-500
1

Verified emails by last verification

0–30
301
31–60
23
61–90
0
90–180
0
180+
1

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 management software companies, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 management software companies”. Matching reads each company's description, not its industry code or its name.
What we exclude
Companies whose own description does not clearly place them among portfolio management 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 an evidence 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, 325 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 5, 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

How many portfolio management software companies are there based in Germany?

RevenueBase identified 64 portfolio management 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 management software companies?

Frankfurt Am Main leads with 7 headquartered companies, followed by Berlin (5) and Frankfurt (5).

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 325 verified decision-maker contacts tracked across these 64 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 5, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.