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.
The 22 largest portfolio management software companies based in Germany
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 132 | ||||
“QPLIX develops and operates a leading software solution for the successful digital management of complex portfolios.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 2 | 124 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 3 | 49 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 4 | 40 | ||||
“As a provider of consulting services and software, FACT supplies high-quality industry-specific investment management solutions.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 5 | Wave Management AGPartial evidence | 23 | |||
“Die WAVE Management AG ist der Finanzdienstleister der VHV Gruppe.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 6 | 23 | ||||
“Bei bevestor treffen Wertpapier-Experten auf Digital-Experten.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 7 | Patronas Financial SystemsPartial evidence | 17 | |||
“PATRONAS Financial Systems GmbH is a leading software provider for the international investment industry.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 8 | ParqetIndirect evidence | 14 | |||
“Große und kleine Investoren setzen auf Parqet um sämtliche Depots kombiniert zu visualisieren und zu analysieren.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 9 | 13 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 10 | Simcorp GmbhIndirect evidence | 11 | |||
Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 11 | 10 | ||||
“Wir von foo entwickeln kreative und individuelle IT-Lösungen für die Finanzbranche - passgenau für unterschiedlichste Anforderungen.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 12 | Finanzportal24Indirect evidence | 8 | |||
“Sie wollen Ihre Kunden:innen rund um das Thema Finanzen immer bestmöglich und erfolgreich beraten?” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 13 | 8 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 14 | Tetralog Systems AGIndirect evidence | 8 | |||
“Hello, we are tetralog, a cleversoft group company!” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 15 | Paceupinvest GmbhIndirect evidence | 6 | |||
“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, 2026Thanks. The Data Team will review it. | |||||
| 16 | 4 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 18 | ScalingfundsPartial evidence | 2 | |||
“ScalingFunds is a Berlin-based software company specialising in the digitalisation of the alternative fund industry.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 | ||||
“Traeller Capital is an investment management firm based in Munich.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 20 | Tec-ChainPartial evidence | 2 | |||
“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, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 | ||||
“cloudCapital Structure GmbH is a software development company based out of Hamburg, Germany.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
Showing 22 of 64 portfolio management software companies based in Germany
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 325 reachable decision-makers.
Free signup · no credit card
Portfolio management software companies based in Germany at a glance
As of Sep 5, 2026Companies by employee count
Verified emails by last verification
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.
Ready to reach these companies? Verified emails and direct dials for all 64 portfolio management software companies based in Germany. Start with a free account, no credit card.
Get the full listRelated lists
Portfolio management software companies by geography
- Portfolio management software companies based in the United States
- Portfolio management software companies based in the United Kingdom
- Portfolio management software companies based in Switzerland
- Portfolio management software companies based in Brazil
- Portfolio management software companies based in Canada
- Portfolio management software companies based in France
- Portfolio management software companies based in Australia
- Portfolio management software companies based in Italy
- Portfolio management software companies based in the Netherlands
- Portfolio management software companies based in Boston, United States
- Portfolio management software companies based in Chicago, United States
- Portfolio management software companies based in New York, United States
Browse the directory
Browse: Companies home · All Germany lists · All Portfolio management software companies lists · New lists
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 software companies based in the United States
- Portfolio management software companies based in the United Kingdom
- Portfolio management software companies based in Switzerland
- Portfolio management software companies based in Brazil
- Portfolio management software companies based in Canada
- Portfolio management software companies based in France