Company lists · Data refreshed September 2026
Top 25 Portfolio optimization companies based in Germany
RevenueBase identified 139 company matches for portfolio optimization companies associated with Germany as of September 2026 and tracks 2,081 professional contacts across them, including 600 with verified work emails. Frankfurt is the largest hub.
This list covers company matches for portfolio optimization companies 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 September 20, 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 optimization companies based in Germany
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 708 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 309 contacts → | ||||
Exact match “Wir sind eines der modernsten und unabhängigsten Finanzdienstleistungsunternehmen Deutschlands und bieten durch unser breites Spektrum an Software- und Vergleichslösungen die…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 218 contacts → | ||||
Exact match “Sind Sie ein risikobewusster Mensch?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 132 contacts → | ||||
Exact match “QPLIX develops and operates a leading software solution for the successful digital management of complex portfolios.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 49 contacts → | ||||
Exact match “DIAMOS is a leading provider of standard software and services and has been providing the investment management industry with solutions since 1984.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 40 contacts → | ||||
Exact match “As a provider of consulting services and software, FACT supplies high-quality industry-specific investment management solutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 38 contacts → | ||||
Exact match “RMC Risk-Management-Consulting ist ein Beratungsunternehmen für Kapitalanlageprozesse und ertragsorientierte Risikosteuerung.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 34 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 26 contacts → | ||||
Exact match “Source For Alpha (S4A) ist eine moderne, unabhängige Vermögensverwaltung.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 23 contacts → | ||||
Exact match “Die WAVE Management AG ist der Finanzdienstleister der VHV Gruppe.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 17 contacts → | ||||
Exact match “Die LAIC-Gruppe gehört zur 1995 gegründeten LAIQON AG in Hamburg und besteht aus den drei Gesellschaften LAIC Capital GmbH, LAIC Vermögensverwaltung GmbH und LAIC Intelligence…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 17 contacts → | ||||
Exact match “PATRONAS Financial Systems GmbH is a leading software provider for the international investment industry.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 17 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 16 contacts → | ||||
Exact match “RIVACON advises banks, asset manager and energy providers on challenging topics in data analysis, quantitative modelling, risk management, the design of valuation and data…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 13 contacts → | ||||
Exact match “PSplus Portfolio Software + Consulting GmbH is your partner in the development and implementation of leading solutions for the asset management of your wealthy clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 11 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 8 contacts → | ||||
Exact match “Decades of expertise in asset management, a high technological expertise and disciplined and transparent implementation create better investment results.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 8 contacts → | ||||
Exact match “Sie wollen Ihre Kunden:innen rund um das Thema Finanzen immer bestmöglich und erfolgreich beraten?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 8 contacts → | ||||
Exact match “AVS-Valuation is a leading service provider for valuation and risk management solutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 8 contacts → | ||||
Exact match “Die EDISOFT GmbH hat ihren Sitz in München und ist ein Qualitätsanbieter für Finanz-Software im Bereich der Investmentberatung.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 8 contacts → | ||||
Exact match “Reportify Analytics ist Ihre erste Adresse für moderne, verständliche und interaktive Reportings und Analysen von Wertpapiervermögen sowie sonstigen Vermögensanlagen und…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 8 contacts → | ||||
Exact match “Hello, we are tetralog, a cleversoft group company!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 8 contacts → | ||||
Exact match “Als Unternehmen mit langjähriger Erfahrung an den internationalen Kapitalmärkten haben wir uns auf die ganzheitliche Betreuung von privaten und institutionellen Investoren…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 7 contacts → | ||||
Exact match “Wir sind eines der transparentesten und unabhängigsten Beratungsunternehmen Deutschlands.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 7 contacts → | ||||
Exact match “Wir sind Ihre Experten für eine sorgenfreie Finanzplanung!” Recorded in the RevenueBase company graph · Sep 20, 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 optimization companies”. 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 139 portfolio optimization companies based in Germany
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Portfolio optimization companies based in Germany at a glance
As of Sep 20, 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 139 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 optimization companies” 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 600 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 20, 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.
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 optimization companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio optimization companies are there based in Germany?
RevenueBase identified 139 company matches for portfolio optimization companies associated with 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?
OVB Vermögensberatung AG tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most portfolio optimization companies?
Frankfurt leads with 16 company records, followed by Berlin (14) and Munich (13).
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 600 professional contacts with verified work emails tracked across these 139 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 139 portfolio optimization companies based in Germany. Start with a free account, no credit card.
Download this list →Related lists
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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 optimization companies based in Bangalore, India
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Company intelligence · public preview
Top 25 portfolio optimization companies 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 139 matching company records for portfolio optimization companies based in Germany, with 2,081 tracked contacts and 600 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 20, 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 optimization companies 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 |  OVB Vermögensberatung AGovb.deHQ: Cologne, GermanyReported employees: 1,001-5,000 | Cologne, Germany | 1,001-5,000 | Exact match | 708 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Königswege Gmbhkoenigswege.comHQ: Heidelberg, GermanyReported employees: 201-500 | Heidelberg, Germany | 201-500 | Exact match | 309 contacts → |
“Wir sind eines der modernsten und unabhängigsten Finanzdienstleistungsunternehmen Deutschlands und bieten durch unser breites Spektrum an Software- und Vergleichslösungen die…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  FERIferi.deHQ: Bad Homburg, GermanyReported employees: 201-500 | Bad Homburg, Germany | 201-500 | Exact match | 218 contacts → |
“Sind Sie ein risikobewusster Mensch?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  QPLIXqplix.comHQ: Munich, GermanyReported employees: 51-200 | Munich, Germany | 51-200 | Exact match | 132 contacts → |
“QPLIX develops and operates a leading software solution for the successful digital management of complex portfolios.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Diamos AGfnz.comHQ: Sulzbach/taunus, GermanyReported employees: 51-200 | Sulzbach/taunus, Germany | 51-200 | Exact match | 49 contacts → |
“DIAMOS is a leading provider of standard software and services and has been providing the investment management industry with solutions since 1984.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Friedrichshafen, GermanyReported employees: 51-200 | Friedrichshafen, Germany | 51-200 | Exact match | 40 contacts → |
“As a provider of consulting services and software, FACT supplies high-quality industry-specific investment management solutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Compexx Finanz AGcompexx-finanz.deHQ: Regensburg, GermanyReported employees: 51-200 | Regensburg, Germany | 51-200 | Exact match | 34 contacts → |
“Die compexx Finanz AG wurde im Jahr 2005 in Regensburg gegründet und steht für ganzheitliche Finanzberatung von höchster Qualität.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Wave Management AGwave-ag.deHQ: Hanover, GermanyReported employees: 11-50 | Hanover, Germany | 11-50 | Exact match | 23 contacts → |
“Die WAVE Management AG ist der Finanzdienstleister der VHV Gruppe.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  LAIClaic.deHQ: Hamburg, GermanyReported employees: 11-50 | Hamburg, Germany | 11-50 | Exact match | 17 contacts → |
“Die LAIC-Gruppe gehört zur 1995 gegründeten LAIQON AG in Hamburg und besteht aus den drei Gesellschaften LAIC Capital GmbH, LAIC Vermögensverwaltung GmbH und LAIC Intelligence…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Patronas Financial Systemspatronas.com HQ: Freiburg, GermanyReported employees: 11-50 | Freiburg, Germany | 11-50 | Exact match | 17 contacts → |
“PATRONAS Financial Systems GmbH is a leading software provider for the international investment industry.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Gerd Kommer Invest Gmbhgerd-kommer-invest.deHQ: Munich, GermanyReported employees: 11-50 | Munich, Germany | 11-50 | Exact match | 17 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Rivacon Gmbhrivacon.comHQ: Friedrichsdorf, GermanyReported employees: 11-50 | Friedrichsdorf, Germany | 11-50 | Exact match | 16 contacts → |
“RIVACON advises banks, asset manager and energy providers on challenging topics in data analysis, quantitative modelling, risk management, the design of valuation and data…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Roedermark, GermanyReported employees: 11-50 | Roedermark, Germany | 11-50 | Exact match | 13 contacts → |
“PSplus Portfolio Software + Consulting GmbH is your partner in the development and implementation of leading solutions for the asset management of your wealthy clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Simcorp Gmbhsimcorp.com HQ: Bad Homburg, GermanyReported employees: 1-10 | Bad Homburg, Germany | 1-10 | Exact match | 11 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 | GET Capital AGget-capital.de HQ: Düsseldorf, GermanyReported employees: 11-50 | Düsseldorf, Germany | 11-50 | Exact match | 8 contacts → |
“Decades of expertise in asset management, a high technological expertise and disciplined and transparent implementation create better investment results.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Finanzportal24finanzportal24.de HQ: Burbach, GermanyReported employees: 11-50 | Burbach, Germany | 11-50 | Exact match | 8 contacts → |
“Sie wollen Ihre Kunden:innen rund um das Thema Finanzen immer bestmöglich und erfolgreich beraten?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Avs-Valuation Gmbhavs-valuation.comHQ: Frankfurt, GermanyReported employees: 11-50 | Frankfurt, Germany | 11-50 | Exact match | 8 contacts → |
“AVS-Valuation is a leading service provider for valuation and risk management solutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Edisoft Gmbhedisoft.deHQ: Munich, GermanyReported employees: 11-50 | Munich, Germany | 11-50 | Exact match | 8 contacts → |
“Die EDISOFT GmbH hat ihren Sitz in München und ist ein Qualitätsanbieter für Finanz-Software im Bereich der Investmentberatung.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Reportify Analytics Gmbhreportify.deHQ: Munich, GermanyReported employees: 11-50 | Munich, Germany | 11-50 | Exact match | 8 contacts → |
“Reportify Analytics ist Ihre erste Adresse für moderne, verständliche und interaktive Reportings und Analysen von Wertpapiervermögen sowie sonstigen Vermögensanlagen und…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Tetralog Systems AGtetralog.deHQ: Munich, GermanyReported employees: 11-50 | Munich, Germany | 11-50 | Exact match | 8 contacts → |
“Hello, we are tetralog, a cleversoft group company!” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Pateo Investments Gmbhpateo-investments.de HQ: Berlin, GermanyReported employees: 1-10 | Berlin, Germany | 1-10 | Exact match | 8 contacts → |
“Als Unternehmen mit langjähriger Erfahrung an den internationalen Kapitalmärkten haben wir uns auf die ganzheitliche Betreuung von privaten und institutionellen Investoren…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  BWP Consulting Gmbhbwp-gruppe.deHQ: Wuppertal, GermanyReported employees: 11-50 | Wuppertal, Germany | 11-50 | Exact match | 7 contacts → |
“Wir sind eines der transparentesten und unabhängigsten Beratungsunternehmen Deutschlands.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Augusta Kapitalaugusta-kapital.deHQ: Augsburg, GermanyReported employees: 1-10 | Augsburg, Germany | 1-10 | Exact match | 7 contacts → |
“Wir sind Ihre Experten für eine sorgenfreie Finanzplanung!” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 139 company matches
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Portfolio optimization companies: dataset insights
September 20, 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
137 records in the displayed employee bands.
2 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 139 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: September 20, 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 ↗
Questions about this company list
What does Exact match mean for portfolio optimization companies?
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 optimization companies did RevenueBase find based in Germany?
The saved snapshot records 139 matching company records, 2,081 tracked contacts and 600 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 20, 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 optimization companies by geography
- Portfolio optimization companies based in Bangalore, India
- Portfolio optimization companies based in Mumbai, India
- Portfolio optimization companies based in Atlanta, United States
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- Portfolio optimization companies based in New York, United States
- Portfolio optimization companies based in San Francisco, United States
- Portfolio optimization companies based in Argentina
- Portfolio optimization companies based in Australia
- Portfolio optimization companies based in Brazil
Cite this list
RevenueBase Data Team. Top 25 portfolio optimization companies based in Germany. Snapshot: September 20, 2026. https://revenuebase.ai/companies/portfolio-optimization-companies/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 optimization companies based in Bangalore, India
- Portfolio optimization companies based in Mumbai, India
- Portfolio optimization companies based in Atlanta, United States
- Portfolio optimization companies based in Austin, United States
- Portfolio optimization companies based in Boston, United States
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Company intelligence · public preview
Top 25 portfolio optimization companies based in Germany
RevenueBase records 139 matching company records for portfolio optimization companies based in Germany, with 2,081 tracked contacts and 600 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 20, 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 optimization companies 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 | OVB Vermögensberatung AGovb.de HQ: Cologne, GermanyReported employees: 1,001-5,000 | Cologne, Germany | 1,001-5,000 | Exact match | 708 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Königswege Gmbhkoenigswege.com HQ: Heidelberg, GermanyReported employees: 201-500 | Heidelberg, Germany | 201-500 | Exact match | 309 contacts → |
“Wir sind eines der modernsten und unabhängigsten Finanzdienstleistungsunternehmen Deutschlands und bieten durch unser breites Spektrum an Software- und Vergleichslösungen die…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | FERIferi.de HQ: Bad Homburg, GermanyReported employees: 201-500 | Bad Homburg, Germany | 201-500 | Exact match | 218 contacts → |
“Sind Sie ein risikobewusster Mensch?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | QPLIXqplix.com HQ: Munich, GermanyReported employees: 51-200 | Munich, Germany | 51-200 | Exact match | 132 contacts → |
“QPLIX develops and operates a leading software solution for the successful digital management of complex portfolios.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Diamos AGfnz.com HQ: Sulzbach/taunus, GermanyReported employees: 51-200 | Sulzbach/taunus, Germany | 51-200 | Exact match | 49 contacts → |
“DIAMOS is a leading provider of standard software and services and has been providing the investment management industry with solutions since 1984.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Friedrichshafen, GermanyReported employees: 51-200 | Friedrichshafen, Germany | 51-200 | Exact match | 40 contacts → |
“As a provider of consulting services and software, FACT supplies high-quality industry-specific investment management solutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Compexx Finanz AGcompexx-finanz.de HQ: Regensburg, GermanyReported employees: 51-200 | Regensburg, Germany | 51-200 | Exact match | 34 contacts → |
“Die compexx Finanz AG wurde im Jahr 2005 in Regensburg gegründet und steht für ganzheitliche Finanzberatung von höchster Qualität.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Wave Management AGwave-ag.de HQ: Hanover, GermanyReported employees: 11-50 | Hanover, Germany | 11-50 | Exact match | 23 contacts → |
“Die WAVE Management AG ist der Finanzdienstleister der VHV Gruppe.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | LAIClaic.de HQ: Hamburg, GermanyReported employees: 11-50 | Hamburg, Germany | 11-50 | Exact match | 17 contacts → |
“Die LAIC-Gruppe gehört zur 1995 gegründeten LAIQON AG in Hamburg und besteht aus den drei Gesellschaften LAIC Capital GmbH, LAIC Vermögensverwaltung GmbH und LAIC Intelligence…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Patronas Financial Systemspatronas.com HQ: Freiburg, GermanyReported employees: 11-50 | Freiburg, Germany | 11-50 | Exact match | 17 contacts → |
“PATRONAS Financial Systems GmbH is a leading software provider for the international investment industry.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Gerd Kommer Invest Gmbhgerd-kommer-invest.de HQ: Munich, GermanyReported employees: 11-50 | Munich, Germany | 11-50 | Exact match | 17 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Rivacon Gmbhrivacon.com HQ: Friedrichsdorf, GermanyReported employees: 11-50 | Friedrichsdorf, Germany | 11-50 | Exact match | 16 contacts → |
“RIVACON advises banks, asset manager and energy providers on challenging topics in data analysis, quantitative modelling, risk management, the design of valuation and data…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Roedermark, GermanyReported employees: 11-50 | Roedermark, Germany | 11-50 | Exact match | 13 contacts → |
“PSplus Portfolio Software + Consulting GmbH is your partner in the development and implementation of leading solutions for the asset management of your wealthy clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Simcorp Gmbhsimcorp.com HQ: Bad Homburg, GermanyReported employees: 1-10 | Bad Homburg, Germany | 1-10 | Exact match | 11 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 | GET Capital AGget-capital.de HQ: Düsseldorf, GermanyReported employees: 11-50 | Düsseldorf, Germany | 11-50 | Exact match | 8 contacts → |
“Decades of expertise in asset management, a high technological expertise and disciplined and transparent implementation create better investment results.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Finanzportal24finanzportal24.de HQ: Burbach, GermanyReported employees: 11-50 | Burbach, Germany | 11-50 | Exact match | 8 contacts → |
“Sie wollen Ihre Kunden:innen rund um das Thema Finanzen immer bestmöglich und erfolgreich beraten?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Avs-Valuation Gmbhavs-valuation.com HQ: Frankfurt, GermanyReported employees: 11-50 | Frankfurt, Germany | 11-50 | Exact match | 8 contacts → |
“AVS-Valuation is a leading service provider for valuation and risk management solutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Edisoft Gmbhedisoft.de HQ: Munich, GermanyReported employees: 11-50 | Munich, Germany | 11-50 | Exact match | 8 contacts → |
“Die EDISOFT GmbH hat ihren Sitz in München und ist ein Qualitätsanbieter für Finanz-Software im Bereich der Investmentberatung.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Reportify Analytics Gmbhreportify.de HQ: Munich, GermanyReported employees: 11-50 | Munich, Germany | 11-50 | Exact match | 8 contacts → |
“Reportify Analytics ist Ihre erste Adresse für moderne, verständliche und interaktive Reportings und Analysen von Wertpapiervermögen sowie sonstigen Vermögensanlagen und…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Tetralog Systems AGtetralog.de HQ: Munich, GermanyReported employees: 11-50 | Munich, Germany | 11-50 | Exact match | 8 contacts → |
“Hello, we are tetralog, a cleversoft group company!” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Pateo Investments Gmbhpateo-investments.de HQ: Berlin, GermanyReported employees: 1-10 | Berlin, Germany | 1-10 | Exact match | 8 contacts → |
“Als Unternehmen mit langjähriger Erfahrung an den internationalen Kapitalmärkten haben wir uns auf die ganzheitliche Betreuung von privaten und institutionellen Investoren…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | BWP Consulting Gmbhbwp-gruppe.de HQ: Wuppertal, GermanyReported employees: 11-50 | Wuppertal, Germany | 11-50 | Exact match | 7 contacts → |
“Wir sind eines der transparentesten und unabhängigsten Beratungsunternehmen Deutschlands.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Augusta Kapitalaugusta-kapital.de HQ: Augsburg, GermanyReported employees: 1-10 | Augsburg, Germany | 1-10 | Exact match | 7 contacts → |
“Wir sind Ihre Experten für eine sorgenfreie Finanzplanung!” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 139 company matches
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Portfolio optimization companies: dataset insights
September 20, 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
137 records in the displayed employee bands.
2 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 139 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: September 20, 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 ↗
Questions about this company list
What does Exact match mean for portfolio optimization companies?
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 optimization companies did RevenueBase find based in Germany?
The saved snapshot records 139 matching company records, 2,081 tracked contacts and 600 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 20, 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 optimization companies based in Germany. Snapshot: September 20, 2026. https://revenuebase.ai/companies/portfolio-optimization-companies/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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