Company lists · Data refreshed September 2026

Top 25 Portfolio optimization companies based in Germany

Name: Portfolio optimization companies based in Germany
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 139 companies tracked

RevenueBase identified 139 portfolio optimization companies headquartered in Germany as of September 2026 and tracks 2,081 professional contacts across them, including 600 with verified work emails. Berlin is the largest hub.

This list covers portfolio optimization 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, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review

139Companies

2,081Contacts tracked

600Verified emails

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The 25 largest portfolio optimization companies based in Germany

Ranked by team size

Top 25 of 139 portfolio optimization companies based in Germany, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio optimization companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	OVB Vermögensberatung AG	Indirect evidence	Köln, GermanyHQ checked Sep 20, 2026	1,001-5,000	708 contacts →
	Indirect evidence “Mehr als 55 Jahre OVB Als Tochterunternehmen der OVB Holding AG ist die deutsche Landesgesellschaft „OVB Vermögensberatung AG“ Teil einer europaweiten Erfolgsgeschichte.” Source: RevenueBase Database · checked Sep 20, 2026
2	Königswege Gmbh	Indirect evidence	Heidelberg, GermanyHQ checked Sep 20, 2026	201-500	309 contacts →
	Indirect evidence “Wir sind eines der modernsten und unabhängigsten Finanzdienstleistungsunternehmen Deutschlands und bieten durch unser breites Spektrum an Software- und Vergleichslösungen die…” Source: RevenueBase Database · checked Sep 20, 2026
3	FERI	Indirect evidence	Bad Homburg, GermanyHQ checked Sep 20, 2026	201-500	218 contacts →
	Indirect evidence “Sind Sie ein risikobewusster Mensch?” Source: RevenueBase Database · checked Sep 20, 2026
4	QPLIX	Partial evidence	München, GermanyHQ checked Sep 20, 2026	51-200	132 contacts →
	Partial evidence “QPLIX develops and operates a leading software solution for the successful digital management of complex portfolios.” Source: RevenueBase Database · checked Sep 20, 2026
5	Diamos AG	Indirect evidence	Sulzbach/taunus, GermanyHQ checked Sep 20, 2026	51-200	49 contacts →
	Indirect evidence “DIAMOS is a leading provider of standard software and services and has been providing the investment management industry with solutions since 1984.” Source: RevenueBase Database · checked Sep 20, 2026
6	Fact Informationssysteme & Consulting Gmbh	Indirect evidence	Friedrichshafen, GermanyHQ checked Sep 20, 2026	51-200	40 contacts →
	Indirect evidence “As a provider of consulting services and software, FACT supplies high-quality industry-specific investment management solutions.” Source: RevenueBase Database · checked Sep 20, 2026
7	RMC Risk-Management-Consulting Gmbh	Indirect evidence	Frankfurt Am Main, GermanyHQ checked Sep 20, 2026	51-200	38 contacts →
	Indirect evidence “RMC Risk-Management-Consulting ist ein Beratungsunternehmen für Kapitalanlageprozesse und ertragsorientierte Risikosteuerung.” Source: RevenueBase Database · checked Sep 20, 2026
8	Compexx Finanz AG	Indirect evidence	Regensburg, GermanyHQ checked Sep 20, 2026	51-200	34 contacts →
	Indirect evidence “Die compexx Finanz AG wurde im Jahr 2005 in Regensburg gegründet und steht für ganzheitliche Finanzberatung von höchster Qualität.” Source: RevenueBase Database · checked Sep 20, 2026
9	Source For Alpha S4a	Indirect evidence	Frankfurt Am Main, GermanyHQ checked Sep 20, 2026	11-50	26 contacts →
	Indirect evidence “Source For Alpha (S4A) ist eine moderne, unabhängige Vermögensverwaltung.” Source: RevenueBase Database · checked Sep 20, 2026
10	Wave Management AG	Indirect evidence	Hannover, GermanyHQ checked Sep 20, 2026	11-50	23 contacts →
	Indirect evidence “Die WAVE Management AG ist der Finanzdienstleister der VHV Gruppe.” Source: RevenueBase Database · checked Sep 20, 2026
11	LAIC	Indirect evidence	Hamburg, GermanyHQ checked Sep 20, 2026	11-50	17 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
12	Patronas Financial Systems	Indirect evidence	Freiburg, GermanyHQ checked Sep 20, 2026	11-50	17 contacts →
	Indirect evidence “PATRONAS Financial Systems GmbH is a leading software provider for the international investment industry.” Source: RevenueBase Database · checked Sep 20, 2026
13	Gerd Kommer Invest Gmbh	Indirect evidence	Munich, GermanyHQ checked Sep 20, 2026	11-50	17 contacts →
	Indirect evidence “Gerd Kommer Invest GmbH, based in Munich, is a financial service provider for wealthy private clients, foundations and small and medium-sized companies.” Source: RevenueBase Database · checked Sep 20, 2026
14	Rivacon Gmbh	Indirect evidence	Friedrichsdorf, GermanyHQ checked Sep 20, 2026	11-50	16 contacts →
	Indirect evidence “RIVACON advises banks, asset manager and energy providers on challenging topics in data analysis, quantitative modelling, risk management, the design of valuation and data…” Source: RevenueBase Database · checked Sep 20, 2026
15	Psplus Portfolio Software Consulting Gmbh	Partial evidence	Roedermark, GermanyHQ checked Sep 20, 2026	11-50	13 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 20, 2026
16	Simcorp Gmbh	Indirect evidence	Bad Homburg, GermanyHQ checked Sep 20, 2026	1-10	11 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
17	GET Capital AG	Indirect evidence	Düsseldorf, GermanyHQ checked Sep 20, 2026	11-50	8 contacts →
	Indirect evidence “Decades of expertise in asset management, a high technological expertise and disciplined and transparent implementation create better investment results.” Source: RevenueBase Database · checked Sep 20, 2026
18	Finanzportal24	Indirect evidence	Burbach, GermanyHQ checked Sep 20, 2026	11-50	8 contacts →
	Indirect evidence “Sie wollen Ihre Kunden:innen rund um das Thema Finanzen immer bestmöglich und erfolgreich beraten?” Source: RevenueBase Database · checked Sep 20, 2026
19	Avs-Valuation Gmbh	Indirect evidence	Frankfurt, GermanyHQ checked Sep 20, 2026	11-50	8 contacts →
	Indirect evidence “AVS-Valuation is a leading service provider for valuation and risk management solutions.” Source: RevenueBase Database · checked Sep 20, 2026
20	Edisoft Gmbh	Indirect evidence	München, GermanyHQ checked Sep 20, 2026	11-50	8 contacts →
	Indirect evidence “Die EDISOFT GmbH hat ihren Sitz in München und ist ein Qualitätsanbieter für Finanz-Software im Bereich der Investmentberatung.” Source: RevenueBase Database · checked Sep 20, 2026
21	Reportify Analytics Gmbh	Indirect evidence	München, GermanyHQ checked Sep 20, 2026	11-50	8 contacts →
	Indirect evidence “Reportify Analytics ist Ihre erste Adresse für moderne, verständliche und interaktive Reportings und Analysen von Wertpapiervermögen sowie sonstigen Vermögensanlagen und…” Source: RevenueBase Database · checked Sep 20, 2026
22	Tetralog Systems AG	Indirect evidence	Munich, GermanyHQ checked Sep 20, 2026	11-50	8 contacts →
	Indirect evidence “Hello, we are tetralog, a cleversoft group company!” Source: RevenueBase Database · checked Sep 20, 2026
23	Pateo Investments Gmbh	Indirect evidence	Berlin, GermanyHQ checked Sep 20, 2026	1-10	8 contacts →
	Indirect evidence “Als Unternehmen mit langjähriger Erfahrung an den internationalen Kapitalmärkten haben wir uns auf die ganzheitliche Betreuung von privaten und institutionellen Investoren…” Source: RevenueBase Database · checked Sep 20, 2026
24	BWP Consulting Gmbh	Indirect evidence	Wuppertal, GermanyHQ checked Sep 20, 2026	11-50	7 contacts →
	Indirect evidence “Wir sind eines der transparentesten und unabhängigsten Beratungsunternehmen Deutschlands.” Source: RevenueBase Database · checked Sep 20, 2026
25	Augusta Kapital	Indirect evidence	Augsburg, GermanyHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect evidence “Wir sind Ihre Experten für eine sorgenfreie Finanzplanung!” Source: RevenueBase Database · checked Sep 20, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: portfolio optimization companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names portfolio optimization companies.
Partial evidence: Its own public description names part of portfolio optimization companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name portfolio optimization companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

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, 2026

28.8%Verified-email coverage

15.0Average contacts per company

1-10Median size (employees)

10.1%Largest-city concentration · Berlin

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among portfolio optimization companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search 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 Smart Search, 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 optimization companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names portfolio optimization companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among portfolio optimization 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 its RevenueBase Smart Search 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, 600 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 20, 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

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names portfolio optimization companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many portfolio optimization companies are there based in Germany?

RevenueBase identified 139 portfolio optimization 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?

OVB Vermögensberatung AG, headquartered in Koln, tops this list with the largest team on record.

Which city has the most portfolio optimization companies?

Berlin leads with 14 headquartered companies, followed by Frankfurt Am Main (11) and Munchen (9).

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 600 verified decision-maker contacts tracked across these 139 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 20, 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 Smart Search, 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.