Company lists · Data refreshed November 2026
Top 24 Portfolio strategy consultants based in Germany
RevenueBase identified 560 company matches for portfolio strategy consultants associated with Germany as of November 2026 and tracks 11,730 professional contacts across them, including 6,241 with verified work emails. Frankfurt is the largest hub.
This list covers company matches for portfolio strategy consultants 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 November 6, 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 24 largest portfolio strategy consultants based in Germany
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 752 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 253 contacts → | ||||
Exact match “Unsere Beratung erfolgt im Gutachterstil und erfordert mehrere Termine.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 153 contacts → | ||||
Exact match “DJE has been active in the capital markets as an independent wealth manager for 50 years and, with its proprietary research, stands for a value-oriented, low-risk investment…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 149 contacts → | ||||
Exact match “Die FFB ist eine der größten, unabhängigen Investmentplattformen, die sich auf Dienstleistungen rund um Anlegende und ihre Vermögensziele konzentriert.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 93 contacts → | ||||
Exact match “Evvolve & Partners is an asset management and advisory firm dedicated to preserving and growing capital through strategic deployment into high-growth opportunities.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 77 contacts → | ||||
Exact match “Mit langjähriger Erfahrung, zeitgemäßen Produkten, einem stabilen eigenen Wertesystem und dem gezieltem Fokus auf Ihre Werte und Anforderungen entwickeln wir die tragfähige…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 61 contacts → | ||||
Exact match “Das private Finanzhaus von Buddenbrock bietet seit vielen Jahren intelligente Konzepte für Unternehmen und anspruchsvolle Privatkunden, um einen würdevollen Ruhestand und…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 52 contacts → | ||||
Exact match “Bei GLOBAL-FINANZ steht der Mensch im Mittelpunkt.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 46 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 44 contacts → | ||||
Exact match “Seit 35 Jahren ist unser Motto: „Gemeinsam für Ihren Wohlstand” Sie wollen leicht verständlich und zeitsparend alle für Sie wichtigen Informationen zum Thema Wohlstand erfahren?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 43 contacts → | ||||
Exact match “RMC Risk-Management-Consulting ist ein Beratungsunternehmen für Kapitalanlageprozesse und ertragsorientierte Risikosteuerung.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 38 contacts → | ||||
Exact match “Die FiNUM.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 34 contacts → | ||||
Exact match “Founded in 1987, Warburg Invest is the asset management company of the Warburg Group, headquartered in Hamburg.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 27 contacts → | ||||
Exact match “Source For Alpha (S4A) ist eine moderne, unabhängige Vermögensverwaltung.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 25 contacts → | ||||
Exact match “Die WAVE Management AG ist der Finanzdienstleister der VHV Gruppe.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 24 contacts → | ||||
Exact match “Die PrivateFinancePartners GmbH ist Ihr Partner in den Bereichen Wealth Management, Versicherungen und Advisory.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 23 contacts → | ||||
Exact match “Wir sind ein Zusammenschluss selbständiger Berater.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 21 contacts → | ||||
Exact match “Das Unternehmen wurde von Eckhard Sauren im Jahr 1991 als bankenunabhängiges Research- und Beratungsunternehmen gegründet.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 21 contacts → | ||||
Exact match “Wir sind TBF, eine Fondsboutique, die seit über 25 Jahren im Bereich Asset Management in Deutschland tätig ist.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 20 contacts → | ||||
Exact match “Wir von 4Tree Capital verwandeln erfolgreiche Finanzgeschäfte in finanzielle Unabhängigkeit.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 20 contacts → | ||||
Exact match “Die LOYS AG ist eine auf die wertorientierte Aktienanlage spezialisierte Investmentboutique mit bewährter, konservativer und antizyklischer Anlagestrategie.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 20 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 19 contacts → | ||||
Exact match “Welcome to India Initiative!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 19 contacts → | ||||
Exact match “Seit drei Jahrzehnten steuert unser Haus erhebliche Vermögenswerte von Privatkunden, Stiftungen und institutionellen Investoren verantwortungsvoll und erfolgreich durch bewegte…” Recorded in the RevenueBase company graph · Nov 6, 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 strategy 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 24 of 560 portfolio strategy consultants based in Germany
See the full list, filter by size, metro and specialty, and access 6,241 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Portfolio strategy consultants based in Germany at a glance
As of Nov 6, 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 560 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 strategy 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 6,241 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 November 6, 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 strategy consultants by metro
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 strategy consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio strategy consultants are there based in Germany?
RevenueBase identified 560 company matches for portfolio strategy consultants associated with Germany as of November 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 strategy consultants?
Frankfurt leads with 51 company records, followed by Munich (50) and Berlin (39).
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 6,241 professional contacts with verified work emails tracked across these 560 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 November 6, 2026.
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Portfolio strategy consultants by geography
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- Portfolio strategy consultants based in Curitiba, Brazil
- Portfolio strategy consultants based in Porto Alegre, Brazil
- Portfolio strategy consultants based in Rio De Janeiro, Brazil
- Portfolio strategy consultants based in Sao Paulo, Brazil
- Portfolio strategy consultants based in Calgary, Canada
- Portfolio strategy consultants based in Montreal, Canada
- Portfolio strategy consultants based in Toronto, Canada
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 strategy consultants based in Buenos Aires, Argentina
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- Portfolio strategy consultants based in Melbourne, Australia
- Portfolio strategy consultants based in Sydney, Australia
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Company intelligence · public preview
Top 24 portfolio strategy consultants 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 560 matching company records for portfolio strategy consultants based in Germany, with 11,730 tracked contacts and 6,241 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 24 portfolio strategy consultants 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 | 752 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Hamburg, GermanyReported employees: 501-1,000 | Hamburg, Germany | 501-1,000 | Exact match | 253 contacts → |
“Unsere Beratung erfolgt im Gutachterstil und erfordert mehrere Termine.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  DJE Kapital AGdje.deHQ: Pullach Bei München, GermanyReported employees: 51-200 | Pullach Bei München, Germany | 51-200 | Exact match | 153 contacts → |
“DJE has been active in the capital markets as an independent wealth manager for 50 years and, with its proprietary research, stands for a value-oriented, low-risk investment…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Kronberg Im Taunus, GermanyReported employees: 201-500 | Kronberg Im Taunus, Germany | 201-500 | Exact match | 149 contacts → |
“Die FFB ist eine der größten, unabhängigen Investmentplattformen, die sich auf Dienstleistungen rund um Anlegende und ihre Vermögensziele konzentriert.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Evvolve & Partnersevvolve.ioHQ: Hamburg, GermanyReported employees: 51-200 | Hamburg, Germany | 51-200 | Exact match | 93 contacts → |
“Evvolve & Partners is an asset management and advisory firm dedicated to preserving and growing capital through strategic deployment into high-growth opportunities.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Metzler Asset Managementmetzler.comHQ: Frankfurt, GermanyReported employees: 201-500 | Frankfurt, Germany | 201-500 | Exact match | 77 contacts → |
“Mit langjähriger Erfahrung, zeitgemäßen Produkten, einem stabilen eigenen Wertesystem und dem gezieltem Fokus auf Ihre Werte und Anforderungen entwickeln wir die tragfähige…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  VON Buddenbrock Concepts Gmbhvonbuddenbrock.deHQ: Essen, GermanyReported employees: 51-200 | Essen, Germany | 51-200 | Exact match | 61 contacts → |
“Das private Finanzhaus von Buddenbrock bietet seit vielen Jahren intelligente Konzepte für Unternehmen und anspruchsvolle Privatkunden, um einen würdevollen Ruhestand und…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Global-Finanz Gmbhglobal-finanz.deHQ: Bonn, GermanyReported employees: 51-200 | Bonn, Germany | 51-200 | Exact match | 52 contacts → |
“Bei GLOBAL-FINANZ steht der Mensch im Mittelpunkt.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Compexx Finanz AGcompexx-finanz.deHQ: Regensburg, GermanyReported employees: 51-200 | Regensburg, Germany | 51-200 | Exact match | 46 contacts → |
“Die compexx Finanz AG wurde im Jahr 2005 in Regensburg gegründet und steht für ganzheitliche Finanzberatung von höchster Qualität.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Hilpert Aktiengesellschafthilpert-ag.deHQ: Würzburg, GermanyReported employees: 11-50 | Würzburg, Germany | 11-50 | Exact match | 44 contacts → |
“Seit 35 Jahren ist unser Motto: „Gemeinsam für Ihren Wohlstand” Sie wollen leicht verständlich und zeitsparend alle für Sie wichtigen Informationen zum Thema Wohlstand erfahren?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  RMC Risk-Management-Consulting Gmbhrmc-consult.deHQ: Frankfurt, GermanyReported employees: 51-200 | Frankfurt, Germany | 51-200 | Exact match | 43 contacts → |
“RMC Risk-Management-Consulting ist ein Beratungsunternehmen für Kapitalanlageprozesse und ertragsorientierte Risikosteuerung.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Finum.Private Finance AGfinum.deHQ: Berlin, GermanyReported employees: 51-200 | Berlin, Germany | 51-200 | Exact match | 38 contacts → |
“Die FiNUM.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Warburg Investwarburg-fonds.comHQ: Hamburg, GermanyReported employees: 11-50 | Hamburg, Germany | 11-50 | Exact match | 34 contacts → |
“Founded in 1987, Warburg Invest is the asset management company of the Warburg Group, headquartered in Hamburg.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Source For Alpha S4asource-for-alpha.deHQ: Frankfurt, GermanyReported employees: 11-50 | Frankfurt, Germany | 11-50 | Exact match | 27 contacts → |
“Source For Alpha (S4A) ist eine moderne, unabhängige Vermögensverwaltung.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Wave Management AGwave-ag.deHQ: Hanover, GermanyReported employees: 11-50 | Hanover, Germany | 11-50 | Exact match | 25 contacts → |
“Die WAVE Management AG ist der Finanzdienstleister der VHV Gruppe.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Pfp-Privatefinancepartners Gmbhpfpartners.deHQ: Frankfurt A.m., GermanyReported employees: 11-50 | Frankfurt A.m., Germany | 11-50 | Exact match | 24 contacts → |
“Die PrivateFinancePartners GmbH ist Ihr Partner in den Bereichen Wealth Management, Versicherungen und Advisory.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Mayflower Capital AGmayflower-capital.deHQ: Eschborn, GermanyReported employees: 51-200 | Eschborn, Germany | 51-200 | Exact match | 23 contacts → |
“Wir sind ein Zusammenschluss selbständiger Berater.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Sauren Fonds-Service AGsauren.deHQ: Cologne, GermanyReported employees: 11-50 | Cologne, Germany | 11-50 | Exact match | 21 contacts → |
“Das Unternehmen wurde von Eckhard Sauren im Jahr 1991 als bankenunabhängiges Research- und Beratungsunternehmen gegründet.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  TBF Global Asset Management Gmbhtbfsam.comHQ: Singen (hohentwiel), GermanyReported employees: 11-50 | Singen (hohentwiel), Germany | 11-50 | Exact match | 21 contacts → |
“Wir sind TBF, eine Fondsboutique, die seit über 25 Jahren im Bereich Asset Management in Deutschland tätig ist.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  4tree Capital4treecapital.comHQ: Hamburg, GermanyReported employees: 11-50 | Hamburg, Germany | 11-50 | Exact match | 20 contacts → |
“Wir von 4Tree Capital verwandeln erfolgreiche Finanzgeschäfte in finanzielle Unabhängigkeit.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Loys AGloys.deHQ: Frankfurt, GermanyReported employees: 11-50 | Frankfurt, Germany | 11-50 | Exact match | 20 contacts → |
“Die LOYS AG ist eine auf die wertorientierte Aktienanlage spezialisierte Investmentboutique mit bewährter, konservativer und antizyklischer Anlagestrategie.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Gerd Kommer Invest Gmbhgerd-kommer-invest.deHQ: Munich, GermanyReported employees: 11-50 | Munich, Germany | 11-50 | Exact match | 20 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  India Initiativeindiainitiative.deHQ: Augsburg, GermanyReported employees: 11-50 | Augsburg, Germany | 11-50 | Exact match | 19 contacts → |
“Welcome to India Initiative!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: Beckum, GermanyReported employees: 51-200 | Beckum, Germany | 51-200 | Exact match | 19 contacts → |
“Seit drei Jahrzehnten steuert unser Haus erhebliche Vermögenswerte von Privatkunden, Stiftungen und institutionellen Investoren verantwortungsvoll und erfolgreich durch bewegte…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 560 company matches
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Portfolio strategy consultants: dataset insights
November 6, 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
540 records in the displayed employee bands.
20 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 560 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: November 6, 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 strategy consultants by metro
Questions about this company list
What does Exact match mean for portfolio strategy 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 strategy consultants did RevenueBase find based in Germany?
The saved snapshot records 560 matching company records, 11,730 tracked contacts and 6,241 verified emails. The public preview displays 24 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: November 6, 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 strategy consultants by geography
- Portfolio strategy consultants based in Buenos Aires, Argentina
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- Portfolio strategy consultants based in Melbourne, Australia
- Portfolio strategy consultants based in Sydney, Australia
- Portfolio strategy consultants based in Belo Horizonte, Brazil
- Portfolio strategy consultants based in Curitiba, Brazil
- Portfolio strategy consultants based in Porto Alegre, Brazil
- Portfolio strategy consultants based in Rio De Janeiro, Brazil
- Portfolio strategy consultants based in Sao Paulo, Brazil
- Portfolio strategy consultants based in Calgary, Canada
- Portfolio strategy consultants based in Montreal, Canada
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Cite this list
RevenueBase Data Team. Top 24 portfolio strategy consultants based in Germany. Snapshot: November 6, 2026. https://revenuebase.ai/companies/portfolio-strategy-consultants/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 strategy consultants based in Buenos Aires, Argentina
- Portfolio strategy consultants based in Brisbane, Australia
- Portfolio strategy consultants based in Melbourne, Australia
- Portfolio strategy consultants based in Sydney, Australia
- Portfolio strategy consultants based in Belo Horizonte, Brazil
- Portfolio strategy consultants based in Curitiba, Brazil
Company intelligence · public preview
Top 24 portfolio strategy consultants based in Germany
RevenueBase records 560 matching company records for portfolio strategy consultants based in Germany, with 11,730 tracked contacts and 6,241 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 24 portfolio strategy consultants 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 | 752 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Hamburg, GermanyReported employees: 501-1,000 | Hamburg, Germany | 501-1,000 | Exact match | 253 contacts → |
“Unsere Beratung erfolgt im Gutachterstil und erfordert mehrere Termine.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | DJE Kapital AGdje.de HQ: Pullach Bei München, GermanyReported employees: 51-200 | Pullach Bei München, Germany | 51-200 | Exact match | 153 contacts → |
“DJE has been active in the capital markets as an independent wealth manager for 50 years and, with its proprietary research, stands for a value-oriented, low-risk investment…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Kronberg Im Taunus, GermanyReported employees: 201-500 | Kronberg Im Taunus, Germany | 201-500 | Exact match | 149 contacts → |
“Die FFB ist eine der größten, unabhängigen Investmentplattformen, die sich auf Dienstleistungen rund um Anlegende und ihre Vermögensziele konzentriert.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Evvolve & Partnersevvolve.io HQ: Hamburg, GermanyReported employees: 51-200 | Hamburg, Germany | 51-200 | Exact match | 93 contacts → |
“Evvolve & Partners is an asset management and advisory firm dedicated to preserving and growing capital through strategic deployment into high-growth opportunities.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Metzler Asset Managementmetzler.com HQ: Frankfurt, GermanyReported employees: 201-500 | Frankfurt, Germany | 201-500 | Exact match | 77 contacts → |
“Mit langjähriger Erfahrung, zeitgemäßen Produkten, einem stabilen eigenen Wertesystem und dem gezieltem Fokus auf Ihre Werte und Anforderungen entwickeln wir die tragfähige…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | VON Buddenbrock Concepts Gmbhvonbuddenbrock.de HQ: Essen, GermanyReported employees: 51-200 | Essen, Germany | 51-200 | Exact match | 61 contacts → |
“Das private Finanzhaus von Buddenbrock bietet seit vielen Jahren intelligente Konzepte für Unternehmen und anspruchsvolle Privatkunden, um einen würdevollen Ruhestand und…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Global-Finanz Gmbhglobal-finanz.de HQ: Bonn, GermanyReported employees: 51-200 | Bonn, Germany | 51-200 | Exact match | 52 contacts → |
“Bei GLOBAL-FINANZ steht der Mensch im Mittelpunkt.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Compexx Finanz AGcompexx-finanz.de HQ: Regensburg, GermanyReported employees: 51-200 | Regensburg, Germany | 51-200 | Exact match | 46 contacts → |
“Die compexx Finanz AG wurde im Jahr 2005 in Regensburg gegründet und steht für ganzheitliche Finanzberatung von höchster Qualität.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Hilpert Aktiengesellschafthilpert-ag.de HQ: Würzburg, GermanyReported employees: 11-50 | Würzburg, Germany | 11-50 | Exact match | 44 contacts → |
“Seit 35 Jahren ist unser Motto: „Gemeinsam für Ihren Wohlstand” Sie wollen leicht verständlich und zeitsparend alle für Sie wichtigen Informationen zum Thema Wohlstand erfahren?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | RMC Risk-Management-Consulting Gmbhrmc-consult.de HQ: Frankfurt, GermanyReported employees: 51-200 | Frankfurt, Germany | 51-200 | Exact match | 43 contacts → |
“RMC Risk-Management-Consulting ist ein Beratungsunternehmen für Kapitalanlageprozesse und ertragsorientierte Risikosteuerung.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Finum.Private Finance AGfinum.de HQ: Berlin, GermanyReported employees: 51-200 | Berlin, Germany | 51-200 | Exact match | 38 contacts → |
“Die FiNUM.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Warburg Investwarburg-fonds.com HQ: Hamburg, GermanyReported employees: 11-50 | Hamburg, Germany | 11-50 | Exact match | 34 contacts → |
“Founded in 1987, Warburg Invest is the asset management company of the Warburg Group, headquartered in Hamburg.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Source For Alpha S4asource-for-alpha.de HQ: Frankfurt, GermanyReported employees: 11-50 | Frankfurt, Germany | 11-50 | Exact match | 27 contacts → |
“Source For Alpha (S4A) ist eine moderne, unabhängige Vermögensverwaltung.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Wave Management AGwave-ag.de HQ: Hanover, GermanyReported employees: 11-50 | Hanover, Germany | 11-50 | Exact match | 25 contacts → |
“Die WAVE Management AG ist der Finanzdienstleister der VHV Gruppe.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Pfp-Privatefinancepartners Gmbhpfpartners.de HQ: Frankfurt A.m., GermanyReported employees: 11-50 | Frankfurt A.m., Germany | 11-50 | Exact match | 24 contacts → |
“Die PrivateFinancePartners GmbH ist Ihr Partner in den Bereichen Wealth Management, Versicherungen und Advisory.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Mayflower Capital AGmayflower-capital.de HQ: Eschborn, GermanyReported employees: 51-200 | Eschborn, Germany | 51-200 | Exact match | 23 contacts → |
“Wir sind ein Zusammenschluss selbständiger Berater.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Sauren Fonds-Service AGsauren.de HQ: Cologne, GermanyReported employees: 11-50 | Cologne, Germany | 11-50 | Exact match | 21 contacts → |
“Das Unternehmen wurde von Eckhard Sauren im Jahr 1991 als bankenunabhängiges Research- und Beratungsunternehmen gegründet.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | TBF Global Asset Management Gmbhtbfsam.com HQ: Singen (hohentwiel), GermanyReported employees: 11-50 | Singen (hohentwiel), Germany | 11-50 | Exact match | 21 contacts → |
“Wir sind TBF, eine Fondsboutique, die seit über 25 Jahren im Bereich Asset Management in Deutschland tätig ist.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | 4tree Capital4treecapital.com HQ: Hamburg, GermanyReported employees: 11-50 | Hamburg, Germany | 11-50 | Exact match | 20 contacts → |
“Wir von 4Tree Capital verwandeln erfolgreiche Finanzgeschäfte in finanzielle Unabhängigkeit.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Loys AGloys.de HQ: Frankfurt, GermanyReported employees: 11-50 | Frankfurt, Germany | 11-50 | Exact match | 20 contacts → |
“Die LOYS AG ist eine auf die wertorientierte Aktienanlage spezialisierte Investmentboutique mit bewährter, konservativer und antizyklischer Anlagestrategie.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Gerd Kommer Invest Gmbhgerd-kommer-invest.de HQ: Munich, GermanyReported employees: 11-50 | Munich, Germany | 11-50 | Exact match | 20 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | India Initiativeindiainitiative.de HQ: Augsburg, GermanyReported employees: 11-50 | Augsburg, Germany | 11-50 | Exact match | 19 contacts → |
“Welcome to India Initiative!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: Beckum, GermanyReported employees: 51-200 | Beckum, Germany | 51-200 | Exact match | 19 contacts → |
“Seit drei Jahrzehnten steuert unser Haus erhebliche Vermögenswerte von Privatkunden, Stiftungen und institutionellen Investoren verantwortungsvoll und erfolgreich durch bewegte…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Portfolio strategy consultants: dataset insights
November 6, 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
540 records in the displayed employee bands.
20 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 560 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: November 6, 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 strategy consultants by metro
Questions about this company list
What does Exact match mean for portfolio strategy 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 strategy consultants did RevenueBase find based in Germany?
The saved snapshot records 560 matching company records, 11,730 tracked contacts and 6,241 verified emails. The public preview displays 24 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: November 6, 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 24 portfolio strategy consultants based in Germany. Snapshot: November 6, 2026. https://revenuebase.ai/companies/portfolio-strategy-consultants/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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