Company lists · Data refreshed September 2026

Top 25 Retirement planning services based in Germany

RevenueBase identified 641 retirement planning services headquartered in Germany as of September 2026 and tracks 6,351 professional contacts across them, including 1,925 with verified work emails. Hamburg is the largest hub.

This list covers retirement planning services 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 21, 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 21, 2026 86% judged on-target in blind review
641Companies
6,351Contacts tracked
1,925Verified emails
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The 25 largest retirement planning services based in Germany

Ranked by team size
Top 25 of 641 retirement planning services based in Germany, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to retirement planning services: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceWiesloch, GermanyHQ checked Sep 21, 20261,001-5,0002,058 contacts →

Indirect evidence

“MLP Private Finance integrates a range of financial services into one tailored financial package for each client.”

Source: RevenueBase Database · checked Sep 21, 2026
2Indirect evidenceKöln, GermanyHQ checked Sep 21, 20261,001-5,000708 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 21, 2026
3Indirect evidenceHannover, GermanyHQ checked Sep 21, 20265,001-10,000544 contacts →

Indirect evidence

“Das sind wir Swiss Life Select ist eines der größten deutschen Finanzberatungsunternehmen und Teil der Swiss Life-Gruppe, eines europaweit marktführenden Anbieters von…”

Source: RevenueBase Database · checked Sep 21, 2026
4Indirect evidenceBonn, GermanyHQ checked Sep 21, 2026501-1,000178 contacts →

Indirect evidence

“IMMER GUT LEBEN Im Leben gibt es viele Weggabelungen.”

Source: RevenueBase Database · checked Sep 21, 2026
5Indirect evidenceMünster, GermanyHQ checked Sep 21, 2026201-50068 contacts →

Indirect evidence

“Wir sind eine mittelständische Wirtschaftsberatung für gehobene Privatkunden, Ärzte, Zahnärzte, Wirtschaftswissenschaftler und Ingenieure.”

Source: RevenueBase Database · checked Sep 21, 2026
6Indirect evidenceBonn, GermanyHQ checked Sep 21, 202651-20057 contacts →

Indirect evidence

“Bei GLOBAL-FINANZ steht der Mensch im Mittelpunkt.”

Source: RevenueBase Database · checked Sep 21, 2026
7Indirect evidenceKoln, GermanyHQ checked Sep 21, 202651-20050 contacts →

Indirect evidence

“Die HEUBECK AG ist führender Dienstleister in allen Fragen der Altersvorsorge.”

Source: RevenueBase Database · checked Sep 21, 2026
8Indirect evidenceHeidelberg, GermanyHQ checked Sep 21, 202651-20041 contacts →

Indirect evidence

“Unabhängige Finanzberatung für jeden Bedarf Persönliche und langfristige Finanzberatung für alle Lebensbereiche Seit über 50 Jahren steht ZSH für eine unabhängige und…”

Source: RevenueBase Database · checked Sep 21, 2026
9Indirect evidenceOldenburg (oldb.), GermanyHQ checked Sep 21, 2026201-50041 contacts →

Indirect evidence

“wika AG is a financial services company based in Oldenburg, Germany.”

Source: RevenueBase Database · checked Sep 21, 2026
10Indirect evidenceRegensburg, GermanyHQ checked Sep 21, 202651-20034 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 21, 2026
11Indirect evidenceMontabaur, GermanyHQ checked Sep 21, 202611-5026 contacts →

Indirect evidence

“Aeiforia GmbH ist ein Beratungshaus für Anbieter von Altersvorsorgeprodukten, deren Vertriebspartner und IT-Dienstleister.”

Source: RevenueBase Database · checked Sep 21, 2026
12Indirect evidenceFrankfurt A.m., GermanyHQ checked Sep 21, 202611-5023 contacts →

Indirect evidence

“Die PrivateFinancePartners GmbH ist Ihr Partner in den Bereichen Wealth Management, Versicherungen und Advisory.”

Source: RevenueBase Database · checked Sep 21, 2026
13Indirect evidenceHamburg, GermanyHQ checked Sep 21, 2026201-50021 contacts →

Indirect evidence

“Kompetente Beratung in allen Lebensphasen ist ein hoher Anspruch, dem wir uns seit vielen Jahren stellen.”

Source: RevenueBase Database · checked Sep 21, 2026
14Indirect evidenceDresden, GermanyHQ checked Sep 21, 202611-5020 contacts →

Indirect evidence

“Wir wissen: Finanzthemen sind komplex – aber sie sollten nicht kompliziert sein.”

Source: RevenueBase Database · checked Sep 21, 2026
15Indirect evidenceRegensburg, GermanyHQ checked Sep 21, 202651-20019 contacts →

Indirect evidence

“Ihre Konzertmeister in der Finanzwelt.”

Source: RevenueBase Database · checked Sep 21, 2026
16Indirect evidenceMunich, GermanyHQ checked Sep 21, 202611-5017 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 21, 2026
17Indirect evidenceHamburg, GermanyHQ checked Sep 21, 202611-5016 contacts →

Indirect evidence

“Wir von 4Tree Capital verwandeln erfolgreiche Finanzgeschäfte in finanzielle Unabhängigkeit.”

Source: RevenueBase Database · checked Sep 21, 2026
18Indirect evidenceAalen, GermanyHQ checked Sep 21, 202651-20015 contacts →

Indirect evidence

“Die nowinta Finanzgruppe steht seit 30 Jahren für umfassende Finanzberatung und individuelle Vermögensverwaltung für Privatpersonen und Unternehmen.”

Source: RevenueBase Database · checked Sep 21, 2026
19Indirect evidenceHamburg, GermanyHQ checked Sep 21, 202611-5015 contacts →

Indirect evidence

“Unser Ziel ist es, deine finanziellen Ziele zu erreichen, indem wir dich mit maßgeschneiderten Lösungen und persönlicher Beratung unterstützen.”

Source: RevenueBase Database · checked Sep 21, 2026
20Indirect evidenceStuttgart, GermanyHQ checked Sep 21, 20261-1013 contacts →

Indirect evidence

“Willkommen bei Sand und Schott GmbH – Ihr Partner für maßgeschneiderte Vermögensverwaltung in Stuttgart.”

Source: RevenueBase Database · checked Sep 21, 2026
21Indirect evidenceStuttgart, GermanyHQ checked Sep 21, 202611-5013 contacts →

Indirect evidence

“Vermögen aufbauen.”

Source: RevenueBase Database · checked Sep 21, 2026
22Indirect evidenceHeidelberg, GermanyHQ checked Sep 21, 202611-5011 contacts →

Indirect evidence

“Die German Capital Management AG (kurz: GECAM) wurde 1998 in Wangen im Allgäu gegründet und gehört zu den führenden Vermögensverwaltern Deutschlands.”

Source: RevenueBase Database · checked Sep 21, 2026
23Indirect evidenceHamburg, GermanyHQ checked Sep 21, 20261-1011 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 21, 2026
24Indirect evidenceKöln, GermanyHQ checked Sep 21, 202611-5011 contacts →

Indirect evidence

“Die unabhängige Honorarberatung aus der Domstadt Köln.”

Source: RevenueBase Database · checked Sep 21, 2026
25Indirect evidenceSiegen, GermanyHQ checked Sep 21, 202611-509 contacts →

Indirect evidence

“Vermögensverwaltung funktioniert nur auf der Basis gegenseitigen Vertrauens.”

Source: RevenueBase Database · checked Sep 21, 2026

Showing 25 of 641 retirement planning services based in Germany

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Retirement planning services based in Germany at a glance

As of Sep 21, 2026
30.3%Verified-email coverage
9.9Average contacts per company
1-10Median size (employees)
5.8%Largest-city concentration · Hamburg
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
478
11-50
112
51-200
21
201-500
10
501-1,000
1
1,001-5,000
4
5,001-10,000
1

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 641 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 retirement planning services, 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 “retirement planning services”. 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 retirement planning services), 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 retirement planning services, 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, 1,925 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 21, 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.

Retirement planning services by metro

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 retirement planning services, 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 retirement planning services are there based in Germany?

RevenueBase identified 641 retirement planning services 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?

MLP, headquartered in Wiesloch, tops this list with the largest team on record.

Which city has the most retirement planning services?

Hamburg leads with 37 headquartered companies, followed by Berlin (35) and Munchen (28).

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 1,925 verified decision-maker contacts tracked across these 641 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 21, 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.