Company lists · Data refreshed September 2026
Top 25 Wealth consolidation platforms based in Germany
RevenueBase identified 114 wealth consolidation platforms headquartered in Germany as of September 2026 and tracks 1,919 professional contacts across them, including 522 with verified work emails. Munich is the largest hub.
This list covers wealth consolidation platforms 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 29, 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.
The 25 largest wealth consolidation platforms based in Germany
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 178 contacts → | ||||
Indirect evidence “IMMER GUT LEBEN Im Leben gibt es viele Weggabelungen.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 132 contacts → | ||||
Indirect evidence “QPLIX develops and operates a leading software solution for the successful digital management of complex portfolios.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 124 contacts → | ||||
Indirect evidence “Die FFB ist eine der größten, unabhängigen Investmentplattformen, die sich auf Dienstleistungen rund um Anlegende und ihre Vermögensziele konzentriert.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 107 contacts → | ||||
Partial evidence “As of November 2024, aixigo is part of Amundi Technology, forming ALTO Wealth & Distribution, powered by aixigo.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 69 contacts → | ||||
Indirect evidence “Als Finanzexperten blicken wir auf eine Zusammenarbeit von mehr als 20 Jahren zurück.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 32 contacts → | ||||
Partial evidence “We founded getquin in 2020 with a simple idea: give people a single place to understand and manage their wealth - and empower them to make better financial decisions.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 23 contacts → | ||||
Indirect evidence “Bei bevestor treffen Wertpapier-Experten auf Digital-Experten.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 14 contacts → | ||||
Indirect evidence “Große und kleine Investoren setzen auf Parqet um sämtliche Depots kombiniert zu visualisieren und zu analysieren.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 13 contacts → | ||||
Indirect evidence “Willkommen bei Sand und Schott GmbH – Ihr Partner für maßgeschneiderte Vermögensverwaltung in Stuttgart.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 11 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 8 contacts → | ||||
Indirect evidence “Sie wollen Ihre Kunden:innen rund um das Thema Finanzen immer bestmöglich und erfolgreich beraten?” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 8 contacts → | ||||
Indirect evidence “Ein Butler für Ihr Vermögen Schon seit 2011 beraten wir unsere Mandanten unabhängig von Banken und Vermögensverwaltern bei Fragestellungen rund um Vermögen und…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 8 contacts → | ||||
Indirect evidence “Hello, we are tetralog, a cleversoft group company!” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 7 contacts → | ||||
Strong evidence “The fundsaccess platform connects investors, financial advisors, wealth and asset managers and custodian banks.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 7 contacts → | ||||
Indirect evidence “Die IHR Vermögen steht für: Individuelle Beratung, welche mit Herz und Verstand Ihre Rendite im Blick behält!” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 6 contacts → | ||||
Indirect evidence “PARTNERS VermögensManagement AG is a financial services company based in Südliche Auffahrtsallee 37, 80639 München, Bavaria, Germany.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 6 contacts → | ||||
Strong evidence “PaceUP Invest is an intelligent behavioural wealth OS platform helping advisors and institutions deliver personalised financial guidance at scale.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 5 contacts → | ||||
Indirect evidence “Simple - Schnell - Smart Dein persönlicher und digitaler 360 Grad Finanzcoach!” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 5 contacts → | ||||
Indirect evidence “Privat-Institut für Finanzen Rl GmbH is a financial services company based out of Bergisch Gladbach, North Rhine-Westphalia, Germany.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
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: wealth consolidation platforms. 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 wealth consolidation platforms.
- Partial evidence
- Its own public description names part of wealth consolidation platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name wealth consolidation platforms. 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 114 wealth consolidation platforms based in Germany
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Wealth consolidation platforms based in Germany at a glance
As of Sep 29, 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 114 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 wealth consolidation platforms, 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 “wealth consolidation platforms”. 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 wealth consolidation platforms), 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 wealth consolidation platforms, 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, 522 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 29, 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 wealth consolidation platforms, 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 wealth consolidation platforms are there based in Germany?
RevenueBase identified 114 wealth consolidation platforms 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 Cologne, tops this list with the largest team on record.
Which city has the most wealth consolidation platforms?
Munich leads with 14 headquartered companies, followed by Berlin (9) and Frankfurt (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 522 verified decision-maker contacts tracked across these 114 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 29, 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.
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