Company lists · Data refreshed September 2026

Top 25 Wealth management software firms based in Germany

RevenueBase identified 208 wealth management software firms headquartered in Germany as of September 2026 and tracks 1,731 professional contacts across them, including 792 with verified work emails. Munich is the largest hub.

This list covers wealth management software firms 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review
208Companies
1,731Contacts tracked
792Verified emails
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The 25 largest wealth management software firms based in Germany

Ranked by team size
Top 25 of 208 wealth management software firms based in Germany, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management software firms: 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
1Strong evidenceMunich, GermanyHQ checked Sep 29, 202651-200132 contacts →

Strong evidence

“QPLIX develops and operates a leading software solution for the successful digital management of complex portfolios.”

Source: RevenueBase Database · checked Sep 29, 2026
2Partial evidenceAachen, GermanyHQ checked Sep 29, 202651-200107 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, 2026
3Indirect evidenceFrankfurt, GermanyHQ checked Sep 29, 202651-20069 contacts →

Indirect evidence

“Als Finanzexperten blicken wir auf eine Zusammenarbeit von mehr als 20 Jahren zurück.”

Source: RevenueBase Database · checked Sep 29, 2026
4Indirect evidenceMunich, GermanyHQ checked Sep 29, 202651-20064 contacts →

Indirect evidence

“Hartz Regehr ist eine feste Institution der bankenunabhängigen Vermögensverwaltung.”

Source: RevenueBase Database · checked Sep 29, 2026
5Strong evidenceFrankfurt, GermanyHQ checked Sep 29, 202651-20051 contacts →

Strong evidence

“fincite is a WealthTech Software Provider and one of Germany's fastest-growing companies (awarded by Gründerszene, Focus, WealthTech100, CIO).”

Source: RevenueBase Database · checked Sep 29, 2026
6Strong evidenceSulzbach/taunus, GermanyHQ checked Sep 29, 202651-20049 contacts →

Strong 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, 2026
7Strong evidenceFriedrichshafen, GermanyHQ checked Sep 29, 202651-20040 contacts →

Strong evidence

“As a provider of consulting services and software, FACT supplies high-quality industry-specific investment management solutions.”

Source: RevenueBase Database · checked Sep 29, 2026
8Indirect evidenceBerlin, GermanyHQ checked Sep 29, 202611-5039 contacts →

Indirect evidence

“Die Hansen & Heinrich AG wurde 2001 in Berlin gegründet.”

Source: RevenueBase Database · checked Sep 29, 2026
9Partial evidenceCologne, GermanyHQ checked Sep 29, 202611-5032 contacts →

Partial evidence

“Xaver is the operating system for next-generation wealth and pension products.”

Source: RevenueBase Database · checked Sep 29, 2026
10Partial evidenceBerlin, GermanyHQ checked Sep 29, 202611-5032 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, 2026
11Indirect evidenceWuppertal, GermanyHQ checked Sep 29, 2026201-50031 contacts →

Indirect evidence

“Das Netzwerk.”

Source: RevenueBase Database · checked Sep 29, 2026
12Partial evidenceFrankfurt (oder), GermanyHQ checked Sep 29, 202651-20028 contacts →

Partial evidence

“FiANTEC entwickelt spezialisierte Softwarelösungen für Banken, Versicherungen und Finanzdienstleister.”

Source: RevenueBase Database · checked Sep 29, 2026
13Indirect evidenceOsnabrück, GermanyHQ checked Sep 29, 202611-5026 contacts →

Indirect evidence

“Spiekermann & CO AG – Wir rechnen in Euro, Cent und Zufriedenheit Von der Kunst, über Geld zu sprechen und dabei an den Menschen zu denken.”

Source: RevenueBase Database · checked Sep 29, 2026
14Indirect evidenceFrankfurt, GermanyHQ checked Sep 29, 202611-5023 contacts →

Indirect evidence

“Bei bevestor treffen Wertpapier-Experten auf Digital-Experten.”

Source: RevenueBase Database · checked Sep 29, 2026
15Strong evidenceFrankfurt A.m., GermanyHQ checked Sep 29, 202611-5023 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
16Indirect evidenceHamburg, GermanyHQ checked Sep 29, 202611-5018 contacts →

Indirect evidence

“Als unabhängiger, persönlicher Vermögensverwalter und Teil der HÖVELRAT Holding sind wir seit über 35 Jahren proaktiv für unsere Kunden erfolgreich.”

Source: RevenueBase Database · checked Sep 29, 2026
17Indirect evidenceCologne, GermanyHQ checked Sep 29, 202611-5017 contacts →

Indirect evidence

“In der Finanz­beratung werden Kunden und Berater in jedem Vertriebs­kanal digital zusammen­arbeiten.”

Source: RevenueBase Database · checked Sep 29, 2026
18Indirect evidenceCologne, GermanyHQ checked Sep 29, 202611-5017 contacts →

Indirect evidence

“Wir bieten unseren Kunden eine vertrauensvolle Beratung mit erstklassigem Know-How und transparenter Preispolitik.”

Source: RevenueBase Database · checked Sep 29, 2026
19Indirect evidenceMontabaur, GermanyHQ checked Sep 29, 202611-5017 contacts →

Indirect evidence

“Böker & Paul AG - Kanzlei für Vermögensmanagement Mit 35+ Mitarbeitern, 440+ Mandaten und 1,5 Mrd.”

Source: RevenueBase Database · checked Sep 29, 2026
20Partial evidenceFreiburg, GermanyHQ checked Sep 29, 202611-5017 contacts →

Partial evidence

“PATRONAS Financial Systems GmbH is a leading software provider for the international investment industry.”

Source: RevenueBase Database · checked Sep 29, 2026
21Indirect evidenceHamburg, GermanyHQ checked Sep 29, 202611-5016 contacts →

Indirect evidence

“Ein echter Partner für Ihr Vermögen ist Gold wert.”

Source: RevenueBase Database · checked Sep 29, 2026
22Partial evidenceFrankfurt, GermanyHQ checked Sep 29, 202611-5015 contacts →

Partial evidence

“FOCAM Asset Management: Unsere Vermögensverwaltung richtet sich an anspruchsvolle Privatpersonen und Familien, die keine Standardlösung suchen – sondern eine Vermögensanlage, die…”

Source: RevenueBase Database · checked Sep 29, 2026
23Indirect evidenceHamburg, GermanyHQ checked Sep 29, 202611-5014 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, 2026
24Indirect evidenceCologne, GermanyHQ checked Sep 29, 202611-5014 contacts →

Indirect evidence

“B&K ist eine unabhängige Vermögensverwaltungsgesellschaft mit Sitz im Herzen Kölns.”

Source: RevenueBase Database · checked Sep 29, 2026
25Strong evidenceRoedermark, GermanyHQ checked Sep 29, 202611-5013 contacts →

Strong 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, 2026

Showing 25 of 208 wealth management software firms based in Germany

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Wealth management software firms based in Germany at a glance

As of Sep 29, 2026
45.8%Verified-email coverage
8.3Average contacts per company
1-10Median size (employees)
13.5%Largest-city concentration · Munich
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
125
11-50
66
51-200
13
201-500
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 208 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 management software firms, 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 management software firms”. 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 management software firms), 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 management software firms, 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, 792 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.

Wealth management software firms 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 wealth management software firms, 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 management software firms are there based in Germany?

RevenueBase identified 208 wealth management software firms 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?

QPLIX, headquartered in Munich, tops this list with the largest team on record.

Which city has the most wealth management software firms?

Munich leads with 28 headquartered companies, followed by Hamburg (16) and Frankfurt (15).

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 792 verified decision-maker contacts tracked across these 208 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.