Mark Kendall
This article showcases our top picks for the best Germany based Wealth Management companies. These startups and companies are taking a variety of approaches to innovating the Wealth Management industry, but are all exceptional companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups and companies for exceptional performance in one of these categories:
- Innovation
- Innovative ideas
- Innovative route to market
- Innovative product
- Growth
- Exceptional growth
- Exceptional growth strategy
- Management
- Societal impact
Top Germany Wealth Management Startups
Data sourced from Crunchbase and SemRush.
LIQID
Crunchbase Website Twitter Facebook Linkedin
LIQID is a digital asset manager focused on the investment needs of affluent private clients.
Elinvar
Crunchbase Website Twitter Facebook Linkedin
Elinvar enables asset and wealth managers to digitalize their business models by providing the required Platform as a Service.
Vitamin
Crunchbase Website Twitter Facebook Linkedin
Vitamin is a startup which set out to enable a strong financial future for all women.
FinMarie
Crunchbase Website Twitter Facebook Linkedin
FinMarie is an online financial platform for women for women.
Cashboard
Crunchbase Website Twitter Facebook Linkedin
Cashboard allows retail investors to invest in a personal tailored and scientifically diversified portfolio.
Werthstein
Crunchbase Website Twitter Facebook Linkedin
Werthstein is a digital wealth manager which focuses on intelligent storytelling of investment ideas, called zeitgeists.
Lloyd
Crunchbase Website Twitter Facebook Linkedin
Lloyd specializes in financial services such as fund management, asset management, direct wealth management as well as consulting.
Growney
Crunchbase Website Twitter Facebook Linkedin
Growney offers a simple, cost-efficient and high-yield online investment service.
QPLIX
Crunchbase Website Twitter Facebook Linkedin
The Digital Wealth Management Platform for Family Offices, RIAs, Foundations, Investment Funds, Institutional Investors, and Private Banks
Ginmon
Crunchbase Website Twitter Facebook Linkedin
Ginmon provides fully-automated online investment services to customers in Germany and Continential Europe.
UBS Wealth Management
Crunchbase Website Twitter Facebook Linkedin
UBS Wealth Management is a company that offers asset management services to individual and institutional clients.
Cometum
Crunchbase Website Twitter Facebook Linkedin
Cometum´s mission is to become Europe´s No.1 digital private bank for affluents and HNW-Millennials.
Whitebox
Crunchbase Website Twitter Facebook Linkedin
Whitebox is a German online wealth manager offering exclusive, top-notch portfolio mgmt via an attractive goal based investment process
die Bayerische
Crunchbase Website Twitter Facebook Linkedin
die Bayerische is an insurance company that provides financial services, old-age provision, family and vehicle insurance.
Arvato Infoscore
Crunchbase Website Twitter Facebook Linkedin
Arvato Infoscore offers B2B financial solutions such as invoicing, accounting, payment, debt collection management & KYC network solutions.
CFM Indosuez Wealth
Crunchbase Website Twitter Facebook Linkedin
CFM Indosuez Wealth provides a range of financial products and services.
Sub Capitals
Crunchbase Website Twitter Facebook Linkedin
Sub Capitals believe it is time to democratize artificial intelligence (AI) for private investors on the financial market.
WeAdvise
Crunchbase Website Twitter Facebook Linkedin
WeAdvise is an independent provider of digital wealth management technology solutions
FINVIA Family Office
Crunchbase Website Twitter Facebook Linkedin
FINVIA Family Office is a family office that navigate assets holistically, intelligently and independently.
Elysys
Crunchbase Website Twitter Facebook Linkedin
Elysys is a technology specialist in the Wealth, portfolio and Asset management space.
Hartz Regehr & Partner
Crunchbase Website Twitter Facebook Linkedin
Hartz Regehr & Partner is a wealth management firm that offers asset structuring, investment policy and stock exchange services.
Union Investment
Crunchbase Website Twitter Facebook Linkedin
Union Investment is a cooperative financial network management company.
Bankhaus Neelmeyer
Crunchbase Website Twitter Facebook Linkedin
Bankhaus Neelmeyer provides to manage private banking, asset and wealth management solutions, well trained, close to the customer.
ICM Asset Management
Crunchbase Website Twitter Facebook Linkedin
ICM Asset Management fixates on managing and investing in real estate, private equity and private debt to engender investment returns.
A.IX Capital
Crunchbase Website Twitter Facebook Linkedin
A.IX Capital develops intelligent, digital financial investments that accompany private investors through all market phases.
Bethmann Bank
Crunchbase Website Twitter Facebook Linkedin
Bethmann Bank provides private wealth management, investments, and asset management services.
FAMOVIS
Crunchbase Website Twitter Facebook Linkedin
FAMOVIS provides a private banking online comparison platform.
makanta GmbH
Crunchbase Website Twitter Facebook Linkedin
Investing like an entrepreneur: We only invest in businesses where their management and we have skin-in-the-game.
Quadrant Private Wealth
Crunchbase Website Twitter Facebook Linkedin
Quadrant Private Wealth is an independent, boutique wealth management firm
Gewerbeversicherung24
Crunchbase Website Twitter Facebook Linkedin
Gewerbeversicherung24 provides commercial insurance and consulting services to founders, self-employed, and small companies.
SLK-Kliniken Heilbronn
Crunchbase Website Twitter Facebook Linkedin
SLK-Kliniken Heilbronn is the healthcare provider in the Heilbronn-Franken region and offers comprehensive health care.
ROTHENBERGER 4xS
Crunchbase Website Twitter Facebook Linkedin
ROTHENBERGER 4xS provides strategic investment management services in the fields of engineering, estate & technology-based venture capital.
P&P Gruppe
Crunchbase Website Twitter Facebook Linkedin
P&P Gruppe is an investment firm that specializes in real estate and equity investment strategies.
PEH Group
Crunchbase Website Twitter Facebook Linkedin
PEH Group offers investment products, asset management, asset planning, investment advisory, portfolio analysis and wealth management.
TBO Versicherungsmakler
Crunchbase Website Twitter Facebook Linkedin
TBO Versicherungsmakler provides risk management, investment, mortgage lending, retirement planning, and consulting services.
Wertios
Crunchbase Website Twitter Facebook Linkedin
Personal finance tool offering online investment advice
Patrimea
Crunchbase Website Twitter Facebook Linkedin
Patrimea is a consulting firm that offers wealth management, insurance, retirement, investment planning and advisory services.
Luyanta
Crunchbase Website Twitter Facebook Linkedin
Luyanta is a consulting management company that is involved in the implementation of capital market-related strategies.
Plansecur
Crunchbase Website Twitter Facebook Linkedin
Plansecur is a financial consulting company with around 180 independent consultants throughout Germany.
Vereinigte Volksbank Maingau
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Vereinigte Volksbank Maingau provides a wide range of banking services like mortgage, wealth management and other financial services.
VDI Technology Center
Crunchbase Website Twitter Facebook Linkedin
VDI Technologiezentrum is a software company that provides Wealth Management, Internet & Software Services.
Von Buddenbrock
Crunchbase Website Twitter Facebook Linkedin
Von Buddenbrock renders invsetment advice, asset protection, wealth protection, mortgage lending and asset management services.
Baron Investments
Crunchbase Website Twitter Facebook Linkedin
Baron Investments provides financial services, asset and real estate advice, wealth & risk management, fund and saving plans solutions.
Mayflower Capital
Crunchbase Website Twitter Facebook Linkedin
Mayflower Capital offers prevention, validation, investments, legal precaution, security package and wealth planning services.
VR PartnerBank Chattengau-Schwalm-Eder
Crunchbase Website Twitter Facebook Linkedin
VR PartnerBank Chattengau-Schwalm-Eder renders banking, loan, savings account, mortgage lending, insurance and wealth management services.
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