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48 Top Wealth Management Startups and Companies in Germany

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

LIQID

Crunchbase Website Twitter Facebook Linkedin

LIQID is a digital asset manager focused on the investment needs of affluent private clients.

getquin

getquin

Crunchbase Website Twitter Facebook Linkedin

getquin is the social network for investors.

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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.

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Vitamin

Crunchbase Website Twitter Facebook Linkedin

Vitamin is a startup which set out to enable a strong financial future for all women.

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rubarb

Crunchbase Website Twitter Facebook Linkedin

More money for your dreams

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FinMarie

Crunchbase Website Twitter Facebook Linkedin

FinMarie is an online financial platform for women for women.

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Cashboard

Crunchbase Website Twitter Facebook Linkedin

Cashboard allows retail investors to invest in a personal tailored and scientifically diversified portfolio.

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Werthstein

Crunchbase Website Twitter Facebook Linkedin

Werthstein is a digital wealth manager which focuses on intelligent storytelling of investment ideas, called zeitgeists.

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Lloyd

Crunchbase Website Twitter Facebook Linkedin

Lloyd specializes in financial services such as fund management, asset management, direct wealth management as well as consulting.

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Growney

Crunchbase Website Twitter Facebook Linkedin

Growney offers a simple, cost-efficient and high-yield online investment service.

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QPLIX

Crunchbase Website Twitter Facebook Linkedin

The Digital Wealth Management Platform for Family Offices, RIAs, Foundations, Investment Funds, Institutional Investors, and Private Banks

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Ginmon

Crunchbase Website Twitter Facebook Linkedin

Ginmon provides fully-automated online investment services to customers in Germany and Continential Europe.

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UBS Wealth Management

Crunchbase Website Twitter Facebook Linkedin

UBS Wealth Management is a company that offers asset management services to individual and institutional clients.

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Cometum

Crunchbase Website Twitter Facebook Linkedin

Cometum´s mission is to become Europe´s No.1 digital private bank for affluents and HNW-Millennials.

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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

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die Bayerische

Crunchbase Website Twitter Facebook Linkedin

die Bayerische is an insurance company that provides financial services, old-age provision, family and vehicle insurance.

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Arvato Infoscore

Crunchbase Website Twitter Facebook Linkedin

Arvato Infoscore offers B2B financial solutions such as invoicing, accounting, payment, debt collection management & KYC network solutions.

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CFM Indosuez Wealth

Crunchbase Website Twitter Facebook Linkedin

CFM Indosuez Wealth provides a range of financial products and services.

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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.

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WeAdvise

Crunchbase Website Twitter Facebook Linkedin

WeAdvise is an independent provider of digital wealth management technology solutions

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FINVIA Family Office

Crunchbase Website Twitter Facebook Linkedin

FINVIA Family Office is a family office that navigate assets holistically, intelligently and independently.

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Elysys

Crunchbase Website Twitter Facebook Linkedin

Elysys is a technology specialist in the Wealth, portfolio and Asset management space.

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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.

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Union Investment

Crunchbase Website Twitter Facebook Linkedin

Union Investment is a cooperative financial network management company.

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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.

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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.

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A.IX Capital

Crunchbase Website Twitter Facebook Linkedin

A.IX Capital develops intelligent, digital financial investments that accompany private investors through all market phases.

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Bethmann Bank

Crunchbase Website Twitter Facebook Linkedin

Bethmann Bank provides private wealth management, investments, and asset management services.

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FAMOVIS

Crunchbase Website Twitter Facebook Linkedin

FAMOVIS provides a private banking online comparison platform.

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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.

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Quadrant Private Wealth

Crunchbase Website Twitter Facebook Linkedin

Quadrant Private Wealth is an independent, boutique wealth management firm

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Gewerbeversicherung24

Crunchbase Website Twitter Facebook Linkedin

Gewerbeversicherung24 provides commercial insurance and consulting services to founders, self-employed, and small companies.

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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.

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ROTHENBERGER 4xS

Crunchbase Website Twitter Facebook Linkedin

ROTHENBERGER 4xS provides strategic investment management services in the fields of engineering, estate & technology-based venture capital.

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P&P Gruppe

Crunchbase Website Twitter Facebook Linkedin

P&P Gruppe is an investment firm that specializes in real estate and equity investment strategies.

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PEH Group

Crunchbase Website Twitter Facebook Linkedin

PEH Group offers investment products, asset management, asset planning, investment advisory, portfolio analysis and wealth management.

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TBO Versicherungsmakler

Crunchbase Website Twitter Facebook Linkedin

TBO Versicherungsmakler provides risk management, investment, mortgage lending, retirement planning, and consulting services.

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Wertios

Crunchbase Website Twitter Facebook Linkedin

Personal finance tool offering online investment advice

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Patrimea

Crunchbase Website Twitter Facebook Linkedin

Patrimea is a consulting firm that offers wealth management, insurance, retirement, investment planning and advisory services.

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Luyanta

Crunchbase Website Twitter Facebook Linkedin

Luyanta is a consulting management company that is involved in the implementation of capital market-related strategies.

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Plansecur

Crunchbase Website Twitter Facebook Linkedin

Plansecur is a financial consulting company with around 180 independent consultants throughout Germany.

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Vereinigte Volksbank Maingau

Crunchbase Website Twitter Facebook Linkedin

Vereinigte Volksbank Maingau provides a wide range of banking services like mortgage, wealth management and other financial services.

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VDI Technology Center

Crunchbase Website Twitter Facebook Linkedin

VDI Technologiezentrum is a software company that provides Wealth Management, Internet & Software Services.

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Von Buddenbrock

Crunchbase Website Twitter Facebook Linkedin

Von Buddenbrock renders invsetment advice, asset protection, wealth protection, mortgage lending and asset management services.

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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.

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Mayflower Capital

Crunchbase Website Twitter Facebook Linkedin

Mayflower Capital offers prevention, validation, investments, legal precaution, security package and wealth planning services.

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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.

Written by Mark Kendall

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