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
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LIQID is Europe’s leading digital asset manager for affluent private clients.
Elinvar
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Elinvar enables asset and wealth managers to digitalize their business models by providing the required Platform as a Service.
Cashboard
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Cashboard allows retail investors to invest in a personal tailored and scientifically diversified portfolio.
Werthstein
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Werthstein is a digital wealth manager which focuses on intelligent storytelling of investment ideas, called zeitgeists.
UBS Wealth Management
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UBS Wealth Management is a company that offers asset management services to individual and institutional clients.
Ginmon
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Ginmon provides fully-automated online investment services to customers in Germany and Continential Europe.
QPLIX
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The Digital Wealth Management Platform for Family Offices, RIAs, Foundations, Investment Funds, Institutional Investors, and Private Banks
Cometum
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We provide a holistic wealth management solution, combining alternative asset investments with digital private banking services.
Whitebox
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Whitebox is a German online wealth manager offering exclusive, top-notch portfolio mgmt via an attractive goal based investment process
Growney
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Growney offers a simple, cost-efficient and high-yield online investment service.
WeAdvise
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WeAdvise is an independent provider of digital wealth management technology solutions
die Bayerische
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die Bayerische is an insurance company that provides financial services, old-age provision, family and vehicle insurance.
Lloyd
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Lloyd specializes in financial services such as fund management, asset management, direct wealth management as well as consulting.
FinMarie
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FinMarie is an online financial platform for women for women.
Elysys
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Elysys is a technology specialist in the Wealth, portfolio and Asset management space.
Arvato Infoscore
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Arvato Infoscore offers B2B financial solutions such as invoicing, accounting, payment, debt collection management & KYC network solutions.
CFM Indosuez Wealth
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CFM Indosuez Wealth provides a range of financial products and services.
Luxe
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Luxe is a finance law firm that offers financial brokerage and insurance coverage for a variety of practitioners.
FAMOVIS
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FAMOVIS provides a private banking online comparison platform.
Union Investment
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Union Investment is a cooperative financial network management company.
Quadrant Private Wealth
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Quadrant Private Wealth is an independent, boutique wealth management firm
ICM Asset Management
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ICM Asset Management fixates on managing and investing in real estate, private equity and private debt to engender investment returns.
VDI Technology Center
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VDI Technologiezentrum is a software company that provides Wealth Management, Internet & Software Services.
A.IX Capital
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A.IX Capital develops intelligent, digital financial investments that accompany private investors through all market phases.
Bethmann Bank
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Bethmann Bank provides private wealth management, investments, and asset management services.
Gewerbeversicherung24
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Gewerbeversicherung24 provides commercial insurance and consulting services to founders, self-employed, and small companies.
Hartz Regehr & Partner
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Hartz Regehr & Partner is a wealth management firm that offers asset structuring, investment policy and stock exchange services.
SLK-Kliniken Heilbronn
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SLK-Kliniken Heilbronn is the healthcare provider in the Heilbronn-Franken region and offers comprehensive health care.
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.
P&P Gruppe
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P&P Gruppe is an investment firm that specializes in real estate and equity investment strategies.
Prospery
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Prospery is a digital wealth management company based in Frankfurt, Germany.
Plansecur
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Plansecur is a financial consulting company with around 180 independent consultants throughout Germany.
Sparkasse Vorpommern
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Sparkasse Vorpommern offers banking, investment and financial solutions to businesses and individuals.
VR PartnerBank Chattengau-Schwalm-Eder
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VR PartnerBank Chattengau-Schwalm-Eder renders banking, loan, savings account, mortgage lending, insurance and wealth management services.
Wertios
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Personal finance tool offering online investment advice
Onfintur
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Onfintur is the ideal platform for professional investors, asset advisors and pension funds.
ROTHENBERGER 4xS
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ROTHENBERGER 4xS provides strategic investment management services in the fields of engineering, estate & technology-based venture capital.
Hoerner Bank
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Hoerner Bank is a private bank for wealth management and estate management.
