Top 20 Elite Wealth Management Companies in Germany
Top 20 Elite Wealth Management Companies in Germany
The financial industry in Germany is brimming with robust wealth management companies. These firms offer a wide array of services, such as tax planning, portfolio management, retirement planning, and estate planning. They strive to grow, protect and transfer wealth based on client-specific goals and market scenarios. The features range from personal advisory to digital solutions, all structured to provide comprehensive wealth management. As Germany stands on the forefront of financial technology, experts predict an augmentation in tailor-made, tech-based investment solutions predicting a bright future for the industry.
Top 20 wealth management companies in Germany
1. tecis Finanzdienstleistungen AG
tecis.de is a financial consulting company that aims to guide individuals towards a financially independent future. They offer services related to wealth management, investment in real estate, asset protection, and insurance coverage.
2. Haspa | Hamburger Sparkasse
Haspa is a company that offers a range of financial services including private banking, customized advice, wealth management, financial planning, financing solutions, real estate solutions, and estate planning. They cater to different customer groups, including high earners, wealthy individuals, entrepreneurs, and affluent families.
3. Scalable Capital
- Website: scalable.capital
- Headquarters: München, Bayern, Germany
- Founded: 2014
- Headcount: 201-500
Scalable Capital is a financial technology company based in Munich, Germany. They offer a range of investment and wealth management services, including robo-advisory solutions and brokerage services. With their innovative platform, clients can easily invest in a diversified portfolio of ETFs, benefiting from low fees and professional portfolio management.
4. Bethmann Bank AG
- Website: bethmannbank.de
- Headquarters: Frankfurt, Deutschland (Deu), Germany
- Founded: 1712
- Headcount: 501-1000
Bethmann Bank is a private bank offering comprehensive wealth management solutions to individual and institutional customers. With a focus on sustainability, they provide personalized investment strategies and opportunities outside of the stock market. Their services include asset management, investment advisory, wealth planning, and private equity.
5. Merck Finck | A Quintet Private Bank
- Website: merckfinck.de
- Headquarters: Munich, Bavaria, Germany
- Founded: 1870
- Headcount: 201-500
Merck Finck is a financial institution that offers a range of services to its customers. They provide investment and wealth management solutions to help clients achieve their financial goals.
6. Deutsches Maklerforum AG
- Website: deutsches-maklerforum.de
- Headquarters: Regensburg, Bavaria, Germany
- Founded: 2013
- Headcount: 201-500
Deutsches Maklerforum AG is a financial advising company that offers comprehensive guidance and support in the areas of finance, insurance, and wealth management. With a team of 280 experts, they provide high-quality and fair advice, along with excellent service. They work with individuals and families to optimize savings, improve financial performance, and secure income and future goals.
7. Personal Total
- Website: personal-total.de
- Headquarters: München, Bayern, Germany
- Founded: 1994
- Headcount: 51-200
Personal Total is a company that offers a wide range of personalized services to individuals. Their services include financial planning, investment management, tax consulting, and estate planning. With a team of experienced professionals, their goal is to help clients achieve their financial goals and secure their financial future.
8. Hartz Regehr
- Website: hartz-regehr.de
- Headquarters: München, Bayern, Germany
- Founded: 1988
- Headcount: 51-200
Hartz Regehr is an independent investment management company that provides high-quality asset management and portfolio administration services for private individuals. They offer comprehensive solutions for wealth structuring and investment strategies, ensuring transparency and reliability.
9. Mayflower Capital AG
- Website: mayflower-capital.de
- Headquarters: Eschborn, Hessen, Germany
- Founded: 2007
- Headcount: 51-200
Mayflower Capital is a financial services company that specializes in providing investment advice and solutions to professionals and high net worth individuals. They offer a range of services including financial planning, asset management, and investment opportunities. With expertise in various industries, Mayflower Capital helps clients navigate their financial goals and achieve long-term success.
10. H&R Group
- Website: hur.com
- Headquarters: Hamburg, Hamburg, Germany
- Founded: 1919
- Headcount: 1001-5000
- Latest funding type: Ipo
Hur.com is a company that offers a wide range of financial services and investment solutions. With a team of experienced professionals, they provide personalized advice and strategies to help individuals and businesses achieve their financial goals.
11. IMPACT- eine Marke der Barmenia
- Website: impact-finanz.de
- Headquarters: Wuppertal, Nordrhein-Westfalen, Germany
- Headcount: 1001-5000
impact-finanz.de is a financial services company that offers solutions for managing finances. They provide expert advice on insurance, investment, and retirement planning to individuals and businesses. With a focus on customer needs and goals, impact-finanz.de aims to provide tailored solutions for financial security and growth.
12. Sparkasse Paderborn-Detmold
- Website: sparkasse-paderborn-detmold.de
- Headquarters: Paderborn, Nordrhein-Westfalen, Germany
- Founded: 1786
- Headcount: 1001-5000
Sparkasse Paderborn-Detmold offers various financial services and products to individuals and businesses. Services include personal and business banking, investment and wealth management, loans and mortgages, insurance, and advisory services.
13. Sparkasse Heidelberg
- Website: sparkasse-heidelberg.de
- Headquarters: Heidelberg, Baden-Württemberg, Germany
- Founded: 1831
- Headcount: 1001-5000
Sparkasse Heidelberg offers a range of financial services including banking, insurance, investments, and loans. They provide personalized solutions for both private individuals and corporate clients.
14. Mines and Metals Engineering GmbH
MME & Co. is a company offering professional services in various sectors. With expertise in finance and investments, the company provides tailored solutions to meet client objectives.
15. SimPlan AG
- Website: simplan.de
- Headquarters: Hanau, Hessen, Germany
- Founded: 1992
- Headcount: 51-200
Simplan.de is a company that offers a range of innovative financial and investment solutions. With their expertise in investment banking, they provide tailored solutions for individuals and businesses, helping them optimize their financial portfolios.
16. Lupus alpha Asset Management AG
- Website: lupusalpha.de
- Headquarters: Frankfurt Am Main, Hessen, Germany
- Founded: 2000
- Headcount: 51-200
Lupus alpha is a financial institution specializing in investment services and solutions. They offer a range of investment products and strategies to institutional and retail investors, helping them to achieve their financial goals.
17. MLP Finanzberatung
- Website: mlp-se.de
- Headquarters: Wiesloch, Baden-Wurttemberg, Germany
- Founded: 1971
- Headcount: 1001-5000
MLP SE is a financial advisory firm offering a wide range of financial services and education. Through its various programs, it provides financial coaching, planning, and investment management services to clients.
18. FiNUM.Finanzhaus AG
- Website: finumfinanzhaus.de
- Headquarters: München, Bayern, Germany
- Founded: 2017
- Headcount: 201-500
FiNUM.Finanzhaus AG offers holistic financial consulting services with DIN-quality standards. It provides a web app for comparison and a search tool to connect clients with expert advisors.
19. EMDS GmbH
- Website: emds-ag.de
- Headquarters: Stuttgart, Baden-Wurttemberg, Germany
- Founded: 2006
- Headcount: 51-200
- Latest funding type: Acquired
Emds-ag.de is a company that offers various services in the investment banking sector. They provide expertise in financial planning, risk management, and asset allocation. Their team of professionals assists clients in making informed investment decisions and achieving their financial goals.
20. DWPT Deutsche Wertpapiertreuhand GmbH
- Website: wertpapiertreuhand.de
- Headquarters: Herzogenaurach, Bayern, Germany
- Founded: 2005
- Headcount: 51-200
Deutsche Wertpapiertreuhand is a company providing financial services and trust management for securities. They offer expertise in asset management, investment strategy, and portfolio diversification.
Want to find more wealth management companies?
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