Top 10 Wealth Management Companies in Germany 2025

We’re tracking 3,799 Wealth Management companies in Germany.

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Companies	Employees	HQ location	Revenue	Founded	Estimated Traffic	Industries
Tecis Finanzdienstleistungen AG	View 1,244 employees	🇩🇪 Hamburg+4	$ 500-1000M	2014	3,471,552	Advice, Consulting
Swiss Life Select Deutschland	View 405 employees	🇩🇪 Niedersachsen\|Hannover, Hannover+7	$ 500-1000M	1988	520,025	Financial Services, Insurance
Union Investment	View 1,819 employees	🇩🇪 Hessen\|Darmstadt\|Frankfurt Am Main, Frankfurt Am Main+8	$ 500-1000M	1956	4,992,702	Finance, Financial Services
Kreissparkasse Ludwigsburg	View 162 employees	🇩🇪 Baden-Württemberg, Ludwigsburg+3	$ 500-1000M	1852	3,727,626	Finance, Financial Services
MLP Finanzberatung SE	View 1,775 employees	🇩🇪 Baden-Wuerttemberg\|Karlsruhe\|Rhein-Neckar, Wiesloch+4	$ 500-1000M	1971	5,351,513	Advice, Consulting
TauRes Gesellschaft für Investmentberatung mbH	View 341 employees	🇩🇪 Hamburg+1	$ 500-1000M	2002	2,969,244	Advice, Finance
Telis Finanz AG	View 485 employees	🇩🇪 Bayern\|Oberpfalz\|Regensburg, Regensburg+1	$ 500-1000M	1992	2,030,991	Advice, Consulting
Berenberg	View 48 employees	🇩🇪 Hamburg+16	$ 500-1000M	1590	100,215	Advice, Asset Management
OVB Vermögensberatung AG	View 547 employees	🇩🇪 Nordrhein-Westfalen\|Koeln\|Koeln, Köln+10	$ 500-1000M	1970	37,638	Finance, Financial Services
Universal Investment	View 928 employees	🇩🇪 Hesse, Frankfurt+7	$ 500-1000M	1968	34,943	Asset Management, Finance
Tecis Finanzdienstleistungen AG	View 1,244 employees	🇩🇪 Hamburg+4	$ 500-1000M	2014	3,471,552	Advice, Consulting
Swiss Life Select Deutschland	View 405 employees	🇩🇪 Niedersachsen\|Hannover, Hannover+7	$ 500-1000M	1988	520,025	Financial Services, Insurance
Union Investment	View 1,819 employees	🇩🇪 Hessen\|Darmstadt\|Frankfurt Am Main, Frankfurt Am Main+8	$ 500-1000M	1956	4,992,702	Finance, Financial Services
Kreissparkasse Ludwigsburg	View 162 employees	🇩🇪 Baden-Württemberg, Ludwigsburg+3	$ 500-1000M	1852	3,727,626	Finance, Financial Services
MLP Finanzberatung SE	View 1,775 employees	🇩🇪 Baden-Wuerttemberg\|Karlsruhe\|Rhein-Neckar, Wiesloch+4	$ 500-1000M	1971	5,351,513	Advice, Consulting
TauRes Gesellschaft für Investmentberatung mbH	View 341 employees	🇩🇪 Hamburg+1	$ 500-1000M	2002	2,969,244	Advice, Finance
Telis Finanz AG	View 485 employees	🇩🇪 Bayern\|Oberpfalz\|Regensburg, Regensburg+1	$ 500-1000M	1992	2,030,991	Advice, Consulting
Berenberg	View 48 employees	🇩🇪 Hamburg+16	$ 500-1000M	1590	100,215	Advice, Asset Management
OVB Vermögensberatung AG	View 547 employees	🇩🇪 Nordrhein-Westfalen\|Koeln\|Koeln, Köln+10	$ 500-1000M	1970	37,638	Finance, Financial Services
Universal Investment	View 928 employees	🇩🇪 Hesse, Frankfurt+7	$ 500-1000M	1968	34,943	Asset Management, Finance

1. Tecis Finanzdienstleistungen AG

Tecis Finanzdienstleistungen AG, based in Germany, is a distinguished financial services provider specializing in wealth management. The company is committed to offering tailored financial planning solutions, focusing on private and corporate clients who aspire to optimize and secure their financial future. Tecis prides itself on a client-centric approach, ensuring that their strategies align closely with individual goals and needs, which is particularly appealing in the dynamic field of wealth management. This emphasis on personalized service not only positions Tecis as a trusted advisor in Germany’s wealth management landscape but also as a partner that genuinely understands wealth optimization and sustainability.

Location 🇩🇪 Hamburg	Size View 1,244 employees
Revenue $ 500-1000M	Industries Professional Services, Financial Services, Community and Lifestyle
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2. Swiss Life Select Deutschland

Swiss Life Select Deutschland, based in Germany, is a prominent player in the wealth management industry, offering tailored financial planning services. Their approach prioritizes personalized strategies that cater to individual financial goals, ranging from asset management to retirement planning. Swiss Life Select Deutschland leverages its extensive network and expertise to help clients navigate complex financial landscapes, ensuring long-term prosperity and financial security in Germany’s dynamic economic environment.

Location 🇩🇪 Niedersachsen\|Hannover, Hannover	Size View 405 employees
Revenue $ 500-1000M	Industries Financial Services, Community and Lifestyle, Professional Services
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3. Union Investment

Union Investment, located in Germany, is a prominent player in the wealth management industry, offering a diverse portfolio of asset management services to both private and institutional investors. The firm is known for its rigorous research-based investment strategies, and it manages a broad spectrum of assets, including equities, fixed income, and real assets across various regions and sectors. Union Investment is committed to sustainable investment practices, making it a trusted choice for clients looking to manage and grow their wealth responsibly in the German market.

Location 🇩🇪 Hessen\|Darmstadt\|Frankfurt Am Main, Frankfurt Am Main	Size View 1,819 employees
Revenue $ 500-1000M	Industries Financial Services, Professional Services, Community and Lifestyle
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4. Kreissparkasse Ludwigsburg

Kreissparkasse Ludwigsburg, located in Ludwigsburg, Germany, offers a diverse portfolio of financial services, with a strong emphasis on wealth management. This institution caters to a variety of clients, providing tailored investment solutions that range from asset management to retirement planning. Kreissparkasse Ludwigsburg prides itself on its regional expertise and deep understanding of the local market dynamics, which enhance its client services and investment strategies. Their approach ensures that they not only meet but often exceed their client’s financial aspirations and security needs in a rapidly evolving economic landscape.

Location 🇩🇪 Baden-Württemberg, Ludwigsburg	Size View 162 employees
Revenue $ 500-1000M	Industries Financial Services, Lending and Investments, Professional Services
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5. MLP Finanzberatung SE

MLP Finanzberatung SE, located in Germany, is a prominent wealth management firm that specializes in providing comprehensive financial consultation and services to an upscale clientele. They focus on offering personalized solutions tailored to the specific needs of professionals and high-net-worth individuals, encompassing areas such as investment strategies, retirement planning, and asset management. In the competitive German market, MLP Finanzberatung SE distinguishes itself by delivering client-centric service backed by expertise and a clear understanding of financial markets.

Location 🇩🇪 Baden-Wuerttemberg\|Karlsruhe\|Rhein-Neckar, Wiesloch	Size View 1,775 employees
Revenue $ 500-1000M	Industries Financial Services, Professional Services, Community and Lifestyle
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6. TauRes Gesellschaft für Investmentberatung mbH

Located in Germany, TauRes Gesellschaft für Investmentberatung mbH focuses on delivering top-tier wealth management services. This company provides personalized investment solutions that cater to various financial needs and implementation strategies, ensuring their clients achieve their long-term financial objectives effectively. TauRes’ approach is distinctly client-centric, offering tailored advice and financial plans designed to maximize wealth growth and sustainability across the region. Their strategy is well-suited for savvy investors who are looking for detailed, personable, and competent financial guidance within Germany’s dynamic market.

Location 🇩🇪 Hamburg	Size View 341 employees
Revenue $ 500-1000M	Industries Financial Services, Professional Services, Community and Lifestyle
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7. Telis Finanz AG

Located in Germany, Telis Finanz AG specializes in personalized financial and wealth management services. With a focus on individual financial planning, Telis Finanz AG tailors its offerings to meet the unique needs of its clients, from private wealth management to corporate financial solutions. This approach ensures comprehensive support and strategic planning aimed at long-term wealth preservation and growth. The firm’s commitment to client-centric service makes it a distinguished entity in the wealth management sector in Germany.

Location 🇩🇪 Bayern\|Oberpfalz\|Regensburg, Regensburg	Size View 485 employees
Revenue $ 500-1000M	Industries Financial Services, Professional Services
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8. Berenberg

Berenberg, based in Hamburg, Germany, stands out as one of the oldest private banks in the world, with a strong emphasis on wealth management. This prestigious institution specializes in providing personalized financial services to high-net-worth individuals and families throughout Germany. Berenberg combines traditional banking values with innovative strategies to manage, grow, and preserve wealth, ensuring their clients’ financial goals are met with expert precision and care. Their longstanding reputation in the wealth management industry underscores their commitment to excellence and client satisfaction, maintaining their position as a trusted advisor in the financial sector.

Location 🇩🇪 Hamburg	Size View 48 employees
Revenue $ 500-1000M	Industries Financial Services, Professional Services, Lending and Investments
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9. OVB Vermögensberatung AG

OVB Vermögensberatung AG, stationed in Germany, serves as a pivotal player in the wealth management sector, tailoring financial advice and planning services to a diverse client base. This company specializes in personal financial consultation, striving to enhance the financial well-being of individuals through comprehensive planning that includes investment, insurance, and retirement strategies. Their approach is informed by a deep understanding of local and regional financial landscapes, enabling them to offer bespoke, effective solutions in wealth management that cater to the specific needs and goals of their clients in Germany.

Location 🇩🇪 Nordrhein-Westfalen\|Koeln\|Koeln, Köln	Size View 547 employees
Revenue $ 500-1000M	Industries Financial Services, Professional Services, Community and Lifestyle, Lending and Investments
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10. Universal Investment

Universal Investment, based in Frankfurt, Germany, is a prominent player in the wealth management industry. As one of Germany’s leading investment management companies, Universal Investment provides a broad spectrum of services and solutions for institutional investors, including structuring of funds, administration, and risk management. Their innovative approach helps streamline complex investment processes and offers tailored solutions that address the varying needs of their clients in the wealth management sector. The company’s focus on adaptive strategies and robust asset management positions them as a trusted partner for investors seeking sustainable wealth growth in Germany.

Location 🇩🇪 Hesse, Frankfurt	Size View 928 employees
Revenue $ 500-1000M	Industries Financial Services, Lending and Investments, Professional Services
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