5 B2B FinTechs making strides in the German WealthTech space

By Gloria Methri

WealthTech, a union of wealth management and technology, is transforming the way individuals and institutions manage their assets.  By leveraging advanced analytics, artificial intelligence (AI), and machine learning (ML), WealthTech solutions are streamlining traditionally manual and labour-intensive wealth management processes.

The sector is rapidly evolving, with solutions that now offer a wide range of features—from portfolio management tools and automated investment strategies to financial advice, risk management, and tax optimisation algorithms.

As competition heats up, several emerging companies in Germany are making significant strides in the WealthTech landscape. Here are some notable players to watch out for:

• Divizend

Divizend is a FinTech company that specialises in automating the dividend management process for financial institutions. Divizend provides a platform that enables real-time tracking and reporting of dividends, simplifying the management of dividend payments and associated tax considerations. Its solution enhances operational efficiency for banks and asset managers, allowing them to focus on value-added services while improving transparency and client satisfaction.

• Fincite

Fincite is a technology provider that empowers wealth managers through advanced data analytics and portfolio management tools. The Fincite platform offers a comprehensive suite of tools for performance analysis, risk assessment, and market insights. By delivering data-driven recommendations, the platform helps wealth managers optimise their investment strategies and improve decision-making capabilities, ultimately leading to enhanced client outcomes.

• Ginmon

Ginmon is a cutting-edge robo-advisor designed for wealth managers and financial institutions seeking to automate investment solutions. It provides a white-label robo-advisory platform that allows financial advisors to offer personalised investment solutions. By utilising algorithm-driven portfolio creation tailored to individual risk profiles and investment goals, the WealthTech company streamlines the advisory process, saving advisors time while enhancing the client experience with customised strategies.

• Upvest

Upvest is a FinTech firm focused on providing API-driven investment solutions for financial sector businesses. The Upvest platform offers a range of investment APIs that allow companies to integrate seamless trading and investment functionalities into their services. With access to diverse asset classes, including stocks, ETFs, and cryptocurrencies, Upvest empowers clients to enhance their offerings and appeal to a broader audience of investors.

• Wealthpilot

Wealthpilot is a digital wealth management platform designed to assist financial advisors in delivering comprehensive financial planning services. Wealthpilot integrates various financial data sources to create a holistic view of clients’ wealth. Its tools for investment tracking, financial goal setting, and portfolio optimisation enable advisors to provide personalised and transparent financial planning.

Also read: Wealth Management & Private Banking Systems Report Q2 2024