The wealth management industry in Europe is marked by its vibrant interplay of services aimed at managing and growing the financial assets of individuals and institutions. This sector includes a variety of players such as banks, boutique advisory firms, and fintech startups, each offering tailored solutions like investment advice, estate planning, and asset allocation. Recently, there has been a noticeable shift towards digitization and personalized services, pushing firms to innovate and adapt. Moreover, sustainable investing is gaining traction, as clients increasingly seek to align their portfolios with their values so they can secure a better future while expanding their wealth.


This article highlights thirteen significant investors in Europe’s wealth management sector. The list includes corporate giants like Accenture and Deutsche Bank, alongside successful venture capital firms such as Index Ventures and Seedcamp. Headquarters span vibrant cities like London and Paris, with investor sizes ranging from small firms to global powerhouses. In 2024 alone, these investors completed a notable number of deals, demonstrating their active engagement in the market. Founded between 1996 and 2013, these investors illustrate a commitment to supporting innovation and growth within the wealth management space.


Top 13 Wealth Management Investors in Europe


1. Accenture

  • Website: accenture.com
  • Type: Corporate
  • Headquarters: Dublin, Dublin, Ireland
  • Founded year: 2001
  • Headcount: 10001+
  • Number of deals in 2024: 51
  • LinkedIn: accenture

Accenture is a global consulting firm based in Dublin, Ireland, specializing in information technology and management consulting services. Founded in 2001, the company has grown to employ over 10,000 professionals and operates across various industries, providing innovative solutions to help businesses improve efficiency and navigate digital transformation. In the wealth management context, Accenture has made strategic acquisitions such as Altus Consulting, which enhances their financial services offerings, and Axis Corporate, a firm specializing in management and technology consulting for financial services. Additionally, their involvement in the acquisition of InvestCloud, a wealth platform, demonstrates their commitment to developing comprehensive solutions in the wealth management sector. These transactions highlight Accenture's active role in shaping the future of wealth management through technology and consulting expertise.


2. Crowdcube

  • Website: crowdcube.com
  • Type: Corporate
  • Headquarters: London, England, United Kingdom (UK)
  • Founded year: 2010
  • Headcount: 51-200
  • Number of deals in 2024: 3
  • LinkedIn: crowdcube-limited

Crowdcube is a London-based crowdfunding platform founded in 2010 that enables businesses to raise capital through equity investments. It connects startups and SMEs with potential investors, facilitating the funding process. The platform promotes diversity and inclusion within its workforce while providing investment management services to its clients. Notably, Crowdcube has facilitated significant equity crowdfunding transactions in the wealth management context, including a £6.25 million Series D investment for Moneybox, a company focused on personal finance and investment management. Additionally, it has supported Finary, which raised over $2.4 million, and Octopus Apollo VCT, which raised over $1.8 million. These transactions highlight Crowdcube's involvement in the wealth management sector, as they connect investors with innovative financial services.


3. Index Ventures

  • Website: indexventures.com
  • Type: Venture Capital
  • Headquarters: London, England, United Kingdom (UK)
  • Founded year: 1996
  • Headcount: 51-200
  • Number of deals in 2024: 67
  • LinkedIn: index-ventures

Index Ventures is a venture capital firm founded in 1996, based in London, England. The firm invests in innovative startups across various sectors, including technology and healthcare, and is known for providing capital and strategic support to entrepreneurs. Notably, Index Ventures has participated in funding rounds for companies in the wealth management space, such as Savvy Wealth, which raised $15.5 million in Series A funding in 2024 and previously secured $7.3 million in a seed round in 2022. Additionally, they have been involved with Wealthfront, an automated investment service that has raised significant capital to enhance its financial services. These transactions highlight Index Ventures' commitment to supporting the growth of companies that are integral to the wealth management industry.


4. Kima Ventures

  • Website: kimaventures.com
  • Type: Venture Capital
  • Headquarters: Paris, Île-De-France, France
  • Founded year: 2010
  • Headcount: 1-10
  • Number of deals in 2024: 50
  • LinkedIn: kima-ventures

Kima Ventures is a venture capital firm based in Paris, Île-De-France, France, founded in 2010. The firm specializes in investing in early-stage startups across various sectors, backing two startups per week with financial support and mentorship to help them grow. Notable transactions include their participation in Finary, which raised $3.2 million to develop a platform for finance creators, and Alinea, which secured $2.1 million to scale its products. Kima Ventures has also invested in Swaive, which raised $2.39 million in a pre-seed round, and Helios.do, which raised $1.78 million. These investments reflect Kima's commitment to supporting innovative companies that may contribute to the wealth management landscape.


5. Deutsche Bank

  • Website: db.com
  • Type: Corporate
  • Headquarters: Frankfurt, Hesse, Germany
  • Founded year: 1870
  • Headcount: 10001+
  • Number of deals in 2024: 32
  • LinkedIn: deutsche-bank

Deutsche Bank AG, founded in 1870 and headquartered in Frankfurt, Hesse, Germany, is a leading investment bank and financial services provider. With over 10,000 employees, the bank offers a comprehensive range of solutions including investment banking, corporate banking, cash management, trade finance, and securities services. Deutsche Bank serves corporate and institutional clients, helping them manage their financial assets and liquidity effectively through its digital platform, Autobahn. Notably, in 2023, Deutsche Bank announced its acquisition of British stockbroker Numis for £410 million, a move that underscores its commitment to expanding its wealth management services. Additionally, the bank's involvement with QPLIX Wealth Management Software, which raised funds in 2020, highlights its focus on enhancing technological solutions in the wealth management sector.


6. PIB Group

  • Website: pibgroup.co.uk
  • Type: Corporate
  • Headquarters: London, England, United Kingdom (UK)
  • Founded year: 2015
  • Headcount: 1001-5000
  • Number of deals in 2024: 9
  • LinkedIn: pib-group

PIB Group is a corporate investor based in London, England, founded in 2015. As an insurance intermediary, PIB Group specializes in providing tailored insurance solutions across various sectors, catering to both businesses and consumers. Their services include risk management, trade credit insurance, and employee benefits consulting. Notably, PIB Group has made significant strides in the wealth management arena through strategic acquisitions. In January 2020, they acquired the employee benefits division of Sanlam Wealth Planning UK, enhancing their offerings in pensions, group risk, and healthcare consulting. This move underscores their commitment to expanding their wealth management capabilities. Additionally, PIB has acquired several insurance brokers, including Alan Tierney & Partners Ltd and Mike Murphy Insurance, which further solidifies their presence in the financial planning and insurance sectors. These acquisitions reflect PIB Group's strategy to diversify and strengthen their service offerings, making them a noteworthy player in the wealth management industry.


7. Apex Group Ltd (UK & Ireland)


Apex Group Ltd (UK & Ireland) is a prominent financial services provider based in London, England, founded in 2003. With over 10,000 employees, the firm offers a wide range of solutions, including fund administration, regulatory compliance, and digital banking services. Apex Group serves a diverse clientele, including asset managers, corporates, family offices, and financial institutions, helping them navigate complex financial landscapes and enhance operational efficiency. The firm has been actively expanding its presence in the wealth management sector through strategic acquisitions. Notable transactions include the acquisition of Fundrock in October 2020, which bolstered their fund administration capabilities, and the acquisition of mola-administration GmbH in July 2021, enhancing their service offerings in the European market. Most recently, in July 2024, Apex Group acquired Trustees Executors' Custody and Investment Accounting business, further expanding its investment operations in New Zealand. Additionally, their acquisition of Chile's Finix Group in October 2024, which manages $11 billion in assets, is part of their strategy to enhance service capabilities for U.S. and Canadian clients, aiming to double their assets under management in Latin America. These transactions highlight Apex Group's active role in the wealth management industry and its commitment to providing comprehensive financial services.


8. Speedinvest

  • Website: speedinvest.com
  • Type: Venture Capital
  • Headquarters: Vienna, Vienna, Austria
  • Founded year: 2011
  • Headcount: 51-200
  • Number of deals in 2024: 45
  • LinkedIn: speedinvest

Speedinvest is a venture capital firm based in Vienna, Austria, founded in 2011. The firm specializes in funding early-stage tech startups across Europe, providing both capital and hands-on support to help these companies scale. Their investment focus spans various technology sectors, including Deep Tech, Fintech, and SaaS. Notably, Speedinvest has been involved in significant transactions relevant to wealth management, such as their investment in Finary, which raised €8 million in a Series A funding round aimed at creating a unified platform for tracking assets and liabilities, thereby modernizing private banking. Additionally, their investment in wikifolio, a social trading platform, further demonstrates their engagement in the financial services sector, which is closely related to wealth management.


9. Gsr

  • Website: gsr.io
  • Type: Venture Capital
  • Headquarters: London, England, United Kingdom (UK)
  • Founded year: 2013
  • Headcount: 201-500
  • Number of deals in 2024: 39
  • LinkedIn: gsr-markets

Gsr is a venture capital firm based in London, England, founded in 2013. The firm specializes in the cryptocurrency trading sector, providing liquidity and trading solutions to a diverse range of clients, including cryptocurrency projects, exchanges, and financial institutions. Gsr's services encompass market making, OTC trading, and risk management, which are essential for clients navigating the complexities of the cryptocurrency market. In 2023, Gsr participated in a strategic investment round for Maple Finance, a DeFi platform, which raised $5 million, indicating their interest in innovative financial solutions. Additionally, Gsr was involved in several seed funding rounds in 2024, including Midas, which raised $8.75 million, and ClearToken, which secured $10 million. Their investment in CLST, a digital asset lending venue, further highlights their commitment to expanding the infrastructure and ecosystem for asset managers and trading companies, aligning with wealth management objectives.


10. BlackFin Capital Partners


BlackFin Capital Partners is a private equity firm based in Paris, Île-De-France, France, founded in 2009. The firm specializes in investments within the financial services sector, including FinTechs, and focuses on asset-light buyouts. BlackFin provides investment management and advisory services to businesses seeking capital and operational expertise. Notably, they have made significant strides in the wealth management space, exemplified by their acquisition of IBS Capital Allies, a prominent independent wealth manager in the Netherlands managing over €5 billion in assets. This acquisition, announced in December 2024, highlights BlackFin's commitment to expanding its footprint in wealth management. Additionally, their previous transactions, such as the acquisition of Bonnfinanz AG and their involvement with companies like Olifan Group and Kepler Cheuvreux, further illustrate their active engagement in the financial services landscape, reinforcing their role as a key player in wealth management.


11. Seedcamp

  • Website: seedcamp.com
  • Type: Venture Capital
  • Headquarters: London, England, United Kingdom (UK)
  • Founded year: 2007
  • Headcount: 11-50
  • Number of deals in 2024: 40
  • LinkedIn: seedcamp_2

Seedcamp is a venture capital firm based in London, England, founded in 2007. The firm specializes in investing in early-stage startups across Europe, particularly those that are technology-driven and looking to innovate and grow. Seedcamp provides financial backing and support to founders, assisting them with product-market fit, sales, and access to a vast network of investors. Among their notable transactions, Seedcamp has invested in Sidekick, a wealth and savings app aimed at millennials, and WealthKernel, which raised $1 million in a seed round to enhance investment management services. Additionally, their participation in the pre-seed funding of Sidekick, which aims to become a regulated active investment manager, further emphasizes their engagement in the wealth management sector. These investments highlight Seedcamp's commitment to supporting companies that are shaping the future of wealth management and financial services.


12. DST Global

  • Website: dst-global.com
  • Type: Venture Capital
  • Headquarters: London, England, United Kingdom (UK)
  • Founded year: 2009
  • Headcount: 11-50
  • Number of deals in 2024: 24
  • LinkedIn: dst_2

DST Global is a London-based investment firm founded in 2009 by Yuri Milner, specializing in internet investments. The firm focuses on identifying and investing in some of the fastest-growing and most valuable internet companies globally. DST Global has a diverse clientele, primarily consisting of businesses seeking investment opportunities in the technology sector. Among their notable transactions, DST Global invested in Wealthsimple, which raised over $610 million in a private equity round, highlighting their commitment to wealth management solutions. Additionally, their participation in Acorns' $105 million Series E funding round, a fintech app aimed at simplifying investment for users, further underscores their involvement in the wealth management space. DST Global also invested in Stake and Ajaib, both of which are platforms that facilitate investment and trading, reinforcing their strategy of investing in companies that enhance financial accessibility and management.


13. Pollen Street Capital


Pollen Street Capital is a London-based private equity investment firm founded in 2013, specializing in private equity and credit within the financial services sector. The firm partners with innovative businesses to provide capital and strategic insights, focusing on sectors such as lending, insurance, and technology-enabled services. Their clients primarily include businesses seeking growth and transformation through investment management. Notably, Pollen Street Capital has made significant strides in the wealth management industry, exemplified by their recent acquisition of Mattioli Woods for £432 million, a financial adviser group managing £15 billion in assets. This acquisition aims to accelerate growth strategies within the wealth management space. Additionally, they are set to acquire Etops Group AG, a Switzerland-based provider of software solutions and business process outsourcing services specifically in the wealth management sector, further highlighting their active role in this industry.



Wealth Management Insights: Key Investors in Europe


InvestorHeadquarterSizeFoundedDeals 2024
AccentureDublin, Dublin, Ireland10001+200151
CrowdcubeLondon, England, United Kingdom (UK)51-20020103
Index VenturesLondon, England, United Kingdom (UK)51-200199667
Kima VenturesParis, Île-De-France, France1-10201050
Deutsche BankFrankfurt, Hesse, Germany10001+187032
PIB GroupLondon, England, United Kingdom (UK)1001-500020159
Apex Group Ltd (UK & Ireland)London, England, United Kingdom (UK)10001+20036
SpeedinvestVienna, Vienna, Austria51-200201145
GsrLondon, England, United Kingdom (UK)201-500201339
BlackFin Capital PartnersParis, Île-De-France, France11-5020095
SeedcampLondon, England, United Kingdom (UK)11-50200740
DST GlobalLondon, England, United Kingdom (UK)11-50200924
Pollen Street CapitalLondon, England, United Kingdom (UK)51-20020139


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