The wealth management industry in DACH focuses on managing individual and institutional assets to improve financial outcomes. It includes banks, investment firms, and fintech companies that offer services such as portfolio management, estate planning, and investment advice. As more investors look for personalized solutions, the industry is increasingly integrating technology, enhancing client experiences through digital platforms. With a growing emphasis on sustainability and ethical investing, firms are adapting their strategies to meet evolving client values, making the DACH region a hub for responsible financial management. Growth in investments in fintech reflects the ongoing innovation in this sector.

The list includes 14 notable investors in the wealth management sector, varying from corporate giants like Deutsche Bank and Allianz to innovative venture capital firms such as Speedinvest. Headquartered across Germany, Switzerland, and Austria, these firms are predominantly focused on private equity, corporate, and venture capital investments. With employee sizes ranging from small teams to thousands, the 2024 deal counts reveal strong engagement, with firms like Sictic making 77 investments. Founded mainly in the 1990s and 2000s, these investors reflect a trend toward modern investment strategies and technologies in the wealth management space.

Top 14 Wealth Management Investors in DACH

1. 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, Deutsche Bank's recent acquisition of British stockbroker Numis for £410 million highlights its strategic focus on expanding its wealth management services. This acquisition, which represents a significant premium over Numis's share price, is expected to enhance Deutsche Bank's capabilities in the wealth management sector. Additionally, their investment in QPLIX Wealth Management Software further underscores their commitment to providing innovative solutions in wealth management. These transactions reflect Deutsche Bank's active role in the wealth management industry, making it a relevant investor in this space.

2. 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. Speedinvest's investment focus spans various technology sectors, including Deep Tech, Fintech, and SaaS. Notably, they have participated 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 involvement with wikifolio, a social trading platform, further emphasizes their engagement in financial services that intersect with wealth management. Through these investments, Speedinvest leverages a vast network of industry experts to assist their portfolio companies in navigating growth challenges, making them a notable player in the wealth management landscape.

3. Allianz X

• Website: allianzx.com
• Type: Corporate
• Headquarters: Munich, Bavaria, Germany
• Founded year: 2016
• Headcount: 11-50
• Number of deals in 2024: 6
• LinkedIn: allianzx

Allianz X is a venture capital firm based in Munich, Bavaria, Germany, founded in 2016. It specializes in investing in digital growth companies primarily within the insurtech and fintech sectors. Allianz X provides strategic support and capital to help these companies scale their operations, focusing on businesses in the financial services industry that seek to innovate and expand. Notably, Allianz X has made significant investments in Wealthsimple, a company that has raised substantial funding across multiple rounds, including $610 million in a private equity round in May 2021 and earlier rounds totaling over $74 million. These investments highlight Allianz X's commitment to supporting innovative solutions in wealth management, making them a key player in the industry.

4. Picus Capital

• Website: picuscap.com
• Type: Venture Capital
• Headquarters: Munich, Bavaria, Germany
• Founded year: 2015
• Headcount: 11-50
• Number of deals in 2024: 28
• LinkedIn: picus-capital

Picus Capital is a Munich-based venture capital firm founded in 2015, specializing in early-stage technology investments. With a focus on empowering innovative startups across various sectors, including fintech and healthcare, Picus Capital provides not only capital but also strategic guidance and HR support to its portfolio companies. Notably, they have participated in significant transactions such as the Series A funding for Gotrade, which raised $15.5 million and is relevant to the wealth management sector due to its focus on investment services. Additionally, their involvement in multiple seed rounds, including those for startups like Poolit and Pattern, showcases their commitment to nurturing early-stage companies that may contribute to the evolution of wealth management solutions. Their mission is to challenge the status quo and build sustainable category leaders globally, positioning them as a key player in the financial technology landscape.

5. Partners Group

• Website: partnersgroup.com
• Type: Private Equity
• Headquarters: Baar, Zug, Switzerland
• Founded year: 1996
• Headcount: 1001-5000
• Number of deals in 2024: 19
• LinkedIn: partners-group

Partners Group Holding AG is an investment management firm based in Baar, Zug, Switzerland, founded in 1996. The firm specializes in private equity, private infrastructure, private real estate, and private debt, managing over USD 149 billion in assets. Partners Group offers a variety of investment solutions tailored for institutional investors, private banks, and individual investors, helping them navigate the complexities of private markets. Notably, they have been involved in significant transactions relevant to wealth management, such as the acquisition of Banca Comerciala Română in 2019, which enhances their footprint in the financial services sector. In 2017, they acquired Key Retirement for approximately $256 million, further diversifying their investment portfolio. Their recent acquisition of Empira in December 2024 aims to bolster their exposure to real estate credit, showcasing their innovative approach and commitment to sustainability in investment management.

6. Sictic

• Website: sictic.ch
• Type: Venture Capital
• Headquarters: Zurich, Zurich, Switzerland
• Founded year: 2014
• Headcount: 201-500
• Number of deals in 2024: 77
• LinkedIn: sictic

Sictic is a not-for-profit organization based in Zurich, Switzerland, founded in 2014. It connects smart money investors with innovative Swiss early-stage technology startups, providing investment opportunities, networking events, and educational resources to facilitate the growth of startups and the investment community. Notably, Sictic has been involved in several transactions relevant to the wealth management sector, including investments in Selma Finance, which raised significant funding in its Series A rounds, and WealthArc, which secured funding in a seed round. These investments highlight Sictic's engagement with companies that are directly related to wealth management and financial technology, showcasing its role in fostering innovation in this space.

7. Deutsche Börse

• Website: deutsche-boerse.com
• Type: Corporate
• Headquarters: Eschborn, Hesse, Germany
• Founded year: 1990
• Headcount: 10001+
• Number of deals in 2024: 3
• LinkedIn: deutsche-borse

Deutsche Börse AG, founded in 1990 and based in Eschborn, Hesse, Germany, is a leading financial services company that offers a comprehensive range of solutions including trading, clearing, and investment management services. With over 10,000 employees, Deutsche Börse serves asset managers and institutional investors, facilitating efficient market operations and investment strategies through advanced technology and analytics. Notable transactions include the acquisition of SimCorp for approximately $4.3 billion, which enhances their investment management capabilities, and the acquisition of Institutional Shareholder Services for $2.275 billion, a key player in governance and ESG data, further solidifying their position in the wealth management sector. Additionally, their investment in Crypto Finance AG reflects their commitment to building a regulated digital asset ecosystem, catering to the evolving needs of wealth management clients.

8. Six

• Website: six-group.com
• Type: Corporate
• Headquarters: Zurich, Zurich, Switzerland
• Founded year: 2008
• Headcount: 1001-5000
• Number of deals in 2024: 8
• LinkedIn: sixgroup

SIX is a financial services company based in Zurich, Switzerland, founded in 2008. It operates key financial market infrastructure and provides a range of services including securities transactions, payment processing, and financial information services primarily to financial institutions and businesses. In 2024, SIX has been actively involved in several significant transactions relevant to the wealth management sector. Notably, they acquired full ownership of Swiss Fund Data, enhancing their capabilities in fund management and data services. Additionally, they participated in funding rounds for fintech companies such as Fundcraft and Bridgewise, indicating a commitment to investing in innovative solutions that support wealth management. These transactions highlight SIX's strategic focus on expanding its influence and offerings within the wealth management industry.

9. responsAbility Investments AG

• Website: responsability.com
• Type: Private Equity
• Headquarters: Zurich, Zurich, Switzerland
• Founded year: 2003
• Headcount: 201-500
• Number of deals in 2024: 9
• LinkedIn: responsability-investments

responsAbility Investments AG is an impact investment firm based in Zurich, Switzerland, founded in 2003. The firm specializes in managing investments in emerging markets with a focus on financial inclusion, climate finance, and sustainable food production. They provide investment solutions to both professional and retail investors, aiming to generate positive societal and environmental impacts alongside financial returns. Notable transactions include a $33.2 million investment in Utkarsh Small Finance Bank, which supports financial services for underserved populations, and a $48 million capital raise for FINCA Microfinance Holding Company, aimed at expanding financial services to the working poor. Additionally, their acquisition of a stake in Bank Lviv highlights their strategy to invest in the recovery of banking sectors in developing regions. These activities demonstrate responsAbility's commitment to wealth management through sustainable and impactful investments.

10. BlueOrchard Finance Ltd

• Website: blueorchard.com
• Type: Private Equity
• Headquarters: Zurich, Zurich, Switzerland
• Founded year: 2001
• Headcount: 51-200
• Number of deals in 2024: 15
• LinkedIn: blueorchard-finance-ltd

BlueOrchard Finance Ltd is an investment management firm based in Zurich, Switzerland, founded in 2001. The firm specializes in impact investing, offering a range of investment products designed to generate social and environmental impact alongside financial returns. Their clientele includes institutional investors and private clients who seek to align their investments with their values. BlueOrchard operates globally, with a focus on emerging and frontier markets. In 2024, they were involved in notable transactions such as providing $10 million in debt financing to Dvara KGFS and $314.7 million to Access Bank, showcasing their active participation in significant financial markets. Their commitment to impact investing is further highlighted by their leadership in funding rounds, such as the $6.7 million raised for Probus Insurance, aimed at geographic expansion. These activities reflect their capability and relevance in the wealth management sector, particularly for clients interested in impact-oriented investment strategies.

11. Allianz

• Website: allianz.com
• Type: Corporate
• Headquarters: Munich, Bavaria, Germany
• Founded year: 1890
• Headcount: 10001+
• Number of deals in 2024: 5
• LinkedIn: allianz

Allianz, founded in 1890 and headquartered in Munich, Bavaria, Germany, is a leading insurance company that offers a wide range of insurance products and investment management services to both individuals and businesses. With a workforce of over 10,000 employees, Allianz emphasizes risk management and asset protection, helping clients navigate financial uncertainties. The company has a global presence and aims to create long-term value for its stakeholders through innovative solutions. Notably, Allianz has made significant investments in the wealth management sector, including a £40 million investment in Moneyfarm, a prominent online wealth manager, which showcases its commitment to digital investment platforms. Additionally, Allianz X, the digital investment unit of Allianz Group, acquired Finanzen.de AG, a leading B2B online marketplace for insurance and financial services, further solidifying its position in the wealth management landscape. These strategic moves highlight Allianz's active role in the wealth management industry, making it a relevant investor in this space.

12. Seedstars

• Website: seedstars.com
• Type: Venture Capital
• Headquarters: Carouge, Geneva, Switzerland
• Founded year: 2012
• Headcount: 201-500
• Number of deals in 2024: 6
• LinkedIn: seedstars

Seedstars is an investment and education company based in Carouge, Geneva, Switzerland, founded in 2012. It focuses on supporting startups and entrepreneurs in emerging markets through various programs, including acceleration and growth initiatives, investment readiness, and the operation of entrepreneurship hubs. Seedstars collaborates with governments, investors, and development agencies to foster entrepreneurial ecosystems and drive social and economic development. Notably, Seedstars has participated in significant transactions such as Chaka Technologies, which raised $1.5 million to enhance investment and wealth management solutions across Africa. This involvement highlights Seedstars' commitment to ventures that align with wealth management, alongside its other investments in startups like Kuunda and Rebeja Tus Cuentas, which further demonstrate its active role in the investment landscape.

13. CommerzVentures

• Website: commerzventures.com
• Type: Venture Capital
• Headquarters: Frankfurt, Hesse, Germany
• Founded year: 2014
• Headcount: 1-10
• Number of deals in 2024: 6
• LinkedIn: commerzventures

CommerzVentures is a venture capital firm based in Frankfurt, Hesse, Germany, founded in 2014. The firm specializes in investing in fintech startups and manages €550 million across three funds. CommerzVentures not only provides capital but also offers advisory services to help these startups grow in the competitive financial technology sector. Notable transactions include their investment in eToro, a prominent trading platform that has implications for wealth management, and Mosaic Smart Data, which focuses on capital markets data analytics, enhancing decision-making in wealth management. Their recent investments, such as in lemon.markets and FINBOURNE Technology, further demonstrate their commitment to supporting innovative solutions that can transform wealth management practices.

14. HV Capital

• Website: hvcapital.com
• Type: Venture Capital
• Headquarters: Flensburg, Schleswig-Holstein, Germany
• Founded year: 2000
• Headcount: 11-50
• Number of deals in 2024: 28
• LinkedIn: hvventures

HV Capital is a venture capital firm based in Flensburg, Schleswig-Holstein, Germany, founded in 2000. With over €2.8 billion under management, HV Capital specializes in investing in digital companies and supporting entrepreneurs from seed stage to exit. The firm has been actively involved in the wealth management sector, particularly through its investments in Scalable Capital, a leading digital wealth manager. HV Capital participated in Scalable Capital's Series D financing round, which raised €50 million to accelerate growth in wealth management and brokerage. Additionally, they were involved in Scalable Capital's Series E funding rounds, contributing to a total of over €182 million raised in 2021 and €60 million in 2023. These transactions highlight HV Capital's commitment to supporting innovative solutions in the wealth management space, making them a relevant player in this industry.

Wealth Management Insights: Key Investors in DACH

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