What Ypsilon Group does

Ypsilon Group is a Cologne-based, owner-managed professional services firm founded in 2020 that delivers integrated Tax, Audit, and Advisory services to regulated financial institutions, alternative investment fund managers (Private Equity, Venture Capital, Real Estate, Infrastructure), and medium-to-large corporates across Germany. The firm operates through three German-licensed legal entities—Ypsilon GmbH Steuerberatungsgesellschaft, Ypsilon Audit GmbH Wirtschaftsprüfungsgesellschaft, and Ypsilon LAW GmbH Rechtsanwaltsgesellschaft—enabling fully integrated cross-disciplinary engagements that few competitors can match. Ypsilon holds statutory audit mandates under KWG, KAGB, ZAG, and WpHG, provides mandated compliance outsourcing (AML, compliance officer functions), and serves approximately 500 closed funds, SPVs, and asset managers with recurring tax compliance, fund administration, and regulatory reporting work.

As of year-end 2025, the firm employs 220 professionals across five German offices (Berlin, Düsseldorf, Hamburg, Cologne, Munich), including 55+ certified tax advisors, auditors, and lawyers. The technology stack is built on standard third-party accounting and audit ecosystems (DATEV, SAP, Navision, EXACT Online, SAGE, Addison) rather than proprietary platforms; differentiation is achieved through domain specialization and process excellence. Revenue is generated primarily through recurring professional-services engagements—statutory audit, ongoing tax compliance, and fund administration retainers—supplemented by project-based M&A support, transaction advisory, ESG/CSRD consulting, regulatory licensing projects, and DORA implementation work. Ypsilon has executed a programmatic roll-up strategy, integrating FIDARIS, Millennium Partners, RDT, and GHP between 2024 and 2025, and in 2026 launched a US-Tax-Desk in partnership with Clark Schaefer Hackett to support cross-border German-US mandates.

Name

Ypsilon Group

Legal name

Ypsilon GmbH Steuerberatungsgesellschaft

Website

https://ypsilon.group

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

51–100 employees

Short description

Ypsilon Group is a Cologne-based, owner-managed professional services firm offering integrated Tax, Audit, and Advisory services to German financial institutions, alternative investment fund managers (PE, VC, Real Estate), and corporates across five German offices through 220 professionals including 55+ certified tax advisors, auditors, and lawyers.

Ownership category

akta.pro rank

Product category

Professional Tax, Audit & Advisory Services

NAICS

Other Accounting Services (541219), Trusts, Estates, and Agency Accounts (525920), Funds, Trusts, and Other Financial Vehicles (525)

akta.pro primary industry

Audit & Assurance Services (BPAHABAA)

akta.pro secondary industries

Private Banking & UHNW Wealth Advisory (FSAEABAC), Family Office Services (Single & Multi-Family Office) (FSABADAF), Intercompany & Consolidation Support (Eliminations, Group Reporting Support) (BPAAAGAG), Financial Crime, AML/CFT & Sanctions Compliance (BPAHAFAE)

Keywords

• Tax advisory services
• Statutory audit services
• Fund administration outsourcing
• Alternative investment consulting
• Regulatory compliance advisory

Headquarters

HQ city

Köln

HQ country

Germany

HQ region

Europe

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Tax Advisory Services: Ongoing and project-based tax advisory spanning corporate tax, international tax, transfer pricing, payroll tax, real estate transfer tax, and tax compliance for financial institutions and investment funds. Revenue is generated through recurring mandates and ad-hoc advisory engagements, typically billed on hourly rates or fixed fees.
2. Statutory and Regulatory Audit: Annual audit of financial statements under HGB and IFRS; BaFin-mandated audits under KWG, KAGB, WpIG, ZAG; internal control system audits (IDW PS 951, ISAE 3402). Audit fees are typically fixed per engagement with regulatory compliance drivers.
3. Fund Administration & Outsourcing: Outsourcing of investor management, compliance functions (money laundering officer, compliance officer), FATCA/CRS classification, accounting, and regulatory reporting for fund vehicles. Typically structured as recurring retainer engagements.
4. Legal Advice: Business law advisory through the Ypsilon LAW GmbH subsidiary, covering corporate law, M&A support, restructuring, and mediation services. Billed on hourly or fixed fee basis.
5. Business Consulting: Management consulting encompassing restructuring, digital transformation, executive coaching, ESG strategy, and international expansion advisory (inbound/outbound). Typically project-based engagements.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Ypsilon Group is a German owner-managed professional services firm delivering integrated Tax, Audit, and Advisory services through three practice areas: Financial Services (regulatory audit and compliance for banks, insurers, leasing companies under KWG/KAGB/ZAG), Alternative Investments (tax, administration, and compliance for PE, VC, Real Estate, and Infrastructure funds), and Corporate & Private Wealth (tax, audit, legal, and consulting for corporates, family businesses, and high-net-worth individuals). The firm operates via wholly-owned licensed entities (Steuerberatungsgesellschaft, Wirtschaftsprüfungsgesellschaft, Rechtsanwaltsgesellschaft) and serves approximately 500 fund structures and a broad base of regulated financial institutions across five German offices.

Product overview

Ypsilon Group is a young, owner-managed consulting company offering integrated Tax, Audit & Advisory services through three core business areas: Financial Services, Alternative Investments, and Corporate & Private Wealth. The company operates as a unified platform combining tax advisory (Steuerberatung), auditing (Wirtschaftsprüfung), legal advice (Rechtsberatung), and management consulting with specialized modules for Compliance Management, Regulatory Advisory, Administration & Outsourcing, ESG Advisory, Payroll Tax Consulting, International Expansion Advisory, and Accounting Services. With over 220 employees and approximately 500 funds, SPVs, and asset managers served, the firm specializes in serving the financial services industry, investment funds (Private Equity, Venture Capital, Real Estate, Infrastructure), and corporate/private wealth clients across Germany with offices in Berlin, Düsseldorf, Hamburg, Köln, and Munich.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Advisory Services (Steuerberatung)

Quantifiable outcome

• 500+ fund structures served in the Alternative Investments segment
• +2 more outcomes

Named customers10 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature3 records

Partnerships

Two partnerships are on record, tiered core and minor.

• Clark Schaefer Hackett (CSH)coreStrategic or Co-development Partner · 29 June 2026Ypsilon and CSH established a US-Tax-Desk partnership to jointly serve clients with cross-border German-US tax advisory needs. Nina Schmidt, Ypsilon's Managing Director, spent a year (from July 2026) embedded at CSH's Cincinnati office to deepen US tax expertise. CSH, a Top 70 US firm founded in 1938 with 550+ professionals across ten offices, brings full US tax depth, while Ypsilon provides German tax and regulatory expertise. Both firms are members of AGN International, facilitating seamless client referrals across the Atlantic.
• AGN InternationalminorOthers · 1 January 2026AGN International is a global network of independent professional advisory firms. Ypsilon is a member, enabling cross-border referrals and collaborative client service for international mandates. The partnership with CSH is facilitated through this network.

Scale indicators7 records

Recent moves9 records

Expansion highlights6 records

Direct peers

• Rödl & Partner: German mid-market audit, tax, and legal firm with strong focus on PE/VC fund advisory and family-owned businesses. Direct competitor in the integrated advisory niche serving financial institutions and investment funds in Germany.
• Ebner Stolz: Top-tier German mid-market audit and tax advisory with significant PE/VC fund practice. Comparable integrated tax+audit offering and similar Mittelstand and financial services client base.
• Warth & Klein Grant Thornton: German mid-market audit, tax, and legal advisory firm with comparable size and PE/VC fund services. Headquartered in NRW like Ypsilon, with overlapping client segments in financial services and funds.
• Flick Gocke Schaumburg: Leading German tax and legal advisory boutique known for international corporate tax and transfer pricing. Ypsilon co-founder Nina Schmidt previously worked here, indicating direct talent and client overlap.
• YPOG (Ypsilon Group predecessor context): Boutique German law/tax firm specializing in tech, venture capital, and growth-stage advisory. Nina Schmidt's prior employer; similar target market in VC fund formation and alternative investments.
• Baker Tilly Germany: Mid-market German audit, tax, and consulting firm with regulated financial services and fund practice. Comparable size and integrated advisory positioning.
• RSM Germany: Mid-market audit, tax, and consulting firm with German operations focused on Mittelstand and PE/VC funds. Comparable integrated service model and client segments.

Broad incumbents

• BDO Germany: Global mid-market audit and advisory network with strong German presence. Competes broadly in financial services audit and fund advisory, but with a wider portfolio of services than Ypsilon's niche focus.
• Mazars Germany (Forvis Mazars): International mid-tier audit and advisory network with German operations. Competes in financial services audit and PE/VC fund services but as part of a broader global portfolio.
• KPMG Germany (Financial Services practice): Big4 audit and advisory firm with leading German Financial Services practice. Competes on regulated audits (KWG/KAGB) and ESG/CSRD mandates but at significantly larger scale than Ypsilon. Several Ypsilon partners previously worked at KPMG.

Market position

Strengths1 record

Weaknesses1 record

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/ypsilon-gmbh-wirtschaftspr%C3%BCfungsgesellschaft
• Instagraminstagram.com/ypsilon.group

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Subsidiaries4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Ypsilon Group