Kontora

What Kontora does

Kontora Family Office GmbH is a Hamburg-based multi-family office founded in 2007, providing integrated wealth management to ultra-high-net-worth families, entrepreneurs, foundations, ecclesiastical organisations, pension funds, and single-family offices. Its offering is organised into three divisions — Family Office (holistic strategic wealth and succession planning), Investment Office (asset-allocation and deal sourcing across liquid and illiquid asset classes), and Service Office (administrative, reporting, and liquidity-planning services, including for single-family offices). The firm operates on a fee-only basis with no third-party commissions, using a multi-component pricing model (hourly consulting, fixed fees for due diligence, success fees per completed investment, and asset-based reporting fees typically of 0.5–1% p.a.).

The technology platform rests on QPLIX wealth management software, integrated into a client-facing portal with analytics and automated data import, layered with a proprietary state-of-the-art reporting system that consolidates liquid and illiquid positions and supports liquidity planning over private equity portfolios. Through Kontora Kapitalverwaltungs GmbH (KVG), a wholly-owned BaFin-regulated capital management company, Kontora can structure and administer bespoke fund vehicles (e.g., Sondervermögen for foundations and institutions).

Kontora operates as a subsidiary of AlTi Tiedemann Global, employing approximately 75 people organised into Client Advisory, Investments, and Corporate Functions. Disclosed scale includes assets under management exceeding EUR 13 billion, GAV of the KVG funds above EUR 1 billion, and around 150 investments across client portfolios. The firm is fee-only, recognised in the Handelsblatt Elite Report, Spears 500, and FAZ Institut rankings, and is a member of VUFO, Bundesverband deutscher Stiftungen, and die Familienunternehmer.

Name

Kontora

Legal name

Kontora Family Office GmbH

Website

https://kontora.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

101–250 employees

Short description

Kontora Family Office GmbH is a Hamburg-based multi-family office founded in 2007, delivering integrated wealth management — Family Office, Investment Office, and Service Office — alongside a BaFin-licensed KVG for ultra-high-net-worth families, entrepreneurs, foundations, and institutional clients.

Ownership category

akta.pro rank

Product category

Multi-Family Office Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

akta.pro secondary industries

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)

Keywords

• Multi-family office services
• Wealth management advisory
• Investment office services
• Foundation asset management
• Private wealth structuring

Headquarters

HQ city

Hamburg

HQ country

Germany

HQ region

Europe

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Fee-Only Advisory: Kontora is independent of third-party products and third parties themselves, working solely for a fee rather than commission. This ensures recommendations are solely in the client's interest.
2. Hourly Rate Consulting: Consulting services are billed on an hourly rate basis, available to anyone regardless of portfolio size.
3. Fixed Fee for Investment Services: Support in seeking investment opportunities and providing associated due diligence is charged as a fixed fee.
4. Success Fee: Each completed investment attracts a success fee.
5. Asset-Based Financial Reporting: Financial reporting is charged based on the assets monitored. Multi-family offices typically charge 0.5 to 1% p.a. depending on asset size.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels8 records

Core offering

Kontora is a Hamburg-based multi-family office that delivers integrated wealth management to high-net-worth families, entrepreneurs, foundations, and institutional clients. The offering is organized into three divisions: Family Office (strategic advisory, asset allocation, and succession planning), Investment Office (sourcing and screening investments across all asset classes), and Service Office (administrative, reporting, and monitoring services). All services are fee-only and delivered independently of third-party product commissions.

Product overview

Kontora operates as a Multi-Family Office (MFO) offering an integrated platform of wealth management services organized into three core divisions: Family Office (strategic wealth management and succession planning), Investment Office (investment opportunity access and portfolio management), and Service Office (administrative and reporting services). The platform is underpinned by Kontora KVG, the company's own BaFin-licensed capital management company, which enables clients to establish and manage proprietary fund structures. Services are modular and can be combined as needed, ranging from consulting mandates for clients with assets in the lower double-digit million euro range to comprehensive family office mandates. The platform also includes specialized offerings for foundations (Stiftungsmanagement) and private wealth management (Private Vermögensverwaltung). All services emphasize independence from third-party products and fee-based (rather than commission-based) compensation models.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Assets under management exceeding 13 billion EUR with over 150 investments
• +2 more outcomes

Named customers5 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature2 records

Partnerships

Two partnerships are on record, tiered core.

• QPLIXcoreTechnology or IntegrationKontora uses QPLIX software as its core wealth management technology platform. The partnership enables a client-oriented portal providing deep insight into clients' entire portfolios, analytics, and automated data import. This collaboration goes beyond a typical customer-supplier relationship and has developed into a close, innovation-driven cooperation that has significantly improved Kontora's digital wealth management and set new standards for efficiency and transparency.
• AlTi Tiedemann GlobalcoreStrategic or Co-development PartnerKontora is part of AlTi Tiedemann Global, a global wealth management group. This affiliation enables Kontora to offer high-quality services as part of the larger group, combining local expertise with international reach and resources.

Scale indicators5 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• UBS Wealth Management: Global wealth management giant with broad HNW/UHNW advisory, investment, and family-office capabilities — overlaps with Kontora's offerings as part of a much wider product portfolio rather than specialist MFO focus.
• Deutsche Bank Wealth Management: Large incumbent wealth manager serving German HNW and UHNW clients with advisory, portfolio management, and credit — comparable client base and service breadth but as part of a full-service universal bank.

Direct peers

• Bethmann Bank (ABN AMRO): German private bank specializing in HNW advisory, succession planning, and asset management — comparable target client (UHNW families, foundations) and overlapping service portfolio with Kontora.
• FERI (FERI AG): German investment house providing multi-asset wealth management, advisory, and family-office-style services to private and institutional clients — directly comparable in HNW advisory and investment management scope.
• HQ Trust: Germany-based multi-family office serving HNW individuals, families, and foundations with integrated wealth management and reporting — closely comparable to Kontora's MFO model, customer base, and modular service offering.
• ODDO BHF: European private bank with wealth management and asset management divisions targeting HNW individuals and families in Germany and France — offering overlapping multi-asset advisory and family office-style services in Kontora's core market.
• Talent2 (formerly DTZ) — use: Talent2 Family Office: Hamburg-based multi-family office focused on UHNW families, entrepreneurs, and foundations in Northern Germany — directly comparable in geography, target client, and integrated family office service model.
• Rothschild & Co Wealth and Asset Management: Global wealth manager serving HNW families and entrepreneurs with discretionary mandates, advisory, and succession planning — comparable business model and target client base to Kontora, with broader geographic footprint.
• Pictet Group: Swiss private bank and wealth manager offering portfolio management, advisory, and asset services to UHNW families globally — overlapping with Kontora in discretionary portfolio management and family wealth advisory, though at much larger scale.

Others

• QPLIX: Wealth management software platform and Kontora's core technology partner; included as an adjacent ecosystem enabler rather than a competitor, relevant for understanding Kontora's technology stack and analytical capabilities.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries1 record

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 Kontora