What Tradevest does

Tradevest is a Munich-headquartered, founder-owned digital financial infrastructure provider founded in 2022 that operates a B2B2C API platform enabling banks, wealth managers, asset managers, neobrokers, and digital asset managers to trade and custody traditional securities, cryptocurrencies, and tokenized assets through a single regulated interface. The company is structured as a group of three wholly-owned entities: Tradevest Markets AG (BaFin-licensed investment firm, BaFin ID 10115908), Tradevest Digital Assets GmbH (BaFin-licensed crypto custodian and registrar, BaFin ID 10162132), and Tradevest Technologies Warsaw Sp.z.o.o. (technology and engineering hub in Poland). In January 2026, both German entities secured MiCAR authorization from BaFin, granting an EU-wide passport for regulated digital asset services including trading, custody, and staking across all 27 member states.

The core platform is organized around four integrated service modules — Issuance, Custody, Trading, and Liability Umbrella Services — exposed via a REST API with WebSocket support and a Python SDK. On top of this base, Tradevest sells two specialized products: RetireInvest (Altersvorsorge-Depot / AV-Depot), a tax-advantaged German retirement savings account distributed via white-label to financial institutions with launch in the German market from 2027; and Tradevest DeFi Yield (TVDY), a tokenized ERC-20 product on Arbitrum One tracking a diversified on-chain reference portfolio across Aave, Compound, Morpho Blue, GMX, Drift, Uniswap v3, and Curve, with a 7-day lock-up. Pricing is mixed: securities order fees are free of charge, crypto custody is 0.025% of value in EUR (minimum EUR 25 per transaction), and document and investigation services carry fixed unit fees. Revenue streams combine subscription/API fees, white-label licensing, asset management-as-a-service, and transaction-based fees.

The leadership team is founder-led (CEO Dierk Wilhelmsmeyer, CFO Philipp Doppelhammer, CMO Claudia Zilling) with a CGO (Marcel Uhlmann) and CTO (Jan Terlecki), supported by a Supervisory Board chaired by Klaus-Peter Lutz. The company has no disclosed institutional investors, no public listing, and operates with 11-50 employees. Its customer base is concentrated in named enterprise integrations (AllUnity for EURAU stablecoin settlement, FELS Group for tokenized UAE real estate, 21X as primary market maker, Huddlestock for investment-as-a-service distribution to German clients), all of which anchor the platform's distribution and liquidity flywheel.

Name

Tradevest

Legal name

Tradevest Markets AG

Website

https://tradevest.ai

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

11–50 employees

Short description

Tradevest is a Munich-based B2B2C digital financial infrastructure platform that provides BaFin-licensed, MiCAR-authorized trading, custody, and tokenization APIs for securities, cryptocurrencies, and tokenized assets to banks, wealth managers, asset managers, and neobrokers across the EU.

Ownership category

akta.pro rank

Product category

Digital Asset Infrastructure (Banking-as-a-Service / Crypto Trading & Custody API)

NAICS

Securities and Commodity Contracts Intermediation and Brokerage (5231), Financial Transactions Processing, Reserve, and Clearinghouse Activities (522320), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Miscellaneous Intermediation (523910)

SIC

Security & Commodity Brokers, Dealers, Exchanges & Services (6200), Security Brokers, Dealers & Flotation Companies (6211), Finance Services (6199)

akta.pro primary industry

RWA Tokenization Platforms (asset onboarding, structuring, issuance) (FSAPAIAC)

akta.pro secondary industries

Smart Contract & Token Operations Infrastructure (Lifecycle, Corporate Actions) (FSAGAMAH), Enterprise Payments & Tokenized Money (stablecoins, tokenized deposits, CBDC rails) (FSAPAIAJ), Prime Brokerage & Institutional Trading Services (FSAPADAF), Yield, Vaults & Asset Management (vault strategies, robo-vaults, structured yield) (FSAPAEAG)

Keywords

• Digital asset infrastructure
• Banking as a service
• Crypto custody platform
• Tokenized asset trading
• White label API

Headquarters

HQ city

Munich

HQ country

Germany

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Platform/API Services: B2B infrastructure provisioning for financial institutions to trade and custody digital and traditional assets through API integration
2. White-Label Licensing: Modular white-label solutions allowing partners to offer Tradevest infrastructure under their own brand
3. Asset Management-as-a-Service: Full infrastructure provisioning for asset managers, neobrokers, and banks to launch digital financial products
4. Crypto Custody Fees: 0.025% of crypto asset value in EUR with minimum EUR 25.00 per transaction
5. Securities Trading: Order fees for securities trading - free of charge
6. Trust Account Services: Management of trust accounts including transfers, charged per transaction
7. Document Services: Wallet statements and voluntary balance confirmations at EUR 20.00 each
8. Investigation Services: Investigations charged based on effort with minimum EUR 50.00

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels5 records

Core offering

Tradevest provides a regulated, cloud-native, API-based digital financial infrastructure platform that enables banks, wealth managers, asset managers, and neobrokers to trade and custody traditional securities, cryptocurrencies, and tokenized assets under one integrated stack. The offering is delivered as a B2B2C white-label and API product, with specialized modules for issuance, custody, trading, and liability umbrella services, complemented by dedicated products such as the RetireInvest (AV-Depot) retirement solution and the TVDY tokenized DeFi yield product.

Product overview

Tradevest is a B2B2C digital financial infrastructure platform providing a modular, white-label-ready architecture. The core platform offers four integrated service pillars: Issuance (for creating regulated digital financial products), Custody (secure storage for digital assets), Trading (secondary market access and liquidity), and Liability Umbrella Services (onboarding and distribution under regulatory framework). Built on this core infrastructure are specialized products: RetireInvest for tax-advantaged retirement savings accounts under German reform legislation, and TVDY (Tradevest DeFi Yield) for tokenized access to actively managed DeFi strategies. The platform is accessible via a comprehensive REST API with WebSocket support for real-time market data.

Differentiator

Problem solved

Functional benefit

Products and services

• Tradevest Platform (Core Infrastructure) Digital financial infrastructure platform enabling financial institutions to trade and custody traditional securities, cryptocurrencies, and tokenized assets through a unified API with full BaFin / MiCAR regulatory compliance.
• Issuance Issuance module enabling financial institutions to create and structure regulated digital financial products, including tokenized funds and securities.
• Custody BaFin-licensed custody module providing secure, compliant storage for cryptocurrencies, security tokens, and crypto securities.
• Trading Trading module facilitating efficient secondary market access and liquidity for traditional and digital assets.
• Liability Umbrella Services Liability Umbrella Services enabling onboarding and distribution of both private and corporate clients under a regulated framework, supporting the Issuance, Custody, and Trading pillars.
• RetireInvest (Altersvorsorge-Depot / AV-Depot) Tax-advantaged retirement savings account (AV-Depot) combining government incentives with capital market access and flexible product design, with a migration service to bring existing clients onto the new wrapper.
• Tradevest DeFi Yield (TVDY) Tokenized DeFi investment product offering access to actively managed on-chain returns through a modern bond structure, tracking a diversified DeFi index across multiple blockchains and protocols with a 7-day lock-up.
• Tradevest API RESTful API with WebSocket support enabling programmatic access to institutional-grade crypto trading, real-time market data, user and entity management, and automated compliance for building neobanks, fintech apps, or wealth management platforms.

Quantifiable outcome

• Set up new products within days instead of months without regulatory barriers or technical friction
• +1 more outcomes

Named customers4 records

Segments5 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability2 records

Feature8 records

Partnerships

Eight partnerships are on record, tiered core and minor.

• AllUnitycoreTechnology or Integration · 14 January 2026Integration partnership for EURAU euro stablecoin. Tradevest's BaFin-licensed platform enables AllUnity to integrate their euro stablecoin directly into institutional workflows including treasury processes and atomic settlement. This supports the vision of a fully regulated digital capital markets infrastructure in Europe.
• FELS GroupcoreTechnology or IntegrationTradevest provides complete tokenized real estate investment infrastructure for FELS Group's tokenized investment in two luxury properties in the UAE. Infrastructure covers tokenization, custody, and issuance, making complex real estate investment fully digital and accessible.
• 21XcoreTechnology or IntegrationTradevest enables 21X as the first market maker on their platform, providing stable prices, real liquidity, and reliable execution. A functioning secondary market requires partners who combine technology, market insight, and regulatory clarity.
• HuddlestockcoreTechnology or IntegrationTradevest provides Huddlestock's investment-as-a-service ecosystem with a combined solution for digital and traditional assets through regulated interfaces for brokerage and custody. Enables German clients to access combined digital and traditional asset services without Huddlestock developing its own infrastructure.
• Aave, Compound, Morpho BluecoreTechnology or IntegrationDeFi lending protocol integrations for TVDY (Tradevest DeFi Yield) strategy. Capital is allocated to these lending protocols to generate returns through cryptocurrency lending activities.
• GMX, DriftcoreTechnology or IntegrationPerpetual futures and funding rate arbitrage protocols integrated into TVDY strategy for diversified DeFi returns with focus on stable yields.
• Uniswap v3, CurvecoreTechnology or IntegrationDecentralized exchange protocols for liquidity provision on low-risk stablecoin pairs, integrated into TVDY strategy for yield generation through LP fees.
• Osborne ClarkeminorStrategic or Co-development PartnerLegal and strategic partnership with Osborne Clarke (Dr. Robert Oppenheim) for tokenized portfolio management research and structural modeling for future tokenized asset management frameworks.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Taurus Group: Swiss-based digital asset infrastructure provider offering custody, tokenization, and trading APIs for banks and financial institutions. Taurus is one of the closest direct competitors to Tradevest in the European regulated digital asset infrastructure space.
• BitGo: Institutional digital asset custody, trading, and lending platform serving banks, asset managers, and exchanges globally. Competes with Tradevest on regulated custody, trading APIs, and white-label services for financial institutions.
• Fireblocks: Digital asset custody, settlement, and tokenization platform with APIs for trading and on-chain asset management. Overlaps directly with Tradevest's custody, trading, and tokenization modules, particularly across European banks and fintechs.
• Sygnum Bank: Switzerland-regulated digital asset bank offering institutional trading, custody, tokenization, and asset management. Sygnum competes with Tradevest as a regulated European one-stop shop for digital asset services for banks and asset managers.
• Zodia Custody: Institutional digital asset custodian backed by Standard Chartered and Northern Trust, serving banks and asset managers in Europe and Asia. Directly competes with Tradevest Digital Assets GmbH on regulated crypto custody for institutional clients.

Broad incumbents

• Anchorage Digital: US-chartered crypto bank offering custody, trading, and staking for institutional clients with broader geographic reach. Serves as a broader incumbent for institutional digital asset services that Tradevest targets in Europe.
• Coinbase Prime: Institutional brokerage, custody, and prime services arm of Coinbase serving asset managers, hedge funds, and corporates globally. A broader incumbent offering overlapping institutional trading and custody capabilities that Tradevest also provides to financial institutions.

Emerging players

• 21X: EU-regulated digital asset trading and settlement venue where Tradevest acts as the first market maker. 21X is an emerging regulated exchange that, together with Tradevest's infrastructure, forms part of the emerging European digital capital markets stack.
• Maven11: European tokenization platform focused on real-world asset issuance and on-chain capital markets infrastructure. Overlaps with Tradevest's RWA tokenization and issuance modules for European asset managers and fintechs.

Others

• AllUnity: Issuer of the EURAU euro stablecoin integrating with Tradevest's BaFin-licensed platform for institutional workflows. An adjacent infrastructure partner rather than a competitor, but relevant as a comparable EU-regulated stablecoin and tokenized money provider.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/tradevestgmbh

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries2 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 Tradevest