What Microstep does

Microstep AG is a privately held German consulting and IT services firm founded in Munich in 2001, operating at the intersection of quantitative finance, software engineering, and advisory services. The company delivers three service pillars — Business Services (consulting on models, methods, and systems), Investment Services (investment analysis, optimization, asset allocation, trading and hedging strategies, risk advisory), and Software & IT (requirements analysis, architecture, development, QA, hosting, operations, and support) — to financial institutions as the primary segment, alongside energy-sector clients and corporate/investment banking users. Its technical foundation is built on quantitative methods applied to treasury, risk, and trading systems, with web-based information-stream analysis as an extended capability.

The firm operates a holding-style structure, having founded three wholly-owned spin-offs that commercialize specific competencies: Likron GmbH (quantitative energy-trading strategies for utilities and energy-intensive industrials), Matobis AG (transaction and project-accompanying consulting for renewable and conventional energy investments), and mergeflow AG (web-based software that analyzes information streams from news, blogs, websites, social networks, and publication databases for technology scouting and market intelligence). Revenue is generated primarily through project-based professional services engagements and recurring software/IT implementation work, sold directly by management and business development to institutional clients — no public pricing, customer logos, or revenue figures are disclosed. Distribution is direct and relationship-driven, with no evidence of digital marketing or channel partners.

Public information about Microstep is limited: the company website carries a 2016 copyright, no headcount or revenue figures are published, no external funding has been raised, and the related financial-markets entity (Microstep Financial Markets AG) is listed as in liquidation (i.L.). Ownership appears founder-managed with no identified institutional investor signals, and the firm's footprint is concentrated in Germany with no disclosed international expansion.

Name

Microstep

Legal name

Microstep AG

Website

https://microstep.de

Company type

Private

Founded year

2001

Operating status

Operating

Short description

Microstep AG is a privately held Munich-based consulting and IT services firm founded in 2001, providing quantitative advisory, software implementation, and information-analysis products to financial institutions, energy companies, and corporate clients via three spin-offs: Likron, Matobis, and mergeflow.

Ownership category

akta.pro rank

Headquarters

HQ city

Munich

HQ country

Germany

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Business Services (Consulting): Quantitative-technical consulting and development, risk and trading systems, project management and execution for financial institutions and energy companies.
2. Investment Services: Investment analysis, optimization, management, trading and hedging strategies, asset allocation, and risk advisory for the financial sector.
3. Software & IT Implementation: Requirements analysis, software architecture and development, development process management, quality assurance, hosting, operations, and support. Software expertise is applied across client mandates, startups, and software products.
4. Energy Advisory: Project-accompanying and transaction-based consulting for conventional and renewable energy projects including valuation, analysis, and financing optimization.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Microstep AG is a German consulting and IT firm that provides quantitative-technical advisory, software implementation, and bespoke software products for treasury, investment banking, risk and portfolio management. The company delivers business services (consulting and project management for risk and trading systems), investment services (analytics, optimization, and trading/hedging strategies), and Software & IT services (requirements analysis, architecture, development, hosting, operations, and support). It also operates three spin-offs covering energy trading (Likron), renewable energy project consulting (Matobis), and web-based information stream analysis (mergeflow).

Product overview

Microstep AG operates as a financial and IT consulting firm that combines advisory services with proprietary software products. The company offers three main service pillars: Business Services (consulting for models and systems), Investment Services (investment and risk management analytics), and Software & IT (implementation of financial know-how into applications). The product portfolio includes three spin-offs: mergeflow (web-based information stream analysis for technology scouting and market research), Likron (energy trading consulting with quantitative methods), and Matobis AG (energy project consulting for investors and developers). The company also provides specialized services in energy trading, energy investments, and information analysis, all leveraging quantitative analysis and IT expertise.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Services

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability6 records

Feature2 records

Partnerships

Four partnerships are on record, tiered core.

• Likron GmbHcoreStrategic or Co-development PartnerLikron was founded by Microstep AG as a spin-off specializing in energy trading. The company provides independent consulting to energy suppliers and energy-intensive industrial companies on energy procurement and marketing. Likron develops and implements modern quantitative procedures for systematic returns with consistent risk control, from market-proven trading strategies to customized solutions for individual customer needs. The Likron team consists of experienced experts from energy trading and capital market operations.
• Matobis AGcoreStrategic or Co-development PartnerMatobis was founded by Microstep AG as a consulting firm for renewable and conventional energy. The company serves customers including equity and debt investors, project developers, and fund managers in the energy sector. Services include project-accompanying and transaction-based consulting with solutions for valuation, analysis, and financing optimization across all project phases.
• mergeflow AGcoreStrategic or Co-development Partnermergeflow was founded by Microstep AG as a web-based software tool that analyzes information streams from the internet. The platform analyzes news, blogs, websites, social networks, publication databases, and other sources. Applications include technology scouting, open innovation, and news analysis for corporate and investment banking. Microstep AG provides founding support and ongoing collaboration.
• Microstep Financial Markets AGcoreStrategic or Co-development PartnerRelated entity operating under the Microstep brand specializing in financial markets. The company is listed as (i.L.) (in liquidation) and is associated with Microstep AG's financial markets activities.

Scale indicators1 record

Recent moves5 records

Expansion highlights3 records

Broad incumbents

• Oliver Wyman: Global management consultancy with deep financial services and energy practices. Competes against Microstep on portfolio/risk advisory and energy strategy mandates, but with much broader scope.
• Capco: Global consulting and technology firm dedicated to financial services including banking, risk, and digital transformation. Overlaps with Microstep on IT-enabled banking advisory and risk systems work.

Direct peers

• AlphaSense: AI-driven market intelligence and document search platform used by banks and corporations. Closest direct competitor to Microstep's mergeflow AG for technology scouting and investment-banking news analysis.
• Baringa Partners: Independent consulting firm specializing in energy and commodities trading, risk management, and finance. Directly comparable to Likron and Microstep's energy-trading advisory practice.
• PPI AG: German consultancy delivering software and IT solutions for banks and insurers (payments, risk, finance). Comparable on financial-IT implementation and quantitative system delivery.
• msg: German IT consulting group focused on banking, insurance, and financial services software implementation. Comparable on the Software & IT, trading systems, and insurance/banking advisory side Microstep offers.
• zeb consulting: Munich-based consulting firm exclusively serving the European financial services sector across risk, treasury, and finance transformation. Overlaps with Microstep on banking advisory and risk systems.
• d-fine: Frankfurt/Munich-based quantitative consulting and risk management firm serving banks, insurers, and energy firms. Direct competitor on quant advisory, risk/treasury systems, and energy analytics, with a very similar DACH footprint and physics-heavy talent profile.

Emerging players

• CB Insights: Market intelligence platform providing technology scouting and corporate strategy research using AI. Emerging competitor to mergeflow in tech scouting and innovation analytics.

Regional players

• EnergyBrainpool: Germany-based energy market analytics and consulting firm focused on European power markets. Comparable to Likron and Matobis on European energy trading and renewable analytics.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries3 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 Microstep