What inasys does

inasys Gesellschaft für Informations- und Analyse-Systeme mbH is a German enterprise software vendor founded in 1985 and headquartered in Sankt Augustin, Germany. It operates as the designated competence center (Kompetenzcenter) of the Sparkassen-Finanzgruppe for Private Banking and Vermögensverwaltung, and is a 100% subsidiary of Finanz Informatik, the central IT provider for Germany's savings banks. With approximately 175 employees, inasys serves more than 200 Sparkassen and banking institutes, supporting advisory and portfolio management workflows that flow billions of euros in assets under service.

The company's product portfolio is organized around two integrated product lines built on a shared base system and fully embedded in the OSPlus / OSPlus_neo core banking platform. The Private Banking line centers on Private Banking Plus (PBPlus), a 360-degree advisory platform comprising Vermögensbilanz (holistic wealth statement), Vermögensoptimierung (target/actual advisory with MiFID II compliance), Generationenmanagement (inheritance and succession planning), and Immobilienmanagement (real estate capture and analysis). The Vermögensverwaltung line provides professional mandate management capabilities including inasys WebOffice for portfolio administration, DigiVV for digital contract closure, inasys ESG for sustainability disclosure, Globalmanagement for aggregated block orders routed to dwpbank, Kundenfrontend (KFE) for end-customer self-service, and HonorarManagement for fee calculation. Supporting services include BackOffice data quality support, a password-protected customer portal, a training academy, online events, and an industry working group.

inasys generates revenue primarily through software licensing and subscription arrangements with Sparkassen enterprises, distributing through the Sparkassen-Finanzgruppe channel and direct field sales supported by online events and trade-fair presence. GTM motion is a hybrid of enterprise field sales targeting Sparkassen decision-makers and a captive channel driven by its parent-ownership position within the Sparkassen ecosystem. Pricing is not publicly disclosed. The company has no external venture or private equity investors and is part of the broader German Sparkassen banking IT network.

Name

inasys

Legal name

inasys Gesellschaft für Informations- und Analyse-Systeme mbH

Website

https://inasys.de

Company type

Private

Founded year

1985

Operating status

Operating

Headcount range

11–50 employees

Short description

inasys GmbH is the designated competence center of the Sparkassen-Finanzgruppe for Private Banking and Vermögensverwaltung, providing OSPlus-integrated portfolio management and advisory software to 200+ German savings banks. The 100% Finanz Informatik subsidiary employs ~175 staff.

Ownership category

akta.pro rank

Product category

Wealth Management and Private Banking Software

NAICS

Software Publishers (5132), Computer Systems Design Services (541512)

SIC

Services-Computer Programming Services (7371)

akta.pro primary industry

Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)

Keywords

• Portfolio management software
• Private banking solutions
• Wealth management software
• Banking advisory software
• Regulatory compliance tools

Headquarters

HQ city

Sankt Augustin

HQ country

Germany

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Software Licensing & Subscription: inasys generates revenue through the licensing of its portfolio management and advisory software to Sparkassen (German savings banks). As a subsidiary of Finanz Informatik and the designated competence center of the Sparkassen-Finanzgruppe for Private Banking and Vermögensverwaltung, the company provides regulations-compliant, OSPlus-integrated software solutions on a subscription or licensing basis to over 200 financial institutes.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels6 records

Core offering

inasys develops and licenses portfolio management and advisory software for German savings banks (Sparkassen), fully integrated into the OSPlus and OSPlus_neo core banking platforms. Its two core product lines — Private Banking Plus and inasys Vermögensverwaltung — provide 360-degree wealth views, digital contract conclusion, portfolio administration, ESG reporting, fee management, and customer-facing portals that allow Sparkassen advisors to serve high-net-worth clients and manage wealth-management mandates in a regulatory-compliant manner.

Product overview

inasys is the competence center for Private Banking and Wealth Management solutions within the Sparkassen-Finanzgruppe, operating as a subsidiary of Finanz Informatik. The company offers an integrated software ecosystem comprising two main product lines: Private Banking Plus (PBPlus) and Vermögensverwaltung (Wealth Management). Private Banking Plus is a 360-degree advisory platform built around the Vermögensbilanz (wealth statement) core, bundling performance modules for wealth optimization, generational management, real estate management, and risk protection. The Vermögensverwaltung line provides professional portfolio management through DigiVV for digital contract closure, WebOffice for portfolio administration, inasys ESG for sustainability reporting, Globalmanagement for aggregated order processing, Kundenfrontend (KFE) for customer self-service, and HonorarManagement for fee calculation. Both product lines are fully integrated into OSPlus_neo and supported by BackOffice services and a customer portal with training academy. The portfolio is completed by community events including the inasys Arbeitskreis Private Banking and the inasys Perspektiven online magazine.

Differentiator

Problem solved

Functional benefit

Brands

• Private Banking Plus: Comprehensive solution for holistic 360-degree Private Banking consultation, including wealth optimization, generation management, and real estate management.
• inasys Vermögensverwaltung
• inasys DigiVV
• inasys ESG
• inasys Globalmanagement
• Kundenfrontend (KFE)
• inasys HonorarManagement
• inasys WebOffice

Products and services

• Private Banking Plus (PBPlus) Holistic 360-degree Private Banking advisory platform for Sparkassen, integrating Vermögensbilanz (wealth balance sheet), Vermögensoptimierung (wealth optimization), Generationenmanagement, and Immobilienmanagement into a single modern interface fully integrated with OSPlus_neo. Used by Sparkassen specialists to advise high-net-worth clients.
• inasys Vermögensverwaltung Professional portfolio management software for Sparkassen offering digital contract closure (DigiVV), portfolio administration (WebOffice), ESG reporting, aggregated order processing (Globalmanagement), customer self-service (Kundenfrontend), and fee management (HonorarManagement). Targeted at Sparkassen wealth management divisions managing their own mandates.
• inasys DigiVV – Stationärer Vertragsabschluss Digital stationary contract conclusion solution for wealth management mandates with an intuitive, guided step-by-step process. Includes investor profiling, ex-ante cost information, pre-contractual information documents, and automated portfolio creation in inasys WebOffice. Reduces manual back-office work and post-processing for Sparkassen.
• inasys WebOffice Web-based portfolio management and reporting platform for managing wealth management mandates. Supports assignment of investment strategies, fee models, and regulatory-compliant quarterly and annual reports as well as loss threshold notifications.
• inasys ESG

Quantifiable outcome

• Digital stationary contract conclusion reduces back-office manual work and post-processing, enabling growth without proportional headcount increases
• +2 more outcomes

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature11 records

Partnerships

Three partnerships are on record, tiered core.

• Finanz InformatikcoreStrategic or Co-development PartnerFinanz Informatik is the parent company of inasys. inasys is a 100% subsidiary (Tochter) of Finanz Informatik and serves as the designated competence center (Kompetenzcenter) of the Sparkassen-Finanzgruppe for Private Banking and Vermögensverwaltung solutions.
• Sparkassen-FinanzgruppecoreStrategic or Co-development Partnerinasys serves as the competence center for the entire Sparkassen-Finanzgruppe network. The company develops OSPlus-integrated solutions with customers, partners, and Finanz Informatik (FI). Over 200 Sparkassen institutes use inasys software.
• OSPlus_neocoreTechnology or IntegrationOSPlus_neo is the core banking platform of the Sparkassen-Finanzgruppe. inasys software is fully integrated into OSPlus_neo, providing seamless, media-break-free advisory processes based on centrally captured customer data. The integration enables call-up from the Private Banking Plus dashboard in OSPlus_neo.

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Finastra: Finastra provides comprehensive financial software including wealth management, treasury, and capital markets solutions to banks globally. Comparable to inasys in offering portfolio management and advisory software, though Finastra operates as a broad incumbent across multiple banking segments rather than within a single distribution network.
• SS&C Advent (Charles River Development): SS&C Advent provides investment management and wealth management software (including Charles River Development) to asset managers and private banks worldwide. Comparable to inasys in offering portfolio management and compliance tools for wealth managers, but as a much broader global incumbent.
• FIS (Fidelity National Information Services): FIS provides large-scale financial technology solutions including wealth and retirement, banking, and capital markets software globally. Overlaps with inasys in private banking and wealth management functionality, but operates as a broad incumbent serving the full financial services industry rather than specializing in one German network.
• Temenos: Temenos is a leading Swiss banking software vendor offering core banking, wealth management, and compliance solutions to banks worldwide. It overlaps with inasys in private banking and portfolio management functionality but serves a much broader banking customer base across multiple geographies rather than specializing in one network.

Direct peers

• Profile Software: Profile Software is a Greek banking and financial software vendor offering wealth management, portfolio management, and advisory solutions to banks and asset managers. Comparable to inasys as a focused banking software provider delivering portfolio management and compliance tools for the private banking segment.
• Avaloq: Avaloq is a Swiss wealth management and core banking software platform serving private banks and wealth managers globally. It is directly comparable to inasys as both provide portfolio management, advisory, and regulatory compliance software for HNW/UHNW segments; notably, inasys's Managing Director Peer Hannig previously led Avaloq Sourcing Europe.

Emerging players

• Thought Machine: Thought Machine is a UK cloud-native core banking platform vendor serving challenger and incumbent banks with modern account, lending, and deposit systems. It represents an emerging alternative architecture to legacy core banking systems like OSPlus that underpins inasys's integration moat.
• Backbase: Backbase is a Dutch digital banking platform provider offering unified customer onboarding, servicing, and wealth advisory portals to banks. Comparable to inasys's Kundenfrontend and DigiVV capabilities, but as an emerging platform-agnostic player competing for digital channel RFPs at European banks.
• InvestCloud: InvestCloud is a US-based wealth management technology platform offering portfolio management, client portals, and reporting to wealth managers and private banks globally. Comparable to inasys in delivering integrated wealth management software suites, but as an emerging player pushing cloud-native, platform-agnostic architecture.

Regional players

• Star Finanz: Star Finanz is a German fintech within the Sparkassen-Finanzgruppe ecosystem (where Dr. Kastner previously served on the management board for 10 years), providing online banking and financial management solutions. Comparable to inasys as a Sparkassen-affiliated software provider, but focused on consumer/multi-bank digital banking rather than private banking/wealth management mandates.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/inasys-gmbh

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 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 inasys