Solidvest

Name

Solidvest

Legal name

DJE Kapital AG

Website

https://solidvest.de

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Digital Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Full-Service Retail Brokerage & Wealth Platforms (FSAAAAAA)

akta.pro secondary industry

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

Keywords

• Digital wealth management
• Robo-advisor services
• Portfolio management
• Asset management
• Investment management

Headquarters

HQ city

Pullach

HQ country

Germany

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Portfolio Management Fees: Regular remuneration as a percentage of assets under management (AUM) for discretionary portfolio management services. Fees are disclosed at contract conclusion and include both fixed and potentially variable performance-based components.
2. Performance-based Variable Fees: Variable fees dependent on portfolio performance, charged only when agreed minimum performance thresholds are exceeded. Losses from previous calculation periods must be compensated first before variable fees apply.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels10 records

Core offering

Solidvest is a digital wealth management platform (robo-advisor) that delivers actively managed stock and bond portfolios personalized to each investor's risk profile and investment horizon. Portfolios are constructed and continuously overseen by DJE Kapital AG's in-house 16-person research team of company analysts and data specialists using the proprietary FMM (Fundamental, Monetary, Market) analysis methodology, distinguishing the offering from purely algorithm-based competitors. Customers access the service via a web portal and iOS/Android mobile applications, supported by a free demo depot for trial testing.

Product overview

Solidvest is a digital wealth management platform offering a unified robo-advisor service powered by the human research team of DJE Kapital AG. The core product is the Solidvest Digital Wealth Management Platform, which provides actively managed stock and bond portfolios personalized to individual investor profiles. The platform is complemented by the Demo Depot for trial access, the Solidvest App for mobile access, Investment Themes for portfolio customization, and the proprietary FMM-Methodik for security selection. Unlike pure algorithm-based robo-advisors, Solidvest emphasizes human expert management of investments across over 50 years of DJE experience.

Differentiator

Problem solved

Functional benefit

Products and services

• Solidvest Digital Wealth Management Platform A digital wealth management (robo-advisor) platform providing actively managed stock and bond portfolios personalized to individual investor profiles, managed by DJE Kapital AG's in-house research team using the proprietary FMM methodology. For German resident private investors seeking professional, digitally delivered discretionary portfolio management.
• Demo Depot (Free Trial Depot) A free demo depot enabling prospective German investors to test all functions of the Solidvest platform without commitment, with access to customer service, as a freemium entry point to the paid wealth management service.
• Solidvest Mobile App (iOS and Android) Native mobile application for iOS (Apple App Store) and Android (Google Play Store) that allows existing Solidvest customers to monitor and manage their managed investment depot from their smartphone at any time.

Quantifiable outcome

• Defensive strategies achieved 2nd best result in Handelsblatt Robo-Advisor-Studie 2025, with maximum drawdown under 5% over the period — achieved by only two providers in this category
• +1 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature1 record

Partnerships

Four partnerships are on record, tiered core and minor.

• DJE Kapital AGcoreStrategic or Co-development PartnerParent company and strategic partner providing research team of 16 analysts, proprietary FMM investment methodology, and over 50 years of wealth management expertise. Solidvest is the digitalized offering of DJE Kapital AG's expertise. DJE provides all investment research and portfolio management services through its internal research team.
• Privé Services GmbHminorOthersTechnology supporter for Solidvest platform, listed on imprint page alongside Privé Technologies branding.
• Verband unabhängiger Vermögensverwalter e.V. (VuV)coreOthersAssociation of Independent Wealth Managers. Solidvest is a member, with access to VuV Ombudsstelle for dispute resolution. Provides dispute resolution mechanism for customers.
• VuV-OmbudsstelleminorOthersOmbudsman office for independent wealth managers. Contact point for disagreements related to independent wealth management services. Located at Stresemannallee 30, 60596 Frankfurt am Main.

Scale indicators2 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Whitebox: German digital wealth manager (originally a spin-off from the University of Cologne) offering scientifically grounded, algorithmically managed ETF portfolios. Comparable as a German robo-advisor targeting retail investors, but differentiated by its academic/scientific narrative rather than Solidvest's human-expert narrative.
• Scalable Capital: One of Germany's largest digital wealth managers and brokerages, offering both self-directed trading and managed robo-advisor portfolios. Directly comparable to Solidvest in target customer (German retail investors), digital onboarding model and BaFin-regulated wealth management offering, but with a much larger scale and combined brokerage + managed portfolio product.
• Quirion: Germany-based digital wealth manager (originally a pioneer robo-advisor in the German market) offering algorithmically managed ETF portfolios to retail investors. Directly comparable in product type, regulatory environment and customer segment, but competing more on passive/algorithmic strategies versus Solidvest's human-expert positioning.
• Visualvest: Digital wealth management service of Union Investment (part of the DZ BANK Group) offering managed ETF portfolios to German retail investors. Comparable in product (digital Vermögensverwaltung) and target market, but backed by a large banking/asset-management group rather than an independent wealth manager.
• Oskar (formerly growney): Berlin-based digital wealth manager offering managed ETF portfolios with a focus on simplicity and low fees for German retail investors. Directly comparable product (robo-advisor Vermögensverwaltung) and customer segment, competing primarily on cost and ease of use.

Broad incumbents

• MorgenFund: Digital wealth management platform created by the merger of Deka Bank's and Union Investment's fund platforms, offering managed portfolios and fund-based savings plans to German retail investors. Comparable in product type and target market, distributed via major German savings banks (Sparkassen).
• Trade Republic: Germany's largest mobile-first broker, now expanding into managed savings/wealth products. Overlaps with Solidvest in German retail investor acquisition channel and digital onboarding, but primary business is execution-only brokerage rather than discretionary portfolio management.
• Liqid: German digital private market and wealth manager offering semi-liquid alternative and traditional portfolio solutions to affluent German investors. Comparable in target segment (affluent Germans seeking professional management) and digital delivery, but oriented toward higher ticket sizes and alternative assets.
• DWS (Xtrackers / Portfolio Manager): One of Europe's largest asset managers (Deutsche Bank subsidiary) offering both ETF and managed portfolio solutions to German retail investors. Broadly comparable as a large German/European wealth manager but at much greater scale and with a more institutional product set.
• Cominvest (Commerzbank): The digital wealth management offering of one of Germany's largest banks, providing managed portfolios to Commerzbank retail clients. Comparable product (digital Vermögensverwaltung) but distributed through a large incumbent bank channel rather than a standalone DTC brand.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/Solidvest
• LinkedInlinkedin.com/company/solidvest
• Instagraminstagram.com/solidvest/?hl=en

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 Solidvest