mercurion

Name

mercurion

Legal name

mercurion Asset Management GmbH

Website

https://mercurion.de

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Funds, Trusts, and Other Financial Vehicles (525), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH)

akta.pro secondary industries

Philanthropic & Charitable Trust Services (FSAAANAI), Charitable Giving & Philanthropic Trust Advisory (FSAEAKAH)

Keywords

• Wealth advisory services
• Financial planning
• Asset management
• Alternative investments
• Portfolio management

Headquarters

HQ city

Meerbusch

HQ country

Germany

HQ region

Europe

Offices4 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Wealth Management Advisory Services: The company generates revenue through advisory fees for wealth management services, financial planning, and investment advisory. They offer three wealth management variants in collaboration with BB Vermögensverwaltungsgesellschaft in Augsburg. Services include asset optimization, alternative investments (closed-end funds, participations), private financial planning, and sustainable investment advisory.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Mercurion is a German owner-managed wealth advisory firm that delivers personalized wealth advisory (Vermögensberatung), wealth management variants in cooperation with BB Vermögensverwaltungsgesellschaft in Augsburg, alternative investments (closed-end funds, real estate, private equity, aircraft), private financial planning (Finanzplanung), and sustainability/ESG investment advisory to high-net-worth private individuals and entrepreneur families. A subsidiary, mercurion real estate, offers property consulting, financing mediation, and mezzanine capital for project developments.

Product overview

mercurion is an owner-managed asset management and wealth advisory firm founded in 2001, offering a unified suite of wealth management services. The core offering consists of Vermögensberatung (wealth advisory) combined with three Vermögensverwaltung (wealth management) variants delivered in partnership with BB Vermögensverwaltungsgesellschaft in Augsburg. Supporting services include Alternative Investments (closed-end funds, private equity, real estate, aircraft), Finanzplanung (financial planning), and Nachhaltigkeit (ESG investing). The firm also operates a subsidiary brand, mercurion real estate, for property-related services. Semi-annual Marktberichte (market reports) covering equities, bonds, commodities, and currencies complement the advisory services. The company targets affluent private individuals and entrepreneur families, providing generation-spanning advisory with access to investment vehicles previously reserved for institutional investors.

Differentiator

Problem solved

Functional benefit

Brands

• mercurion real estate: Real estate consulting and advisory services operating under the Mercurion group

Products and services

• Vermögensberatung (Wealth Advisory) Comprehensive wealth advisory service that analyzes a client's current asset structure, identifies deviations from the client's risk tolerance and investment goals, and develops an optimized investment portfolio with an appropriate mix of asset classes; targeted at high-net-worth private individuals.
• Vermögensverwaltung (Wealth Management) Three wealth management variants delivered in cooperation with BB Vermögensverwaltungsgesellschaft in Augsburg, providing portfolio composition proposals with measured risk-return optimization; targeted at affluent private clients.
• Alternative Investments Advisory and access service for alternative investments including closed-end funds and participations in real estate (domestic and international), private equity, and aircraft investments, providing investment opportunities previously reserved for institutional investors; targeted at wealthy private individuals and entrepreneur families.
• Finanzplanung (Financial Planning) Private financial planning service focused on trust and reliability, providing neutral, goal-oriented financial strategies developed collaboratively with Certified Financial Planners (CFP); targeted at wealthy private clients.
• Nachhaltigkeit (Sustainability / ESG Investing) Sustainability-focused investment advisory that considers environmental, social, and governance (ESG) factors, incorporates sustainability risks, and aligns with the UN Principles for Responsible Investment (PRI); targeted at HNW clients with sustainability mandates.
• mercurion real estate Subsidiary service offering real estate consulting, financing mediation, and mezzanine capital arrangement for larger project developments; targeted at entrepreneurs, investors, and developers seeking property-related advisory within the Mercurion group.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• BB Vermögensverwaltungsgesellschaft (Augsburg)coreStrategic or Co-development PartnerStrategic collaboration with BB Vermögensverwaltungsgesellschaft in Augsburg to offer three wealth management variants. The partnership enables Mercurion to provide comprehensive portfolio management services while Mercurion handles investment product selection and depot composition recommendations. The collaboration combines BB's asset management capabilities with Mercurion's advisory expertise.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Berenberg: Hamburg-headquartered German private bank offering wealth and asset management to HNW individuals, families, and entrepreneurs — directly comparable to mercurion's Unternehmerfamilien focus but at materially greater scale.
• Bankhaus Metzler: Long-established German private bank focused on HNW advisory, asset management, and capital markets — comparable target clientele (affluent families and entrepreneurs) and similarly long-tenured partner relationships.
• ODDO BHF (Germany): German private banking arm of ODDO BHF serving HNW individuals and families with wealth advisory, asset management, and alternative investments — comparable to mercurion's institutional-grade product access narrative.
• Hauck Aufhäuser Lampe: Frankfurt-based private bank with strong HNW and family office advisory business in Germany, including alternative investments and succession planning — overlaps heavily with mercurion's service mix.
• Bethmann Bank (ABN AMRO): Frankfurt-based private bank serving German HNW individuals and families with wealth advisory and succession planning — overlaps directly with mercurion's core Vermögensberatung and Finanzplanung offerings.

Direct peers

• DJE Kapital AG: Pullach-based independent German wealth and asset manager with multi-asset strategies and ESG offerings — closely comparable independent, owner-led HNW advisory profile.
• Flossbach von Storch: Independent Cologne-based wealth manager offering multi-asset portfolios, sustainable investing, and advisory to HNW German clients — comparable independent, owner-managed DNA and product breadth.
• Merck Finck Privatbankiers: Munich-headquartered private bank with multi-city German presence serving wealthy private clients and families — comparable office structure, target segment, and owner-style advisory culture.
• Donner & Reuschel: Hamburg-based private bank with comparable mid-sized German footprint and a similar HNW/entrepreneur-family advisory proposition — among the closest direct competitors to mercurion's scale and positioning.

Regional players

• Bankhaus Carl Spängler: Austrian private bank serving HNW families across the DACH region with personalized wealth advisory — comparable owner-managed, multi-generational family-banking model even though primarily Austrian rather than German.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/mercurion.de
• LinkedInlinkedin.com/company/mercurion-ag

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 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 mercurion