Qcoon

What Qcoon does

Qcoon-Invest GmbH is a German bank-independent wealth management firm headquartered in Karlsruhe with additional offices in Hamburg and Munich. Founded in 2016 as part of the broader Qcoon Gruppe (a Single Family Office structure established in 2013 by four founding shareholders), Qcoon-Invest serves high-net-worth individuals, family offices, entrepreneurs, foundations, and institutional clients across Germany. As of 2023, the firm employed 22 staff and operates through a relationship-driven advisory model with senior advisors at each location, including named Managing Directors and Branch Managers.

The core offering is Vermögensmanagement (wealth management), delivered via a systematic investment process that combines research from leading global analyst houses with Single Family Office expertise from parent Qcoon GmbH. Portfolios are constructed on a bespoke basis for each client's return expectations and risk tolerance, with worldwide diversification primarily in individual securities. A database-driven manager selection filter process identifies multi-asset strategies, supplemented by direct personal exchange with managers for quality assurance. Complementary services include Family Office Dienstleistungen (delivered in cooperation with Qcoon GmbH), Beteiligungen (private equity, real estate, and alternative investment participations accessed through established manager networks), and real estate expertise routed through sister company Qcoon Real Estate GmbH.

Qcoon-Invest generates revenue primarily through recurring management and advisory fees on assets under management, with transaction fees on certain alternative investment participations. Pricing is quote-based and not publicly disclosed, consistent with bespoke HNW advisory. Distribution is exclusively direct and field-based across three German cities, with no public funding, no external investors, and full ownership retained within the Qcoon Gruppe holding structure.

Name

Qcoon

Legal name

Qcoon-Invest GmbH

Website

https://qcoon-invest.de

Company type

Private

Founded year

2016

Operating status

Operating

Short description

Qcoon-Invest GmbH is a German bank-independent wealth manager serving high-net-worth individuals, family offices, entrepreneurs, and foundations from offices in Karlsruhe, Hamburg, and Munich, delivering bespoke portfolio management and family office services within the Qcoon Gruppe.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), All Other Financial Investment Activities (52399)

SIC

Investment Advice (6282), Investors, Nec (6799)

akta.pro primary industry

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

Keywords

• Wealth management services
• Family office advisory
• Portfolio management
• Asset management advisory
• Private investment advisory

Headquarters

HQ city

Karlsruhe

HQ country

Germany

HQ region

Europe

Offices3 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 / Vermögensmanagement: Professional wealth management services for high-net-worth individuals, family offices, and institutions. Services include individual securities strategies, manager selection, and investment advisory. Revenue generated through management/advisory fees based on assets under management.
2. Family Office Dienstleistungen: Comprehensive family office services for total asset management, relieving clients of financial administration burdens. Offered in cooperation with Qcoon GmbH.
3. Beteiligungen (Equity Investments): Investment advisory enabling clients to invest in private equity, real estate, and other participations through established networks for portfolio diversification.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels3 records

Core offering

Qcoon-Invest provides bank-independent wealth management services for high-net-worth individuals, family offices, entrepreneurs, and foundations across Germany. The firm constructs tailor-made individual securities portfolios based on client return expectations and risk tolerance, selects global multi-asset strategies through a proprietary database-driven filter process, and offers access to alternative investments including private equity and real estate participations. Family office coordination and multi-generational wealth planning are delivered in cooperation with parent Single Family Office Qcoon GmbH.

Product overview

Qcoon-Invest is a bank-independent wealth management firm operating as a multi-module financial services platform. The core offering is Vermögensmanagement (Wealth Management), complemented by Family Office Dienstleistungen, Immobilien services, and Beteiligungen (investment participations). These services are delivered through the Qcoon group structure in cooperation with the Single Family Office Qcoon GmbH, providing comprehensive wealth management, family office, real estate, and alternative investment capabilities across locations in Hamburg, Karlsruhe, and Munich.

Differentiator

Problem solved

Functional benefit

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Three partnerships are on record, tiered core and minor.

• Qcoon GmbHcoreStrategic or Co-development PartnerParent Single Family Office company providing foundational expertise. Qcoon-Invest is a subsidiary of Qcoon GmbH. All Family Office services are offered in cooperation with Qcoon GmbH. Qcoon GmbH handles Single Family Office services as part of the Qcoon Gruppe.
• QcoonReal Estate GmbHcoreStrategic or Co-development PartnerSister company within Qcoon Gruppe focused on professional expertise and comprehensive services for real estate portfolios. Provides real estate expertise within the enterprise group. Note: For regulatory reasons, this real estate expertise is not a service of Qcoon-Invest GmbH.
• FortoonDevelopment GmbHminorStrategic or Co-development PartnerProject development company for real estate and major projects (Großprojekte) within the Qcoon Gruppe. Part of the corporate group structure.

Scale indicators2 records

Recent moves7 records

Expansion highlights3 records

Direct peers

• V-Bank: Munich-based bank-independent wealth manager serving HNW private clients, entrepreneurs, and family offices with multi-asset portfolios. Closely comparable on bank-independent positioning and multi-office German footprint, including a Munich presence alongside Qcoon-Invest's Munich branch.
• Quirin Privatbank: Berlin-based independent German private bank offering fee-only wealth management, family office, and financial planning services for HNW private clients and entrepreneurs. Comparable in bank-independent, fee-based HNW advisory model with multi-office presence.
• DJE Kapital: Pullach-based independent German asset and wealth manager offering multi-asset and equity strategies to private investors and select institutional clients. Comparable as an owner-managed, bank-independent German firm running systematic investment processes for HNW clients.
• Merck Finck Privatbankiers: Munich-headquartered private bank (part of Quintet Private Bank) offering wealth management and family office services to HNW individuals, families, and entrepreneurs in Germany. Comparable in client base, German geographic focus, and family office orientation.
• Bethmann Bank (ABN AMRO): Frankfurt-headquartered private bank (part of ABN AMRO) focused exclusively on HNW private clients, family offices, and foundations in Germany. Direct competitor in the multi-generational HNW and family office segment with similar office-based advisory model.
• Flossbach von Storch: Cologne-based, owner-managed independent German wealth manager serving HNW individuals and families with multi-asset strategies and discretionary portfolio management. Closely comparable bank-independent positioning, similar client base, and similar systematic multi-asset investment philosophy to Qcoon-Invest.
• Donner & Reuschel: Hamburg-based private bank (part of Signal Iduna group) providing independent wealth management, family office services, and asset management for HNW private clients, foundations, and entrepreneurs. Directly comparable in client base, multi-office German footprint, and bank-independent positioning.
• Hauck & Aufhäuser: Frankfurt-based private bank offering wealth management, family office, and asset management services for HNW individuals, families, and institutions in Germany. Direct comparable in terms of offering (multi-asset portfolios, family office, alternative investments) and client focus.

Broad incumbents

• Berenberg: Hamburg-headquartered private bank (one of Germany's oldest), offering private banking, wealth management, and asset management to HNW clients, family offices, and entrepreneurs. Operates in the same German HNW segment with bank-affiliated structure; broader product and international scope make it a benchmark incumbent rather than direct peer.
• Allianz Private Clients / Allianz SE Wealth Management: Global insurance and asset management group with a large German HNW and family office wealth management franchise. Serves as a broad incumbent benchmark against which Qcoon-Invest's bank-independent, owner-managed positioning is differentiated.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/qcoon-invest-gmbh/?viewAsMember=true

Revenue estimate

Valuation estimate

Number of profiles

Profiles19 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Qcoon