TopTen, ZNL der FiNUM. Private Finance AG (Berlin)

What TopTen, ZNL der FiNUM. Private Finance AG (Berlin) does

TopTen, ZNL der FiNUM. Private Finance AG (Berlin) is an Austrian financial advisory platform headquartered in Vienna, operating as a branch (Zweigniederlassung) of the German parent FiNUM.Private Finance AG, which is incorporated in Berlin. The company serves two primary customer segments: commercial wealth advisors (Poolpartner) and private investors, within a DACH regional footprint. It was formed in 2025 through the merger of Jung, DMS & Cie. GmbH and Top Ten Investment Consulting GmbH, combining nearly 50 years of claimed industry experience.

The company operates an integrated digital platform ecosystem centered on the World of Finance (WoF) advisor portal and the oMS Beraterportal for pool partners, complemented by the Mein Finanzraum customer portal and Webdepot online depot system for end clients. The platform supports customer management, portfolio tracking, electronic consultation protocols, commission reporting, and regulatory documentation workflows. Exclusive investment products such as the Portfolio Economist are offered alongside a curated distribution shelf of investment and banking partners including Franklin Templeton, Flossbach von Storch, Swisscanto, Comgest, easybank, DADAT Bank, and Moventum.

TopTen generates revenue through a combination of subscription/recurring fees from affiliated pool partners for access to platform services and transaction-based commissions from product distribution. The go-to-market is consultative and sales-led, with advisor acquisition via personal consultations, referrals, and the corporate website. Pricing is quote-based and not publicly disclosed. The firm is privately held under FiNUM.Private Finance AG, with no public shareholders, external funding, or third-party investors disclosed.

Name

TopTen, ZNL der FiNUM. Private Finance AG (Berlin)

Legal name

TopTen, Zweigniederlassung der FiNUM.Private Finance AG (Berlin)

Website

https://topten-wp.at

Company type

Private

Founded year

2025

Operating status

Operating

Headcount range

1–10 employees

Short description

TopTen is a Vienna-based branch of FiNUM.Private Finance AG (Berlin) operating a digital advisory platform for commercial wealth advisors (Poolpartner) and private investors in Austria, offering portfolio management, compliance tools, and exclusive investment products.

Ownership category

akta.pro rank

Product category

Wealth Management and Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)

akta.pro secondary industries

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Full-Service Retail Brokerage & Wealth Platforms (FSAAAAAA)

Keywords

• Wealth advisory services
• Investment brokerage
• Portfolio management
• Financial advisory platform
• Securities intermediation

Headquarters

HQ city

Vienna

HQ country

Austria

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Compliance/Regulatory

Revenue model

1. Pool Partner Services: TopTen provides services to affiliated commercial wealth advisors (Poolpartner) who pay for access to the platform, compliance tools, product information, and support services. The revenue model is based on ongoing service fees from the network of advisors operating under the TopTen umbrella.
2. Investment Product Distribution: The company facilitates investment product distribution through its network of advisors, earning commissions or fees from product providers for placing financial products with clients. This includes access to exclusive investment products such as the Portfolio Economist.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels4 records

Core offering

TopTen operates a digital advisory platform for commercial wealth advisors (Poolpartner), providing them with customer management tools, electronic consultation protocols, commission administration, and access to exclusive investment products. The company also delivers personalized financial advisory and portfolio management services to private clients through affiliated advisors, supported by dedicated customer portals (Mein Finanzraum, Webdepot) and an advisor-facing portal ecosystem (World of Finance, oMS).

Product overview

TopTen, Zweigniederlassung der FiNUM.Private Finance AG (Berlin) is a platform for commercial wealth advisors (gewerbliche Vermögensberater) offering personalized financial advisory with modern technology. The platform consists of two primary customer-facing modules: World of Finance (WoF) — a centralized advisor portal for pool partners managing customers, holdings, electronic consultation protocols, commission statements, and organizational guidelines; and Mein Finanzraum — a client portal through which customers access their financial data and interact with advisors. Additionally, the oMS (Online-Management-System) Beraterportal serves as the advisor-facing online management system, and the Webdepot provides customers direct access to their securities accounts. Supporting these core modules are downloadable customer information documents covering regulatory disclosures (securities risk, ESG, conflicts of interest), complaint management, and platform comparisons, as well as exclusive investment products such as the Portfolio Economist. The platform is supported by a dedicated service team available to both advisors and clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Poolpartner Services (Commercial Wealth Advisor Network) A B2B partnership program enabling licensed commercial wealth advisors (gewerbliche Vermögensberater) to operate under the TopTen umbrella. Poolpartners receive access to the World of Finance and oMS advisor portals, customer management systems, electronic consultation protocols, exclusive investment products, commission administration, and dedicated partner support (Poolpartnerbetreuung). Partners are subject to bank secrecy and data protection obligations that persist after contract termination.
• Private Customer Wealth Advisory Personalized investment advisory and wealth management services delivered to individual investors through TopTen-affiliated advisors. The service covers portfolio construction, risk profiling, alignment with sustainability preferences, and access to customer portals (Mein Finanzraum, Webdepot) for self-service portfolio access and disclosures. The four-step advisory process complies with Austrian Federal Ministry requirements (Kundeninformationen, Aufklärung, Produktzuordnung, Beratungsprotokoll).
• Portfolio Economist (Exclusive Investment Product) An exclusive investment product offered only to TopTen clients (both advisors and end investors), providing access to specialized or otherwise hard-to-obtain investment vehicles. It is one of the named differentiators cited by the company to demonstrate exclusive product access.
• Kundeninformationen (Regulatory Disclosure Document Suite) A suite of downloadable customer-facing regulatory documents including general customer information, basis risk disclosures for securities, inflation risk disclosures, conflict of interest policy, customer satisfaction and complaint management, platform comparison for Austria, sustainability disclosures, and ESG-related investment advice disclosures. Provided to ensure regulatory compliance and informed advisory.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature5 records

Partnerships

Eleven partnerships are on record, tiered minor and core.

• Franklin Templeton Austria GmbHminorOthersInvestment management partner whose logo appears in the partner section of TopTen's website, indicating a product/investment distribution relationship.
• SEC (Structured Equity Concepts)minorOthersPartner logo displayed on TopTen's website, representing a financial product/investment distribution relationship.
• Flossbach von StorchminorOthersAsset management firm partner whose logo appears on TopTen's website, indicating investment product availability.
• Swisscanto Asset Management International S.A.minorOthersSwiss asset management partner providing investment products accessible through TopTen's platform.
• ComgestminorOthersGlobal equity investor partner whose investment products are distributed through TopTen's advisor network.
• Steyler Bank GmbHminorOthersBanking partner providing financial products and services through TopTen's distribution network.
• die plattformminorOthersPartner logo displayed on TopTen's website, representing a platform/investment service relationship.
• easybankminorOthersDirect banking partner whose products are available through TopTen's advisor network.
• Moventum S.C.A.minorOthersBanking/depository services partner providing custody and administrative services for investment products.
• DADAT BankminorOthersDirect banking partner providing banking products and services accessible through TopTen's distribution network.
• FiNUM.Private Finance AG (Berlin)coreStrategic or Co-development PartnerParent company and main branch. TopTen operates as a Zweigniederlassung (branch) of FiNUM.Private Finance AG based in Berlin. The fusion between Jung, DMS & Cie. GmbH and Top Ten Investment Consulting GmbH created the current structure under this parent company.

Scale indicators3 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• FFB (FIL Fondsbank): FFB is one of Germany's largest fund-based platform providers for financial advisors and brokers, offering fund trading, custody, and reporting. It is a direct competitor in the DACH TAMP/advisor platform space.
• Moventum S.C.A. Moventum is a Luxembourg-based TAMP and custodian serving financial advisors across DACH, offering a multi-product platform, custody, and back-office tools. It is both a TopTen partner and the closest direct competitor in the Austrian/German advisor platform market.
• FONDSNET: FONDSNET is a German fund platform and broker pool serving financial advisors with product access, depot infrastructure, and back-office tools — a direct competitor in the DACH advisor services market.
• ebase (European Bank for Financial Services): ebase is a German B2B platform bank serving financial advisors, insurers, and asset managers with custody, depot, and platform services. It is a direct competitor in the DACH advisor technology and TAMP market.
• BCA AG: BCA is one of Germany's largest broker pools, providing affiliated advisors with product access, depot, and administrative services. It competes directly for the same Poolpartner advisor base that TopTen targets.
• NFS Netfonds Financial Service: Netfonds is a Hamburg-based TAMP and platform provider for financial advisors in Germany, offering a depot, product shelf, and back-office infrastructure — directly comparable to TopTen's World of Finance model.

Broad incumbents

• Baader Bank: Baader Bank is a German full-service bank offering capital markets, custody, and platform services for financial advisors and asset managers. It competes with TopTen at the platform/custody layer for DACH Poolpartners.
• DVAG (Deutsche Vermögensberatung): DVAG is Germany's largest independent financial advisory network with a broad product and platform offering for affiliated advisors. It is a much larger incumbent that competes for the same Poolpartner-style advisor base across DACH.
• DWS Group (Xtrackers/Plattform): DWS is a major European asset manager that also offers platform/wholesale services and product distribution to advisors. It is a broad incumbent that competes for product placement and shelf access in the DACH market where TopTen operates.

Regional players

• easybank (BAWAG Group): easybank is an Austrian direct bank and product distribution partner of TopTen. As a regional Austrian banking brand, it overlaps with TopTen's Austrian private customer segment and could be considered an alternative channel for the same end clients.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/top-ten-investment-consulting-gmbh

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 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 TopTen, ZNL der FiNUM. Private Finance AG (Berlin)