Finaplus
Finaplus is a German wealth management software provider offering a Wealth-as-a-Service platform (PSplus, Finadesk, wealthpilot) for portfolio management, client advisory, and total wealth visualization, serving 100+ banks, asset managers, family offices, and foundations across the DACH region and Luxembourg.
- Company typePrivate
- Founded2023
- HeadquartersMainz, Germany
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What Finaplus does
Finaplus (legal entity FINAplus GmbH) is a German wealth management software provider headquartered in Mainz, formed in April 2023 through the merger of PSplus Portfolio Software + Consulting GmbH (founded 1996 by Dr. Peter Dobler) and FinaSoft GmbH. The company operates a "Wealth-as-a-Service" platform composed of three core products: PSplus, a market-leading portfolio management system covering ordering, rebalancing, pre-trade compliance checks, and reporting for liquid and illiquid assets (20+ years of market presence in Germany); Finadesk, a digital client and advisor portal offering portfolio presentation, document/postbox, real-time market data, family office structures, third-party asset integration, advisory modules, and CRM; and wealthpilot, a holistic total-wealth visualization solution acquired in December 2025 that consolidates managed and unmanaged assets across generations. The platform is supported by an ecosystem of 60+ banking partners (V-Bank, DAB BNP Paribas, Bethmann Bank, ODDO BHF) and market data providers (Bloomberg, SIX, Morningstar), and the company also offers Business Process Outsourcing (BPO) services for reporting, controlling, transaction booking, and platform operations. Additional offices are in Kaiserslautern (engineering/R&D, Java/Kotlin stack) and Rödermark (PSplus operations).
Finaplus serves enterprise customers — banks (private, commercial, and Kantonalbank), independent asset managers (Vermögensverwalter), single and multi-family offices, and foundations — primarily in the DACH region (Germany, Austria, Switzerland) and Luxembourg. The customer base of 100+ includes M.M.Warburg & CO, OLB Bank, DZ Privatbank, Sydbank, St.Galler Kantonalbank Deutschland, Flossbach von Storch, DJE Kapital, HRK Lunis, HQ Trust, and Ellwanger Geiger, with combined assets under management exceeding 600 billion euros across the Finaplus and wealthpilot platforms. Revenue derives from a mix of SaaS subscriptions, BPO/managed services, and professional services (implementation, consulting, training), sold through a sales-led enterprise motion with quote-based, multi-year contracts and pricing customized by customer segment, AUM, and selected modules.
The company is privately held and backed by Alpina Partners (a long-term technology investor that joined at the 2023 merger to support both organic and inorganic growth). Leadership comprises Managing Directors Christian Hank and Ludwig Holle, with Dr. Peter Dobler as PSplus founder and Stephan Schug joining post-acquisition as wealthpilot's founder. Headcount stood at approximately 80 employees in 2024 and grew to roughly 100 in 2025. In 2026, Finaplus was named to the WealthTech100 list by FinTech Global, selected from 1,300+ evaluated companies.
Finaplus firmographics
Firmographics- Name
- Finaplus
- Legal name
- FINAplus GmbH
- Website
- https://finaplus.de
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Finaplus is a German wealth management software provider offering a Wealth-as-a-Service platform (PSplus, Finadesk, wealthpilot) for portfolio management, client advisory, and total wealth visualization, serving 100+ banks, asset managers, family offices, and foundations across the DACH region and Luxembourg.
- Ownership category
- akta.pro rank
Finaplus industry classification
Industry- Product category
- Wealth Management Software
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Services-Prepackaged Software (7372), Investment Advice (6282)
- akta.pro primary industry
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)
- akta.pro secondary industries
- Account Aggregation & Connectivity (Multi-bank linking) (FSAGACAA), Net Worth & Personal Balance Sheet Tracking (FSAGADAF)
Keywords
Where Finaplus is headquartered
LocationHeadquarters
- HQ city
- Mainz
- HQ country
- Germany
- HQ region
- Europe
Offices3 records
Markets served
Finaplus business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Infrastructure, Operations, Marketing or Sales, Supply Chain
Revenue model
- Software-as-a-Service Subscriptions: SaaS-based software solutions combining portfolio management (PSplus), client advisory portal (Finadesk), and total wealth visualization (wealthpilot). Combines benefits of traditional SaaS with extensive customization capabilities.
- Business Process Outsourcing (BPO) Services: Outsourced business processes including reporting, controlling, daily transaction booking and reconciliation, and administrative/technical operation of solutions.
- Professional Services: Implementation, consulting, project management, and training services for new and existing customers.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Multi-year contract | Enterprise Custom Pricing |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Finaplus product offering
Product offeringCore offering
Finaplus provides a Wealth-as-a-Service platform for financial institutions, combining three core software products — PSplus portfolio management system (for liquid and illiquid assets with ordering, rebalancing, compliance and pre-trade checks, and reporting), Finadesk digital client and advisor portal (portfolio visualization, postbox, market data, family-office structures, advisory modules, CRM), and wealthpilot total wealth view (consolidating all liquid and illiquid positions into a structured overview) — and complements the software with Business Process Outsourcing (reporting, controlling, transaction booking, reconciliation) and professional services for implementation, customization, and training.
Product overview
Finaplus operates as a platform-plus-modules architecture for wealth management software, combining three core products under one unified Wealth-as-a-Service offering. PSplus serves as the portfolio management system handling liquid and illiquid assets with ordering, rebalancing, compliance checks, and pre-trade checks. Finadesk functions as the client and advisor portal, providing portfolio presentation, postbox, real-time market data, family office structures, third-party asset integration, advisory modules, CRM, and mobile apps. wealthpilot (acquired in 2025) delivers holistic total wealth visualization across all asset classes regardless of whether assets are managed by Finaplus. The platform also includes business process outsourcing services covering reporting, controlling, transaction booking, and technical operations. Finaplus serves banks, asset managers, family offices, and foundations with over 100 customers and approximately 600 billion euros in assets under management across the DACH region and Luxembourg.
Differentiator
Problem solved
Functional benefit
Brands
- PSplus: Portfolio management software for liquid and illiquid assets, serving as a market-leading solution for over 20 years
- Finadesk
- wealthpilot
Products and services
- PSplus Portfolio Management System Intuitive portfolio management solution covering the full process chain from ordering and portfolio rebalancing to comprehensive compliance checks including pre-trade checks, with sophisticated detailed reporting for liquid and illiquid assets. The flexible modular system has been a market leader in Germany for over 20 years and serves as the core portfolio engine of the Finaplus platform for private banks, asset managers, family offices, and foundations.
- Finadesk Banking Advisory System Digital client and advisor portal providing transparent access to client wealth statements, portfolio visualization, document management, postbox, real-time market data, family-office structures, third-party asset integration, advisory modules (onboarding, portfolio management, investment advisory), and CRM functionality with mobile and web applications. Targets advisors and end clients of banks, asset managers, and family offices.
- wealthpilot Total Wealth Solution Holistic wealth overview solution that connects all of a client's liquid and illiquid positions — whether managed by Finaplus or not — into a structured, transparent wealth summary. Delivers data-based recommendations, integrated analytics, and cross-generational digital client engagement to enable precise individual advisory, regardless of custodian bank.
- Business Process Outsourcing (BPO) Services Outsourced business process services covering reporting, controlling, daily transaction booking and reconciliation, and administrative and technical operation of the Finaplus software solutions. Targets banks, asset managers, family offices, and foundations seeking middle and back-office operational relief in addition to the software platform.
Quantifiable outcome
- Over 600 billion EUR in assets managed on platforms
- +2 more outcomes
Companies that use Finaplus
Customer profileNamed customers13 records
Segments4 records
Ideal customer profiles4 records
Finaplus technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
AI capability1 record
Feature3 records
Finaplus partnerships and signals
Strategic signalPartnerships
Eleven partnerships are on record, tiered core and minor.
- MicrosoftcoreTechnology partner providing cloud infrastructure and technology platform support for Finaplus SaaS solutions.
- SIX Financial ServicescoreMarket data provider providing financial market data services integrated into Finaplus wealth management platform.
- BloombergcoreMarket data provider delivering real-time and near-time market data integrated into portfolio management and advisory solutions.
- MorningstarcoreMarket data and analytics provider integrated into Finaplus platform for investment research and analytics.
- V-BankcoreBanking partner providing bank data and securities ordering services. Core channel partner for processing client transactions.
- VuV (Verband unabhängiger Vermögensverwalter)minorIndustry network representing independent asset managers in Germany. Part of Finaplus ecosystem for industry collaboration.
- PriceHubblecoreReal estate valuation and analytics provider integrated into Finadesk for innovative digital property valuations using Big Data, ML, and AI.
- wealthpilotcoreMünchner company acquired by Finaplus in 2025, now part of Finaplus Group. Provides total wealth view solution complementing PSplus and Finadesk.
- DAB BNP ParibascoreBanking partner providing bank data and securities ordering services for client portfolio management.
- Bethmann BankcoreBanking partner providing bank data and ordering services integrated with Finaplus platform.
- ODDO BHFcoreBanking partner providing bank data and ordering services as part of the ecosystem.
Scale indicators4 records
Recent moves7 records
Expansion highlights6 records
Finaplus competitors and assessment
Company assessmentDirect peers
- Avaloq (Sopra Banking Software): Swiss-headquartered wealth management software platform serving private banks and asset managers globally. Most direct comparable to Finaplus's PSplus/Finadesk stack, with overlapping DACH customer base and a similar advisor-and-portfolio management value proposition.
- Profidata AG: Swiss provider of portfolio management and investment controlling software serving asset managers and family offices in DACH. Direct competitor to Finaplus's PSplus with comparable customer segment, deployment model and feature set.
Broad incumbents
- CREALOGIX: Swiss digital banking and wealth software provider with established DACH footprint. Competes in the same bank-adjacent wealth technology space as Finaplus, particularly around digital advisory and client portals.
- Temenos: Global core banking and wealth software provider selling into banks across Europe. Competes with Finaplus in the wealth management module layer but from a much broader banking platform, with overlapping German and Swiss clients.
- FIS (Fidelity National Information Services): US-listed financial services technology giant offering wealth and asset management solutions to global banks. Already a technology partner of Finaplus, but at the same time a competitor offering broader, integrated platforms to the same enterprise customers.
Emerging players
- Additiv: Swiss-based provider of digital wealth management and banking-as-a-platform solutions targeting banks and asset managers. Comparable emerging player with a similar SaaS distribution model, though with broader cross-border reach and a less deeply customized product than Finaplus.
Others
- d-fine: European consulting and technology firm specializing in financial services risk, regulation and quantitative finance. Adjacent to Finaplus given overlap with DACH bank clients and regulatory expertise (DORA, MaRisk), but competes in services rather than software.
- PPI AG: German financial services consulting and software provider with deep relationships to German banks and Sparkassen. Comparable ecosystem participant that often acts as implementation/consulting partner for banking software vendors including Finaplus's competitors.
Market position
Strengths5 records
Weaknesses4 records
Competitive moat6 records
Key risks5 records
Key highlights7 records
Customer concentration
Finaplus social profiles
Digital presenceFinaplus financial estimates
Financial estimateRevenue estimate
Valuation estimate
Finaplus leadership team
Management profileNumber of profiles
Profiles4 records
Finaplus subsidiaries and ownership
Company hierarchySubsidiaries3 records
Finaplus funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Finaplus M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Finaplus
What does Finaplus do?
Finaplus provides a Wealth-as-a-Service platform for financial institutions, combining three core software products — PSplus portfolio management system (for liquid and illiquid assets with ordering, rebalancing, compliance and pre-trade checks, and reporting), Finadesk digital client and advisor portal (portfolio visualization, postbox, market data, family-office structures, advisory modules, CRM), and wealthpilot total wealth view (consolidating all liquid and illiquid positions into a structured overview) — and complements the software with Business Process Outsourcing (reporting, controlling, transaction booking, reconciliation) and professional services for implementation, customization, and training.
Is Finaplus a public or private company?
Finaplus is a private company. It is classified as private equity controlled and is currently operating.
When was Finaplus founded?
Finaplus was founded in 2023. It employs 51 to 100 people.
Where is Finaplus based?
Finaplus is headquartered in Mainz, Germany, in the Europe region.
How does Finaplus make money?
Three revenue lines are on record. Software-as-a-Service Subscriptions are the primary driver. The others are business Process Outsourcing (BPO) Services and professional Services.
Who are Finaplus's main competitors?
Direct peers on record are Avaloq (Sopra Banking Software) and Profidata AG. Broad incumbents are CREALOGIX, Temenos and FIS (Fidelity National Information Services). Additiv is listed as an emerging player. Others are d-fine and PPI AG.
Does Finaplus have an API?
No public API is recorded for Finaplus.
What industry is Finaplus in?
Finaplus's product category is Wealth Management Software. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech), with a secondary code of FSAGACAA, Account Aggregation & Connectivity (Multi-bank linking). Its NAICS code is 523940 and its SIC code is 7372.