Finaplus - About the company
Finaplus is a seed company based in Mainz (Germany), founded in 2023. It operates as a Provider of software solutions for wealth management and digital ecosystems. Finaplus has raised an undisclosed amount in funding. The company has 710 active competitors, including 108 funded and 105 that have exited. Its top competitors include companies like Addepar, FNZ and Broadridge.
Company Details
Provider of software solutions for wealth management and digital ecosystems. The company offers portfolio management, advisor portals, and wealth planning tools. It supports regulatory compliance, IT security, and data protection. The company delivers customizable software-as-a-service solutions. It provides business process outsourcing for reporting, controlling, and transaction management.
- Website
- finaplus.de
- Email ID
- *****@finaplus.de
- Phone Number
- +49 **********
- Registered Address
- Kasernenstrasse 21, 4410 Liestal, CH
Key Metrics
Founded Year
2023
Location
Mainz, Germany
Stage
Seed
Latest Funding Round
Investors
Ranked
300th among 710 active competitors
Employee Count
55 as on May 31, 2026
Investment & Acquisitions
Legal entities associated with Finaplus
Finaplus is associated with 2 legal entities given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Documents |
|---|---|---|---|---|
Finaplus GmbH CIN: HRB 52594 , Germany, Active | Feb 02, 2024 | - | - | |
finaplus GmbH CIN: 689390 , Switzerland, Active | Jan 20, 2022 | - | 3 (As on Dec 31, 2023) | - |
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Finaplus's funding and investors
Finaplus has raised funding over 1 round. Its latest funding round was a Seed round on Apr 19, 2023 for $*****. 1 investor participated in its latest round. Finaplus has 1 institutional investor.
Here is the list of recent funding rounds of Finaplus:
Date of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Apr 19, 2023 | 4708558 | Seed | 1438940 | 8897797 | 4449056 | 4124115 |
View details of Finaplus's funding rounds and investors
Finaplus' founders and board of directors
Founder? Claim ProfileFinaplus' Board of Directors
Finaplus's board has 2 active members. Ludwig Holle and Christian Hank are part of team.Here is the list of Finaplus' board of directors:
Name | Type | Representing | Status | Duration |
|---|---|---|---|---|
ybateag | Team | - | Current | 2y 2m |
rsjofyu | Team | - | Current | 2y 4m |
Finaplus' employee count trend
Finaplus has 55 employees as of May 26. Here is Finaplus's employee count trend over the years:
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Finaplus's Competitors and alternates
Top competitors of Finaplus include Addepar, FNZ and Broadridge. Here is the list of Top 10 competitors of Finaplus, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Addepar 2009, Mountain View (United States), Series G | Wealth management solutions for advisors | $759M | 77/100 | |
2nd | FNZ 2003, London (United Kingdom), Acquired | Provider of wealth management platforms for financial institutions and advisors | $2.55B | 74/100 | |
3rd | Broadridge 2007, United States, Public | Provider of tech solution for financial service and customer communication | - | 73/100 | |
4th | SEI 1968, Oaks (United States), Public | Wealth and investment management solutions for institutional investors | - | 71/100 | |
5th | AdvisorEngine 2014, New York City (United States), Acquired | Wealth management software platform empowering financial advisors with technology and services | $60.1M | 71/100 | |
6th | Altruist 2018, Culver City (United States), Series F | Portfolio management software for financial advisors | $602M | 70/100 | |
7th | Avaloq 1985, Zurich (Switzerland), Acquired | Cloud-based solutions for financial institutions | $301M | 70/100 | |
8th | Centricity 2022, Gurugram (India), Seed | Digital private wealth management platform for individuals | $24M | 68/100 | |
9th | ZILO 2020, London (United Kingdom), Series A | Software-enabled transfer agency system | $58.7M | 65/100 | |
10th | Magnifi 2018, New York City (United States), Early Stage | Investment comparison platform | $21.1M | 64/100 | |
300th | Provider of software solutions for wealth management and digital ecosystems | - | 27/100 |
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Finaplus's Investments and acquisitions
Finaplus has acquired Wealthpilot. Finaplus has not made any investments as of now.Reports related to Finaplus
Here is the latest report on Finaplus's sector:
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