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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.
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
Employee Count
55 as on May 31, 2026
Investment & Acquisitions
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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
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Finaplus' founders and board of directors

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Finaplus' 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:
Employee count trend for Finaplus
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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:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Addepar
Addepar
2009, Mountain View (United States), Series G
Wealth management solutions for advisors
$759M
77/100
2nd
Logo for FNZ
FNZ
2003, London (United Kingdom), Acquired
Provider of wealth management platforms for financial institutions and advisors
$2.55B
74/100
3rd
Provider of tech solution for financial service and customer communication
-
73/100
4th
Logo for SEI
SEI
1968, Oaks (United States), Public
Wealth and investment management solutions for institutional investors
-
71/100
5th
Logo for AdvisorEngine
AdvisorEngine
2014, New York City (United States), Acquired
Wealth management software platform empowering financial advisors with technology and services
$60.1M
71/100
6th
Logo for Altruist
Altruist
2018, Culver City (United States), Series F
Portfolio management software for financial advisors
$602M
70/100
7th
Logo for Avaloq
Avaloq
1985, Zurich (Switzerland), Acquired
Cloud-based solutions for financial institutions
$301M
70/100
8th
Logo for Centricity
Centricity
2022, Gurugram (India), Seed
Digital private wealth management platform for individuals
$24M
68/100
9th
Logo for ZILO
ZILO
2020, London (United Kingdom), Series A
Software-enabled transfer agency system
$58.7M
65/100
10th
Logo for Magnifi
Magnifi
2018, New York City (United States), Early Stage
Investment comparison platform
$21.1M
64/100
300th
Logo for Finaplus
Finaplus
2023, Mainz (Germany), Seed
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:

FAQs about Finaplus

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