FINAplus

Mainz, Germany Founded: 2023 • Age: 3 yrs
Software solutions for wealth management and portfolio tracking services.
Annual revenue - Latest available
Total funding - 1 rounds
Employees - Tracked headcount
Investors 1 Known backers
Products 3 Services tracked
Competitors 11 Brand Intelligence

About FINAplus

FINAplus is a company based in Mainz (Germany) founded in 2023. It operates as a SaaS and B2B. FINAplus has completed 1 acquisition, including Wealthpilot. FINAplus offers products and services including PSplus, Finadesk, and Business Process Outsourcing. FINAplus operates in a competitive market with competitors including Addepar, Altruist, Fiserv, InvestCloud and Comviva, among others.

  • Headquarter Mainz, Germany
  • Sectors
    Technology
    Financial Services
  • Email
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  • Phone
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  • Website
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  • Legal Name Finaplus Gmbh
Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
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  • Net Profit
    Not available
  • EBITDA
    Not available
  • Latest Funding Round
    Not available
  • Investors
  • Employee Count
    Not available
  • Investments & Acquisitions
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Products & Services of FINAplus

FINAplus offers a comprehensive portfolio of products and services, including PSplus, Finadesk, and Business Process Outsourcing.

Product name locked
Category locked
Primary

Software for managing liquid and illiquid assets with compliance checks.

Product name locked
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Portal providing access to client wealth data and documents.

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Outsourced services for reporting and transaction management.

Funding Insights of FINAplus

Investors in FINAplus

FINAplus has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Alpina Partners.

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Venture Fund
Investor Description Founded Year Domain Location
-
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Investor details for FINAplus

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  • Investor domains
  • Investor locations
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Investments & Acquisitions by FINAplus

FINAplus has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Wealthpilot.

Investments
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Investment portfolio details for FINAplus

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  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

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Acquisitions
Company Name Description Domain Location Founded Year Amount
SaaS-based financial advisory & planning solutions
Locked Locked 2010 Locked
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Complete acquisition details for FINAplus

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  • Transaction dates
  • Acquired stakes
  • Disclosed values
  • Domains and locations

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Financial Statements - FINAplus

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Detailed financials for FINAplus

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  • Profit trends
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Finaplus Comparisons

FINAplus Primary company
Description
Software solutions for wealth management and portfolio track...
Location
Mainz, Germany
Founded Year
2023
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for FINAplus

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Competitors of FINAplus

FINAplus operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Addepar, Altruist, Fiserv, InvestCloud and Comviva, among others.

Company Name Domain Founded year HQ Location Description
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Wealth management solutions are delivered for investment advisors.
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Portfolio management software for financial advisors
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Diversified financial solutions for business processing and management are provided.
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Investment management software is provided for advisors and institutions.
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Software platforms for telecommunications, digital payments, and experiences are provided.
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Wealth and investment management solutions are offered to institutional investors.
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Detailed competitors of FINAplus

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  • Domains and locations
  • Full company profiles
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Latest news on Finaplus

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Complete news archive for FINAplus

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  • Source and publication date
  • Older coverage
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Frequently Asked Questions about FINAplus

FINAplus was founded in 2023.

FINAplus is headquartered in Mainz, Germany. It is registered at Mainz, Rhineland-palatinate, Germany.

Finaplus provides software platforms for individual wealth management, including portfolio management tools like PSplus and client portals like Finadesk. It operates as a SaaS model, offering customizable solutions for banks, asset managers, and family offices. Based in Germany, it handles reporting, compliance, and transactions while supporting regulatory needs. Clients include financial institutions trusting its expertise for secure, efficient services.

FINAplus's top competitors include Addepar, Comviva and Altruist.

FINAplus offers PSplus, Finadesk, and Business Process Outsourcing.

FINAplus has made 1 acquisition, including Wealthpilot.

FINAplus has 1 investor. Key investors include Alpina Partners.

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