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
- SectorsTechnologyFinancial Services
- Email••••••••
- Phone•••• ••••
- Website finaplus.de
- Legal Name Finaplus Gmbh
- Investors
- Investments & Acquisitions
Products & Services of FINAplus
FINAplus offers a comprehensive portfolio of products and services, including PSplus, Finadesk, and Business Process Outsourcing.
Software for managing liquid and illiquid assets with compliance checks.
Portal providing access to client wealth data and documents.
Outsourced services for reporting and transaction management.
Funding Insights of FINAplus
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of FINAplus with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Apr 2023 | – | Seed | – | – |
1 investors in total: 1 institutional.
Investors in FINAplus
FINAplus has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Alpina Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
- | – | alpinapartners.com | - |
Investor details for FINAplus
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Investments & Acquisitions by FINAplus
FINAplus has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Wealthpilot.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
SaaS-based financial advisory & planning solutions | wealthpilot.com | Munich, Germany | 2010 | Dec 2025 | •••• |
Complete acquisition details for FINAplus
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of FINAplus
3 dated milestones of FINAplus across 2 years, from founding to its latest funding, stage changes and deals.
- Founded FINAplus is founded.
- Funding First funding round.
- Acquisition Acquires Wealthpilot.
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 | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| addepar.com | 2009 | Mountain View, United States | $759.1M | 560 | Wealth management solutions are delivered for investment advisors. | |
| altruist.com | 2018 | Los Angeles, United States | $601.5M | 169 | Portfolio management software for financial advisors | |
| fiserv.com | 1984 | United States | – | 42,000 | Diversified financial solutions for business processing and management are provided. | |
| investcloud.com | 2010 | West Hollywood, United States | $78.73M | 373 | Investment management software is provided for advisors and institutions. | |
| comviva.com | 1999 | Gurugram, India | $13.5M | 2,283 | Software platforms for telecommunications, digital payments, and experiences are provided. | |
| seic.com | 1968 | Oaks, United States | – | 5,061 | Wealth and investment management solutions are offered to institutional investors. | |
| ia.ooo | 2007 | Gandhinagar, India | – | 642 | Digital payment solutions and enterprise software platforms are provided. | |
| ncr.com | 1884 | United States | $820M | 35,000 | Banking software suites are provided for financial institutions and banks. | |
| jackhenry.com | 1976 | Monett, United States | – | 7,120 | Banking and payments solutions are provided through a dedicated platform. | |
| blend.com | 2012 | San Francisco, United States | $647.5M | 1,826 | Digital solutions for mortgage and consumer lending are provided. |
Detailed competitors of FINAplus
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Similar companies to FINAplus
10 companies that operate in the same segment as FINAplus (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
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 offers PSplus, Finadesk, and Business Process Outsourcing.
FINAplus has made 1 acquisition, including Wealthpilot.
FINAplus has 1 investor. Key investors include Alpina Partners.
FINAplus operates through Finaplus Gmbh.