QPLIX Wealth Management Software
QPLIX is all about digitalising the management of complex financial portfolios. The Wealth Management Platform's customer groups include family offices, foundations and trusts, investment funds, asset managers, institutional investors, and private banks like Deutsche Bank Wealth Management. QPLIX maps the entire range of liquid and illiquid asset classes and supports even highly complex legal entity structures. To improve consistency, transparency, and efficiency, it integrates all relevant data AND documents from various sources such as multiple bank accounts, market data, and ratings (incl. ESG scores) into one single source of information. QPLIX supports users with investment policy and loss threshold monitoring. The SaaS-based solution enables managers and clients to securely access their asset reporting and real-time analytics via web browsers and apps at any time. The company was founded in 2012 by Kai Linde, Philipp Pötzl and Mathias Lindermeir in Munich, Germany. Today, the team of over 100 software and financial experts serves clients all over the world, with assets under QPLIX management exceeding 180 bn €.
QPLIX is all about digitalising the management of complex financial portfolios. The Wealth Management Platform's customer groups include family offices, foundations and trusts, investment funds, asset managers, institutional investors, and private banks like Deutsche Bank Wealth Management. QPLIX maps the entire range of liquid and illiquid asset classes and supports even highly complex legal entity structures. To improve consistency, transparency, and efficiency, it integrates all relevant data AND documents from various sources such as multiple bank accounts, market data, and ratings (incl. ESG scores) into one single source of information. QPLIX supports users with investment policy and loss threshold monitoring. The SaaS-based solution enables managers and clients to securely access their asset reporting and real-time analytics via web browsers and apps at any time. The company was founded in 2012 by Kai Linde, Philipp Pötzl and Mathias Lindermeir in Munich, Germany. Today, the team of over 100 software and financial experts serves clients all over the world, with assets under QPLIX management exceeding 180 bn €.
QPLIX Wealth Management Software has raised $26.5M across 1 round. Its most recent round was a Series Unknown of $26.5M in Nov 2024. Full funding history, investors, and team are detailed below.
Funding history
1 round on record.
Unlock the lead investor and full details for this round.
People
Founders, executives, and decision-makers — sourced and refreshed weekly.
See who runs this company — founders and key execs, with titles and LinkedIn profiles, ready to export.
QPLIX Wealth Management Software is featured in
Similar companies
FINN provides monthly car subscriptions as a means of promoting sustainable mobility. Its goal is to make driving enjoyable and sustainable, assisting those who love the convenience of having their own car but do not want to deal with the challenges, long-term commitments, and unclear expenses associated with car ownership. To accomplish this, FINN offers comprehensive and instantly accessible monthly car subscriptions.
GoCalma is an innovative fintech startup and digital office ecosystem designed to automate and simplify personal financial administration. Built to bridge the gap between complex legal-financial jargon and everyday life, the platform helps individuals bring ultimate clarity to their money, insurance policies, tax obligations, and estate planning documents.
Ridge is a fintech startup that provides the financial infrastructure for integrating natural assets.
Flagright gives an AML consistence stage to fintech new companies. It's a constant, API-first item with a no-code administrative center. The stage comprises of dynamic gamble scoring, exchange checking rules motor, ML peculiarity discovery, dubious action announcing modules. We are determined to kill consistence related section obstructions for new businesses.
Bunch is an operating system designed for private market investment, streamlining the process of creating entities, onboarding investors, and managing portfolios. The platform aims to save time, money, and mental effort by removing traditional middlemen and simplifying regulatory processes and administration tasks. By operating across different legal structures, asset types, and locations, bunch opens up private markets to a wider audience, making it easier, more affordable, and faster for businesses and investors to participate.
getquin is the interpersonal organization for financial backers where individuals can total their interests in a single spot and communicate with a local area of similar financial backers. The time has come to make money management at long last more comprehensive and intuitive.
Railpool leases rail vehicles, locomotives, electrical multiple units, and diesel multiple units to railway operators. The company’s products and services include leasing of locomotives and railway cars for goods traffic, railway passenger transportation, and long-distance traffic; operating lease solutions; sale and lease-back of railway cars and fleets; and replacement railway cars.
Upvest enables businesses to build great investment experiences, tailored to their customers’ needs. Their single investment API and digital infrastructure – along with their modular design – make it easy and cost-effective to offer customized investment products. It’s all backed by their comprehensive support, covering everything from licenses and vendor management to back- and middle-office.
Finperks provides a unified API platform that orchestrates prepaid products like gift cards, cashback, employee benefits, and crypto off-ramps for banks, fintechs, HR platforms, and crypto providers.
DivTax is fully-automated withholding tax reclaim platform which allows private investors to reclaim their overpaid withholding taxes in a matter of minutes.
Taxforce provides proactive, digital tax advice services to increase earnings, assure planning security, minimize tax arrears, and optimise VAT.
Mondu specializes in creating B2B payment software. Their buy-now-pay-later platform provides a convenient payment solution with net terms and split payments. This eliminates the burdens of financial and operational complexities, empowering B2B marketplaces and merchants to achieve continuous expansion.
Know which startups just got funded. Every week.
Fresh funding rounds, new companies, and the sectors moving fastest — in your inbox every Monday morning.
Free. Sent every Monday. Unsubscribe anytime.