FundedIQ
Financial Services

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 €.

www.qplix.com München, Germany 101-250 employees
Total raised
$26.5M
Rounds
1
Latest
Series Unknown
Nov 2024

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 · 1 visible Unlock with plan

1 round on record.

Date
Round
Amount
Lead investor
Nov 18, 2024
Series Unknown
$26.5M

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