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fundsaccess

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fundsaccess AG

Asset and Wealth Management

About fundsaccess

An excellent team of employees, 50 customers with more than 30,000 consultants and more than 18 years of innovation of the highest quality have made fundsaccess AG the German market leader for digital investment advisory processes.

As an independent outsourcing service provider, fundsaccess AG combines sales and capital market know-how with professional IT skills to develop and operate a user-friendly and legally compliant technology along the consulting process.

The many years of expertise in supervisory aspects ensure profound support beyond the mere technological provision of consulting and settlement technology.

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fundsaccess merged with WeAdvise (14.10.2020). It was closed on 26.09.2024.

Financials (€m)

YearRevenueEBIT
2018 €1.9m
2019 €1.7m
2020 €900k