Qplix GmbH

Founded in 2012 and based in Munich, Germany, Qplix GmbH provides a sophisticated portfolio management solution that simplifies asset management for investors. Kai Linde, Philipp Pötzl and Mathias Lindermeir are the co-founders of the company. In November 2024, Qplix GmbH raised EUR 25 million in growth funding from Partech. Qplix specializes in providing a SaaS solution for wealth management, primarily through its portfolio management software.

This software is designed to enable investors to analyze, monitor, report, and trade assets across various classes, including equities, bonds, real estate, private equity, venture capital, and collectibles. By offering a centralized platform, Qplix addresses the complexity of managing diverse investment portfolios. The company’s offerings cater to a diverse clientele, including banks, family offices, pension funds, and independent asset managers, with a focus on markets in Europe and North America. With an emphasis on flexible integration through adaptable APIs and an integrated app store, Qplix’s solutions are tailored to streamline wealth management processes and enhance decision-making capabilities.

Qplix generates revenue primarily through subscription-based models for its flagship portfolio management software and associated professional services. Clients engage in direct partnerships, where they subscribe to access the software, along with additional features such as reporting, analytics, and client engagement tools via the client portal. The organization plans to use the November 2024 funding to support its international expansion into markets such as France, Switzerland, the United Kingdom, the Middle East, and the Asia-Pacific region.