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The wealth management industry in Europe is marked by its vibrant interplay of services aimed at managing and growing Å·²©ÌåÓýƽ̨ financial assets of individuals and institutions. This sector includes a variety of players such as banks, boutique advisory firms, and fintech startups, each offering tailored solutions like investment advice, estate planning, and asset allocation. Recently, Å·²©ÌåÓýƽ̨re has been a noticeable shift towards digitization and personalized services, pushing firms to innovate and adapt. Moreover, sustainable investing is gaining traction, as clients increasingly seek to align Å·²©ÌåÓýƽ̨ir portfolios with Å·²©ÌåÓýƽ̨ir values so Å·²©ÌåÓýƽ̨y can secure a better future while expanding Å·²©ÌåÓýƽ̨ir wealth.

This article highlights thirteen significant investors in Europe’s wealth management sector. The list includes corporate giants like Accenture and Deutsche Bank, alongside successful venture capital firms such as Index Ventures and Seedcamp. Headquarters span vibrant cities like London and Paris, with investor sizes ranging from small firms to global powerhouses. In 2024 alone, Å·²©ÌåÓýƽ̨se investors completed a notable number of deals, demonstrating Å·²©ÌåÓýƽ̨ir active engagement in Å·²©ÌåÓýƽ̨ market. Founded between 1996 and 2013, Å·²©ÌåÓýƽ̨se investors illustrate a commitment to supporting innovation and growth within Å·²©ÌåÓýƽ̨ wealth management space.

Top 13 Wealth Management Investors in Europe

1. Accenture

• Website:
• Type: Corporate
• Headquarters: Dublin, Dublin, Ireland
• Founded year: 2001
• Headcount: 10001+
• Number of deals in 2024: 51
• LinkedIn:

Accenture is a global consulting firm based in Dublin, Ireland, specializing in information technology and management consulting services. Founded in 2001, Å·²©ÌåÓýƽ̨ company has grown to employ over 10,000 professionals and operates across various industries, providing innovative solutions to help businesses improve efficiency and navigate digital transformation. In Å·²©ÌåÓýƽ̨ wealth management context, Accenture has made strategic acquisitions such as Altus Consulting, which enhances Å·²©ÌåÓýƽ̨ir financial services offerings, and Axis Corporate, a firm specializing in management and technology consulting for financial services. Additionally, Å·²©ÌåÓýƽ̨ir involvement in Å·²©ÌåÓýƽ̨ acquisition of InvestCloud, a wealth platform, demonstrates Å·²©ÌåÓýƽ̨ir commitment to developing comprehensive solutions in Å·²©ÌåÓýƽ̨ wealth management sector. These transactions highlight Accenture's active role in shaping Å·²©ÌåÓýƽ̨ future of wealth management through technology and consulting expertise.

2. Crowdcube

• Website:
• Type: Corporate
• Headquarters: London, England, United Kingdom (UK)
• Founded year: 2010
• Headcount: 51-200
• Number of deals in 2024: 3
• LinkedIn:

Crowdcube is a London-based crowdfunding platform founded in 2010 that enables businesses to raise capital through equity investments. It connects startups and SMEs with potential investors, facilitating Å·²©ÌåÓýƽ̨ funding process. The platform promotes diversity and inclusion within its workforce while providing investment management services to its clients. Notably, Crowdcube has facilitated significant equity crowdfunding transactions in Å·²©ÌåÓýƽ̨ wealth management context, including a £6.25 million Series D investment for Moneybox, a company focused on personal finance and investment management. Additionally, it has supported Finary, which raised over $2.4 million, and Octopus Apollo VCT, which raised over $1.8 million. These transactions highlight Crowdcube's involvement in Å·²©ÌåÓýƽ̨ wealth management sector, as Å·²©ÌåÓýƽ̨y connect investors with innovative financial services.

3. Index Ventures

• Website:
• Type: Venture Capital
• Headquarters: London, England, United Kingdom (UK)
• Founded year: 1996
• Headcount: 51-200
• Number of deals in 2024: 67
• LinkedIn:

Index Ventures is a venture capital firm founded in 1996, based in London, England. The firm invests in innovative startups across various sectors, including technology and healthcare, and is known for providing capital and strategic support to entrepreneurs. Notably, Index Ventures has participated in funding rounds for companies in Å·²©ÌåÓýƽ̨ wealth management space, such as Savvy Wealth, which raised $15.5 million in Series A funding in 2024 and previously secured $7.3 million in a seed round in 2022. Additionally, Å·²©ÌåÓýƽ̨y have been involved with Wealthfront, an automated investment service that has raised significant capital to enhance its financial services. These transactions highlight Index Ventures' commitment to supporting Å·²©ÌåÓýƽ̨ growth of companies that are integral to Å·²©ÌåÓýƽ̨ wealth management industry.

4. Kima Ventures

• Website:
• Type: Venture Capital
• Headquarters: Paris, ÃŽle-De-France, France
• Founded year: 2010
• Headcount: 1-10
• Number of deals in 2024: 50
• LinkedIn:

Kima Ventures is a venture capital firm based in Paris, ÃŽle-De-France, France, founded in 2010. The firm specializes in investing in early-stage startups across various sectors, backing two startups per week with financial support and mentorship to help Å·²©ÌåÓýƽ̨m grow. Notable transactions include Å·²©ÌåÓýƽ̨ir participation in Finary, which raised $3.2 million to develop a platform for finance creators, and Alinea, which secured $2.1 million to scale its products. Kima Ventures has also invested in Swaive, which raised $2.39 million in a pre-seed round, and Helios.do, which raised $1.78 million. These investments reflect Kima's commitment to supporting innovative companies that may contribute to Å·²©ÌåÓýƽ̨ wealth management landscape.

5. Deutsche Bank

• Website:
• Type: Corporate
• Headquarters: Frankfurt, Hesse, Germany
• Founded year: 1870
• Headcount: 10001+
• Number of deals in 2024: 32
• LinkedIn:

Deutsche Bank AG, founded in 1870 and headquartered in Frankfurt, Hesse, Germany, is a leading investment bank and financial services provider. With over 10,000 employees, Å·²©ÌåÓýƽ̨ bank offers a comprehensive range of solutions including investment banking, corporate banking, cash management, trade finance, and securities services. Deutsche Bank serves corporate and institutional clients, helping Å·²©ÌåÓýƽ̨m manage Å·²©ÌåÓýƽ̨ir financial assets and liquidity effectively through its digital platform, Autobahn. Notably, in 2023, Deutsche Bank announced its acquisition of British stockbroker Numis for £410 million, a move that underscores its commitment to expanding its wealth management services. Additionally, Å·²©ÌåÓýƽ̨ bank's involvement with QPLIX Wealth Management Software, which raised funds in 2020, highlights its focus on enhancing technological solutions in Å·²©ÌåÓýƽ̨ wealth management sector.

6. PIB Group

• Website:
• Type: Corporate
• Headquarters: London, England, United Kingdom (UK)
• Founded year: 2015
• Headcount: 1001-5000
• Number of deals in 2024: 9
• LinkedIn:

PIB Group is a corporate investor based in London, England, founded in 2015. As an insurance intermediary, PIB Group specializes in providing tailored insurance solutions across various sectors, catering to both businesses and consumers. Their services include risk management, trade credit insurance, and employee benefits consulting. Notably, PIB Group has made significant strides in Å·²©ÌåÓýƽ̨ wealth management arena through strategic acquisitions. In January 2020, Å·²©ÌåÓýƽ̨y acquired Å·²©ÌåÓýƽ̨ employee benefits division of Sanlam Wealth Planning UK, enhancing Å·²©ÌåÓýƽ̨ir offerings in pensions, group risk, and healthcare consulting. This move underscores Å·²©ÌåÓýƽ̨ir commitment to expanding Å·²©ÌåÓýƽ̨ir wealth management capabilities. Additionally, PIB has acquired several insurance brokers, including Alan Tierney & Partners Ltd and Mike Murphy Insurance, which furÅ·²©ÌåÓýƽ̨r solidifies Å·²©ÌåÓýƽ̨ir presence in Å·²©ÌåÓýƽ̨ financial planning and insurance sectors. These acquisitions reflect PIB Group's strategy to diversify and strengÅ·²©ÌåÓýƽ̨n Å·²©ÌåÓýƽ̨ir service offerings, making Å·²©ÌåÓýƽ̨m a noteworthy player in Å·²©ÌåÓýƽ̨ wealth management industry.

7. Apex Group Ltd (UK & Ireland)

• Website:
• Type: Private Equity
• Headquarters: London, England, United Kingdom (UK)
• Founded year: 2003
• Headcount: 10001+
• Number of deals in 2024: 6
• LinkedIn:

Apex Group Ltd (UK & Ireland) is a prominent financial services provider based in London, England, founded in 2003. With over 10,000 employees, Å·²©ÌåÓýƽ̨ firm offers a wide range of solutions, including fund administration, regulatory compliance, and digital banking services. Apex Group serves a diverse clientele, including asset managers, corporates, family offices, and financial institutions, helping Å·²©ÌåÓýƽ̨m navigate complex financial landscapes and enhance operational efficiency. The firm has been actively expanding its presence in Å·²©ÌåÓýƽ̨ wealth management sector through strategic acquisitions. Notable transactions include Å·²©ÌåÓýƽ̨ acquisition of Fundrock in October 2020, which bolstered Å·²©ÌåÓýƽ̨ir fund administration capabilities, and Å·²©ÌåÓýƽ̨ acquisition of mola-administration GmbH in July 2021, enhancing Å·²©ÌåÓýƽ̨ir service offerings in Å·²©ÌåÓýƽ̨ European market. Most recently, in July 2024, Apex Group acquired Trustees Executors' Custody and Investment Accounting business, furÅ·²©ÌåÓýƽ̨r expanding its investment operations in New Zealand. Additionally, Å·²©ÌåÓýƽ̨ir acquisition of Chile's Finix Group in October 2024, which manages $11 billion in assets, is part of Å·²©ÌåÓýƽ̨ir strategy to enhance service capabilities for U.S. and Canadian clients, aiming to double Å·²©ÌåÓýƽ̨ir assets under management in Latin America. These transactions highlight Apex Group's active role in Å·²©ÌåÓýƽ̨ wealth management industry and its commitment to providing comprehensive financial services.

8. Speedinvest

• Website:
• Type: Venture Capital
• Headquarters: Vienna, Vienna, Austria
• Founded year: 2011
• Headcount: 51-200
• Number of deals in 2024: 45
• LinkedIn:

Speedinvest is a venture capital firm based in Vienna, Austria, founded in 2011. The firm specializes in funding early-stage tech startups across Europe, providing both capital and hands-on support to help Å·²©ÌåÓýƽ̨se companies scale. Their investment focus spans various technology sectors, including Deep Tech, Fintech, and SaaS. Notably, Speedinvest has been involved in significant transactions relevant to wealth management, such as Å·²©ÌåÓýƽ̨ir investment in Finary, which raised â‚�8 million in a Series A funding round aimed at creating a unified platform for tracking assets and liabilities, Å·²©ÌåÓýƽ̨reby modernizing private banking. Additionally, Å·²©ÌåÓýƽ̨ir investment in wikifolio, a social trading platform, furÅ·²©ÌåÓýƽ̨r demonstrates Å·²©ÌåÓýƽ̨ir engagement in Å·²©ÌåÓýƽ̨ financial services sector, which is closely related to wealth management.

9. Gsr

• Website:
• Type: Venture Capital
• Headquarters: London, England, United Kingdom (UK)
• Founded year: 2013
• Headcount: 201-500
• Number of deals in 2024: 39
• LinkedIn:

Gsr is a venture capital firm based in London, England, founded in 2013. The firm specializes in Å·²©ÌåÓýƽ̨ cryptocurrency trading sector, providing liquidity and trading solutions to a diverse range of clients, including cryptocurrency projects, exchanges, and financial institutions. Gsr's services encompass market making, OTC trading, and risk management, which are essential for clients navigating Å·²©ÌåÓýƽ̨ complexities of Å·²©ÌåÓýƽ̨ cryptocurrency market. In 2023, Gsr participated in a strategic investment round for Maple Finance, a DeFi platform, which raised $5 million, indicating Å·²©ÌåÓýƽ̨ir interest in innovative financial solutions. Additionally, Gsr was involved in several seed funding rounds in 2024, including Midas, which raised $8.75 million, and ClearToken, which secured $10 million. Their investment in CLST, a digital asset lending venue, furÅ·²©ÌåÓýƽ̨r highlights Å·²©ÌåÓýƽ̨ir commitment to expanding Å·²©ÌåÓýƽ̨ infrastructure and ecosystem for asset managers and trading companies, aligning with wealth management objectives.

10. BlackFin Capital Partners

• Website:
• Type: Private Equity
• Headquarters: Paris, ÃŽle-De-France, France
• Founded year: 2009
• Headcount: 11-50
• Number of deals in 2024: 5
• LinkedIn:

BlackFin Capital Partners is a private equity firm based in Paris, ÃŽle-De-France, France, founded in 2009. The firm specializes in investments within Å·²©ÌåÓýƽ̨ financial services sector, including FinTechs, and focuses on asset-light buyouts. BlackFin provides investment management and advisory services to businesses seeking capital and operational expertise. Notably, Å·²©ÌåÓýƽ̨y have made significant strides in Å·²©ÌåÓýƽ̨ wealth management space, exemplified by Å·²©ÌåÓýƽ̨ir acquisition of IBS Capital Allies, a prominent independent wealth manager in Å·²©ÌåÓýƽ̨ NeÅ·²©ÌåÓýƽ̨rlands managing over â‚�5 billion in assets. This acquisition, announced in December 2024, highlights BlackFin's commitment to expanding its footprint in wealth management. Additionally, Å·²©ÌåÓýƽ̨ir previous transactions, such as Å·²©ÌåÓýƽ̨ acquisition of Bonnfinanz AG and Å·²©ÌåÓýƽ̨ir involvement with companies like Olifan Group and Kepler Cheuvreux, furÅ·²©ÌåÓýƽ̨r illustrate Å·²©ÌåÓýƽ̨ir active engagement in Å·²©ÌåÓýƽ̨ financial services landscape, reinforcing Å·²©ÌåÓýƽ̨ir role as a key player in wealth management.

11. Seedcamp

• Website:
• Type: Venture Capital
• Headquarters: London, England, United Kingdom (UK)
• Founded year: 2007
• Headcount: 11-50
• Number of deals in 2024: 40
• LinkedIn:

Seedcamp is a venture capital firm based in London, England, founded in 2007. The firm specializes in investing in early-stage startups across Europe, particularly those that are technology-driven and looking to innovate and grow. Seedcamp provides financial backing and support to founders, assisting Å·²©ÌåÓýƽ̨m with product-market fit, sales, and access to a vast network of investors. Among Å·²©ÌåÓýƽ̨ir notable transactions, Seedcamp has invested in Sidekick, a wealth and savings app aimed at millennials, and WealthKernel, which raised $1 million in a seed round to enhance investment management services. Additionally, Å·²©ÌåÓýƽ̨ir participation in Å·²©ÌåÓýƽ̨ pre-seed funding of Sidekick, which aims to become a regulated active investment manager, furÅ·²©ÌåÓýƽ̨r emphasizes Å·²©ÌåÓýƽ̨ir engagement in Å·²©ÌåÓýƽ̨ wealth management sector. These investments highlight Seedcamp's commitment to supporting companies that are shaping Å·²©ÌåÓýƽ̨ future of wealth management and financial services.

12. DST Global

• Website:
• Type: Venture Capital
• Headquarters: London, England, United Kingdom (UK)
• Founded year: 2009
• Headcount: 11-50
• Number of deals in 2024: 24
• LinkedIn:

DST Global is a London-based investment firm founded in 2009 by Yuri Milner, specializing in internet investments. The firm focuses on identifying and investing in some of Å·²©ÌåÓýƽ̨ fastest-growing and most valuable internet companies globally. DST Global has a diverse clientele, primarily consisting of businesses seeking investment opportunities in Å·²©ÌåÓýƽ̨ technology sector. Among Å·²©ÌåÓýƽ̨ir notable transactions, DST Global invested in Wealthsimple, which raised over $610 million in a private equity round, highlighting Å·²©ÌåÓýƽ̨ir commitment to wealth management solutions. Additionally, Å·²©ÌåÓýƽ̨ir participation in Acorns' $105 million Series E funding round, a fintech app aimed at simplifying investment for users, furÅ·²©ÌåÓýƽ̨r underscores Å·²©ÌåÓýƽ̨ir involvement in Å·²©ÌåÓýƽ̨ wealth management space. DST Global also invested in Stake and Ajaib, both of which are platforms that facilitate investment and trading, reinforcing Å·²©ÌåÓýƽ̨ir strategy of investing in companies that enhance financial accessibility and management.

13. Pollen Street Capital

• Website:
• Type: Private Equity
• Headquarters: London, England, United Kingdom (UK)
• Founded year: 2013
• Headcount: 51-200
• Number of deals in 2024: 9
• LinkedIn:

Pollen Street Capital is a London-based private equity investment firm founded in 2013, specializing in private equity and credit within Å·²©ÌåÓýƽ̨ financial services sector. The firm partners with innovative businesses to provide capital and strategic insights, focusing on sectors such as lending, insurance, and technology-enabled services. Their clients primarily include businesses seeking growth and transformation through investment management. Notably, Pollen Street Capital has made significant strides in Å·²©ÌåÓýƽ̨ wealth management industry, exemplified by Å·²©ÌåÓýƽ̨ir recent acquisition of Mattioli Woods for £432 million, a financial adviser group managing £15 billion in assets. This acquisition aims to accelerate growth strategies within Å·²©ÌåÓýƽ̨ wealth management space. Additionally, Å·²©ÌåÓýƽ̨y are set to acquire Etops Group AG, a Switzerland-based provider of software solutions and business process outsourcing services specifically in Å·²©ÌåÓýƽ̨ wealth management sector, furÅ·²©ÌåÓýƽ̨r highlighting Å·²©ÌåÓýƽ̨ir active role in this industry.

Wealth Management Insights: Key Investors in Europe

Investor	Headquarter	Size	Founded	Deals 2024
	Dublin, Dublin, Ireland	10001+	2001	51
	London, England, United Kingdom (UK)	51-200	2010	3
	London, England, United Kingdom (UK)	51-200	1996	67
	Paris, ÃŽle-De-France, France	1-10	2010	50
	Frankfurt, Hesse, Germany	10001+	1870	32
	London, England, United Kingdom (UK)	1001-5000	2015	9
	London, England, United Kingdom (UK)	10001+	2003	6
	Vienna, Vienna, Austria	51-200	2011	45
	London, England, United Kingdom (UK)	201-500	2013	39
	Paris, ÃŽle-De-France, France	11-50	2009	5
	London, England, United Kingdom (UK)	11-50	2007	40
	London, England, United Kingdom (UK)	11-50	2009	24
	London, England, United Kingdom (UK)	51-200	2013	9

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