We make you master the
Complexity of Wealth
Our vision is to decode the universe of wealth. Not as a means in itself, but with a clear goal: to help you master the complexity of your professional challenges. What if there was the one and only platform that provided anybody who professionally manages wealth with everything they need to outperform their clients' expectations? We are working hard on this, every day and together with the best wealth & asset managers, financial institutions and family offices. This makes us the innovation partner of the champions of the wealth industry. Together with them, we are developing the future of wealth tech.
The best get better with QPLIX. And we get better working with them.
Where we come from
QPLIX GmbH was founded in 2012 by Kai Linde, Philipp Pötzl and Mathias Lindermeir. At QPLIX, we understand family offices because we started in one. After working in asset management for several years, we found that we kept running into the same problems and inconveniences. We knew exactly what needed to be changed. So we just did it. Our software is designed to handle complex portfolios and ownership structures with ease. Since our we started in 2012, we've grown to be a trusted Wealth Tech partner for top family offices, private banks, and institutional investors globally.
Today the team consists of more than 130 software and financial experts in Munich, Frankfurt and Zurich. Leading single and multi-family offices, foundations, investment funds, asset managers, institutional investors as well as private banks from the entire EMEA region optimise their operational portfolio management with QPLIX. Automated processes based on reliable and current data increase efficiency. At the same time, fast and transparent communication and digital customer services improve quality. The company might have grown, but our mission is still the same.
The QPLIX platform holistically maps the entire range of liquid and illiquid asset classes as well as diverse client structures and consolidates all investment data in a high-performance database. The software enables portfolio management and asset owners to securely access reports and real-time analyses at any time via the individual client portal or the app. The IT infrastructure and security are taken care of by QPLIX - Software as a Service for maximum flexibility.
2024
>300 bn AUM
More than 300 bn EUR worth of assets are managed on QPLIX now. For a couple of years the majority of new business is generated outside the DACH markets. Besides, more and more new customers are from financial institutions such as banks, pension funds, or insurances. The first Regional Director is hired to further develop the Swiss market.
Thought Leader
The first market study “Trendmonitor Vermögensverwaltung (TMVV)” is published. Together with Institut für Vermögensaufbau (IVA)” QPLIX has investigated how professional wealth & asset managers have invested between 2018 – 2022. With more than 54,000 real client portfolios analysed, the TMVV is the largest and most in-depth analysis of its kind in the German-speaking world and was published in leading German business papers and magazines.
2023
2022
Scale up
At 10 years old, we are already something of FinTech veterans. Even though we still hold on to our start-up spirit, we cannot deny that we have evolved into a full-fledged scale-up with an established business. In 2022, we passed the 100 employee mark and continue to grow rapidly. (While we're at it... take a look at our careers page).
Going global
In 2021, QPLIX international business saw a major boost, with customer wins throughout Europe and the Middle East. We also became a member of the SWIFT network and integrated ESG scores to enable our clients to analyse and report against sustainability criteria.
2021
2020
Deutsche Bank Win
In 2020, we won Deutsche Bank Wealth not only as a customer, but also as a strategic investor. While Deutsche Bank holds a minority stake in QPLIX, our business remains completely independent.
Academy
In 2019, we introduced the QPLIX Academy. The Academy offers standardised training sessions (one or several days basic and advanced training packages), held by coaches with comprehensive QPLIX experience. An overview of the entire training offerings can be found on this website. Today, the Academy is part of the service offering of our CSTs.
2019
2018
Client Portal
In 2018, we introduced a digital client portal. It offers a simplified version of the QPLIX-software and delivers relevant digital views for advisors and clients.
Advanced Reporting Tool
2017 was all about wealth reporting: With advancements and new features, QPLIX developed into a highly flexible reporting tool and an extremely advanced and user friendly reporting process was enabled.
2017
2016
iPhone App Release
In 2016, the “Investors Portal” App was introduced. It allows investors to have a look at predefined views of their portfolio and conveniently click through the levels in their smartphone app.
>50 bn AUM
Since 2015, over 50 bn. EUR worth of assets are managed on the platform. This includes all different kinds of customer groups, such as Single and Multi Family Offices, wealth managers, asset managers, trusts, funds and administrators.
2015
2014
Constant Innovation
Continuously, the platform is improved in all kinds of aspects. For instance, QPLIX introduces an Excel Add-in in 2014. With the introduction of multi client-features, the first Multi Family Offices and wealth managers adopt QPLIX as their IT platform.
>10 bn AUM
Only one year after its foundation, assets under management already surpassed 10 bn. EUR. The first QPLIX customers were mainly Single Family Offices.
2013
2012
Foundation
In 2012, QPLIX was founded by Kai Linde, Philipp Pötzl and Mathias Lindermeir, three investment professionals working for a German Single Family Office at the time.
QPLIX in numbers
>300 BN €
AuM
>350
Metrics
>100
Data Interfaces
Our Values
Our company values are the principles by which we work. They are what makes working for QPLIX so special. What sets us apart from many other companies. They form the framework that guides us when we make decisions. We don't just write them down, we also act on them.
#Ownit!
We embrace the unknown, form an opinion, jump in the driver's seat and turn ideas into outcomes.
Think like an entrepreneur - take responsibility and lead the way
#DareTryVerify!
We iterate at lightspeed to unlock quality and client success. Through feedback, we ensure our efforts are validated and refined at every step.
Move fast yet strategically - prioritise and tackle the critical challenges first.
#MaxImpact
We devote our efforts to tasks that create the greatest value. A win for our clients is a win for us.
Understand the business context - measure impact and priorizse.
We are hiring
Join our forward-thinking team at QPLIX, where we revolutionise wealth management with cutting-edge technology. We offer a collaborative environment that fosters growth and creativity across software development, finance, and client services etc. Embrace the future of digital finance and start your fulfilling career with us!
The whole universe of wealth management
Managing wealth is becoming more and more complex. QPLIX knows about all aspects and has already solved many challenges. Our ambition is to decode the universe of wealth, and we have come a long way on this journey. We love to share our solutions.
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