Business Overview

QPLIX was founded in 2012 by Kai Linde, Philipp Pötzl and Mathias Lindermeir and is headquartered in Munich, Germany. The team currently comprises over 120 development and financial experts. The QPLIX vision is to decode the universe of wealth. Not as a means in itself, but with a clear goal: to help our clients master the complexity of their 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 key players of the wealth industry. Together with them, we are innovating the future of wealth tech.

The best get better with QPLIX. And we get better working with them.

Customers

We devote our business to:

Family offices
At QPLIX, we understand family offices because we started in one. Our software is designed to handle complex portfolios and ownership structures with ease. Anytime access to their data for principals and beneficial owners creates trust and strenghtens relationships across generations. Our high security standards are a must-have in this environment.

Independent wealth managers
Independent Wealth and Asset Managers face unprecedented challenges in today's financial landscape. QPLIX empowers you to meet these head-on with our comprehensive wealth management solution. Our platform enables you to deliver efficient portfolio management, provide in-depth financial advice, and offer a superior client experience.

Banks and financial institutions
QPLIX embraces continuous adaptation and transformation, securing long-term competitiveness. With real-time insights into financial data, institutions quickly identify and respond to market shifts or potential risks. The platform's scalability ensures that as transaction volumes and customer expectations grow, clients can adapt seamlessly, enabling banks to remain competitive while maintaining operational integrity. 

Treasury departments
QPLIX is the partner for optimising liquidity while balancing risk and return across various asset classes, countries and currencies even in volatile conditions. Our single-source-of-truth solution helps to keep up with complex, ever-changing financial regulations and provides efficient forecasting and cash flow management while maintaining flexibility in investment strategies.

Foundations and non-profit organisations
The asset managers of Foundations and Non-Profit Organisations make use of a wide range of asset classes and financial service providers. Since they are navigating complex regulatory requirements to comply to tax laws and charitable giving regulations, and balance social impact objectives with financial performance goals, it is vital that they have a complete view of their portfolios to reliably invest and forecast.

Partners

Since 2019, Deutsche Bank has been a key partner to QPLIX as its first external shareholder. The bank utilises QPLIX as an innovative portfolio management system to external asset managers, which has been jointly devised by both partners. This collaboration has also led to a new offering for the bank's wealth management and UHNW (Ultra High Net Worth) clients, providing them with enhanced transparency in their financial matters across different banks. QPLIX-based solutions are also used in the bank's family office services, Deutsche Oppenheimer Family Office.

In 2024, the investment firm Partech has become an investor alongside Deutsche Bank, with both holding collectively a minority stake. Building on Partech's expertise in scaling international software companies, this partnership supports expansion into key markets such as France, Switzerland, the United Kingdom, as well as the Middle East and the APAC region.