For this issue of WealthTech Talks, we caught up with Kai Linde, Co-founder of QPLIX, a leading SaaS provider for digital wealth management. With a degree in computer science and software engineering and several years of experience as an investment manager at a Single Family Office (SFO), he is responsible for the strategic development of QPLIX. In this role, he focuses on driving innovation, fostering key partnerships, and ensuring the company’s continued growth.
In this interview, Linde shared his insight into building QPLIX and what developments are in store for QPLIX as an organisation in the coming years. Linde also shared his views on the future of wealth management in an increasingly digital financial world.
What were the key challenges in wealth management that inspired you to found QPLIX?
Coming from a family office, my co-founders, Philipp and Matthias, and I faced the same challenges that still drive clients to choose QPLIX today: existing wealth management systems are too fragmented, inefficient, and simply no longer state of the art. We couldn’t find a single platform capable of consolidating all asset classes while reliably processing data and optimising workflows. Like many others, we had to rely on Excel spreadsheets, isolated software solutions, and manual processes, which made it quite difficult to make well-founded investment decisions. This was the initial reason for founding QPLIX: to actively address these issues and introduce a new era of wealth management.
How has the vision of QPLIX evolved since its founding in 2012?
From the beginning, our goal was to create one centralised platform that simplifies the lives of family offices. We quickly realised that wealth managers, banks, and institutional investors had an equally strong need for a holistic, efficient, and data-driven solution. The software is designed to grow flexibly with its users. Over the years, we have continuously enhanced our system and integrated cutting-edge technologies. Today, QPLIX is one of Europe’s leading WealthTech platforms, and we work closely with our clients and partners to maintain our innovation leadership.
What makes the QPLIX software solution unique?
We describe QPLIX as a “single source of truth”. Our ambition has always been to leverage our expertise in finance and our deep understanding of our clients’ needs to provide them with solutions that genuinely add value. In addition to the comprehensive coverage of all asset classes, this includes compliance mechanisms, advanced analytical tools, and highly flexible reporting capabilities. From a technical perspective, we operate an API-based infrastructure that allows for seamless integration of partner systems. At the same time, our intuitive and modern user interfaces ensure that even the most complex data becomes accessible and actionable - all with the fundamental goal of streamlining our clients’ processes and positioning ourselves as a forward-thinking, future-proof partner.
What new technologies or innovations is QPLIX planning to further enhance the platform?
We have been working on making our platform more complete, more innovative and better for our clients since we started QPLIX. About 50% of the ideas for new features come from discussions with them, while the rest is part of our own strategic goals. And so far, the mountain of ideas we want to implement is growing continuously, so there is no time for standing still. However, we are confident that in the future we will see many improvements in data quality and efficiency made possible by the increasing use of AI.
What developments are in store for QPLIX as an organisation in the coming years?
As a leading software provider in Germany with a steadily growing international client base, we will strategically focus on establishing a presence in every major financial hub in the years to come. Our aim is to provide our clients with dedicated support for their local challenges, in line with the characteristics of each country. QPLIX stands out through its combination of technological innovation and deep financial expertise. With a solid track record and a strong organisational foundation, we are a trusted partner for our clients - reliable, forward-thinking, and built for the long term.
How do you see the future of wealth management in an increasingly digital financial world?
Wealth management is evolving toward a more data-driven, automated, and personalised approach. This transformation isn't merely the result of technological advancement but also reflects the generational shift occurring among our clients. Forward-thinking wealth managers who embrace innovative solutions now will be well-positioned to adapt and thrive in tomorrow's landscape. At QPLIX, we're committed to supporting our clients through this evolution, ensuring they have the tools and capabilities needed to navigate the complexities of an increasingly digital financial world.
About QPLIX
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 WealthTech.
For more information, click here to view QPLIX’s profile.
About the WealthTech Talks Interview Series
In the WealthTech Talks interview series, we interview senior executives from leading wealth management firms, solution providers, and WealthTech influencers to learn more about them, their journey, their perspectives on the market, and how they see the future of wealth management.
Read the latest editions in the series below!
Tanya Bartolini, co-founder and CRO of Jacobi – click here to read the interview
Cassian Scott, CEO of Instinct Digital – click here to read the interview
Alberto Cuccu, COO at Objectway – click here to read the interview
