Qplix

About Qplix

Qplix, a Munich-based financial technology company established in 2012, offers a comprehensive software platform for wealth management. The firm was founded by Kai Linde, Philipp Pötzl, and Mathias Lindermeir, who conceived the idea while working together at a single-family office. Their direct experience with the fragmented and inefficient systems common in wealth management inspired them to create a unified solution. The founders' backgrounds blend finance and technology; Linde and Pötzl both hold degrees in computer science and software engineering, while Lindermeir has a background in industrial engineering and business administration.

The company's core offering is a SaaS platform that acts as a "single source of truth" for managing complex, multi-asset portfolios. It serves a diverse clientele across the EMEA region, including single and multi-family offices, foundations, asset managers, institutional investors, and private banks. The business model centers on providing this software solution to help clients digitize and streamline their operations. Qplix enables the consolidation of all asset classes, both liquid and illiquid, into a single database, allowing for real-time analysis, customized reporting, and efficient portfolio management. Key features include portfolio analytics, accounting, compliance monitoring, a client portal with a mobile app, and order management.

Qplix has secured significant partnerships and funding to fuel its growth. In 2020, Deutsche Bank became the first external shareholder, integrating the Qplix platform into its services for ultra-high-net-worth clients and external asset managers. This was followed by a Series A funding round of over €25 million in November 2024, led by Partech, a tech investment firm. This investment is aimed at supporting Qplix's international expansion into markets such as France, Switzerland, the UK, the Middle East, and the APAC region. As of November 2024, the platform managed over €300 billion in assets.