Founded in 2000, fundsaccess AG is a German fintech company that provides a comprehensive digital platform for financial service providers. Their B2B2C solution enables independent financial advisors, asset managers, banks, and insurance companies to digitize their entire investment advisory and asset management processes. The platform covers client onboarding (including KYC), portfolio analysis, investment proposals, order execution, and ongoing reporting, aiming to streamline operations and enhance the client experience for their business partners.

Founded in

Germany