Getquin is expanding its push into AI-powered wealth management as retail investors increasingly seek unified visibility across fragmented investment portfolios. The company’s latest funding round highlights growing demand for platforms that combine portfolio analytics, personalization, and institutional-grade financial insights within a single digital environment.
Getquin has officially announced the successful closing of a €12 million funding round as the Berlin-based fintech accelerates its transition from a portfolio-tracking application into a comprehensive AI-driven wealth operating system for modern investors.
The funding round was co-led by State Street Investment Management and Portage, with participation from both new and existing investors. According to the company, the fresh capital will support product expansion, AI development, advisory capabilities, and broader market growth initiatives across Europe. Originally founded in 2020 as a portfolio analytics and tracking platform, Getquin is now positioning itself as an all-in-one digital wealth infrastructure layer capable of delivering institutional-grade investment visibility and intelligence to retail investors. The company believes that modern investors increasingly expect the same level of personalization, transparency, and data sophistication historically reserved for private banking and institutional wealth management clients.
Getquin aims to solve the fragmentation problem in modern investing
As retail investing continues expanding across multiple brokers, global markets, ETFs, crypto assets, and alternative investments, many private investors still operate with fragmented financial visibility spread across disconnected applications and platforms.
According to Christian Rokitta, this growing complexity has created a major opportunity for unified wealth infrastructure.
“Private investors today are more engaged and informed than ever, but the existing wealth management services and tools available to them are still fragmented and outdated. Our vision is to give investors one intelligent platform that provides clarity on where they stand today, where they are headed, and how to make better financial decisions to reach their goals.”
– Co-founder and CEO of Getquin, Christian Rokitta
Getquin’s platform enables users to aggregate and analyze their entire financial portfolio within a centralized environment designed to provide:
- portfolio tracking
- net-worth visibility
- investment analytics
- AI-powered financial insights
- portfolio optimization tools
The company’s broader strategy centers on transforming wealth management from fragmented monitoring into proactive, AI-assisted financial guidance.
Strategic partnership with State Street expands institutional capabilities
A major component of the funding round includes a strategic collaboration with State Street Investment Management, one of the world’s largest asset managers with more than $5 trillion in assets under management. Through the partnership, the two companies plan to co-develop next-generation wealth management solutions while integrating State Street’s institutional ETF infrastructure directly into Getquin’s advisory workflows.
The integration is expected to provide retail investors with:
- institutional-grade ETF access
- scalable investment strategies
- lower-cost portfolio solutions
- enhanced advisory functionality
For State Street Investment Management, the partnership also represents a strategic expansion into digital-first investor distribution channels across Europe.
“The retail investment landscape in Germany stands at a unique and exciting crossroads. Our partnership with Getquin will allow us to effectively bring the benefits of State Street Investment Management’s deep expertise, global scale, and culture of innovation to a broader audience of retail investors.”
– Chief executive officer of State Street Investment Management, Yie-Hsin Hung
AI, hybrid advisory, and expansion form the next growth phase
With the newly secured funding, Getquin outlined a broader roadmap focused on expanding both technology capabilities and operational scale.
The company plans to invest heavily into:
- advanced AI-powered analytics
- personalized financial recommendations
- hybrid advisory infrastructure
- engineering and product teams
- wealth management expertise expansion
Unlike purely automated robo-advisory platforms, Getquin intends to combine software-driven portfolio intelligence with professional financial guidance through a hybrid advisory model.
Hélène Falchier described the company’s direction as part of a larger transformation taking place throughout global wealth management.
“A new generation of private investors expects the same level of intelligence, personalization, and transparency that was once reserved for institutional clients. Getquin is redefining what modern wealth management can look like by combining deep data, intuitive design, and trusted guidance in a single platform.”
– General Partner at Portage, Hélène Falchier
To support user acquisition and broader brand visibility, Getquin also confirmed a new partnership with GMPVC that will fund nationwide print and out-of-home advertising campaigns across Germany. As competition intensifies across European wealthtech, Getquin is increasingly positioning itself as the default operating system for retail wealth management in the AI era.
About Getquin
Getquin is a Berlin-based digital wealth platform that enables users to aggregate, track, analyze, and optimize their entire investment portfolio and net worth within a single application. Founded in 2020, the company combines portfolio analytics, AI-powered insights, and wealth management infrastructure to help modern investors make more informed financial decisions.
About State Street Investment Management
State Street Investment Management is the asset management division of State Street Corporation and ranks among the world’s largest ETF providers and institutional asset managers. The firm manages more than $5 trillion in assets and serves both institutional and retail investors globally.
About Portage
Portage is a global fintech-focused investment platform managing more than $6.3 billion in assets. As part of the Sagard ecosystem, Portage provides capital and strategic support to financial technology companies across multiple stages of growth.
