Realist-Invest

Realist is a Berlin-based B2B FinTech building the direct indexing infrastructure that European wealth managers, family offices, and private banks have been missing. In the US, direct indexing is a proven category with over $1 trillion in assets under management, led by players like Parametric and Aperio. In Europe, it remains largely unbuilt, despite growing demand for personalization, tax efficiency, and cost transparency that traditional fund wrappers struggle to deliver.Founded by a team with deep financial-services experience across Germany, Western Europe, and Central Asia, including backgrounds at J.P.Morgan, Moneyfarm, Bank of Georgia and numerous German & Swiss Wealth Management firms, Realist was born from firsthand frustration with the gap between fintech innovation in the US / CIS markets and the comparatively underdeveloped landscape in Germany.The platform enables wealth managers to offer clients fully personalized, tax-optimized separately managed accounts built on individual securities rather than pooled funds. Swap ETFs for on-brand premium positiioned SMAs that delight your clients. Built on a powerful network of international execution and custody partners, and pursuing a WpI securities-institution license from BaFin, Realist is your local ticket to access robust, cost-efficient, and client-centric solutions via partnership. We've built it, so you won't have to.