ADDFIN

Curated by Signal

CRM, compliance,portfolio management, training solutions provider

Overview

ADDFIN provides the software platforms to financial institutions for CRM, compliance, portfolio management, risk management, trainings etc. Its products include ADDFIN Wealth, ADDFIN Service, ADDFIN Academy and ADDFIN Circle. It thus aims for 360-degree platform approach for taking care of most needs of institutional investors.

Key facts

Founded: 2014
Headquarters: Zug, Switzerland
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Industry: Financial Technology
Sector: Wealth Technology

Business model

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Contact

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About ADDFIN

What does ADDFIN do?

ADDFIN provides the software platforms to financial institutions for CRM, compliance, portfolio management, risk management, trainings etc.

Where is ADDFIN headquartered?

ADDFIN is headquartered in Zug, Switzerland.

When was ADDFIN founded?

ADDFIN was founded in 2014.

Which sector is ADDFIN in?

ADDFIN operates in Wealth Technology, part of Financial Technology.

Who are ADDFIN's competitors?

Companies similar to ADDFIN include LabCI, IDSF, and Capital Investments.