Wealth Technology companies in Switzerland

finetax

Online tax filing service simplifying tax preparation for individuals.

Goal-Based Investing

Financial planning platform offering personalized investment advice and tools.

Investart

Robo-advisory platform simplifying investment for wealth managers and clients.

Rational Invest

Robo advisory platform delivering automated investment solutions for wealth managers.

SAGE

Global financial technology company and banking software provider

Trust In Motion

Client communication solutions connecting wealth managers with global service providers.

Valofin

Portfolio management platform optimizing investment strategies for wealth managers.

Vestr

Wealth management software suite streamlining operations for financial professionals.

AAAccell

Robo advisory platform enhancing wealth managers' asset and risk management.

Braingroup

Wealth management software suite streamlining financial advisory operations and planning.

Etops

Wealth management software suite optimizing investment strategies and client engagement.

Evooq

Wealth management software suite streamlining investment processes for clients.

Forteus

Online will solutions and digital asset investment strategies for clients.

SPHERE

Provider of financial related articles

Swiss-Rev

Portfolio management platform optimizing investment strategies for wealth managers.

The Key

Portfolio management system software that supports wealth managers and family offices

Tolomeo Capital

Wealth management software suite offering systematic investment solutions and analytics.

VIAC

Digital pension platform simplifying retirement planning for Swiss individuals.