The Wealthtech100 companies are leaders in wealth and asset management, private banking and financial advisory needs to know about as they consider and develop their digital transformation strategies and new customer propositions. The 2021 list recognises the next generation of solution providers shaping the future of the investment industry. The list aims to help senior executives and investment professionals evaluate which digital wealth management and financial advisory models have market potential and are most likely to succeed and have a lasting impact on the industry.
Switzerland secured 15 places on the list. Five of them are startups founded between 2014 and 2015.
3rd-Eyes, 2015 – founded by Stephanie Feigt (CEO) and Rodrigo Amandi (COO), 3rd-Eyes aims to develop a solution that integrates professional asset and liability management methodology and sustainable investing. Today, more than 20 experts work for the success of 3rd-eyes analytics in quantitative modelling, software development, marketing and sales.
WealthArc, 2015 – WealthArc provides an innovative wealth management platform for companies of any size. The solution is easy to use and does not require installation nor a long setup. Its robust API engine consolidates and unifies data from multiple custodian banks fully automatically making portfolio and client information accessible anywhere, anytime, and on any device. This smart solution for digital transformation allows wealth managers to focus on growing their business and staying competitive in the rapidly changing world.
AlgoTrader, 2014 – provides a software solution for fully integrated and automated quantitative trading and trade execution for both traditional assets such as Equities, Commodities, Forex, Future, Options, Indices, Commodities, Funds/ETFs, Bonds, Rates, as well as Crypto Spot, Futures, Options and Perpetual Swaps. AlgoTrader also built one of the first trading and execution platforms to allow automated trading of Bitcoin and other digital assets.
Integration Alpha, 2014 – Leveraging the founders’ FinTech, Banking and Insurance roots, Integration Alpha combines its deep tech data management platform ferris.ai with domain-specific solutions for sales optimization, 360-degree customer services, self-service onboarding, compliance automation, smart sustainability (ESG) and regulatory reporting. Its platform ferris.ai is a one-stop solution that replaces manual coding with business know-how. ferris.ai makes disruptive business models and use cases tangible, providing new services to clients or optimizing established processes. It is a strategic digitization platform that typically creates customer value within 12-16 weeks, refinancing the investments within 3-6 months.
aixigo, 2019 – Aixigo has the world’s fastest API-based wealth management platform for investment advisory, portfolio management, portfolio risk management, portfolio analysis and portfolio monitoring. The platform, which is equipped with more than 100 digital services, delivers constant trend-setting and real added value innovations to aixigo’s customers and their savings and investment customers. aixigo’s international customers including Bank Vontobel, BNP Paribas, Commerzbank and Hargreaves Lansdown are already benefiting from the aixigo platform. Aixigo Switzerland was incorporated in 2019 in Zurich.
The established Swiss companies on the list are:
Etops (2010, solutions covering the entire value chain of private banks, asset and wealth managers, etc.),
Expersoft (1993, Portfolio & Wealth Management platform solutions and services),
Tindeco (2010, integrated investment management platform),
New Access (2000, Core-to-Digital solution suite for the Private Banking and Wealth Management industry),
SwissQuant (2005, Wealth Management platform),
Wize (1999, all-in-one Wealth Management solution),
Appway (2003, software for core business processes for wealth management),
Additiv (1998, wealth management SaaS platform)
Adviscent (2010, Wealth Managment Front Office Enablement) and
Avaloq (1985, core banking software).