Wealth Management platforms support portfolio management, financial planning, client servicing, advisory workflows, and digital investment experiences. They are used by banks, advisors, and investment firms to deliver more scalable and data-driven wealth services.
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ABLV Digital develops private banking analytics and wealth management tools for ABLV's Latvian and European high-net-worth client investment and estate planning services.
ADV is a British early-stage venture capital firm backing European deep technology and digital infrastructure companies in AI, semiconductors and advanced computing from its London…
additiv is a Swiss wealth management technology company providing digital finance orchestration platforms for banks and wealth managers to deploy digital investment services.
Aegon Digital develops digital pension management, AI financial planning tools and workplace savings platforms for Aegon's global life insurance and retirement solutions operations.
Aegon Netherlands Technology develops digital pension management platforms, investment analytics and digital retirement tools for Aegon's Dutch life insurance and pension operations.
Artorius is a British tech-enabled wealth management firm providing personalised investment advice and portfolio management to high-net-worth families using data-driven financial planning.
BankInvest Digital develops investment fund management analytics, digital portfolio reporting and sustainable investment screening tools for BankInvest's Danish asset management operations.
Cevian Capital manages a concentrated long-term activist equity portfolio targeting undervalued European industrial companies using deep operational engagement to unlock shareholder value.
Clessidra is an Italian private equity and asset management firm providing growth capital and buyout investments to mid-market Italian companies across healthcare, technology and industrial…
Credit Suisse Poland operates a major technology and operations centre developing risk management tools, trading analytics and wealth management platforms for Credit Suisse globally.
Danica Pension Digital develops digital pension management platforms, sustainable investment analytics and retirement planning tools for Danica Pension's Danish occupational and individual pension business.
Dasym is a Dutch digital transformation investment firm specialising in technology-driven economic shifts, providing private equity and growth capital to European digital infrastructure companies.
Divid is a Swedish digital investment platform providing fractional stock and ETF investing with automatic dividend reinvestment for Swedish retail investors through a mobile-first app.
EFG International Digital develops digital private banking platforms, AI portfolio analytics and family office management tools for EFG's global wealth management and private banking operations.
EValue provides financial planning analytics, stochastic modelling and risk profiling tools for UK financial advisers and wealth managers requiring robust financial forecasting.
Evooq provides digital wealth management infrastructure combining portfolio analysis, client reporting and advisory tools for private banks and wealth managers requiring modern platforms.
Finizens is a Spanish automated investment platform providing low-cost diversified portfolio management through ETF-based robo-advisory for Spanish retail investors seeking passive investing.
Flagstone is a British cash savings marketplace enabling high-net-worth individuals and SMEs to spread deposits across multiple banks via a single account to maximise interest…
FNZ provides end-to-end wealth management infrastructure enabling banks, insurers and asset managers to deliver digital investment and savings services to retail investors globally.
Galt and Taggart is a Georgian investment bank providing corporate finance, equity research, brokerage and asset management services to clients investing in the South Caucasus…
GAM Digital develops digital asset management platforms, systematic investment tools and sustainability analytics for GAM Investments' global active investment management operations.
Generali Investments provides multi-asset investment management, digital portfolio analytics and ESG investment tools for institutional and retail investors across European markets.
HiveMind Capital is a Swiss digital asset investment manager providing systematic crypto trading strategies and institutional-grade digital asset portfolio management services.
Julius Baer Digital develops digital wealth management platforms, AI investment advisory and portfolio analytics tools for Julius Baer's global private banking and asset management operations.
Legal and General Digital develops digital investment platforms, workplace pensions technology and AI retirement planning tools for Legal and General's global savings and investment management…
LGT Group Digital develops digital private banking platforms, AI investment advisory tools and sustainable investing analytics for LGT's global family office wealth management operations.
Lightyear is a Dutch commission-free investment platform providing European retail investors with access to stocks, ETFs and currency exchange at low cost through a mobile-first…
Liqid is a German digital wealth management platform providing personalised private market and public investment portfolios to high-net-worth individuals through a technology-driven advisory model.
Lombard Odier Digital develops digital private banking, sustainable investment analytics and open banking tools for Lombard Odier's global wealth management and technology banking operations.
Mandatum Digital develops digital wealth management platforms, pension analytics and investment advisory tools for Mandatum's Finnish and European asset management and life insurance operations.
Mediobanca Digital develops digital wealth management platforms, AI investment advisory tools and fintech partnership infrastructure for Mediobanca's corporate and investment banking and wealth management.
Moneyfarm is an Italian digital wealth management platform providing automated portfolio management and investment advisory services to retail investors across the UK, Italy and Germany.
Moneyhub is a UK open banking and open finance platform providing data aggregation, payment initiation, and personal finance management APIs for financial institutions.
MoneyPark is a Swiss digital mortgage and financial advisory platform providing independent mortgage comparison and property financing advice to Swiss homebuyers.
Moonfare is a German digital private equity investment platform providing accredited investors with access to top-tier buyout, venture and infrastructure funds from a minimum investment…
Objectway is an Italian wealth and investment management software company providing portfolio and order management platforms to European financial institutions.
Partners Group Digital develops private markets portfolio analytics, digital investor reporting and alternative investment data platforms for Partners Group's global private equity and infrastructure business.
Peaks is a Dutch micro-investing app enabling Dutch consumers to automatically invest their spare change from everyday purchases into a diversified investment portfolio with no…
Penfold is a British digital pension provider offering self-employed and freelance workers an easy-to-manage pension with competitive fees through a simple mobile application.
Pictet Group Digital develops digital wealth management platforms, ESG investment analytics and AI portfolio optimisation tools for Pictet's global asset management and private banking operations.
Plenium Partners is a Spanish systematic asset management firm providing algorithmic investment strategies and quantitative portfolio management for institutional and professional investors.
Pollen Street Capital is a British specialist private equity and credit firm focused on financial services and technology investments across the UK and European financial…
Prudential Digital develops digital insurance platforms, AI financial advisory and retirement planning tools for Prudential's global life insurance and savings operations across Asian and African…
Raisin is a German savings and investment marketplace connecting consumers with deposit products from banks across Europe through a single account and digital platform.
Rantum Capital is a German digital asset management company providing algorithmic trading strategies and quantitative investment solutions for institutional and high-net-worth clients.
Revolut is a British neobank providing banking, payments, and financial services to consumers and businesses across Europe, holding a European banking licence.
Scalable Capital is a German digital investment platform providing robo-advisory, ETF savings plans, and brokerage services to retail investors across Europe.
Seccl is a British investment infrastructure and custody platform providing API-first investment account, portfolio management and regulatory reporting tools to financial advice firms and platforms.
SeedBlink is a Romanian equity crowdfunding and venture investment platform enabling European startups to raise capital from retail and institutional investors.
Selma Finance is a Swiss digital wealth management platform providing automated investment portfolios and financial planning guidance to Swiss retail investors through a simple mobile…
Sofina Digital develops digital portfolio analytics and investment monitoring platforms for Sofina's long-term equity investment portfolio across technology, consumer and healthcare sectors.
Storebrand Digital develops sustainable pension management platforms, ESG investment analytics and digital wealth advisory tools for Storebrand's Nordic life insurance and asset management operations.
Swiss Life Digital develops digital life insurance platforms, pension management analytics and financial planning tools for Swiss Life's European life insurance and financial services operations.
Taaleri Digital develops renewable energy fund management platforms, digital wealth advisory tools and private equity analytics for Taaleri's Finnish speciality financial services operations.
Temenos is a Swiss banking software company providing core banking, payments, and wealth management platforms to banks globally, listed on the Swiss Exchange.
Tumelo is a UK fintech providing shareholder engagement infrastructure, enabling retail investors to vote on AGM resolutions through their pension and investment platforms.
Tumelo provides shareholder voting pass-through technology enabling fund managers and platforms to give investors a direct voice on corporate governance issues in their portfolios.
UBS Digital develops digital wealth management platforms, AI-powered investment advisory and open banking APIs for UBS's global private banking and asset management operations.
VentureFriends is a Greek venture capital firm investing in early-stage European technology startups, with a focus on fintech, SaaS, marketplace and deep tech companies.
Xempus is a German digital insurance and pension management platform enabling employers to administer occupational pension schemes and employee insurance benefits through a single workplace…
EuropeanSwitch enables organisations to position themselves within key sectors and categories across Europe.