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DirectoryIT & CommunicationSoftware DevelopmentZurichAssetmax AG
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Verified· 4 sources

Assetmax AG

Summary

About the company

The company provides solutions for wealth management and brokerage, particularly in the areas of portfolio management, compliance, client management, and digital transformation. It develops and implements software solutions for financial institutions, family offices, and independent asset managers to simplify complex investment processes, increase transparency, and drive digital transformation.

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Offering

Products & services

Industry:Software Development
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Wealth Management
Wealth Management for the entire advisory process, with solutions for advisors, portfolio managers and family offices.
Portfolio Management & Advisory
Portfolio Management & Advisory for managing complex client portfolios, from consolidation to digital access for end customers.
Data Intelligence
Data Intelligence for market, valuation and compliance data as well as structured product issuance in a scalable environment.
Trading & Investor Solutions
Trading and investor solutions for end-to-end trading, order execution, and direct access to deal desks and markets.
Wealth Portal
Wealth Portal for digital access to portfolios and customer information in the wealth management environment.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

Press

Media

August 26, 2022Media
European fintech pioneer acquires Assetmax
startupticker.ch

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Location

Hardturmstrasse 123
8005 Zurich
Opening hours
Mon
08:00 - 17:00
Tue
08:00 - 17:00
Wed
08:00 - 17:00
Thu
08:00 - 17:00
Fri
08:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-183.521.308
Founded
2014 · 12 years
Last commercial register change
June 8, 2026
Employees
21 to 50

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