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DirectoryIT & CommunicationIT Consulting & ServicesZurichFintama AG
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Fintama AG

Summary

About the company

The core activity of Fintama AG is the development of digital services and solutions for the financial industry, particularly in the area of wealth and asset management. This includes the conception and implementation of innovative investment products and processes, advising financial institutions on the digitization of their services, as well as the development of software solutions for the investment industry.

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Products & services

Industry:IT Consulting & Services
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Software Development
✓ Offered11
OpenBanking Data Platform and Portfolio Analytics Platform (Hawkeye)
Modular OpenAPI data and portfolio analytics platform for wealth managers and family offices, with reporting for aggregated multi-custody portfolios, including crypto assets and non-bankables.
Data Platform (Hawkeye)
Secure data platform with access to data from multiple custodians, booking centers and systems via an OpenWealth-compliant API layer, including connectivity to custodians, exchanges and wallets.
Asset Servicing Platform (Hawkeye)
Asset servicing module for back-office teams to capture non-bankables, fees, adjustments and price updates, and to integrate with the data platform.
Analytics Platform (Hawkeye)
Analytics platform for real-time analysis on aggregated portfolio data with risk and performance contributions, attribution analyses, client statements and what-if analyses.
Goals-based advice
Advisory approach focused on investment goals instead of traditional risk profiling, emphasizing achievement of financial goals, cash flow targets and long-term client relationships.

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Location

Bellerivestrasse 29
8008 Zurich
Opening hours
Mon
08:00 - 19:00
Tue
08:00 - 19:00
Wed
08:00 - 19:00
Thu
08:00 - 19:00
Fri
08:00 - 19:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-186.560.635
Founded
2021 · 5 years
Last commercial register change
January 14, 2025
Employees
21 to 50

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