everon
Everon AG is a Zurich-based, FINMA-regulated fintech that provides a B2B multi-family office platform and white-label infrastructure for independent Swiss wealth managers, as well as direct wealth management and pension solutions for private clients and family offices.
- Company typePrivate
- Founded2021
- HeadquartersZürich, Switzerland
- Headcount1,001–5,000
- GTM typeB2B and B2C
- OfferingServices
What everon does
Everon AG is a Zurich-based, FINMA-regulated fintech operating as a multi-family office B2B infrastructure provider for independent wealth managers and financial advisors in Switzerland. Founded in 2021, the company received its FINMA asset manager license under FINIG Art. 17 in March 2023 and is supervised by FINcontrol Suisse AG and audited by Grant Thornton AG. Everon serves three primary customer segments: independent wealth managers and asset managers seeking a regulated operational backbone, high-net-worth private clients (with tailored strategies from CHF 1M and Pillar 3a from CHF 100,000), and family offices needing digital infrastructure and institutional product access. Its GTM is hybrid, combining a consultative 5-step B2B partnership sales motion with a direct-to-consumer channel via web and a native iOS/Android app.
The company's core technology is a cloud-based wealth management platform covering the full client lifecycle: fully digital onboarding (KYC, video identification, e-signature), portfolio management with bi-weekly automated rebalancing, compliance and FIDLEG reporting, and a white-label client reporting and mobile app. The platform is integrated with 8 Swiss custodian banks (UBS, Julius Bär, Vontobel, Bank Syz, LLB, Hypothekarbank Lenzburg, Swissquote, VP Bank), giving clients free choice of custody. On top of the core platform, Everon offers four service modules: Wealth Management with proprietary strategies (Smart Global Markets, Income, Multi Factor, Swiss Pension Fund), Vorsorgelösungen (Pillar 3a and vested benefits through Liberty and Lealta), Private Markets access (KKR, Ardian, EQT, Blackstone, Partners Group, Schroders, Stableton), and AMC/Structuring via an issuer network (Morgan Stanley, Goldman Sachs, Citibank, Opus).
Everon monetizes primarily through recurring asset management fees expressed in basis points on AuM, with transparent pass-through of negotiated transaction and custody costs from the connected custodian banks, and disclosed retrocessions under FIDLEG Art. 26. The company is led by four co-founders: Florian Rümmelein (CEO), Jonas Bächinger (CIO), Brice Zanetti (CRO, CFA), and Lilais Funk (CMO), supported by a CTO, CCO, and heads of Product, Finance/Risk/Compliance, and Talent Acquisition. It has been recognized in BILANZ's Swiss asset manager benchmarking consecutively from 2022 through 2025 and was the first FinTech ever named best Swiss asset manager in the survey.
everon firmographics
Firmographics- Name
- everon
- Legal name
- Everon AG
- Website
- https://everon.swiss
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 1,001–5,000 employees
- Short description
- Everon AG is a Zurich-based, FINMA-regulated fintech that provides a B2B multi-family office platform and white-label infrastructure for independent Swiss wealth managers, as well as direct wealth management and pension solutions for private clients and family offices.
- Ownership category
- akta.pro rank
everon industry classification
Industry- Product category
- Multi-Family Office / Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Services-Engineering, Accounting, Research, Management (8700), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Digital/Hybrid RIAs (Robo-Enabled, Tech-Forward) (FSAAACAJ)
- akta.pro secondary industries
- Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE), Investment Management Advisory (RIA) (FSAEAAAB)
Keywords
Where everon is headquartered
LocationHeadquarters
- HQ city
- Zürich
- HQ country
- Switzerland
- HQ region
- Europe
Offices1 record
Markets served
everon business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Others, Marketing or Sales, Infrastructure
Revenue model
- Asset Management Fees: Everon charges a wealth management fee to clients, typically expressed in basis points on assets under management (AuM). This is a recurring fee that scales with the client's portfolio size.
- Transaction & Custody Cost Pass-through: Transaction and custody costs from custodian banks are passed through to clients transparently. These are negotiated rates with the connected Swiss custodian banks (UBS, Julius Bär, Vontobel, etc.).
- Distribution Compensation (Retrozession): Everon may receive distribution compensation from product providers for distribution activities and related services. Per FIDLEG disclosures, retrocessions are disclosed transparently, and clients explicitly waive restitution claims under Art. 26 FIDLEG.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Asset Management Fee (Wealth Management) |
| Transaction based/ take rate | Pay-as-you-go | Custody & Transaction Costs (via custodian bank) |
| Other | One time/ perpetual license | End-Client Onboarding |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
everon product offering
Product offeringCore offering
Everon AG is a FINMA-licensed multi-family office based in Zurich that provides regulated wealth management infrastructure for independent wealth managers and direct discretionary asset management services for private clients. Its offering combines a digital onboarding, portfolio management, and reporting platform connected to eight Swiss custodian banks, with discretionary and advisory investment strategies, Pillar 3a and vested benefits solutions, private markets access, and AMC structuring through a major bank issuer network.
Product overview
Everon is a modular Multi-Family Office platform providing FINMA-regulated wealth management infrastructure for independent wealth managers in Switzerland. The platform combines a core technology stack (Digital Onboarding Platform, Management System/Partner Dashboard, Client Mobile App) with four integrated service modules: Wealth Management (investment strategies and portfolio management), Vorsorgelösungen (Pillar 3a and Freizügigkeit pension solutions), Private Markets (institutional-grade private equity and debt access), and AMC & Structuring (actively managed certificate issuance). The infrastructure also includes a Compliance & Regulatory Framework handling FINMA supervision, KYC/AML, and FIDLEG reporting. Clients maintain their existing bank relationships while gaining access to Everon's technology, operational support, and institutional investment opportunities.
Differentiator
Problem solved
Functional benefit
Companies that use everon
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles3 records
everon technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration10 records
Feature6 records
everon partnerships and signals
Strategic signalPartnerships
17 partnerships are on record, tiered core and minor.
- UBScoreUBS is one of eight connected Swiss custodian banks. Wealth management clients can choose UBS as their custodian bank for securities custody. Everon acts as the asset manager with power of attorney.
- Julius BärcoreJulius Bär is one of eight connected Swiss custodian banks. Wealth management clients can choose Julius Bär as their custodian bank for securities custody.
- VontobelcoreVontobel is one of eight connected Swiss custodian banks. Wealth management clients can choose Vontobel as their custodian bank for securities custody.
- Bank SyzcoreBank Syz is one of eight connected Swiss custodian banks available to Everon wealth management clients.
- LLB (L Liechtensteinische Landesbank)coreLLB is one of eight connected Swiss custodian banks available to Everon wealth management clients.
- Hypothekarbank Lenzburg (HBL)coreHypothekarbank Lenzburg is one of eight connected Swiss custodian banks. HBL also serves as the custodian bank for Everon's own client account and securities depot via the Everon app.
- SwissquotecoreSwissquote is one of eight connected Swiss custodian banks available to Everon wealth management clients.
- VP BankcoreVP Bank is one of eight connected Swiss custodian banks available to Everon wealth management clients.
- Liberty (Vorsorgestiftung)coreLiberty Vorsorgestiftung is Everon's partner for Pillar 3a and vested benefits accounts. Liberty manages approximately CHF 4 billion in customer funds. Everon provides the investment infrastructure while Liberty provides the stiftung structure.
- Morgan StanleycoreMorgan Stanley is part of Everon's issuer network for Actively Managed Certificates (AMCs). Everon helps wealth managers tokenize and issue their investment strategies as AMCs through Morgan Stanley.
- Citibank / CiticoreCitibank is part of Everon's issuer network for Actively Managed Certificates (AMCs). Wealth managers can issue AMCs via Citibank.
- Goldman SachscoreGoldman Sachs is part of Everon's issuer network for Actively Managed Certificates (AMCs). Wealth managers can issue AMCs via Goldman Sachs.
- Opus (by Chartered Investment)coreOpus by Chartered Investment is part of Everon's issuer network for Actively Managed Certificates (AMCs).
- Grant Thornton AGcoreGrant Thornton AG is Everon's appointed audit firm, conducting both prudential and statutory financial audits.
- SwissComplycoreSwissComply is Everon's partner for Risk Management and Compliance services, providing anti-money laundering reviews, investment strategy and portfolio audits, and customer protection oversight.
- FINcontrol Suisse AGcoreFINcontrol Suisse AG is Everon's appointed supervisory organization (Aufsichtsorganisation) as required under FINIG for ongoing prudential supervision of the asset manager.
- Thomas von HohenhauminorThomas von Hohenhau joined Everon as a new advisory board member in April 2024, bringing additional industry expertise and networks to the company.
Scale indicators4 records
Recent moves6 records
Expansion highlights6 records
everon competitors and assessment
Company assessmentBroad incumbents
- Temenos: Temenos is a Swiss-headquartered banking software platform whose wealth and private banking offerings overlap Everon's fintech-led approach to advisor infrastructure. Comparable as a broader incumbent in Swiss and global wealth-tech infrastructure.
- Saxo Bank: Saxo Bank is a Danish-headquartered digital investment and wealth platform with substantial Swiss operations. Comparable as an established multi-product wealth-tech incumbent offering custody, trading, and advisor infrastructure — overlapping segments with Everon's offering.
- Avaloq: Avaloq is a Swiss core banking and wealth management software provider serving banks and large wealth managers. It is comparable to Everon as an established Swiss wealth-tech infrastructure layer, though it targets existing financial institutions rather than independent advisors leaving them.
Others
- Vontobel: Vontobel is a Swiss private bank and asset manager that serves as both a custodian bank partner for Everon and an adjacent incumbent in Swiss wealth management. It is relevant context as an existing alternative to fintech infrastructure for advisors, and as one of Everon's eight custodian integrations.
Direct peers
- Selma Finance: Selma is a Swiss wealth management app providing digital investment advisory and financial planning to private clients. Comparable to Everon for Swiss fintech-led wealth management, though it serves end clients directly and lacks Everon's B2B infrastructure angle and FINMA asset-manager license.
- FNZ: FNZ is a global B2B wealth platform that provides custody, dealing, and regulatory infrastructure to financial institutions and wealth managers. Everon's play — plug-and-play FINMA-regulated infrastructure for independent wealth managers — closely mirrors FNZ's institutional wealth-platform model at country scale.
- Addepar: Addepar is a US-based wealth technology platform that provides portfolio management, reporting, and data infrastructure to independent advisors and family offices. Both Everon and Addepar serve the same core need — replacing institutional bank infrastructure with a regulated, technology-led backbone for independent wealth managers.
- True Wealth: True Wealth is a Swiss robo-advisor offering digital wealth management to private clients. Like Everon, it operates in Switzerland with a technology-led model and Swiss custodian bank integrations, but targets end clients directly rather than independent wealth managers (D2C vs. Everon's B2B).
- InvestCloud: InvestCloud provides digital wealth management and reporting infrastructure to financial advisors globally. Its platform-based approach to advisor workflow, rebalancing, and reporting aligns with Everon's technology stack for independent wealth managers.
Emerging players
- iCapital Network: iCapital operates a technology platform that gives wealth managers access to private markets and alternative investments from KKR, Blackstone, and others. Its private-markets distribution function closely mirrors Everon's Private Markets offering (KKR, Ardian, Blackstone, Partners Group).
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks7 records
Key highlights7 records
Customer concentration
everon social profiles
Digital presenceeveron compliance and trust
Trust signalCompliance8 records
everon financial estimates
Financial estimateRevenue estimate
Valuation estimate
everon leadership team
Management profileNumber of profiles
Profiles8 records
everon funding detail
Funding detailFunding overview
Funding rounds3 records
Investors3 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
everon M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about everon
What does everon do?
Everon AG is a FINMA-licensed multi-family office based in Zurich that provides regulated wealth management infrastructure for independent wealth managers and direct discretionary asset management services for private clients. Its offering combines a digital onboarding, portfolio management, and reporting platform connected to eight Swiss custodian banks, with discretionary and advisory investment strategies, Pillar 3a and vested benefits solutions, private markets access, and AMC structuring through a major bank issuer network.
Is everon a public or private company?
everon is a private company. It is classified as venture growth investor backed and is currently operating.
When was everon founded?
everon was founded in 2021. It employs 1,001 to 5,000 people.
Where is everon based?
everon is headquartered in Zürich, Switzerland, in the Europe region.
How does everon make money?
Three revenue lines are on record. Asset Management Fees are the primary driver. The others are transaction & Custody Cost Pass-through and distribution Compensation (Retrozession).
Who are everon's main competitors?
Broad incumbents on record are Temenos, Saxo Bank and Avaloq. Vontobel is listed as an others. Direct peers are Selma Finance, FNZ, Addepar, True Wealth and InvestCloud. iCapital Network is listed as an emerging player.
Does everon have an API?
No public API is recorded for everon.
What industry is everon in?
everon's product category is Multi-Family Office / Wealth Management. Its primary akta.pro industry code is FSAAACAJ, Digital/Hybrid RIAs (Robo-Enabled, Tech-Forward), with a secondary code of FSAAAAAE, Hybrid Advice (Advisor + Digital) Platforms. Its NAICS code is 523940 and its SIC code is 8700.