Evolute

What Evolute does

Evolute Group AG (commercially Etops) is a Swiss-headquartered WealthTech firm that builds and sells etopsOne, a modular SaaS platform targeting the European wealth and asset management industry. The platform comprises roughly 15 connected modules across portfolio management (Asset Manager Pro, Wealth Discovery), trade execution (Order Manager, FIXhub), compliance and advisory (MiFID Recorder, Advisory Hub, Advisor Intelligence), analytics and reporting (Analytics Studio, Wealth Reporting, Fund Monitor), connectivity (EBICS, APIs), and outsourced operations (Wealth Services, AM Services). Named clients include Swissquote, Zürcher Kantonalbank, LGT, Edmond de Rothschild, Zurich Insurance, Gothaer, FNZ, Merck Finck, Adepa, and 47 Capital AG; the company states 2,000+ clients and €500bn AUM on platform across asset managers, wealth managers, IFAs, family offices, private banks, and insurance companies.

Name

Evolute

Legal name

Etops AG

Website

https://evolute.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

101–250 employees

Short description

Evolute Group AG (Etops) is a Swiss WealthTech firm that provides etopsOne, a modular SaaS platform for European wealth and asset management firms, serving asset managers, IFAs, family offices, private banks, and insurance companies with portfolio management, MiFID compliance, and AI-enabled advisory tools.

Ownership category

akta.pro rank

Product category

Wealth Management Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Data Integration, ETL/ELT & Reverse ETL (BPAMAOAI)

akta.pro secondary industry

Data Engineering, Integration & ETL/ELT Services (BPAEAHAB)

Keywords

• Wealth management software
• Portfolio management systems
• Asset management platforms
• Wealth management SaaS
• MiFID compliance recording

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Subscription Licenses: Modular SaaS platform with multiple product modules that can be licensed. Financial institutions subscribe to specific solutions based on their needs (portfolio management, compliance recording, analytics, etc.). The platform supports enterprise licensing with demo/trial options indicating tiered pricing.
2. Professional Services: Managed services including compliance support, data management, operational outsourcing for wealth and asset management firms. Specialized teams handle complexity for clients.
3. API/Integration Services: Developer APIs and connectivity solutions (EBICS Connection, FIX connectivity) enabling integration with custodians, data providers, and downstream systems.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels7 records

Core offering

Evolute, operating commercially as Etops, provides the etopsOne unified SaaS platform for wealth and asset management, combining portfolio management, order management and execution, analytics, reporting, client advisory, and managed services on a single cloud-native stack. The platform targets European financial institutions with modular software subscriptions, professional services for implementation and integration, and API-driven connectivity to back-office and market infrastructure.

Product overview

Evolute (etops) offers a modular SaaS platform called etopsOne with integrated products for wealth and asset management. The ecosystem includes core modules for Portfolio Management (etops Asset Manager Pro, etops Wealth Discovery), Ordering & Execution (etops Order Manager, etops FIXhub), Analytics & Reporting (etops Analytics Studio, etops Wealth Reporting, etops Fund Monitor), Client Management (etops Advisory Hub, etops MiFID Recorder, etops Wealth Discovery), Data & APIs (etops APIs, etops Connectivity), and Services (etops Wealth Services, etops AM Services). The platform leverages AI/ML capabilities including generative AI, machine learning, and cloud technology. The products are available as individual modules or as an integrated ecosystem, serving asset managers, wealth managers, IFAs, family offices, banks, insurance companies, and developers.

Differentiator

Problem solved

Functional benefit

Brands

• etopsOne: The company's unified platform providing insights, services, and tools that empower financial institutions to solve complex problems around clients' financial lives

Products and services

• etopsOne Platform
• etops Advisor Intelligence
• etops Financial Planner
• etops Advisory Hub
• etops Wealth Discovery
• etops MiFID Recorder
• etops Asset Manager Pro
• etops Order Manager
• etops FIXhub
• etops Wealth Reporting
• etops Analytics Studio
• etops Fund Monitor
• etops APIs
• etops Connectivity
• etops Wealth Services
• etops AM Services

Quantifiable outcome

• €500 billion AUM managed on the platform
• +3 more outcomes

Named customers19 records

Segments7 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

AI capability7 records

Feature8 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• SIX GroupcoreTechnology or IntegrationSIX collaborates with etops FIXhub to give its clients access to a broader range of international execution venues. Financial markets connectivity partnership enabling faster, more reliable trade execution through expanded venue access.
• YainvestminorGTM or Marketing PartnerPartner logo displayed on etops website in Partners section. Nature of partnership appears to be co-marketing and referral within the European wealth management ecosystem.
• OpenwealthminorGTM or Marketing PartnerPartner logo displayed on etops website in Partners section. Wealth management platform partnership for joint go-to-market activities.
• PolixisminorGTM or Marketing PartnerPartner logo displayed on etops website in Partners section. Regulatory/compliance focused partnership.
• VuV (Verband unabhängiger Vermögensverwalter)coreGTM or Marketing PartnerEtops is an industry partner of VuV, participating in VuV Industry Partner Day events (Frankfurt, May 2026). VuV represents independent asset managers in Germany, making this a strategically important partnership for market access.
• OlympminorGTM or Marketing PartnerPartner logo displayed on etops website in Partners section.
• LevinexminorGTM or Marketing PartnerPartner logo displayed on etops website in Partners section.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Avaloq: Swiss-headquartered wealth management technology platform acquired by NEC, providing front-to-back-office software to private banks and asset managers — the closest direct competitor to Etops in the DACH/European wealth market.
• Prometeia: Italian/European wealth and asset management technology specialist offering risk, analytics and advisory modules to banks and asset managers — most direct European mid-market peer to Etops.
• Addepar: US-based wealth management technology platform serving large RIAs, family offices and asset managers with a similar modular, data-rich SaaS approach — a high-end direct peer on product and target customer alignment.
• FNZ: Global wealth management platform serving banks, asset managers and IFAs with end-to-end infrastructure; FNZ is also listed as an Etops customer, making it a simultaneous channel partner and direct competitor.
• InvestCloud: Global wealth management technology platform offering portfolio management, client portals, reporting and AI capabilities to asset and wealth managers — directly comparable modular SaaS model to etopsOne.

Broad incumbents

• Temenos: Swiss-listed incumbent banking software vendor with wealth management modules competing in the same RFPs; broader portfolio than Etops but direct overlap on private banking front-to-back-office deals.
• Charles River Development (State Street): State Street-owned front-to-middle-office platform for asset managers and wealth firms — incumbents compete with Etops on portfolio management and trading execution RFPs at European institutions.
• SS&C Advent (Advent Portfolio Exchange): Asset management technology suite (now part of SS&C) including portfolio management, accounting and reporting — competes with Etops Asset Manager Pro and Wealth Reporting for institutional buy-side clients.

Regional players

• Infront (vwd Group): German/European financial information and wealth platform serving banks and asset managers with market data, portfolio tools and advisory solutions — comparable European regional peer with overlapping customer base.

Emerging players

• Riskalyze (now Capitalize for Advisors / Nitrogen): Risk-tolerance and proposal-generation platform for IFAs and wealth advisors that intersects with Etops' Advisory Hub and Financial Planner modules — emerging competitor for the IFA advisory layer.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/etops-ag/posts/?feedView=all
• Xx.com/evoluteswiss

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds2 records

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Evolute