Etops Group

What Etops Group does

Etops Group AG is a pan-European B2B SaaS WealthTech provider headquartered in Cham, Switzerland, founded in 2010. The company serves 2,000+ financial institutions across asset management, wealth management, private banking, family offices, independent financial advisors, and insurance, processing approximately €500 billion in AUM on its platform. Its core offering is etopsOne, a modular cloud-based SaaS platform spanning the full wealth and asset management value chain — lead generation and prospecting, client management and advisory (Wealth Discovery PMS, Advisory Hub, MiFID Recorder), portfolio management (Asset Manager Pro), ordering and execution (Order Manager, FIXhub FIX connectivity network), analytics and reporting (Analytics Studio, Wealth Reporting, Fund Monitor), financial planning (FinanzPortal24), and developer APIs.

The technology stack is built on a cloud-based architecture with RESTful APIs, FIX protocol connectivity, and EBICS integration, enabling interoperability with custodians, data providers, and downstream systems including Bloomberg EMSX/TSOX and SIX Trading Solutions. The company also operates managed services (Wealth Services, AM Services) and a partner-powered regulatory intelligence product (GTRegs with Grant Thornton). AI capabilities are concentrated in Advisor Intelligence, which applies natural language processing to advisory conversations for automated transcription, compliance documentation, and revenue opportunity detection.

Etops generates revenue primarily through subscription-based SaaS contracts on quote-based enterprise pricing, sold via a direct enterprise sales motion with field sales across Europe and the Middle East. Distribution is supplemented by channel partners (Yainvest, Openwealth, Polixis, VuV) and integrations with established trading infrastructure providers (SIX, Qbitia). The company is privately held, backed by private equity firm Pollen Street Capital, and has executed multiple acquisitions — including FinanzPortal24 (2025), axeed, infinys systems, and CORYX (2022), and Evolute (2020) — to extend product breadth and consolidate the European WealthTech market.

Name

Etops Group

Legal name

Etops Group AG

Website

https://etops.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

251–500 employees

Short description

Etops Group is a pan-European B2B WealthTech SaaS provider headquartered in Switzerland, offering a modular etopsOne platform — covering portfolio management, trading connectivity, compliance, reporting, and financial planning — to 2,000+ wealth managers, asset managers, banks, and family offices across DACH and broader Europe.

Ownership category

akta.pro rank

Headquarters

HQ city

Cham

HQ country

Switzerland

HQ region

Europe

Offices10 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. SaaS Subscriptions: Modular SaaS platform licensing model where financial institutions subscribe to various products including portfolio management, analytics, compliance, and connectivity tools. Products are offered individually or as integrated ecosystem.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels8 records

Core offering

Etops Group provides a modular, cloud-based B2B SaaS platform called etopsOne that serves wealth managers, asset managers, family offices, private banks, independent financial advisors, and insurance companies across Europe. Its offering spans portfolio management, compliance recording (MiFID II), AI-powered advisory intelligence, FIX-based order routing (FIXhub), reporting, analytics, financial planning, and managed operational services.

Product overview

Etops is a pan-European SaaS platform for wealth and asset management offering a modular, end-to-end ecosystem called etopsOne. The platform provides solutions across the entire wealth and asset management value chain including Lead Generation & Prospecting, Client Management & Advisory, Portfolio Management, Ordering & Execution, Analytics & Reporting, and Data & APIs. Key products include Wealth Discovery (PMS for wealth managers), Asset Manager Pro (asset management and trading platform), FIXhub (FIX connectivity network), MiFID Recorder (compliance recording), Order Manager (trade execution), Wealth Reporting, Analytics Studio, Fund Monitor, and Financial Planner. The platform integrates AI capabilities through Advisor Intelligence for automated transcript generation and compliance monitoring. Services include Wealth Services and AM Services for operational and outsourcing needs. The portfolio was expanded through acquisitions including FinanzPortal24 (financial planning software) and incorporates partner-powered solutions like GTRegs for regulatory monitoring.

Differentiator

Problem solved

Functional benefit

Brands

• etopsOne: Unified platform providing insights, services, and tools for wealth and asset management
• Advisor Intelligence
• Advisory Hub
• Wealth Discovery
• MiFID Recorder
• Asset Manager Pro
• Order Manager
• FIXhub
• Wealth Reporting
• Analytics Studio
• Fund Monitor
• Financial Planner
• Wealth Services
• AM Services
• FinanzPortal24

Products and services

• Advisor Intelligence AI-powered recording intelligence for wealth advisors that creates automated transcripts of advisory conversations, ensures MiFID II compliance documentation, and identifies new revenue opportunities while advisors speak.
• Advisory Hub Digital advisory platform for wealth advisors enabling seamless onboarding and personalized wealth strategies to build lasting client trust.
• Wealth Discovery Portfolio Management System (PMS) for wealth managers providing a holistic view of client portfolios across banks, assets, and structures with transparent client-ready reporting and pre-built compliance workflows for Luxembourg markets.
• MiFID Recorder Compliance recording solution that archives client conversations (taping) to meet MiFID II regulatory requirements, with automated transcript capabilities.
• Asset Manager Pro Complete asset management and trading platform that centralizes portfolio, risk, and performance data across all mandates and automates reporting and calculations.
• Order Manager Streamlines trades across asset classes with intelligent routing, connecting to hundreds of counterparties through a single platform with optimized transaction processing.
• FIXhub Fully hosted and managed FIX-based order routing network that connects Buy and Sell Side participants for real-time exchange of order and execution messages across all asset classes.
• Wealth Reporting Reporting platform for wealth and asset managers that generates dynamic visualizations, automates compliance reporting, and delivers client reports.
• Analytics Studio Analytics platform that analyzes client data and identifies risks, opportunities, and allocation gaps across client portfolios for wealth and asset managers.
• Fund Monitor Fund analysis platform for asset managers providing tools for portfolio oversight, risk management, and personalized reporting across all asset classes.
• Financial Planner (FinanzPortal) Financial planning tool for wealth advisors that supports long-term financial planning with consolidated, reliable data and holistic analysis capabilities.
• Etops APIs Scalable RESTful APIs enabling developers to build financial applications, access wealth analytics, integrate with any system, and create custom solutions on Etops infrastructure.
• Connectivity EBICS connection and trade data integration providing secure data exchange with banks, custodians, data providers, and downstream systems.
• Wealth Services Managed operational services for wealth management firms covering compliance support and data management so firms can focus on their clients.
• AM Services Outsourcing services for asset management firms offering specialized teams that handle regulatory compliance, data management, and operational workflows.
• GTRegs Regulatory monitoring tool that helps Swiss financial institutions keep pace with regulatory developments in the Swiss financial market.
• Etops Fee Management and Invoicing Streamlined fee management and invoicing workflow solution for wealth managers, family offices, and asset managers that simplifies billing and increases transparency.

Quantifiable outcome

• 15 hours saved weekly on reconciliation and compliance checks
• +5 more outcomes

Named customers27 records

Segments7 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability2 records

Feature10 records

Partnerships

Six partnerships are on record, tiered core and minor.

• SIXcoreTechnology or Integration · 2 June 2026Trading Solutions by SIX collaborated with etops FIXhub to give its clients access to a broader range of international execution venues. The integration enables low-latency, direct connectivity without additional infrastructure through full integration within existing SIX Trading Solutions front-end systems. Collaboration strengthens etops FIXhub's presence in Spain, Southern Europe, and South America.
• QbitiacoreTechnology or Integration · 2 March 2026Qbitia partnered with etops FIXhub for connectivity solutions. Qbitia, a FinTech company founded in 2011 specializing in automation and trading infrastructure, gains access to etops FIXhub's broad range of execution venues.
• Grant ThorntoncoreStrategic or Co-development Partner · 2 February 2026Grant Thornton partnered with Etops to launch GTRegs, a regulatory monitoring tool for Swiss financial institutions. GTRegs is a digital solution helping financial institutions keep pace with regulatory developments in the Swiss financial market.
• YainvestcoreStrategic or Co-development PartnerStrategic partnership announced between Etops and Yainvest to enhance trust and transparency through improved risk profiles. Yainvest provides behavioral-based third-generation financial profiling and risk engine.
• VuVcoreGTM or Marketing PartnerVuV (Verband unabhängiger Vermögensverwalter) is a partner and event co-sponsor. Etops participates in VuV Industry Partner Day events.
• RödlminorImplementation/ SI/ Consulting PartnerRödl advised Etops Group on the acquisition of FinanzPortal24 GmbH, one of Germany's leading providers of financial planning software for financial advisors.

Scale indicators6 records

Recent moves2 records

Expansion highlights6 records

Direct peers

• FundCount: Cloud-based accounting and reporting platform for hedge funds, family offices, and asset managers. Closely comparable to Etops in serving small-to-mid market asset managers and family offices with portfolio accounting, reporting, and analytics in a SaaS model.
• Objectway: European wealth and asset management software provider serving banks, asset managers, and wealth managers with portfolio management, compliance, and digital channels. Closely comparable to Etops on European private bank and asset manager workflows, particularly in Italy, Belgium, and UK.
• Canopy: Cloud-based wealth management platform for family offices, RIAs, and wealth managers providing data aggregation, reporting, and client portal functionality. Closely comparable to Etops Wealth Discovery and Wealth Reporting for the family office and RIA segments.
• Lemonedge: Cloud-native investment accounting and analytics platform for asset managers, fund administrators, and family offices. Closely comparable to Etops Asset Manager Pro on cloud-native delivery and mid-market asset management workflows.

Broad incumbents

• Temenos: Global banking software provider with wealth management capabilities serving retail, private, and corporate banks. Comparable in serving the European banking segment with wealth management software, though Temenos operates at much larger scale across core banking and adjacent product lines.
• Avaloq: Swiss-headquartered core banking and wealth management platform serving private banks and asset managers. Directly comparable to Etops on Swiss/EU private bank and wealth manager workflows, though Avaloq focuses on core banking replacement while Etops layers portfolio management, compliance, and analytics on top.
• FNZ: Global wealthtech platform serving major financial institutions with end-to-end custody, platform, and investment infrastructure. Comparable to Etops at the enterprise bank segment, though FNZ is significantly larger and serves global tier-1 banks rather than Etops' mid-market EAM, family office, and IFA focus.
• SS&C Advent: Provider of portfolio management, trading, accounting, and reporting solutions for asset managers, hedge funds, and family offices. Directly comparable to Etops Asset Manager Pro, Wealth Reporting, and Fund Monitor products for institutional asset management workflows.
• Investcloud: Cloud-based digital wealth management platform serving global financial institutions with portfolio management, reporting, and client engagement tools. Comparable in providing modular SaaS to wealth managers at scale, though Investcloud focuses on tier-1 institutions globally.
• Adenza (formerly part of Calypso/IBS): Thoma Bravo-owned platform providing trading, risk, and post-trade infrastructure to capital markets participants. Comparable in trading infrastructure and FIX connectivity, though Adenza focuses on sell-side and large buy-side rather than Etops' EAM and family office core.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

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

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries12 records

Funding overview

Funding rounds

Investors

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

M&A5 records

Investments

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

Frequently asked questions about Etops Group