What 3rd-eyes analytics does

3rd-eyes analytics AG is a privately held Swiss WealthTech founded in 2015 in Zurich by Stephanie Feigt and Rodrigo Amandi, operating from Wyssgasse 6. The company sells a modular, goal-based digital wealth management SaaS platform that integrates clients' financial goals, values, and sustainable investment preferences into personalized investment proposals at scale, and it serves banks, wealth managers, asset managers, insurers, and pension providers across the DACH and Nordic regions. Named enterprise customers include Swiss Life, Quirin Privatbank, acrevis, Titanium, S-Pankki, ABN AMRO, and quirion, with the firm also operating in the Insurtech space through pension- and insurance-adjacent advisory workflows.

The product architecture is centered on a proprietary Risk Engine, exposed both inside the platform and as two REST APIs (Simulations API and Optimisation API), which runs Monte Carlo simulations across 1,000 capital market scenarios with non-normal return distributions and solves multi-objective portfolio optimization problems. Complementary modules include Jarvis (an LLM-based AI assistant that explains optimization outputs), a Sustainable Investing/ESG module aligned with UN SDGs, and a Climate Impact Module integrating the DICE (Nordhaus) and PAGE integrated assessment models. The platform holds SOC 2 Level II certification and is MiFID II, GDPR, and DORA compliant.

Revenue derives from annual enterprise SaaS subscriptions (quote-based), usage-based Risk Engine API consumption, and professional services for implementation and integration. Go-to-market is event-driven and B2B-direct, with strategic partnerships doubling as regional distribution channels; Quirin Privatbank notably took a financial stake and placed executives on the supervisory board in 2024. Leadership transitioned in April 2026 when Andreas Borg was appointed CEO, succeeding co-founder Stephanie Feigt, who remains as Founder & Executive Client Value Partner.

Name

3rd-eyes analytics

Legal name

3rd-eyes analytics AG

Website

https://3rd-eyes.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Short description

3rd-eyes analytics is a Zurich-based Swiss WealthTech founded in 2015 that sells a modular, goal-based digital wealth management SaaS platform to banks, wealth managers, asset managers, insurers, and pension providers across DACH and the Nordics, combining Monte Carlo risk simulation, AI-assisted advisory, ESG, and climate risk modeling.

Ownership category

akta.pro rank

Product category

Wealth Management Software

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

akta.pro secondary industries

Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO), Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)

Keywords

• Digital wealth management
• Wealth management software
• Asset liability management
• Sustainable investing platform
• Wealthtech SaaS platform

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. SaaS Platform Subscription: Modular SaaS platform subscription for financial institutions accessing wealth management solutions, advisory tools, and risk engine capabilities
2. Risk Engine API Usage: API-based access to simulations and optimization engine, charged based on usage through REST APIs
3. Professional Services: Implementation, customization, and consulting services for platform deployment and integration with client systems

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels9 records

Core offering

3rd-eyes analytics provides a modular, goal-based digital wealth management SaaS platform that integrates clients' financial goals, values, and sustainable investment preferences into personalised investment proposals at scale. The offering combines interactive visualisations, automated MiFID II suitability reporting, and a proprietary Risk Engine (delivered via REST APIs) running Monte Carlo-based wealth projections and multi-objective portfolio optimisations across thousands of realistic capital market scenarios for banks, wealth managers, asset managers, insurers, and pension providers.

Product overview

3rd-eyes analytics offers a modular, goal-based digital wealth management SaaS platform built around a central advisory engine, with add-on modules for risk simulation, AI-powered assistance, sustainability investing, and climate risk management. The core platform integrates financial planning with investment advice, delivering interactive visualisations, suitability compliance, and personalised proposals at scale across private clients, institutional clients, and retail customers. The Risk Engine (delivered via REST APIs) provides Monte-Carlo-based wealth projections and multi-objective portfolio optimisation as a distinct module. Jarvis AI Assistant uses large language models to explain optimisation outputs and enhance client/advisor interaction. Additional modules address sustainable investing (ESG/UN SDGs) and climate impact (DICE/PAGE integrated assessment models).

Differentiator

Problem solved

Functional benefit

Products and services

• 3rd-eyes Digital Wealth Management Platform Modular, goal-based digital wealth management SaaS platform that integrates clients' financial goals, values, and sustainable investment preferences into personalised investment proposals at scale, compliant with MiFID II and European regulations, targeted at financial institutions.
• Risk Engine Asset-Liability Management engine delivered via two REST APIs — Simulations API and Optimisation API — enabling wealth projections in thousands of capital market scenarios and portfolio optimisation with multiple objective functions for institutional clients.
• Jarvis AI Assistant AI-powered wealth management assistant using large language models to verbalise and summarise wealth plans, financial projections, and optimisation results in accessible language for clients and advisors, supporting onboarding and client experience.
• Sustainable Investing / ESG Module Integrated sustainability and ESG capabilities covering ESG risk monitoring, UN SDG-aligned impact investing, sustainability preference capture for MiFID compliance, CO2 footprint transparency, and climate-resilient portfolio construction.
• Climate Impact Module Climate risk management module integrating climate change consequences into future wealth development, using Integrated Assessment Models (IAMs) including DICE (Nordhaus) and PAGE to simulate climate scenarios and build climate-resilient portfolios.

Quantifiable outcome

• Enables wealth planning in 1,000 realistic capital market scenarios
• +3 more outcomes

Named customers7 records

Segments4 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

AI capability6 records

Feature6 records

Partnerships

Seven partnerships are on record, tiered major, moderate and minor.

• TitaniummajorStrategic or Co-development Partner · 17 December 2025Titanium, headquartered in Helsinki, selected 3rd-eyes analytics' holistic advisory solution to power its new customer-centric strategic value proposition. The collaboration enables Titanium's advisors to deliver holistic, goal-based, engaging and compliant financial advice. Titanium went live with the new advisory model in Q4 2025.
• S-Bank (S-Pankki)majorStrategic or Co-development Partner · 7 May 2025Strategic partnership with S-Bank (S-Pankki), a leading retail bank in Finland. 3rd-eyes analytics provides goal-based wealth planning solutions to strengthen S-Bank's advisory capabilities and digital transformation. This marks a milestone in 3rd-eyes analytics' expansion into the Nordic market.
• Quirin PrivatbankmajorStrategic or Co-development Partner · 1 June 2024Quirin Privatbank uses 3rd-eyes analytics software since June 2024 for customer advisory processes. The software enables visualization and optimization of customers' financial goals. Quirin Privatbank also invested financially in 3rd-eyes analytics, with CEO Karl Matthäus Schmidt joining the board.
• acrevismajorStrategic or Co-development Partner · 1 January 2019Long-standing partnership since 2019. acrevis uses 3rd-eyes analytics' flexible advisory solution and expertise in designing investment and advisory processes that seamlessly integrate sustainable investing, modernizing and differentiating their offering landscape.
• Swiss LifemajorStrategic or Co-development PartnerSwiss Life developed their new wealth management offering for the Swiss market with 3rd-eyes analytics, providing an extremely flexible advisory solution combining Swiss Life's investment expertise with 3rd-eyes analytics' technical backbone.
• QuirionmoderateStrategic or Co-development PartnerDigital investment platform subsidiary of Quirin Privatbank. Stefan Schulz, CFO of quirion, joined the supervisory board of 3rd-eyes analytics.
• OwnlyminorGTM or Marketing PartnerPartner logo displayed on 3rd-eyes analytics references page for GTM/marketing collaboration

Scale indicators4 records

Recent moves9 records

Expansion highlights6 records

Direct peers

• Addepar: US-headquartered wealth management analytics platform serving advisors, family offices, and private banks with portfolio analytics, reporting, and APIs. Directly comparable to 3rd-eyes's goal-based wealth planning and risk simulation offering for private client advisors, though Addepar focuses more on portfolio aggregation/analytics than on MiFID-II-style suitability workflows.
• Wealth Dynamix: UK-based provider of client lifecycle management, KYC/AML, and digital onboarding solutions to private banks and wealth managers. Comparable as a Europe-focused enterprise wealthtech vendor whose clients (private banks, wealth managers) substantially overlap with 3rd-eyes's buyer base.
• Additiv: Swiss-headquartered SaaS provider of digital wealth management and advisory solutions to banks and insurers. Comparable as a direct enterprise software competitor offering goal-based advisory, robo-advisory, and customer engagement tooling for European financial institutions.
• CREALOGIX: Swiss fintech providing digital banking and wealth management software to banks and asset managers in the DACH region. Comparable as a direct Swiss competitor in modular wealth management technology sold to European banks and wealth managers.

Broad incumbents

• FNZ: Global wealth management platform used by major banks and insurers for end-to-end wealth servicing and digital advice. Comparable as a large incumbent serving many of the same European financial-institution customers 3rd-eyes targets, though FNZ typically owns more of the stack.
• Avaloq: Swiss-headquartered core banking and wealth management platform provider for banks and asset managers worldwide. Comparable as a broader portfolio of wealth management software infrastructure that 3rd-eyes plugs into or competes against at the advisory layer for European banks.
• InvestCloud: Global digital wealth management platform offering portfolio analytics, reporting, and client engagement tools to financial institutions. Comparable as a broader incumbent with overlapping capabilities in goal-based planning and advisor portals for large banks.

Emerging players

• Moneyfarm: European digital wealth manager offering managed portfolios and advisory tools to retail and mass-affluent clients across the UK, Italy, and Germany. Comparable as a digital wealth player in overlapping European markets, though Moneyfarm operates its own B2C proposition rather than purely B2B SaaS.
• True Wealth: Swiss robo-advisor offering automated, goal-based portfolio management to retail clients. Comparable as a Swiss wealthtech with overlapping goal-based planning and passive investment capabilities for the same regional customer base.
• ValueNest: Swiss digital wealth management platform providing goal-based planning, portfolio management, and client engagement tools for banks and wealth managers. Comparable as a smaller-scale, Switzerland-based direct competitor in modular B2B wealthtech for European financial institutions.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/3rd-eyes

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds2 records

Investors2 records

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

M&A

Investments

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

Frequently asked questions about 3rd-eyes analytics