Finartis

What Finartis does

Finartis is a Swiss-headquartered vertical software vendor (legal entity FINARTIS SA, founded 1986 in Lausanne as SAGE Group SA and rebranded to FINARTIS in March 2018) that builds the Prospero Suite, a modular front-to-back investment management platform running on a single integrated database. The platform serves private banks, family offices, asset managers, and fund administrators across Switzerland, the Middle East, and Asia-Pacific, with modules for Wealth Management, Fund Management, IAM & Family Office, and Asset Management, complemented by the BlackSwan risk and allocation engine, the Prospero Mobile App and Web Portal, the Prospero Essentials SaaS tier, and the ARTIE AI technology layer introduced in 2025.

The company operates regional offices in Switzerland (HQ), Singapore, Dubai, and Manila, distributing through direct enterprise sales and a channel partner network (Kris FinSoftware in the Philippines, INTENT for embedded AI distribution, SAGE/Ocean Technology in Vietnam, Treppides in Cyprus, plus integrations with SIX, Thomson Reuters, Bloomberg, SWIFT, Oracle, AWS, and Azure). Revenue mechanics combine subscription licensing (perpetual or annual subscriptions priced by users and modules), a pay-per-use SaaS cloud tier for smaller IAMs and family offices, and professional services for implementation, customization, training, and the business operations service launched in 2023.

Finartis is privately held, acquired by Montreal-based Valsoft Corporation in May 2021, and continues to operate as a subsidiary under the Valsoft vertical-market software portfolio. The customer base is enterprise-tilted (Abu Dhabi Commercial Bank since 2007, Global Investment House Kuwait, Union Bank of the Philippines, Emirates Investment Bank, Amalgamated Investment Bank, Cluster Family Office Spain, Treppides Fund Services Cyprus), with the Middle East historically contributing over 30% of revenue. Public financial disclosure is limited: the most recent disclosed revenue figure is CHF 11 million in 2012, against a current headcount of 101-250 employees.

Name

Finartis

Legal name

FINARTIS SA

Website

https://finartis.com

Company type

Private

Founded year

1986

Operating status

Operating

Headcount range

101–250 employees

Short description

Finartis (formerly SAGE Group SA) is a Swiss vertical software vendor founded in 1986 that builds the Prospero Suite, an integrated front-to-back wealth and fund management platform for private banks, family offices, and asset managers across Europe, the Middle East, and Asia-Pacific.

Ownership category

akta.pro rank

Product category

Wealth Management Software

NAICS

Software Publishers (5132), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182)

SIC

Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Enterprise Performance Management (EPM) & FP&A Platforms (HDAEAEAK)

akta.pro secondary industries

Model Portfolio & Portfolio Construction Engines (FSAGAEAD), General Ledger & Close (Journal Entries, Month-End Close, Reconciliations) (BPAAAGAC)

Keywords

• Wealth management software
• Investment management software
• Private banking software
• Fund administration software
• Portfolio risk management

Headquarters

HQ city

Lausanne

HQ country

Switzerland

HQ region

Europe

Offices4 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Software Licensing: Prospero Suite and BlackSwan are offered as perpetual or subscription licenses to financial institutions. Pricing is based on number of users and features used. The modular design allows institutions to purchase specific modules or the complete integrated suite.
2. SaaS/Cloud Hosting: Software-as-a-Service model with pay-per-use billing for smaller Independent Asset Managers and Family Offices. Hosted in company's secure data centers, billing based on number of users and features accessed.
3. Professional Services: Implementation, customization, and training services to support software deployment. Business operation services launched in 2023 for additional client support.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels8 records

Core offering

Finartis develops and sells Prospero Suite (also marketed as Prospero 365), a modular, multi-channel front-to-back investment management software platform for private banks, family offices, independent asset managers, and fund administrators. The suite covers Wealth Management, Fund Management, IAM & Family Office, and Asset Management modules on a single database, complemented by the BlackSwan asset allocation and risk management platform, the Prospero Mobile App and Web Portal for client-facing teams, and ARTIE AI-driven portfolio management technology.

Product overview

Finartis offers Prospero Suite (also known as Prospero 365), an integrated modular front-to-back platform dedicated to wealth management. The core Prospero Suite includes four main modules: Wealth Management, Fund Management, IAM & Family Office, and Asset Management. Supporting the platform are Prospero Mobile App and Web Portal (digital customer and relationship manager solutions), Prospero Essentials (streamlined offering), and BlackSwan (asset allocation/risk management add-on). The company also employs ARTIE technology for AI-driven portfolio management. The architecture combines front-, middle-, and back-office features with automated straight-through processing and real-time accounting across all asset classes.

Differentiator

Problem solved

Functional benefit

Brands

• Prospero Suite: Integrated suite of financial applications for Wealth Management including IAM & Family Office, Wealth Management, Fund Management, and Asset Management modules.
• BlackSwan
• Prospero Mobile App
• Prospero 365
• Prospero Essentials

Products and services

• Prospero Suite (Prospero 365) Modular, multi-channel front-to-back investment management platform running on a single database with real-time processing. Provides front-, middle-, and back-office functionality for private banks, asset managers, fund managers, and family offices. Supports automated straight-through processing across all asset classes including derivatives, FX, loans, deposits, and alternative investments.
• Prospero Wealth Management Module of the Prospero Suite that provides wealth managers with complete front-to-back functionality covering client relationship management, portfolio management, trading, compliance, and reporting for private banking operations.
• Prospero Fund Management Module for investment fund administration, management, and accounting valuations covering transactions, corporate actions, investor record keeping, and regulatory reporting for mutual funds, hedge funds, and other fund structures.
• Prospero IAM & Family Office Module designed for independent asset managers and family offices to streamline and automate back-office operations with advanced custodian interfaces, multi-entity support, and consolidated reporting across complex wealth structures.
• Prospero Asset Management Module covering asset management operations, portfolio management, and investment management activities for institutional asset managers from a single integrated platform with multi-currency, multi-asset support.
• BlackSwan Financial Platform Asset allocation and risk management platform offering quantitative risk metrics including Value-at-Risk, volatility, expected shortfall, tracking error, Monte Carlo simulations, factor models for Beta identification, and portfolio optimization using parametrical and historical expected shortfall methods. Can be deployed standalone or integrated with Prospero 365 via API.
• Prospero Mobile App and Web Portal Digital customer portal and mobile/web application providing real-time portfolio performance reviews, analytics, and customizable multi-channel customer experience for relationship managers and their clients. Drawn inspiration from B2C applications for consumer-grade user experience.
• Prospero Essentials Streamlined offering within the Prospero Suite providing essential wealth management capabilities, targeted at smaller institutions with a subscription-based entry-level pricing tier.

Quantifiable outcome

• Ranked 2nd among 19 vendors in private banking and wealth management software sales by IBS Intelligence
• +4 more outcomes

Named customers9 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability6 records

Feature6 records

Partnerships

14 partnerships are on record, tiered core, regional and supporting.

• INTENTcoreGTM or Marketing Partner · 26 September 2025Philippines-based partner with whom Finartis introduced new embedded AI agent at Trust Officers Association of the Philippines (TOAP) Annual Summit 2025. Joint presentation and demonstration of ARTIE technology for Philippine trust banking market.
• Private Client Resources (PCR)coreStrategic or Co-development Partner · 14 May 2020Leading provider of total wealth data aggregation services to ultra-high net worth (UHNW) families and institutions. Partnership delivers complete Front-to-Back Experience to private banks, asset managers and family offices internationally through combined data aggregation and investment management capabilities.
• Kris FinSoftwareregionalChannel Partner/ Reseller/ Distributor · 8 July 2016Manila-based partner for Finartis/Prospero distribution in Philippines. Participation in annual client conferences to strengthen market presence.
• E-MERGING Network (Lombard Odier)regionalStrategic or Co-development Partner · 26 June 2012Partnership with E-MERGING network launched by private bank Lombard Odier. Enables linking of specialized software and services with broader community of independent asset managers and family offices.
• SIX TelekurscoreTechnology or Integration · 14 July 2010Partnership and integration of SIX Telekurs real-time quotes into Prospero banking system. Real-time desktop terminal for Relationship Managers and traders providing accurate view of portfolio positions.
• SAGE and Ocean Technology (Vietnam)regionalChannel Partner/ Reseller/ Distributor · 15 February 2010Partnership to market Prospero in Vietnam. Recent growth of financial services sector in Vietnam created demand for software simplifying banking and asset management processes.
• SIX Financial InformationcoreTechnology or IntegrationThird largest provider of financial information in Europe, specializing in procurement, processing and distribution of international financial information. Integration provides portfolio managers, investment advisors and wealth managers with real-time market data alongside Prospero's analytical and trading tools.
• Thomson ReuterscoreTechnology or IntegrationWorld's leading source of intelligent information for businesses and professionals. Partnership combines Thomson Reuters industry expertise with Finartis innovative technology to deliver critical financial market information to decision makers.
• OraclesupportingTechnology or IntegrationOracle provides complete, open, and integrated business software and hardware systems. Oracle Database provides unmatched system availability, scalability, energy efficiency, powerful performance, and low total cost of ownership for Finartis customers.
• SWIFTcoreTechnology or IntegrationGlobally recognized provider of secure financial services and member-owned cooperative. Finartis relies on SWIFT for its proprietary communications platform enabling customers to connect and exchange financial information securely and reliably.
• BloombergcoreTechnology or IntegrationGlobal leader in business and financial data, news and insight. Integration connects decision makers to accurate information on financial markets through Finartis platform.
• Amazon AWSsupportingTechnology or IntegrationAWS provides virtual cluster of machines available via Internet through server farms distributed worldwide. Foundation for Finartis cloud deployment capabilities.
• Microsoft AzuresupportingTechnology or IntegrationAzure cloud platform with 200+ products and cloud services. Alternative cloud infrastructure option for Finartis deployment.
• EllipticsupportingTechnology or IntegrationSwiss-based ICT company providing innovative solutions for SMEs including dedicated server hosting, backup replication, anti-spam services and disaster relief hosting.

Scale indicators11 records

Recent moves8 records

Expansion highlights6 records

Broad incumbents

• Temenos: Temenos is a global leader in banking software, including wealth management and private banking suites. Co-listed with Finartis in the FeaturedCustomers Winter 2026 Fund Administration Software report and operating across the same target customer base of private banks and financial institutions.
• Finastra: Finastra is one of the largest fintech vendors globally, offering wealth, retail, and corporate banking suites. Broader incumbent with overlapping capabilities (private banking) but a wider portfolio than Finartis' specialist niche.
• FIS (Fidelity National Information Services): FIS is a large-scale financial technology provider offering wealth and portfolio management, custody, and retirement solutions. A broad incumbent in the wealth management technology stack with overlapping functionality to Prospero.
• SS&C Advent: SS&C Advent delivers investment management and accounting software (e.g., Geneva, Axy) used by asset managers, fund administrators, and family offices. Overlapping functionality with Prospero's fund and asset management modules and broader incumbent footprint.

Direct peers

• Avaloq: Avaloq (now majority-owned by NEC) provides a wealth management and digital banking platform for private banks and asset managers. Direct head-to-head competitor to Prospero Suite in front-to-back wealth management functionality.
• Profile Software: Profile Software offers Axia, an integrated investment management platform for wealth managers, asset managers, brokers, and private banks. Closely comparable in product scope (portfolio, fund, and asset management) and target market.
• SimCorp: SimCorp provides an investment management suite (SimCorp Dimension) used by asset managers and institutional investors for portfolio and fund accounting, risk, and compliance. Closely comparable in functional scope for buy-side asset and fund management.
• FundCount: FundCount delivers fund administration and accounting software for hedge funds, mutual funds, and family offices. Co-listed with Finartis in the FeaturedCustomers Winter 2026 report and overlapping in fund administration and accounting functionality.
• ERI Bancaware: ERI provides the OLYMPIC Banking System, a wealth and asset management platform for private banks and family offices. Closely comparable Swiss/European rival serving the same front-to-back private banking market.

Emerging players

• Juniper Square: Juniper Square is a modern, cloud-native platform for private market fund and investor operations. Emerging specialist in fund/investor administration and reporting, partially overlapping with Prospero's Fund Management and Family Office modules.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/finartisfintech
• Facebookfacebook.com/Finartisfintech
• LinkedInlinkedin.com/company/Finartisfintech

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

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 Finartis