Verium

What Verium does

Verium is a management-owned multi-family office headquartered in Zürich, Switzerland, founded in 2011. The firm provides a wide range of services to entrepreneurial families, consistent with the multi-family office model that typically encompasses wealth structuring, investment advisory, succession planning, and related financial services for high-net-worth family clients. The firm operates with a small team of 11–50 employees and remains privately held.

The operational picture from the source material is sparse. Verium's public website (verium.ch) returned only a verification/loading page during data collection and provided no substantive product, pricing, or service-detail content. No pricing model, customer roster, technology stack, partnership, or regulatory detail is disclosed in the available material. The firm has made two acquisitions — Quickmail in October 2018 and an entity described as "Freshness and service" in July 2020 — both for undisclosed amounts. The nature of these acquisitions relative to Verium's stated multi-family office positioning is not clarified in the source material, leaving the strategic logic ambiguous from the evidence provided.

Name

Verium

Website

https://verium.ch

Company type

Private

Founded year

2011

Headcount range

11–50 employees

Short description

Verium is a management-owned multi-family office based in Zürich, Switzerland, founded in 2011, providing a wide range of wealth and advisory services to entrepreneurial families.

Ownership category

akta.pro rank

Product category

Multi-Family Office Wealth Management

NAICS

Funds, Trusts, and Other Financial Vehicles (525), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Multi-Family Offices (MFOs) (FSAAADAB)

akta.pro secondary industries

Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC), Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)

Keywords

• Multi-family office
• Wealth management
• Family office services
• Investment advisory
• Succession planning

Headquarters

HQ city

Zurich

HQ country

Switzerland

HQ region

Europe

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Core offering

Verium is a management-owned multi-family office that delivers integrated wealth management and family-office services to entrepreneurial families. Its offering encompasses investment advisory, wealth structuring, succession planning, and administrative coordination across the financial affairs of ultra-high-net-worth households.

Differentiator

Problem solved

Functional benefit

Products and services

• Multi-family office services for entrepreneurial families

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Expansion highlights1 record

Direct peers

• Stonehage Fleming: One of the largest independent multi-family offices globally, headquartered in London with strong Swiss/European presence. Provides investment advisory, succession planning, and direct investing to UHNW entrepreneurial families—directly comparable to Verium's MFO model.

Broad incumbents

• Pictet Group: Geneva-based large Swiss private bank and asset/wealth manager serving UHNW families with comprehensive multi-jurisdictional wealth management, advisory, and asset management. Comparable to Verium in Swiss domicile and HNW/UHNW target market but at vastly larger scale.
• Vontobel Wealth Management: Swiss wealth manager with a dedicated multi-family-office-style offering for entrepreneurial families, providing investment advisory, succession planning, and bespoke solutions from Zürich. Directly comparable Swiss peer.
• Julius Baer Wealth Management: Leading Swiss private banking group focused on UHNW and HNW families, with dedicated advisory platforms in Zürich. Comparable target customer (entrepreneurial/wealthy families) and Zürich/Swiss operating model.

Emerging players

• Hywin Wealth Management: Asia-headquartered multi-family office providing wealth management to HNW/UHNW families across jurisdictions, including Europe. Comparable service model (independent MFO serving entrepreneurial families) but with a different geographic focus than Verium.

Others

• Gen II Fund Services: Independent fund administration and reporting provider to family offices and private capital. Comparable as an operating enabler to the Verium MFO platform rather than a direct competitor.
• FE fundinfo (FundEngine): European data, reporting, and portfolio management technology provider used by European MFOs and wealth managers. Comparable as a tech/infrastructure partner rather than direct competitor.

Regional players

• Andbank Private Wealth: Andorran private bank with significant Swiss and European HNW/UHNW family office capabilities. Comparable family wealth advisory model, but headquartered in Andorra rather than Switzerland.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

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

M&A2 records

Investments4 records

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

Frequently asked questions about Verium