Finfox
Finfox is a Zurich-based software company providing a modular, omni-channel wealth management platform to Swiss banks, advisers, and end clients via subscription licensing. Acquired by CHAPTERS Group in 2025, it serves cantonal, Raiffeisen, and private banks across Switzerland and Liechtenstein.
- Company typePrivate
- Founded2003
- HeadquartersZürich, Switzerland
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Finfox does
Finfox Software and Technology AG is a Zurich-based, privately held software company that provides a modular, omni-channel wealth management platform to banks, financial advisers, and their end clients. The company was founded in 2003 (originally as part of the ECOFIN Group, rebranded to Finfox in April 2022) and was acquired by CHAPTERS Group, a publicly listed German holding company, in May 2025. The platform's architecture centres on FinfoxCore, a modular business logic engine that ensures consistent data across all channels, surrounded by nine deployable modules: FinfoxPro (adviser workplace), FinfoxTouch (tablet-based client meeting tool), FinfoxAdvice (digital self-service), FinfoxCockpit (bank control centre), FinfoxReports (customer documentation), FinfoxPublicAPI (service platform), FinfoxConnector (legacy system integration), and FinfoxResearch (investment research management).
Finfox's commercial model is enterprise software licensing sold primarily through direct sales to Swiss banks (cantonal banks, Raiffeisen, regional banks, and private banks), supplemented by a solution partnership with Finnova that exposes the platform to more than 100 additional banks via standardised interfaces. Revenue is generated through annual subscription licensing of selected modules and related professional services for implementation and customisation. Pricing is quote-based and not publicly disclosed, reflecting standard enterprise sales practices for mission-critical banking software.
The customer base includes major Swiss institutions such as Schwyzer Kantonalbank, Berner Kantonalbank, Raiffeisen Schweiz (running several thousand advisory sessions per month on Finfox), St. Galler Kantonalbank, Clientis, Glarner Kantonalbank, LGT Bank (10+ year partnership), Luzerner Kantonalbank, Maerki Baumann, and Zuger Kantonalbank, with operating geographies spanning Switzerland, Liechtenstein, and select international markets. Distribution is anchored by direct enterprise sales, channel partnerships (Finnova, system integrators including OpenWealth, Innofactory, and Horvath), and demo-based evaluation. The company has been consecutively recognised in WealthTech100 (2023–2025) and ESGFinTech100 (2023–2024), and has won multiple WealthBriefing and Private Banker International awards.
Finfox firmographics
Firmographics- Name
- Finfox
- Legal name
- Finfox Software and Technology AG
- Website
- https://finfox.ch
- Company type
- Private
- Founded year
- 2003
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Finfox is a Zurich-based software company providing a modular, omni-channel wealth management platform to Swiss banks, advisers, and end clients via subscription licensing. Acquired by CHAPTERS Group in 2025, it serves cantonal, Raiffeisen, and private banks across Switzerland and Liechtenstein.
- Ownership category
- akta.pro rank
Finfox industry classification
Industry- Product category
- Wealth Management Software
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Finance Services (6199), Investment Advice (6282)
- akta.pro primary industry
- Net Worth & Personal Balance Sheet Tracking (FSAGADAF)
- akta.pro secondary industries
- Retirement Planning & Long-Term Financial Planning Tools (FSAGADAI), Account Aggregation & Connectivity (Multi-bank linking) (FSAGACAA)
Keywords
Where Finfox is headquartered
LocationHeadquarters
- HQ city
- Zürich
- HQ country
- Switzerland
- HQ region
- Europe
Offices2 records
Markets served
Finfox business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Software Licensing: Finfox generates revenue through licensing its software platform and modules to banks and financial institutions. The modular architecture allows banks to select specific components tailored to their needs.
- Professional Services: Implementation services, consulting, and project-based engagements for software deployment and customization.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise licensing for banks |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels6 records
Finfox product offering
Product offeringCore offering
Finfox provides a modular software platform for hybrid wealth management, enabling banks to manage investment advisory, portfolio construction, regulatory compliance, reporting, and digital client interaction within a single integrated system. The offering is sold primarily to Swiss banks (cantonal, regional, and cooperative institutions) and is structured around a configurable core platform with add-on modules for advisory support, client engagement, reporting, and research.
Product overview
Finfox is a modular software platform for hybrid wealth management serving banks, advisers, and their clients. The platform architecture centers on FinfoxCore providing modular business logic, which enables consistent data and omnichannel capability across all modules. The product portfolio includes FinfoxPro as the adviser workplace, FinfoxTouch as the tablet-based client meeting tool, FinfoxAdvice for digital self-services, and FinfoxReports for customer documentation. Additional modules include FinfoxCockpit for bank control, FinfoxPublicAPI for API integration, FinfoxConnector for legacy system integration, and FinfoxResearch for investment research management. The platform transforms the investment advisory process into a seamless, regulatory-compliant experience across all digital and physical touchpoints.
Differentiator
Problem solved
Functional benefit
Products and services
- Finfox Core Core wealth management and portfolio management platform providing the central engine for client, portfolio, and advisory data; targeted at Swiss banks running private banking and investment advisory operations.
- Finfox Pro Professional wealth management edition of the Finfox platform aimed at bank advisors and portfolio managers handling more complex advisory mandates and portfolios.
- Finfox Touch Digital client interaction module (web/mobile) enabling banks to deliver online client access, self-service, and digital engagement for wealth management clients.
- Finfox Advice Investment advisory support module providing tools for advisors to construct, document, and manage investment proposals and advisory mandates.
- Finfox Cockpit Management dashboard module for advisors and portfolio managers providing an overview of portfolios, clients, and advisory activities.
- Finfox Reports Regulatory and client reporting module producing statements, performance, tax, and compliance reports required by Swiss banks and their wealth management clients.
- Finfox Research Investment research module providing research data and analytics to support advisors' investment decisions and proposals.
Quantifiable outcome
- 91% of clients report easier regulatory compliance
- +3 more outcomes
Companies that use Finfox
Customer profileNamed customers10 records
Segments7 records
Ideal customer profiles1 record
Finfox technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Feature10 records
Finfox partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and minor.
- FinnovacoreSolution partnership for digital investment and pension advisory. FinfoxAdvice integrates into the Finnova platform via standardised interfaces, creating a seamless end-to-end advisory environment within bank digital channels. More than 100 Finnova banks will benefit from the combined solution. Integration is being developed on the finnova.neo tech stack for modern, scalable architecture.
- STUIQ AGcoreCreative agency partnership for concept, layout, design and programming. STUIQ AG in Zurich collaborated on rebranding, creating new corporate design including unique illustrations, and developing the modern digital brand identity.
- HorvathminorManagement consulting partner providing advisory services in the ecosystem.
Scale indicators5 records
Recent moves6 records
Expansion highlights6 records
Finfox competitors and assessment
Company assessmentDirect peers
- Finnova: Swiss core banking and digital banking software vendor used by 100+ banks and a current Finfox solution partner. Closely comparable because Finnova also sells into cantonal/regional banks and competes for the same digital advisory wallet, while simultaneously distributing FinfoxAdvice through its platform.
- Avaloq: Swiss wealth management and core banking software platform (now owned by NEC), serving private banks and wealth managers in Switzerland and internationally. Direct competitor to Finfox in the Swiss digital wealth advisory stack, with overlapping customer segments and a broader core-banking footprint.
- Orion Advisor Tech: Wealthtech vendor providing advisor workstations, portfolio analytics and client portal technology to wealth management firms in the US and increasingly internationally. Comparable to Finfox as a modular advisory platform, but with a primarily US-centric customer base.
- SS&C Advent: SS&C's wealth management software suite (Advent Portfolio Exchange, Black Diamond) serving private banks, wealth managers and family offices. Directly comparable to Finfox's FinfoxPro/FinfoxCockpit/FinfoxReports portfolio and reporting functionality, but at a larger global scale.
- Profile Software: Specialist wealth management and investment management software vendor serving banks, asset managers and family offices in Europe. Directly comparable to Finfox as a packaged wealth advisory platform with portfolio management, advisory and reporting functionality.
- FNZ: Global wealth management platform providing advisor workstations, client portals, and back-office infrastructure to banks and wealth managers. Directly comparable to Finfox as an end-to-end hybrid wealth advisory platform, with a much larger international footprint.
- Addepar: Global wealth management technology platform serving RIAs, family offices and private banks with portfolio analytics, reporting and advisor tools. Comparable to Finfox as a modular, omni-channel wealth advisory platform, though Addepar is primarily US-headquartered and serves larger institutional wealth managers.
- CREALOGIX (NetGuardians): Swiss-headquartered digital banking and wealth software vendor (the CREALOGIX digital banking business is now part of the NetGuardians group), serving Swiss banks with advisor and client-facing tools. Directly comparable to Finfox as a Swiss digital wealth advisory software peer.
Broad incumbents
- Temenos: Global banking software vendor with a broad core banking and digital wealth offering used by large banks worldwide. Overlaps with Finfox in the digital wealth advisory space but as part of a much wider product portfolio rather than as a specialized Swiss advisory platform.
Regional players
- Tietoevry Banking: Nordic-headquartered banking and wealth software vendor serving banks in Northern Europe with core banking, lending and wealth modules. Comparable to Finfox as a regional banking software specialist, but with a primary focus on the Nordics rather than Switzerland.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Finfox social profiles
Digital presenceFinfox financial estimates
Financial estimateRevenue estimate
Valuation estimate
Finfox leadership team
Management profileNumber of profiles
Profiles1 record
Finfox funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Finfox M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Finfox
What does Finfox do?
Finfox provides a modular software platform for hybrid wealth management, enabling banks to manage investment advisory, portfolio construction, regulatory compliance, reporting, and digital client interaction within a single integrated system. The offering is sold primarily to Swiss banks (cantonal, regional, and cooperative institutions) and is structured around a configurable core platform with add-on modules for advisory support, client engagement, reporting, and research.
Is Finfox a public or private company?
Finfox is a private company. It is classified as corporate owned and is currently operating.
When was Finfox founded?
Finfox was founded in 2003. It employs 11 to 50 people.
Where is Finfox based?
Finfox is headquartered in Zürich, Switzerland, in the Europe region.
How does Finfox make money?
Two revenue lines are on record. Software Licensing is the primary driver. The others are professional Services.
Who are Finfox's main competitors?
Direct peers on record are Finnova, Avaloq, Orion Advisor Tech, SS&C Advent, Profile Software, FNZ, Addepar and CREALOGIX (NetGuardians). Temenos is listed as a broad incumbent. Tietoevry Banking is listed as a regional player.
Does Finfox have an API?
Yes. FinfoxPublicAPI provides platform-independent, modular and standardized API access to Finfox functionality. Banks decide which Finfox components are integrated within their own systems. The API enables apps, front ends, widgets, and back-end services to directly access data from Finfox and use Finfox services. It supports open banking ambitions and can be integrated with any existing or future system architecture.
What industry is Finfox in?
Finfox's product category is Wealth Management Software. Its primary akta.pro industry code is FSAGADAF, Net Worth & Personal Balance Sheet Tracking, with a secondary code of FSAGADAI, Retirement Planning & Long-Term Financial Planning Tools. Its NAICS code is 523940 and its SIC code is 6199.