XY

What XY does

XY (legal entity XY SA) is a privately held Swiss technology and consulting company founded in 2013 and headquartered in Zurich, with operations across Switzerland, the United Kingdom, Germany, and the United States. The company provides global estate orchestration services to three primary client segments: ultra-high-net-worth families with estates above $50 million, corporate organizations with financial assets above $200 million, and government entities managing public funds exceeding $100 billion. Services include independent data intelligence, investment strategy advisory, real-time estate monitoring, performance measurement, risk analysis, and scenario simulation, delivered exclusively in the interest of estate owners and independent from financial institutions.

The company's core product is EVA (Estate Visualization and Analysis / Estate Value Analyzer), a proprietary estate orchestration technology platform developed over more than a decade with over 110,000 man-hours of investment by XY Labs scientists in Switzerland. EVA comprises four modules: ROOT (data acquisition and reconciliation with financial institutions), ANALYSIS (customized cockpit design), BOARD (automated periodic reporting), and STRATEGY (predictive scenario modeling). The platform integrates with international data exchange networks including SWIFT to ingest real-time client data from financial institutions worldwide, processes it through proprietary algorithms for anomaly detection and predictive analytics, and presents results through a sandbox-secured client interface (SCA).

XY generates revenue through a combination of professional services fees for strategic consulting and recurring technology platform engagement under multi-year contracts. Pricing is bespoke and quote-based, reflecting the high-net-worth client profile and bespoke nature of engagements. Distribution occurs exclusively through direct engagement via dedicated client liaison units operating from offices in Zurich, London, Frankfurt, Chiasso, and New York. The company holds regulatory authorizations across multiple European jurisdictions (BaFin, FCA, FINMA-affiliated, CONSOB, CSSF, CMVM), is ISO 9001:2015 certified, and operates GDPR-compliant data handling under the supervision of a dedicated Data Protection Officer.

Name

XY

Legal name

XY SA

Website

https://xy.net

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

101–250 employees

Short description

XY is a privately held Swiss technology and consulting firm that provides independent estate orchestration data intelligence and strategy advisory services to ultra-high-net-worth families, large corporations, and government entities managing public funds, powered by its proprietary EVA platform.

Ownership category

akta.pro rank

Product category

Wealth Management Intelligence

NAICS

Computer Systems Design and Related Services (54151), Custom Computer Programming Services (541511), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)

SIC

Services-Management Consulting Services (8742), Services-Computer Integrated Systems Design (7373), Services-Prepackaged Software (7372)

akta.pro primary industry

Data Engineering, Integration & ETL/ELT Services (BPAEAHAB)

Keywords

• Wealth management intelligence
• Estate orchestration technology
• Investment performance analytics
• Financial data reconciliation
• Asset and liability monitoring

Headquarters

HQ city

Little Switzerland

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Strategic Consulting Services: XY provides global estate orchestration consulting services including investment strategy advisory, overall coordination, and large estate monitoring. Services are delivered by specialized consultants through dedicated client liaison units. The company operates on a fee-based model for advisory services targeting ultra-high net worth individuals, corporate organizations with significant financial assets, and government entities.
2. Technology Platform Services: EVA platform provides end-to-end data intelligence solution for estate orchestration. The technology offers real-time monitoring, automated reporting, and predictive simulations as part of the service offering, working exclusively in the interest of estate owners.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

XY provides global estate orchestration services through its proprietary EVA platform, delivering independent data intelligence and strategy consulting for ultra-high net worth families, corporations, and governments managing large financial estates. Services combine real-time monitoring, predictive scenario modeling, automated board-level reporting, and anomaly reconciliation with global financial institutions, executed by specialized consultants via dedicated Client Liaison Units. The offering is anchored on a 110,000+ man-hour proprietary technology platform, with sandbox-isolated client environments and multi-jurisdictional regulatory authorizations.

Product overview

XY offers a unified estate orchestration platform centered on its proprietary EVA (Estate Value Analyzer) technology, supplemented by dedicated service units. The core product is EVA, an end-to-end data intelligence solution with four cardinal modules: ROOT (data acquisition and reconciliation), ANALYSIS (customized cockpit and enquiry processing), BOARD (automated report generation), and STRATEGY (predictive scenario modeling). This platform is powered by XY's proprietary algorithms and big data processing capabilities developed in-house at XY Labs. The service delivery model is organized through XY Hubs (consultant teams providing estate orchestration), XY SKUs (specialist knowledge units for expert support), and XY Labs (scientific R&D unit), creating an integrated offering for wealth management intelligence.

Differentiator

Problem solved

Functional benefit

Brands

• EVA: EVA (Estate Orchestration Technology) is XY's proprietary knowledge platform - the world's first estate orchestration technology providing end-to-end data intelligence solution with big data processing, real-time reporting, and predictive simulation capabilities for estate owners.
• XY Hubs
• XY SKUs
• XY Labs

Products and services

• EVA (Estate Value Analyzer) Platform EVA is XY's flagship knowledge platform that bridges the technology divide between wealth management suppliers and estate owners, offering real-time wealth management data visualization, big data processing, customized cockpits, automated reporting, and predictive scenario simulation. It works exclusively in the interest of estate owners and integrates ROOT (data acquisition and reconciliation), ANALYSIS (customized cockpit design and queries), BOARD (automated periodic reporting), and STRATEGY (predictive modeling and scenario simulation) capabilities.
• XY Hubs Consulting Services Global estate orchestration advisory services delivered by XY consultants through dedicated Client Liaison Units, specialized in investment strategy, overall coordination, and large estate monitoring for ultra-high net worth families, corporations, and governments.
• XY SKUs Specialist Knowledge Services Expert knowledge services providing top-level expertise in economy and financial markets, estate architecture and governance, and big data management, supporting estate orchestration engagements for ultra-high net worth, corporate, and government clients.
• XY Labs R&D Services In-house scientific services developing proprietary databases, algorithms, and applications that power the EVA platform, combining expertise in quantum physics, applied mathematics, software engineering, and information technology from Swiss laboratories.

Quantifiable outcome

• Errors in financial institution reports identified and reconciled in real-time
• +2 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

AI capability5 records

Feature6 records

Partnerships

One partnership is on record.

• SWIFT (Society for Worldwide Interbank Financial Telecommunication)coreTechnology or IntegrationXY is partner of international standard data exchange networks including SWIFT, enabling instant collection of client data from financial institutions worldwide. This partnership supports XY's data backbone for real-time estate monitoring and reconciliation.

Scale indicators6 records

Recent moves8 records

Expansion highlights5 records

Broad incumbents

• Broadridge Financial Solutions: Broadridge provides data-driven technology for wealth, asset management, and capital markets firms, including investor communications and data analytics. It overlaps with XY's enterprise data intelligence theme and serves many of the same financial institution clients.
• SS&C Technologies: SS&C is a large financial technology and operations provider whose wealth and asset management segment (including Advent and Geneva platforms) overlaps with XY's reporting, reconciliation, and analytics capabilities at the institutional wealth layer.
• Temenos: Temenos provides core banking and wealth management software to banks, with strong private banking and family office-adjacent capabilities. It is a broad incumbent in the same European wealth corridor as XY and competes for enterprise technology mandates alongside EVA-class platforms.
• Finastra: Finastra is a large-scale financial technology vendor offering capital markets, treasury, and wealth management software to banks and financial institutions globally. Although its focus is on bank-side deployments, it overlaps with XY at the data, analytics, and reporting layer used by private banks serving UHNW clients.
• Avaloq: Avaloq is a long-established wealth management software provider (now part of NEC) offering core banking and portfolio management platforms to private banks and wealth managers. While broader than XY's estate orchestration layer, it competes for the same institutional wealth technology budgets and serves many of the same European bank and family office clients.

Others

• Profile Software: Profile Software builds specialised software for the wealth and asset management industry, covering portfolio management, risk, and reporting. It is an adjacent technology provider in the same European wealth corridor, with comparable portfolio analytics and reporting capabilities.

Emerging players

• Backstop Solutions: Backstop provides investor relationship management, reporting, and workflow software to hedge funds, funds of funds, and institutional investors. It is comparable to XY's reporting and analytics modules for sophisticated investors managing complex portfolios across managers.
• Canoe Intelligence: Canoe Intelligence provides AI-driven data extraction and automation for alternative investments, focused on document-level data capture. It is comparable to XY's AI/anomaly detection and data-intelligence approach but targets a narrower alt-invest operating workflow rather than holistic estate orchestration.

Direct peers

• Addepar: Addepar is a wealth management data and analytics platform that aggregates financial data across custodians, banks, and assets to give advisors and family offices a unified view of portfolios. It directly overlaps with XY's EVA platform on real-time data aggregation, reporting, and transparency for UHNW families and family offices, though it serves a broader wealth spectrum and is more software-led.
• Canopy (Canopy / Plan Intelligence): Canopy offers data aggregation, document management, and reporting software purpose-built for family offices, accountants, and wealth managers. It directly competes with XY's data backbone on multi-source financial data aggregation and reporting for the same UHNW and family office buyer.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/xy-sa

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries3 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 XY