Sharpfin
Sharpfin is a Swedish software company providing a modular, Nordic-focused wealth management platform covering client management, risk, OMS, back office, reporting, client portal, and fund administration for asset managers, fund managers, and discretionary managers across the Nordics.
- Company typePrivate
- Founded2014
- HeadquartersStockholm, Sweden
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Sharpfin does
Sharpfin sells through direct enterprise field sales with introductory meetings and demos, targeting three primary segments: asset management firms, fund managers, and discretionary managers. Pricing is asset-based, billed as basis points on AuM on multi-year subscription contracts that decrease in bps as client AuM grows (example: 1.87 bps for a fund manager with SEK 17B AuM; 2.5 bps for a discretionary manager with SEK 6.5B AuM). Sharpfin reports approximately 90 satisfied clients and 200+ active portfolio managers on the platform, with named customers including Consensus Asset Management, Evli, Simplicity, Noon Invest, and Strand Kapitalförvaltning, and claims a 10x capacity improvement for organizations adopting its digital workflows. The company is small (1-10 employees), has no disclosed external funding or M&A activity, and markets primarily through customer case studies, its Sharpfin Insider newsletter, LinkedIn, and a direct sales motion with Swedish and English support.
Sharpfin firmographics
Firmographics- Name
- Sharpfin
- Legal name
- Sharpfin
- Website
- https://sharpfin.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Sharpfin is a Swedish software company providing a modular, Nordic-focused wealth management platform covering client management, risk, OMS, back office, reporting, client portal, and fund administration for asset managers, fund managers, and discretionary managers across the Nordics.
- Ownership category
- akta.pro rank
Sharpfin industry classification
Industry- Product category
- Wealth Management Software
- NAICS
- Portfolio Management and Investment Advice (523940)
- akta.pro primary industry
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)
- akta.pro secondary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
Keywords
Where Sharpfin is headquartered
LocationHeadquarters
- HQ city
- Stockholm
- HQ country
- Sweden
- HQ region
- Europe
Offices1 record
Markets served
Sharpfin business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Asset-based pricing (basis points on AuM): Pricing based on modules used and volume of assets managed on the platform. As assets grow, cost in basis points decreases, creating a scalable solution. Example 1: Fund manager with all modules across 10 funds and 30 share classes with SEK 17 billion under management at 1.87 bps. Example 2: Discretionary manager with all modules and client portal with 3,000 clients and SEK 6.5 billion under management at 2.5 bps.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Multi-year contract | Fund manager pricing: 1.87 bps on AuM for full module access |
| Subscription | Multi-year contract | Discretionary manager pricing: 2.5 bps on AuM for full module access |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Sharpfin product offering
Product offeringCore offering
Sharpfin provides the Sharpfin Wealth Management Suite, a modular cloud-based platform that consolidates client management, KYC/AML, portfolio management, risk compliance, reporting, fund administration, and a BankID-enabled client portal into a single end-to-end system. It is sold to Nordic wealth managers, asset managers, fund managers, and discretionary managers on a subscription basis priced in basis points on assets under management.
Product overview
Sharpfin offers the Sharpfin Wealth Management Suite, a modular platform tailored to the needs of wealth and asset managers. The suite comprises nine integrated modules: Client Relations (document management and AML controls), Risk Management (rule-based pre/post-trade risk engine), Order Management (complete OMS for all asset classes), Back Office (fee structures, commission sharing, and ML-powered accounting exports), Performance Management (portfolio return analytics), Client Portal (BankID-enabled client access), Reporting (regulatory and client reporting), and Fund Management (unit holder register and NAV calculation). Clients select the modules they require and combine them into one end-to-end solution.
Differentiator
Problem solved
Functional benefit
Products and services
- Sharpfin Wealth Management Suite
Quantifiable outcome
- 200+ active portfolio managers use the platform
- +2 more outcomes
Companies that use Sharpfin
Customer profileNamed customers5 records
Segments3 records
Ideal customer profiles3 records
Sharpfin technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
AI capability4 records
Feature6 records
Sharpfin partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered flagship and core.
- Consensus Asset ManagementflagshipConsensus Asset Management uses Sharpfin as strategic system partner for their wealth management operations. This is a flagship customer case study demonstrating Sharpfin's value in enabling scalable asset management. Andreas Moritz, CEO of Consensus, states: 'Choosing the right IT structure is a strategic growth decision, not an IT decision.' The partnership has enabled Consensus to grow from Gothenburg to multiple offices while maintaining operational control.
- EvlicoreEvli is featured as a client logo partner on Sharpfin's homepage, indicating an ongoing customer relationship.
- SimplicitycoreSimplicity is featured as a client logo partner. Rose Mjörnstedt states: 'We're proud to partner with Sharpfin—a team that stands out for its dedication and reliability within the wealth management software space. Our collaboration reflects a shared ambition to stay at the forefront of innovation.'
- Noon InvestcoreNoon Invest is featured as a client logo partner. Even Kroon states: 'I'm very pleased to work with such an innovative and solution-oriented team as Sharpfin!'
- Strand KapitalförvaltningcoreMarie Anckarman of Strand Kapitalförvaltning states: 'When we evaluated various wealth management software solutions that could meet our business requirements, it became clear that Sharpfin was the preferred choice.' Featured as customer case on homepage.
Scale indicators4 records
Recent moves1 record
Expansion highlights4 records
Sharpfin competitors and assessment
Company assessmentDirect peers
- FundCount: FundCount provides integrated accounting and operations software for fund and wealth managers, including NAV, investor accounting, and reporting — directly comparable to Sharpfin's fund administration and back-office modules for small-to-mid managers.
- Objectway: Objectway provides wealth and asset management software for European financial institutions covering portfolio management, compliance, and client reporting — a comparable end-to-end platform vendor with similar target customers to Sharpfin.
- Addepar: Addepar provides a portfolio management and analytics platform for wealth and asset managers, including reporting, rebalancing, and compliance workflows — a comparable platform vendor targeting the same end customer profile, though typically larger clients.
Broad incumbents
- Avaloq (NEC): Avaloq, owned by NEC, is a large Swiss-headquartered wealth management platform serving private banks and wealth managers across Europe — a comparable end-to-end platform play targeting a similar client base with a broader footprint.
- FNZ: FNZ is a major global wealth management platform serving banks, asset managers, and advisors with end-to-end portfolio, custody, and reporting capabilities — competing for the same wealth manager wallet as Sharpfin in the Nordics and beyond.
- Tietoevry: Tietoevry is a major Nordic IT services and software provider with banking and wealth management solutions serving financial institutions across Sweden, Norway, Finland, and the Baltics — a regional incumbent competing for the same Nordic wealth manager budget.
- Finastra: Finastra is a large global financial software vendor offering wealth, retail, and corporate banking platforms used by banks and asset managers worldwide — a broad incumbent overlapping with Sharpfin's wealth and fund management capabilities.
- SS&C Advent: SS&C's Advent business provides portfolio management, accounting, and reporting software (Geneva, Advent Portfolio Exchange) widely used by asset managers and fund administrators — competing with Sharpfin for mid-market asset and fund manager deals.
- Temenos: Temenos is a global banking software provider whose wealth management offering competes with Sharpfin at larger private banks and asset managers, particularly for front-to-back wealth platforms across European markets.
Emerging players
- Orion Advisor Tech: Orion Advisor Tech delivers portfolio accounting, rebalancing, and reporting software to wealth advisors and asset managers — a comparable advisor- and asset-manager-facing platform competing with Sharpfin's portfolio management and reporting modules.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Sharpfin social profiles
Digital presenceSharpfin financial estimates
Financial estimateRevenue estimate
Valuation estimate
Sharpfin leadership team
Management profileNumber of profiles
Sharpfin funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Sharpfin 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 Sharpfin
What does Sharpfin do?
Sharpfin provides the Sharpfin Wealth Management Suite, a modular cloud-based platform that consolidates client management, KYC/AML, portfolio management, risk compliance, reporting, fund administration, and a BankID-enabled client portal into a single end-to-end system. It is sold to Nordic wealth managers, asset managers, fund managers, and discretionary managers on a subscription basis priced in basis points on assets under management.
Is Sharpfin a public or private company?
Sharpfin is a private company. It is classified as unknown and is currently operating.
When was Sharpfin founded?
Sharpfin was founded in 2014. It employs 1 to 10 people.
Where is Sharpfin based?
Sharpfin is headquartered in Stockholm, Sweden, in the Europe region.
How does Sharpfin make money?
One revenue line is on record: asset-based pricing (basis points on AuM).
Who are Sharpfin's main competitors?
Direct peers on record are FundCount, Objectway and Addepar. Broad incumbents are Avaloq (NEC), FNZ, Tietoevry, Finastra, SS&C Advent and Temenos. Orion Advisor Tech is listed as an emerging player.
Does Sharpfin have an API?
No public API is recorded for Sharpfin.
What industry is Sharpfin in?
Sharpfin's product category is Wealth Management Software. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech), with a secondary code of FSAEABAA, Registered Investment Advisor (RIA) Wealth Management. Its NAICS code is 523940.