Moventum
Moventum is a Luxembourg-regulated, B2B2C platform that provides custody, trading and asset management infrastructure to over 2,200 financial advisors and institutional clients across 140 countries, processing approximately 1 million transactions per year.
- Company typePrivate
- Founded1999
- HeadquartersLuxembourg, Luxembourg
- Headcount51–100
- GTM typeB2B
- OfferingServices
What Moventum does
Moventum S.C.A. is a Luxembourg-headquartered, CSSF-regulated financial services platform that operates a B2B2C and B2B distribution and custody business serving financial advisors, asset managers and institutional clients (banks, insurance companies, family offices, pension funds, NGOs). Founded in 1999 and active in asset management since 2003, the company has been a wholly-owned subsidiary of Atlantic Fund Services since November 2014 and established Moventum Asset Management S.A. as a wholly-owned subsidiary in January 2019 to concentrate proprietary investment capabilities.
The core technology stack centers on MoventumOffice 2.0, a web-based management and trading platform that gives advisors and institutional users access to more than 10,000 funds, ETFs and securities from over 400 investment companies, with API interfaces and SWIFT connectivity for institutional order routing. It is complemented by AccountView (a free multilingual online portal for custody account holders), PaperLess digital onboarding (video identification and electronic signature), and a mobile application launched in July 2025. Asset management products include MoventumPlus Aktiv (active fund/ETF mandates), MOVEactive ETF Portfolios, the MOVEeasy model based on Vanguard ETFs, the Moventum Plus Aktiv Fund of Funds range, the MOVEtogether fund range (which has surpassed €100M in assets), and ELTIF private-market offerings launched in partnership with Schroders Capital in January 2024.
Moventum monetizes through asset management fees on proprietary products, transaction and processing fees on approximately 1 million annual transactions, commission management services for fund companies, and centralized custody and settlement services for institutional clients. Services to financial advisors are offered free of charge, with revenue effectively charged to end clients via management fees and embedded transaction costs — a freemium distribution model that supports a network of more than 2,200 advisors across 140 countries, anchored by offices in Luxembourg, Warsaw, Frankfurt, Vienna and Brno.
Moventum firmographics
Firmographics- Name
- Moventum
- Legal name
- Moventum S.C.A.
- Website
- https://moventum.lu
- Company type
- Private
- Founded year
- 1999
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Moventum is a Luxembourg-regulated, B2B2C platform that provides custody, trading and asset management infrastructure to over 2,200 financial advisors and institutional clients across 140 countries, processing approximately 1 million transactions per year.
- Ownership category
- akta.pro rank
Moventum industry classification
Industry- Product category
- Financial intermediary platform (wealth management and fund distribution)
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Securities and Commodity Contracts Intermediation and Brokerage (5231), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Investment Advice (6282), Finance Services (6199)
- akta.pro primary industry
- Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)
- akta.pro secondary industries
- Full-Service Retail Brokerage & Wealth Platforms (FSAAAAAA), Fund Custody & Transfer Agency Services (FSACAHAG)
Keywords
Where Moventum is headquartered
LocationHeadquarters
- HQ city
- Luxembourg
- HQ country
- Luxembourg
- HQ region
- Europe
Offices5 records
Markets served
Moventum business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Infrastructure, Marketing or Sales
Revenue model
- Asset Management Fees: Moventum charges management fees for its asset management solutions including MoventumPlus Aktiv, MOVEactive ETF Portfolios, and MOVEeasy strategies. These are charged to end clients through their financial advisors.
- Transaction Fees: Platform handles over 1 million transactions per year, generating revenue through transaction processing fees embedded in the custody account and trading services.
- Commission Management: Moventum handles negotiation and collection of commissions on behalf of fund companies and invoices fees charged to end client accounts with credit notes on commission accounts. Commission flows can be automatically returned to different parties using override rules.
- Custody and Settlement Services: Provides centralized securities services including securities acquisition, settlement and custody for institutional clients including individual and omnibus accounts.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Asset Management Solutions - Minimum Investment |
| Subscription | Annual | Fund Wrapper Model - Minimum Investment |
| Freemium | Annual | Services for Financial Advisors |
Go-to-market motion2 records
Distribution channels5 records
Marketing channels5 records
Moventum product offering
Product offeringCore offering
Moventum provides a 360° financial intermediary platform combining investment accounts, a securities trading platform (MoventumOffice 2.0), asset management products (MoventumPlus Aktiv, MOVEactive ETF, MOVEeasy), digital onboarding (PaperLess), and custody/settlement services for financial advisors and institutional clients across 140 countries. The platform grants access to more than 10,000 funds, ETFs and securities from 400+ investment companies, with institutional clients also receiving white-label solutions and commission management services.
Product overview
Moventum offers a comprehensive financial services ecosystem comprising multiple interconnected platforms and products. The core offering centers on MoventumOffice 2.0 (web-based securities trading platform with access to 10,000+ funds and ETFs), complemented by AccountView (client online account access) and PaperLess (digital onboarding). Asset management products include MoventumPlus Aktiv (active management on fund/ETF basis), MOVEactive ETF Portfolios, and the MOVEeasy model (Vanguard ETF-based). The fund platform provides Moventum Plus Aktiv fund of funds with multiple risk profiles, while institutional clients access white-label solutions and commission management services. The company operates from Luxembourg with global reach across 140 countries.
Differentiator
Problem solved
Functional benefit
Products and services
- MoventumOffice 2.0 Web-based management and investment platform for financial professionals that enables custody account opening, order placement, and access to analytics, reporting and support tools, with access to more than 10,000 funds, ETFs and other securities.
- AccountView Free online access for Moventum custody account holders providing real-time account summaries, cash and securities positions, transaction history, and an electronic mailbox for all documents, with multilingual support.
- MoventumPlus Aktiv Active asset management product on a fund and ETF basis with different risk/opportunity profiles (including a hedging variant), available with a minimum investment of €5,000 and distributed through financial advisors.
- MOVEactive ETF Portfolios Active asset management on an ETF basis offering pre-selected and diversified ETF portfolios with fixed asset class weights for private investors served through financial advisors.
- MOVEeasy – inspired by Vanguard funds Custody account with an asset management approach using pre-selected Vanguard ETFs, offering four risk/opportunity profiles with fixed asset class weights and an attractive cost structure.
- Moventum Plus Aktiv Fund of Funds Fund of funds product providing diversified investment through multiple underlying funds, offered in multiple risk profiles including Global Defensive, Global Balanced, Global Dynamic, Global Growth, and Europe Balanced.
- MOVEtogether – Best of FT Fund range that surpassed the €100 million mark, offering diversified investment products curated by Moventum's portfolio management team.
- ELTIF (European Long-Term Investment Fund) Products Private market investment products including infrastructure, private equity, and real estate, launched in partnership with Schroders Capital to give private investors access to alternative investments via Moventum's platform.
- Institutional Custody and Settlement Services Centralized securities services for institutional clients covering securities acquisition, settlement, custody (individual and omnibus accounts), white-label distribution, and MiFID-compliant end-client reporting, provided through Banque de Luxembourg as custodian bank.
- Commission Management Service Service handling negotiation and collection of commissions on behalf of fund companies, invoicing fees charged to end-client accounts with credit notes on commission accounts, and automatically routing commission flows using override rules.
- Moventum Mobile App Mobile application for advisers and private investors providing portfolio performance overview, a secure message inbox, and push notifications for important updates, available on iOS and Android.
Quantifiable outcome
- Over 1 million transactions processed annually
- +2 more outcomes
Companies that use Moventum
Customer profileNamed customers6 records
Segments4 records
Ideal customer profiles3 records
Moventum technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
Moventum partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- Schroders CapitalcoreMoventum entered the ELTIF (European Long-Term Investment Fund) market with Schroders Capital, offering private market investments including private equity, infrastructure investments, and real estate projects to private investors.
- Phoenix InvestorminorPhoenix Investor joined Moventum's platform in March 2017, expanding the network of financial advisors using the platform for fund distribution.
- UNFCU AdvisorsminorPartnership with UNFCU Advisors enabled expert financial planning guidance and managed portfolio solutions to be available through new partnerships with local advisory firms to United Nations communities in Geneva, Vienna, and other locations.
- Banque de LuxembourgcoreBanque de Luxembourg serves as the custodian bank for client deposits held by Moventum S.C.A. Member of Luxembourg Deposit Guarantee Fund (FGDL) and subsidiary of Crédit Mutuel Alliance Fédérale.
Scale indicators8 records
Recent moves7 records
Expansion highlights5 records
Moventum competitors and assessment
Company assessmentDirect peers
- Allfunds: One of the largest B2B fund distribution platforms in Europe, connecting distributors with fund managers. Directly comparable to Moventum's B2B2C model serving financial advisors across multiple countries.
- FNZ: Global wealth management platform providing custody, trading, and back-office infrastructure to financial advisors and institutions. Comparable end-to-end platform offering and target customer base to Moventum.
- MFEX (Euroclear Fund Platform): Cross-border fund distribution and order-routing platform serving financial intermediaries across Europe. Comparable B2B fund platform model and geographic reach to Moventum.
- Fundrock: Luxembourg-based fund services and distribution platform with comparable cross-border fund servicing capabilities and European institutional client base.
Broad incumbents
- Vontobel / Swissquote-style wealth platforms: Broader wealth and asset management incumbents offering fund platforms, custody and advisory tools to financial intermediaries as part of a wider financial services portfolio.
- Intesa Sanpaolo / Fideuram direct-banking wealth platforms: Large European bank-owned wealth platforms offering integrated custody, trading and advisory services to financial advisors — competing for the same independent advisor channel.
Emerging players
- Scalable Capital: Digital wealth platform offering custody, trading and ETF-based portfolio solutions, increasingly competing for the same mass-affluent and advisor-served end clients as Moventum.
- Netwealth (UK): UK-headquartered wealth management platform providing custody, trading, and discretionary investment services to financial advisors and their clients — comparable advisor-focused platform model.
Others
- Banque de Luxembourg: Moventum's custodian bank; a Luxembourg private bank providing custody, fund administration and wealth services to a similar high-net-worth and advisor-served client base in the same regulatory jurisdiction.
- Atlantic Fund Services: Parent of Moventum; an independent fund services platform providing fund accounting, administration and related services to investment managers — closely aligned ecosystem partner within the corporate group.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Moventum social profiles
Digital presenceMoventum compliance and trust
Trust signalCompliance1 record
Moventum financial estimates
Financial estimateRevenue estimate
Valuation estimate
Moventum leadership team
Management profileNumber of profiles
Profiles10 records
Moventum subsidiaries and ownership
Company hierarchySubsidiaries1 record
Moventum funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Moventum 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 Moventum
What does Moventum do?
Moventum provides a 360° financial intermediary platform combining investment accounts, a securities trading platform (MoventumOffice 2.0), asset management products (MoventumPlus Aktiv, MOVEactive ETF, MOVEeasy), digital onboarding (PaperLess), and custody/settlement services for financial advisors and institutional clients across 140 countries. The platform grants access to more than 10,000 funds, ETFs and securities from 400+ investment companies, with institutional clients also receiving white-label solutions and commission management services.
Is Moventum a public or private company?
Moventum is a private company. It is classified as corporate owned and is currently operating.
When was Moventum founded?
Moventum was founded in 1999. It employs 51 to 100 people.
Where is Moventum based?
Moventum is headquartered in Luxembourg, Luxembourg, in the Europe region.
How does Moventum make money?
Four revenue lines are on record. Asset Management Fees are the primary driver. The others are transaction Fees, commission Management and custody and Settlement Services.
Who are Moventum's main competitors?
Direct peers on record are Allfunds, FNZ, MFEX (Euroclear Fund Platform) and Fundrock. Broad incumbents are Vontobel / Swissquote-style wealth platforms and Intesa Sanpaolo / Fideuram direct-banking wealth platforms. Emerging players are Scalable Capital and Netwealth (UK). Others are Banque de Luxembourg and Atlantic Fund Services.
Does Moventum have an API?
Yes. Moventum offers API interfaces for institutional clients to submit securities orders. The trading platform MoventumOffice supports API interfaces as an alternative to the online platform for securities procurement.
What industry is Moventum in?
Moventum's product category is Financial intermediary platform (wealth management and fund distribution). Its primary akta.pro industry code is FSAAABAM, Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs), with a secondary code of FSAAAAAA, Full-Service Retail Brokerage & Wealth Platforms. Its NAICS code is 523940 and its SIC code is 6282.