Moventum

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.

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

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

• Fund platform services
• Wealth management platform
• Asset management solutions
• Securities custody services
• Financial advisor platform

Headquarters

HQ city

Luxembourg

HQ country

Luxembourg

HQ region

Europe

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. 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.
2. Transaction Fees: Platform handles over 1 million transactions per year, generating revenue through transaction processing fees embedded in the custody account and trading services.
3. 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.
4. Custody and Settlement Services: Provides centralized securities services including securities acquisition, settlement and custody for institutional clients including individual and omnibus accounts.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels5 records

Core 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

Named customers6 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Four partnerships are on record, tiered core and minor.

• Schroders CapitalcoreStrategic or Co-development Partner · 29 January 2024Moventum 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 InvestorminorChannel Partner/ Reseller/ Distributor · 21 March 2017Phoenix Investor joined Moventum's platform in March 2017, expanding the network of financial advisors using the platform for fund distribution.
• UNFCU AdvisorsminorChannel Partner/ Reseller/ Distributor · 13 March 2017Partnership 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 LuxembourgcoreStrategic or Co-development PartnerBanque 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

Direct 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

• YouTubeyoutube.com/channel/UC9tMJU-wqZ538HOKAN_Hhqg
• LinkedInlinkedin.com/company/118795

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries1 record

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 Moventum