Privatam
Privatam is a Monaco-based wealthtech firm whose myPrivatam platform aggregates structured products from 11 investment banks, enabling wealth managers, family offices, private banks, pension funds and independent asset managers to build, price and monitor customized structured investment portfolios across 15 countries.
- Company typePrivate
- Founded2014
- HeadquartersZürich, Switzerland
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What Privatam does
Privatam is a Monaco-headquartered wealthtech firm, founded in 2014 by four financial industry specialists, that operates a multi-bank technology platform for structured investment products under the myPrivatam brand. Its core product aggregates live quotes, pricing and lifecycle data across 11 investment banks and 29 investment providers, covering 22,783 structured products and 2,413 underlyings, and is augmented by PARity — the underlying engine for product screening, pricing and lifecycle monitoring. Wealth managers, family offices, private banks, pension funds and independent asset managers use the platform to create or select customized structured products, benchmark quotes in under 60 seconds and consolidate portfolio monitoring, cashflow, exposure and PDF reporting in a single interface; a complementary 'Your Advisor' service pairs clients with one of 15 specialists across 10 languages.
Privatam operates through two regulated entities: Privatam SAM in Monaco (license SAF2014/07 under CCAF) and Privatam AG in Zurich (VQF/FINMA-recognized, license 100492). The company reports $19.56 billion in notional monitored, 1,495 active clients, 800+ wealth manager relationships and 372 white-label partnerships, serving clients across approximately 15 countries with explicit exclusions for the United States and Canada. The customer base spans enterprise wealth managers, family offices, private banks, pension funds, independent asset managers and financial institutions, distributed across direct enterprise sales and channel partnerships.
The revenue model combines freemium end-user access with monetization on the issuer and partner side: arrangement, retrocession or transaction fees received from issuers when trades and issuances are placed via the platform, supplemented by white-label licensing to asset managers who resell the platform under their own brand (372 active partnerships). Go-to-market is hybrid — direct enterprise sales plus white-label channels — supported by content marketing (eBooks on structured products), LinkedIn presence, industry events and referrals. Strategic recent moves include the 2021 OptiAssets joint venture into securitization and asset repackaging, and the appointment of a dedicated Sales Director for Latin America.
Privatam firmographics
Firmographics- Name
- Privatam
- Legal name
- Privatam SAM
- Website
- https://privatam.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Privatam is a Monaco-based wealthtech firm whose myPrivatam platform aggregates structured products from 11 investment banks, enabling wealth managers, family offices, private banks, pension funds and independent asset managers to build, price and monitor customized structured investment portfolios across 15 countries.
- Ownership category
- akta.pro rank
Privatam industry classification
Industry- Product category
- Investment Management Software
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Investment Management Advisory (RIA) (FSAEAAAB)
- akta.pro secondary industry
- Retail Investment Products (RIPs) & Packaged Products (PRIIPs/KIDs) (FSACAMAN)
Keywords
Where Privatam is headquartered
LocationHeadquarters
- HQ city
- Zürich
- HQ country
- Switzerland
- HQ region
- Europe
Offices2 records
Markets served
Privatam business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure
Revenue model
- Platform subscription/usage fees: myPrivatam is described as a free service for clients, suggesting the business model may involve fees from investment banks/issuers rather than direct client charges. The platform enables issuers to reach wealth managers and charges for arrangement services.
- Arrangement fees from issuers: Party A (Privatam) receives commissions, retrocessions or fees from the Issuer in relation with Trades and issuance of Structured Products.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Free platform access for clients |
| Freemium | Pay-as-you-go | 14-day free trial for new users |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
Privatam product offering
Product offeringCore offering
Privatam operates the myPrivatam multi-bank technology platform that enables wealth managers, family offices, private banks, and independent asset managers to find, create, and monitor customized structured investment products by aggregating and comparing quotes from 11 investment banks in under 60 seconds. The platform provides a consolidated portfolio monitoring dashboard with cashflow, exposure analysis, and PDF reporting. Complementing the technology, Privatam offers a Your Advisor human advisory service connecting clients with 15 structured product specialists across 10 languages.
Product overview
Privatam offers a unified platform ecosystem for wealth managers, family offices, private banks, and pension funds to create, manage, and monitor customized structured investment products. The core product is myPrivatam - a multi-bank technology platform that enables clients to create or select structured products, compare pricing from 11 investment banks in under 60 seconds, and monitor their entire portfolio with consolidated cashflow and exposure analysis. The platform is complemented by Your Advisor - a human advisory service connecting clients with 15 structured product specialists across 10 languages. Additional offerings include educational content (eBooks and articles) explaining structured products. The company also offers white-label partnerships for asset managers to brand the platform under their own identity.
Differentiator
Problem solved
Functional benefit
Brands
- myPrivatam: Multi-bank technology platform that allows clients to find or create customized investment products, compare prices, and monitor portfolio performance.
- Platform PARity
- OptiProducts
Products and services
- myPrivatam Multi-bank technology platform enabling wealth managers, family offices, private banks, pension funds, independent asset managers, and financial institutions to find or create customized structured investment products, compare prices from 11 investment banks in under 60 seconds, and monitor portfolio performance with a consolidated dashboard including cashflow, exposure analysis, PDF reporting, and product life cycle management.
- Your Advisor Personal advisory service pairing clients with 15 structured product specialists who speak 10 languages to provide personalized guidance on building and selecting customized structured investment products, available from 8am to 10pm.
- White-Label Partnership Customization offering allowing asset managers to rebrand myPrivatam with their own logo and colors for client-facing use, including the ability to rebuild the portfolio based on organization hierarchy (sales, clients, banks, bank accounts) and use branded factsheets in client discussions.
Companies that use Privatam
Customer profileNamed customers6 records
Segments6 records
Ideal customer profiles3 records
Privatam technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
Privatam partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- OptiAssetscoreJoint venture between Privatam and OptiAssets for securitization and asset repackaging services. OptiAssets is an assets repack platform combining with Privatam's PARity technology (handling over $8 billion worth of investment products for 600+ wealth managers) to offer asset and wealth managers better access to securitization services and securitized assets. Enables transformation of investment strategies into secured listed securities.
- 11 Investment Bankscore11 leading investment banks connected to the myPrivatam platform providing quotes for structured products. Wealth managers can build their own products and compare indicative prices among 6 payoffs from 11 investment banks in one portal, typically in under 60 seconds.
- 29 Investment Providerscore29 investment providers provide information enabling wealth managers to easily compare prices. The platform aggregates data from multiple issuers for comprehensive product comparison.
Scale indicators14 records
Recent moves7 records
Expansion highlights6 records
Privatam competitors and assessment
Company assessmentBroad incumbents
- Temenos: Global banking software provider serving retail, private, and wealth management institutions. Comparable as a regulated, enterprise wealthtech vendor; broader portfolio than Privatam but overlapping client base.
- Addepar: Wealth management technology platform providing portfolio analytics and reporting for advisors, family offices, and institutions. Comparable as a multi-bank aggregation and portfolio monitoring platform serving wealth managers.
- FNZ Group: Large-scale wealth management platform used by global financial institutions. Comparable as an enterprise wealthtech layer for investment servicing, though it serves a broader mandate than structured-product specialization.
- Avaloq: Swiss wealthtech platform providing core banking and investment advisory software to private banks. Comparable as a regulated, Switzerland-based wealthtech serving the same European private banking clients as Privatam.
- InvestCloud: Enterprise wealth management technology platform offering portfolio management, advisory, and digital tools to financial institutions globally. Comparable as a large-scale wealthtech serving private banks and asset managers.
- Broadridge Financial Solutions: Capital markets and wealth technology provider offering data, analytics, and platform solutions to financial institutions. Comparable as a multi-bank data/infrastructure layer for wealth and structured products workflows.
Emerging players
- Luma Financial Technologies: Independent structured products marketplace and wealthtech platform serving financial advisors. Comparable as a multi-issuer structured product monitoring and pricing tool targeting the same advisor and private bank segments.
Direct peers
- Leonteq Securities: Swiss-headquartered structured products issuer and platform serving wealth managers. Direct competitor to Privatam in multi-bank structured products distribution and pricing, especially across the Swiss/European wealth corridor.
- ERI Bancaire (OLYMPIC Banking System): Swiss-based software vendor providing portfolio management and structured product lifecycle tools to private banks and wealth managers. Closely comparable to Privatam's PARity/myPrivatam technology stack serving similar institutional clients.
Regional players
- Pictet Structured Products: Swiss private bank's structured products franchise and digital platforms for structured note distribution. Comparable as a Swiss-based structured products issuer/distributor operating in the same European wealth corridor as Privatam.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Privatam social profiles
Digital presencePrivatam compliance and trust
Trust signalCompliance2 records
Privatam financial estimates
Financial estimateRevenue estimate
Valuation estimate
Privatam leadership team
Management profileNumber of profiles
Profiles6 records
Privatam subsidiaries and ownership
Company hierarchySubsidiaries1 record
Privatam funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Privatam 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 Privatam
What does Privatam do?
Privatam operates the myPrivatam multi-bank technology platform that enables wealth managers, family offices, private banks, and independent asset managers to find, create, and monitor customized structured investment products by aggregating and comparing quotes from 11 investment banks in under 60 seconds. The platform provides a consolidated portfolio monitoring dashboard with cashflow, exposure analysis, and PDF reporting. Complementing the technology, Privatam offers a Your Advisor human advisory service connecting clients with 15 structured product specialists across 10 languages.
Is Privatam a public or private company?
Privatam is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Privatam founded?
Privatam was founded in 2014. It employs 51 to 100 people.
Where is Privatam based?
Privatam is headquartered in Zürich, Switzerland, in the Europe region.
How does Privatam make money?
Two revenue lines are on record. Platform subscription/usage fees are the primary driver. The others are arrangement fees from issuers.
Who are Privatam's main competitors?
Broad incumbents on record are Temenos, Addepar, FNZ Group, Avaloq, InvestCloud and Broadridge Financial Solutions. Luma Financial Technologies is listed as an emerging player. Direct peers are Leonteq Securities and ERI Bancaire (OLYMPIC Banking System). Pictet Structured Products is listed as a regional player.
Does Privatam have an API?
No public API is recorded for Privatam.
What industry is Privatam in?
Privatam's product category is Investment Management Software. Its primary akta.pro industry code is FSAEAAAB, Investment Management Advisory (RIA), with a secondary code of FSACAMAN, Retail Investment Products (RIPs) & Packaged Products (PRIIPs/KIDs). Its NAICS code is 523940 and its SIC code is 6282.