Profidata Group AG
Profidata Group AG is a Swiss enterprise software provider, founded in 1985, offering integrated investment management software with multi-jurisdictional regulatory compliance for asset managers, fund managers, pension funds, and insurance companies across six European countries.
- Company typePrivate
- Founded1985
- HeadquartersUrdorf, Switzerland
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What Profidata Group AG does
Profidata Group AG is a privately-held Swiss enterprise software provider specializing in investment and wealth management solutions. Founded in 1985 and headquartered in Zürich, the company operates through a holding structure comprising seven wholly-owned subsidiaries: Profidata AG (core investment management software), Profidata Services AG (consulting and implementation), Profidata Managed Solutions AG (cloud and managed hosting), Profidata XLab AG (R&D and innovation), plus the acquired entities itechx GmbH, abraxas Software-Entwicklungsgesellschaft mbH, and Arkus Financial Services S.A.
The group's core technology is an integrated investment management software suite covering portfolio management, risk analytics, regulatory reporting, and compliance monitoring. A key technical differentiator is its multi-jurisdictional regulatory compliance capability spanning Switzerland, Germany, Luxembourg, and the UK, addressing fragmented regulatory environments across Europe's principal financial centers. The product emphasizes process automation to reduce operational overhead in investment operations, combined with integration across the investment management value chain to eliminate reliance on multiple disconnected vendor systems.
Profidata generates revenue through three streams: recurring enterprise software licensing, professional services (implementation, customization, consulting via Profidata Services AG), and managed services (outsourced operations and platform management via Profidata Managed Solutions AG). The go-to-market is exclusively direct enterprise sales, targeting asset managers, fund managers, pension funds, and insurance companies through a consultative, relationship-driven field sales motion emphasizing on-site customer visits. Pricing is not publicly disclosed and is negotiated on a quote basis. With 51-100 employees across offices in Switzerland, Germany, Luxembourg, the UK, Romania, and Portugal, the company serves a European enterprise client base under a privately-held, founder-owned ownership structure with no disclosed external investors.
Profidata Group AG firmographics
Firmographics- Name
- Profidata Group AG
- Legal name
- Profidata Group AG
- Website
- https://profidatagroup.com
- Company type
- Private
- Founded year
- 1985
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Profidata Group AG is a Swiss enterprise software provider, founded in 1985, offering integrated investment management software with multi-jurisdictional regulatory compliance for asset managers, fund managers, pension funds, and insurance companies across six European countries.
- Ownership category
- akta.pro rank
Profidata Group AG industry classification
Industry- Product category
- Investment Management Software
- NAICS
- Software Publishers (513210), Software Publishers (5132)
- SIC
- Services-Prepackaged Software (7372), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)
Keywords
Where Profidata Group AG is headquartered
LocationHeadquarters
- HQ city
- Urdorf
- HQ country
- Switzerland
- HQ region
- Europe
Offices7 records
Markets served
Profidata Group AG business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Enterprise Software Licensing: Profidata Group generates revenue primarily through licensing their specialized investment management software to financial institutions. The software covers portfolio management, risk analytics, and regulatory compliance requirements.
- Professional Services: Implementation, customization, and consulting services provided through Profidata Services AG to support the deployment and ongoing use of the software solutions.
- Managed Services: Managed Solutions AG provides outsourced investment management operations and platform management services.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Profidata Group AG product offering
Product offeringCore offering
Profidata Group AG develops and distributes specialized software solutions for the investment and wealth management sector. Its core offering is an integrated investment management software platform covering portfolio management, risk analytics, regulatory reporting, and compliance monitoring, complemented by professional services for implementation and managed services for outsourced investment operations.
Product overview
Profidata Group AG operates as a unified platform comprising multiple specialized subsidiaries that collectively cover all areas of investment management. The group offers a portfolio of products including Profidata AG (core investment management software), Profidata Services AG (consulting and support), Profidata Managed Solutions AG (managed/cloud services), Profidata XLab AG (R&D and innovation), alongside subsidiaries itechx GmbH, abraxas Software-Entwicklungsgesellschaft mbH, and Arkus Financial Services S.A. The products automate processes and reliably cover regulatory requirements, with the group emphasizing long-term partnerships and secure trust-based relationships with customers.
Differentiator
Problem solved
Functional benefit
Companies that use Profidata Group AG
Customer profileSegments1 record
Ideal customer profiles1 record
Profidata Group AG technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Profidata Group AG partnerships and signals
Strategic signalScale indicators3 records
Recent moves7 records
Expansion highlights5 records
Profidata Group AG competitors and assessment
Company assessmentDirect peers
- Murex: Murex provides a cross-asset trading, risk, and post-trade processing platform widely used by European banks, asset managers, and insurers. It is directly comparable to Profidata's process automation and multi-jurisdictional regulatory capabilities, especially in capital markets and treasury workflows.
- Charles River Development (State Street): Charles River provides an enterprise investment management platform covering front-to-back office workflows for buy-side firms including portfolio management, trading, and compliance. It competes head-to-head with Profidata for European asset managers and pension funds, with significantly larger scale.
- SS&C Advent: SS&C's Advent business (including Advent Portfolio Exchange and Geneva) is a leading investment management and accounting platform serving asset managers, hedge funds, and institutional investors. It directly overlaps Profidata's portfolio management, accounting, and reporting capabilities for similar mid-to-large institutional clients.
- Calypso Technology: Calypso provides a cross-asset front-to-back platform for capital markets, treasury, and investment management, with strong regulatory and risk analytics capabilities. It competes with Profidata in process automation and multi-jurisdictional compliance for European institutional clients.
- SimCorp: SimCorp provides investment management software (SimCorp Dimension) to asset managers, pension funds, and insurance companies globally, with deep regulatory coverage across European jurisdictions. It is the closest direct peer to Profidata in product scope, target customer base, and consultative enterprise sales motion.
- Bloomberg AIM: Bloomberg's Asset and Investment Manager (AIM) platform provides order management, portfolio modeling, and compliance tools to buy-side firms. It is directly comparable to Profidata's portfolio management and compliance suite and is a common alternative in enterprise RFPs.
Broad incumbents
- BlackRock Aladdin: Aladdin is BlackRock's enterprise investment management and risk analytics platform, increasingly offered to external institutional clients. It competes with Profidata's integrated platform approach at the upper end of the European market and represents a major disruptive threat given its scale, AI investment, and cloud-native architecture.
- Temenos: Temenos provides core banking and wealth management software platforms to banks and wealth managers globally, including portfolio management and compliance capabilities. It competes with Profidata at the wealth management technology layer, especially for private banks in Switzerland, Luxembourg, and the UK.
- Finastra: Finastra's Fusion Invest and broader capital markets suite targets asset managers, private banks, and institutional investors with integrated investment management functionality. It overlaps with Profidata's enterprise investment management platform and competes for similar European mid-to-large clients.
Emerging players
- INDATA (iCapital): INDATA provides investment management technology (iPM, iTrade) for buy-side firms with focus on portfolio management, trading, and reporting. It is comparable to Profidata's core investment management suite but typically serves smaller and US-centric asset managers.
Market position
Strengths1 record
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Profidata Group AG social profiles
Digital presenceProfidata Group AG financial estimates
Financial estimateRevenue estimate
Valuation estimate
Profidata Group AG leadership team
Management profileNumber of profiles
Profiles1 record
Profidata Group AG subsidiaries and ownership
Company hierarchySubsidiaries10 records
Profidata Group AG funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Profidata Group AG M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Profidata Group AG
What does Profidata Group AG do?
Profidata Group AG develops and distributes specialized software solutions for the investment and wealth management sector. Its core offering is an integrated investment management software platform covering portfolio management, risk analytics, regulatory reporting, and compliance monitoring, complemented by professional services for implementation and managed services for outsourced investment operations.
Is Profidata Group AG a public or private company?
Profidata Group AG is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Profidata Group AG founded?
Profidata Group AG was founded in 1985. It employs 51 to 100 people.
Where is Profidata Group AG based?
Profidata Group AG is headquartered in Urdorf, Switzerland, in the Europe region.
How does Profidata Group AG make money?
Three revenue lines are on record. Enterprise Software Licensing is the primary driver. The others are professional Services and managed Services.
Who are Profidata Group AG's main competitors?
Direct peers on record are Murex, Charles River Development (State Street), SS&C Advent, Calypso Technology, SimCorp and Bloomberg AIM. Broad incumbents are BlackRock Aladdin, Temenos and Finastra. INDATA (iCapital) is listed as an emerging player.
Does Profidata Group AG have an API?
No public API is recorded for Profidata Group AG.
What industry is Profidata Group AG in?
Profidata Group AG's product category is Investment Management Software. Its primary akta.pro industry code is FSAAABAM, Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs). Its NAICS code is 513210 and its SIC code is 7372.