Finaport

Name

Finaport

Legal name

Finaport AG

Website

https://finaport.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

101–250 employees

Ownership category

akta.pro rank

Product category

Wealth Management and Investment Banking

NAICS

Finance and Insurance (52), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Account Aggregation & Connectivity (Multi-bank linking) (FSAGACAA), Retirement Planning & Long-Term Financial Planning Tools (FSAGADAI), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Wealth management services
• Investment banking advisory
• Family office services
• Mergers and acquisitions
• Private market products

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Systematic / Tailored / Discretionary Asset Management: Recurring management fees on systematic rule-based strategies offered in USD, EUR, CHF, and GBP, plus discretionary and advisory asset management mandates for HNW clients and single family offices.
2. M&A and Strategic Advisory Fees: Success-based advisory fees for sell-side, buy-side, succession planning, joint ventures, strategic alliances, management buy-outs/buy-ins, and valuations & fairness opinions.
3. IPO Advisory Fees: Fees for IPO preparation and execution advisory services across corporate governance, due diligence, documentation, and valuation workstreams.
4. Alternative Sources of Funding Advisory: Fees for advisory and hands-on execution support in raising debt and equity capital, including optimal capital structure analysis and stakeholder communications.
5. Family Office Services: Recurring multi-generational advisory fees covering global custody consolidation, tax and estate planning, trusteeship, foundation management, family philanthropy, and lifestyle coordination.
6. Private Market Product Distribution and Origination: Fees from sourcing, structuring, and distributing private equity, private debt, and real estate investment opportunities (direct, co-investment, fund, and certificate vehicles).

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels8 records

Core offering

Finaport is a Swiss wealth management and investment banking firm serving wealthy individuals, single family offices, and private companies globally. It delivers systematic and discretionary asset management, family office services, and investment banking advisory (M&A, IPO, alternative funding) underpinned by a network of more than 60 partner banks and a proprietary global custody consolidation platform.

Product overview

Finaport is a single integrated wealth management and investment banking firm (no separate SaaS platform) built around two service lines that share a common investment philosophy of Trust, Access & Performance. The Wealth Management line consists of Systematic Asset Management (a rule-based passive strategy applied through the Liquid Market Products), Tailored Asset Management, Advisory Asset Management & Consulting, and Family Office Services (which delivers the high-tech Global Custody Consolidation application across the Global Financial Partners network). The Investment Banking line consists of M&A and Strategic Advice, Initial Public Offerings (IPO), and Alternative Sources of Funding. Underpinning both lines are the Global Financial Partners (more than 60 banks plus legal, tax, fiduciary, corporate, insurance and securitization partners) and two product universes — Liquid Market Products (systematic strategy in USD/EUR/CHF/GBP) and Private Market Products (Private Equity, Private Debt, Real Estate), the latter gated behind a Protected Site disclaimer for qualified/professional investors. Senior management are co-invested in the firm's recommendations.

Differentiator

Problem solved

Functional benefit

Products and services

• Systematic Asset Management A long-term systematic rule-based investment strategy focused on passive asset selection and allocation without currency risk, using only physical investments (no structured products), well diversified with few positions to keep costs low. Available in USD, EUR, CHF and GBP.
• Tailored Asset Management Discretionary asset management for clients preferring a personalized strategy (e.g., sustainable products, private equity, hedge funds), with capital preservation, risk management, ongoing rebalancing, transparent reporting, and best-in-class trade execution via an open-architecture product sourcing platform.
• Advisory Asset Management & Consulting Investment advisory that lets clients retain their own investment decisions while benefiting from regular interaction with a Finaport investment advisor, with frequency and depth of engagement tailored to client requirements.
• Family Office Services Multi-family-office-style services for single family offices, including a high-tech global custody consolidation application aggregating accounts across many banks, multigenerational and succession planning, tax and estate planning, trusteeship, foundation management, family philanthropy, and lifestyle coordination.
• M&A and Strategic Advice Tailor-made mergers and acquisitions advisory delivered globally by a committed locally based team, covering sell-side, buy-side, succession planning, divestitures, mergers, acquisitions, public takeovers, joint ventures, strategic alliances, management buy-outs/buy-ins, and valuations & fairness opinions.
• Initial Public Offerings (IPO) End-to-end IPO advisory and hands-on assistance from IPO Preparation (business plan, IPO fact book, corporate governance, equity story, valuation framework, target timetable) to IPO Execution (due diligence preparation and coordination, legal documentation, advisor coordination, management presentations, fundamental stock market valuation).
• Alternative Sources of Funding Hands-on capital-raising advisory that defines financing objectives, examines optimal capital structure, identifies and evaluates debt and equity financing options, guides deal preparation and execution, and supports stakeholder communication.
• Liquid Market Products Public-market investment products leveraging Finaport's systematic, academic-research-based investment strategy, well diversified, free of currency risks, cost efficient and emotion-free, offered in USD, EUR, CHF and GBP.
• Private Equity (Private Market Products) Selected range of private equity products (direct investments, direct funds, specialized funds) targeting attractive risk-adjusted returns with low correlation to traditional capital markets. Restricted to qualified/professional investors.
• Private Debt (Private Market Products) Tailored financing solutions for private businesses seeking non-bank funding, providing financing across the entire debt structure with attractive risk/return profile and stable returns for investors.
• Real Estate (Private Market Products) Commercial and residential real estate exposure with long-term returns through rental income, rental growth and asset appreciation, including non-core local and foreign opportunities, assessed and implemented with partners.
• Global Financial Partners A global network providing custody access with more than 60 banks worldwide, plus lawyers, tax specialists, fiduciaries, corporate service providers, and insurance solutions, with the ability to securitize bankable and non-bankable assets via Swiss ISIN (e.g., debt note issuance, division of goods for inheritance).

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Three partnerships are on record, tiered core and flagship.

• Association of Independent Asset Managers (AIAM), SingaporecoreStrategic or Co-development PartnerFinaport is a founding member of AIAM Singapore and provided the AIAM president for a long time (Philipp Piaz served as Treasurer for 5 years and then was appointed President in 2018). This positions Finaport within the Singapore independent asset management community and supports regulatory and reputational standing.
• ATP Challenger Tour (Finaport Zug Open)flagshipGTM or Marketing PartnerMulti-year title sponsorship announced June 3, 2022 for the new Zug Open (July 24-31, 2022), entering the ATP Challenger Tour. Pascal Bucher, Finaport Partner, explained the motives for the commitment. The sponsorship provides brand visibility among HNW/UHNW audiences in Switzerland and internationally.
• Global Banking Network (60+ banks)coreChannel Partner/ Reseller/ DistributorFinaport maintains close cooperation with more than 60 banks worldwide to provide institutional custody conditions and to massively simplify and accelerate the opening of new accounts. Client assets remain deposited in bank(s) of the client's choice.

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Vontobel: Swiss-headquartered integrated wealth management and investment banking firm serving HNW/UHNW clients with discretionary mandates, advisory, and M&A/IPO capabilities — directly comparable to Finaport's combined WM + IB model.
• EFG International: Swiss private bank providing wealth management, investment advisory, and family office services to HNW clients globally, with a similar independent, open-architecture positioning and cross-border advisory capability.
• VP Bank: Liechtenstein-based private bank focused on HNW/UHNW wealth management, family office, and external asset manager intermediation — a comparable boutique-size European competitor.
• Mirabaud: Swiss private bank offering wealth management, asset management, and corporate finance (M&A) services to private clients and family offices — overlapping integrated WM + IB model.

Broad incumbents

• Pictet Group: Large Swiss private bank and asset manager with wealth management and asset servicing for HNW/UHNW — a much larger incumbent operating in the same Swiss WM space with overlapping capabilities.
• Bank Julius Baer: Leading Swiss pure-play private bank serving HNW/UHNW clients globally with discretionary and advisory mandates — a dominant incumbent competing for the same client segment.
• Indosuez Wealth Management: Wealth management arm of Crédit Agricole with global HNW family office and investment advisory offering — comparable multi-jurisdictional WM + family office positioning.
• LGT Bank: Liechtenstein-based private banking and asset management group serving UHNW families and foundations globally with family office services — a comparable integrated WM and family office incumbent.

Regional players

• Hywin International: Asia-focused independent wealth manager with Singapore presence serving HNW Chinese and Asian clients — directly comparable Asia platform competing for the same cross-border HNW flows.

Emerging players

• Evelien Capital: Emerging boutique independent wealth management firm focused on HNW clients and founders with integrated advisory and corporate finance capabilities — a smaller-scale comparable in the boutique WM + IB segment.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xtwitter.com/hashtag/Finaport?src=hashtag_click
• YouTubeyoutube.com/channel/UCYziQ1sFE4VU_YdYF4j9Q6w
• Facebookfacebook.com/pages/category/Financial-Planner/Finaport-1466940130218575
• LinkedInlinkedin.com/company/finaport

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 Finaport