Qadra

What Qadra does

Qadra is an Italian wealth management technology company founded in 2019 between Turin and Milan, building a modular cloud-based SaaS platform for wealth managers, family offices, trustees/fiduciarie, and Italian financial institutions (banks, SIMs, SGRs). The platform is composed of five modules — Core, Acquisition, Onboarding and E-Signing, Investing, and Total Wealth — covering the full front-office workflow from prospect acquisition and digital onboarding (with Mifid2-compliant profiling, KYC, SPID/CIE remote identification, and electronic signature) through to portfolio creation, ML-based clustering/optimization/backtesting, and aggregated multi-asset wealth monitoring. The technical stack is a microservices architecture on AWS (EU data centers), with a .NET Core and Python backend, a React/Redux/TypeScript web app, and integrations to all major Italian Core Banking platforms via REST API and SFTP.

Qadra operates a direct enterprise field sales motion targeting regulated wealth management operators, converting prospects through Calendly-booked product demos and a bilingual (Italian/English) website. Revenue is generated via annual, quote-based, modular SaaS subscriptions priced on the modules selected and customization required, including customer-branded UI implementation. The company is privately held, has no disclosed funding rounds, runs a small 1-10 person multidisciplinary team (average age 34) that has produced approximately 20,000 lines of code, and reports that over 500M-700M EUR of client assets are monitored on the platform. Key go-to-market partners include AWS (core infrastructure), Microsoft for Startups, Fintech District, Le Village by CA Milano, Fabrick (open banking), and EOD Historical Data for market data.

Name

Qadra

Legal name

Qadra

Website

https://qadra.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Qadra is an Italian wealthtech company that sells a modular, Mifid2-compliant SaaS platform for wealth managers, family offices, and financial institutions, covering digital onboarding, portfolio optimization, and aggregated multi-asset monitoring.

Ownership category

akta.pro rank

Product category

Wealth Management Software

NAICS

Portfolio Management and Investment Advice (523940), Software Publishers (5132)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)

akta.pro secondary industry

B2B SaaS & Enterprise Personalization (CRM, Sales, Support) (HDAAAGAJ)

Keywords

• Wealth management software
• Portfolio optimization tools
• Digital onboarding platform
• Mifid2 compliance software
• Asset management SaaS

Headquarters

HQ city

Turin

HQ country

Italy

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. SaaS Platform Subscription: Qadra Platform is available as SaaS on the cloud with modular approach. Customers subscribe to different modules (Core, Acquisition, Onboarding, Investing, Total Wealth) with customizable implementation. Pricing based on modules selected and customization requirements.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Qadra sells a modular, cloud-based SaaS wealth management platform targeting wealth managers, family offices, and financial institutions. The platform is composed of five integrated modules — Core, Acquisition, Onboarding and E-Signing, Investing, and Total Wealth — that together digitize the entire front-office process, including prospect acquisition, Mifid2-compliant digital onboarding, ML-driven portfolio construction/optimization, and aggregated wealth reporting. Revenue is generated through annual SaaS subscriptions priced per module with customer branding and customization.

Product overview

Qadra is a modular wealth management SaaS platform composed of five integrated modules: Core Module (base collaboration platform for clients and wealth managers), Total Wealth Module (advanced wealth management for large/diversified portfolios), Acquisition Module (CRM and pipeline management), Onboarding and E-Signing Module (digital client onboarding with MiFID compliance), and Investing Module (ML-based portfolio creation and optimization). The platform operates as a cloud-based solution with micro-services architecture, offering customization options and integrations with Core Banking software, ERP systems, and KYC services.

Differentiator

Problem solved

Functional benefit

Brands

• Total Wealth Module: Comprehensive wealth management module for managing large and diversified patrimonies, designed for family offices, trustees, and wealth managers.
• Core Module
• Acquisition Module
• Onboarding and E-signing Module
• Investing Module

Products and services

• Core Module The foundational module of the Qadra Platform providing digital front-office management, including portfolio monitoring, online collaboration between clients and wealth managers, upselling/cross-selling tools, CRM pipeline views, and a digital documents area. It is the base layer on which other modules are composed.
• Total Wealth Module Comprehensive wealth management module for family offices, trustees/fiduciarie, and wealth managers managing complex client groups and large diversified portfolios. Includes multi-asset flow import, aggregated wealth visualization, dynamic customizable dashboards, asset class analysis, and customized report generation.
• Acquisition Module CRM and pipeline management module enabling wealth managers to acquire and convert new clients through digital channels. Features customizable landing pages, registration links per wealth manager, prospect engagement tools, pipeline monitoring, and sharing of interactive model portfolios.
• Onboarding and E-Signing Module Fully digital client onboarding and e-signing solution. Provides interactive Mifid2-compliant profiling with goal-based investing, digital forms, KYC service integration, remote identification via SPID/CIE, electronic signature (FEQ), and automated PDF generation of investment proposals and contracts.
• Investing Module ML-based portfolio creation and optimization module supporting the full investment process. Includes a proprietary clustering tool for analyzing funds, ETFs, stocks, and bonds on quantitative KPIs, a portfolio optimization tool that balances portfolios to user-set risk limits, a backtesting tool for benchmarking, and intelligent navigation of the firm's investible universe.
• Qadra Platform (SaaS) The overarching modular cloud-based wealth management SaaS platform that integrates the Core, Total Wealth, Acquisition, Onboarding and E-Signing, and Investing modules. Delivered with customizable UI/branding, REST API and SFTP integrations to Core Banking and ERP systems, and continuous feature releases.

Quantifiable outcome

• Over 700M Euros of assets monitored on the platform

Named customers1 record

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability4 records

Feature9 records

Partnerships

Six partnerships are on record, tiered core and minor.

• Amazon Web Services (AWS)coreTechnology or IntegrationCloud infrastructure partner providing the cloud services for Qadra's SaaS platform. Servers are located in European Union data centers.
• AlmavivA Group (Kline)minorStrategic or Co-development PartnerTechnology and consulting partner collaborating on fintech solutions.
• Fintech DistrictminorStrategic or Co-development PartnerFintech ecosystem partner providing networking and visibility within Italian fintech community.
• Le Village by CA MilanominorStrategic or Co-development PartnerFintech incubator/accelerator partnership with Crédit Agricole's innovation hub in Milan.
• Brain CompanyminorStrategic or Co-development PartnerStrategic consulting partner for business development and innovation projects.
• Microsoft for StartupsminorStrategic or Co-development PartnerStartup support program partnership providing technology resources and market access.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• FNZ: Global wealth-management platform providing end-to-end technology for wealth managers, advisors, and asset managers. Direct comparable because it serves the same B2B advisor-channel workflow with modular front-to-back-office capabilities.
• Backstop Solutions: SaaS workflow and portfolio-management platform purpose-built for hedge funds, fund-of-funds, and family offices. Direct comparable on the wealth-management SaaS model, portfolio monitoring, and CRM-style relationship workflows.
• Advicefront: Adviser-tech SaaS serving wealth managers and financial advisors with client portals, onboarding, fact-find, and portfolio workflows. Direct comparable in scale and proposition — small B2B SaaS focused on digitizing advisor front-office processes for regulated firms.

Broad incumbents

• Avaloq: Established wealth-management and core banking software provider, now part of FIS, offering broad digital front-office and portfolio-management functionality. Comparable as a larger incumbent serving the same regulated wealth-management customers.
• Adenza (Blackstone-owned): Financial-services software group formed from Thomson Reuters' buy-side and corporate businesses, owned by Blackstone. Comparable as a broad incumbent serving banks, asset managers, and wealth managers with workflow and data tooling.
• Temenos: Global core-banking and wealth-management software vendor serving retail, private, and corporate banks. Comparable because its wealth module overlaps with Qadra's onboarding, advisor, and portfolio-management workflows in regulated European markets.
• Salesforce Financial Services Cloud: Enterprise CRM and workflow suite specialized for wealth managers, advisors, and private banks. Comparable as a broader enterprise incumbent competing for the same front-office, client-lifecycle, and pipeline-management budget that Qadra's Acquisition Module targets.

Emerging players

• iCapital: Digital platform providing advisors and wealth managers with access to alternatives, plus advisor-side workflow tools. Comparable as an emerging player with overlapping CRM, advisor-portal, and portfolio-monitoring functionality aimed at HNWI and family-office segments.
• Backbase: Digital-banking and wealth engagement platform used by banks and wealth managers to unify client journeys across onboarding, servicing, and advisory. Comparable through its composable engagement layer that overlaps with Qadra's front-office modules.
• Mambu: Cloud-native core banking and lending SaaS used by neobanks, SME lenders, and wealth players. Comparable at the infrastructure level — composable cloud SaaS targeting regulated financial institutions — though its core is banking rather than wealth advisory.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/qadrafinance

Revenue estimate

Valuation estimate

Number of profiles

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 Qadra