Assetmax

What Assetmax does

Assetmax is a Swiss wealth management software company founded in 2013 and headquartered in Zürich, operating as a wholly-owned subsidiary of European fintech Infront since its 2022 acquisition. Assetmax serves approximately 120 larger independent asset managers and private banks in Switzerland, providing an integrated wealth management platform that the parent company markets under the "Infront Assetmax" product brand. The core offering combines portfolio management, client advisory tools, trading and investor solutions, and regulatory compliance capabilities, positioned against the structural pain points of rising costs, technology pressures, and Swiss regulatory complexity that Assetmax frames as competitive differentiators rather than barriers.

The platform's technology architecture is modular within Infront's broader Investment Management Ecosystem, comprising Data Intelligence (unifying market data, valuation, compliance, and structured product issuance), Portfolio Management & Advisory, and Trading & Investor Solutions modules, with real-time Nordic financial news provided via Direkt News Services. The ecosystem is engineered as a scalable platform-plus-modules structure that allows clients to adopt the suite or individual modules, and is built around shared market data, risk management, and compliance rails. Assetmax benefits from Infront's broader scale — 3,500+ businesses, 70k+ professional users, and 1M+ daily users across Europe — and the parent's tier-1 client roster (Deutsche Bank, KBC, Raymond James, Avanza, Danske Bank, Intesa Sanpaolo, MedioBanca, Hargreaves Lansdown, DEKA).

Commercially, Assetmax operates a B2B subscription SaaS revenue model with enterprise field sales motion, targeting independent asset managers, private banks, and family offices. The go-to-market leverages Infront's direct sales infrastructure, content marketing, customer success stories, regional events, and webinars across Europe. No pricing is publicly disclosed, and no standalone revenue, funding, or ownership percentage data is available. Post-acquisition, Assetmax has undergone integration into the Infront ecosystem — a process described as challenging but ultimately successful — and is positioned to benefit from expected consolidation in the fragmented Swiss wealth management sector.

Name

Assetmax

Legal name

Assetmax

Website

https://assetmax.ch

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Short description

Assetmax is a Swiss wealth management software subsidiary of Infront that serves approximately 120 larger independent asset managers and private banks in Switzerland with integrated portfolio management, trading, data, and regulatory compliance tooling.

Ownership category

akta.pro rank

Product category

Wealth Management Software

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

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

akta.pro secondary industry

Model Portfolio & Portfolio Construction Engines (FSAGAEAD)

Keywords

• Wealth management software
• Portfolio management platform
• Regulatory compliance software
• Trading solutions
• Market data integration

Headquarters

HQ city

Zurich

HQ country

Switzerland

HQ region

Europe

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Wealth Management Software Platform: B2B SaaS platform providing integrated solutions for wealth management firms, portfolio managers, and trading operations across Europe

Go-to-market motion2 records

Distribution channels1 record

Marketing channels3 records

Core offering

Assetmax develops and maintains an integrated wealth management software platform for larger independent asset managers and private banks in Switzerland. The platform provides portfolio management, trading, regulatory compliance, and market data intelligence capabilities within a single ecosystem, serving approximately 120 wealth management firms in the Swiss market.

Product overview

Infront Assetmax operates as a core product within Infront's broader Investment Management Ecosystem — a platform-plus-modules architecture. The ecosystem integrates Data Intelligence, Portfolio Management & Advisory, and Trading & Investor Solutions modules, unified around market data, risk management, and compliance capabilities. Assetmax specifically targets larger independent asset managers, private banks, and family offices in Switzerland, leveraging regulatory complexity as a competitive differentiator. The modular structure allows clients to access comprehensive data and risk intelligence, portfolio management tools, and trading solutions either as an integrated suite or as standalone modules tailored to their operational needs.

Differentiator

Problem solved

Functional benefit

Products and services

• Infront Assetmax A comprehensive wealth management platform designed for family offices and larger independent asset managers, enabling navigation of regulatory complexity, compliance management, and enhanced transparency across client portfolios.
• Data Intelligence Module that unifies market data, valuation, compliance, and structured product issuance in a scalable ecosystem, providing actionable insights for wealth management clients.
• Portfolio Management and Advisory Portfolio management and client-centric tools that turn client needs and market data into custom portfolios for wealth management advisors and portfolio managers.
• Trading and Investor Solutions Advanced, scalable trading solutions with end-to-end trading lifecycle support and tailored user experiences, including direct access to deal desks and markets for wealth management and brokerage firms.

Quantifiable outcome

• 3500+ wealth management firms across Europe trust Infront solutions
• +1 more outcomes

Named customers10 records

Segments5 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Clearwater Analytics: Clearwater Analytics provides investment accounting and portfolio analytics, increasingly targeting European wealth managers. It is an emerging player competing with Assetmax on data intelligence and reporting.
• Murex: Murex provides a capital markets and treasury platform with wealth and asset management extensions. It is an emerging player in the wealth tech space and competes with Assetmax's Trading & Investor Solutions module at larger banks.

Broad incumbents

• Temenos: Temenos is a large Swiss-listed banking software provider offering wealth management, core banking, and digital channels. It competes with Assetmax for private bank and asset manager IT budgets but operates at much greater scale and breadth.
• SS&C Advent (Geneva): SS&C Advent provides portfolio management, accounting, and reporting software widely used by asset managers and private banks globally. It is a broader incumbent competing with Assetmax on the portfolio management module.
• Investcloud: InvestCloud is a large wealthtech platform serving global private banks and asset managers with portfolio management, reporting, and digital tools. It competes broadly with Infront/Assetmax at the enterprise end of the market.

Direct peers

• additiv: additiv offers a digital wealth management platform (DFS) for banks and asset managers, including portfolio management and advisory workflows. It directly competes with Assetmax for European private bank and asset manager contracts.
• Finnova: Finnova is a Swiss banking software vendor serving regional banks, private banks, and wealth managers in Switzerland. It overlaps directly with Assetmax on Swiss wealth management customers and core banking-adjacent workflows.
• Profile Software: Profile Software provides wealth management and investment management software (Axia Suite) to private banks and asset managers in Europe. It targets a similar client base to Assetmax with comparable portfolio management and advisory functionality.
• Avaloq: Avaloq is a leading Swiss wealth management and core banking software platform serving private banks and asset managers globally. It is the most direct competitor to Assetmax in the Swiss market with a similar target buyer profile and comparable modular architecture.

Regional players

• Comarch Wealth Management: Comarch provides wealth management and CRM software primarily across Central and Eastern Europe. It is a regional peer with similar functionality but limited overlap in the Swiss market where Assetmax is concentrated.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds1 record

Investors1 record

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 Assetmax