What Epic Solutions does

Epic Solutions AG is a Swiss-based RegTech and consulting firm founded in 2016 in Freienbach, Canton Schwyz, specializing in investment compliance and risk management for financial institutions across Switzerland, Germany, Luxembourg, Liechtenstein, and the broader EU. The firm serves asset managers, fund management companies, custodian banks, and other financial service providers that must operate under complex, overlapping regulatory regimes including FINMA, CISA, BVV2, UCITS, AIFMD, MiFID, KAGB, and CSSF. Its core product is etac, a cloud-native web application built with a TypeScript and Angular frontend, Java with Spring Boot backend, and PostgreSQL database, supporting both Azure/cloud and on-premise deployments with integrations into Microsoft Entra ID, SAML/LDAP, and major portfolio management systems including Bloomberg AIM, BlackRock Aladdin, Charles River, Simcorp, XENTIS, and MIG21.

The firm generates revenue through four streams: software licensing for etac (annual subscription, cloud or on-premise), managed services (Investment Compliance as a Service and Investment Risk Management as a Service, both ISAE 3402 certified), project-based consulting engagements (regulatory implementation, migration, business analysis), and multi-year advisory contracts. Go-to-market is a consultative enterprise field-sales motion targeting CFOs, Chief Risk Officers, and compliance leaders at financial institutions, supported by recurring IC Round Table events in Zurich and Frankfurt and an active IC Forum community. The firm operates through wholly-owned subsidiaries in Switzerland (Epic Solutions Consulting AG, EPICTech GmbH) and Luxembourg (Epic Solutions (Europe) SARL), employs 20+ dedicated experts averaging 20+ years of financial industry experience, and has completed over 50 consulting mandates since founding. Named enterprise customers include Universal Investment Group and Helaba Invest. The company is privately held with no disclosed external investors and reports no publicly available revenue figures.

Name

Epic Solutions

Legal name

Epic Solutions AG

Website

https://epicsolutions.ch

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Short description

Epic Solutions AG is a Swiss RegTech and consulting firm that provides investment compliance and risk management software (etac), managed services, and consulting to asset managers, fund companies, and custodian banks across Switzerland, Germany, Luxembourg, and the EU.

Ownership category

akta.pro rank

Product category

Investment Compliance & Risk Management Software (RegTech)

NAICS

Computer Systems Design and Related Services (5415), Computer Systems Design Services (541512), Computer Systems Design and Related Services (54151)

SIC

Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Integrated Systems Design (7373), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

IT Governance, Risk & Compliance (IT GRC) Platforms (HDAEALAK)

akta.pro secondary industries

Enterprise Architecture & IT Operating Model (BPAHAEAB), Enterprise Architecture & Technology Roadmapping (BPAEAAAC)

Keywords

• Investment compliance software
• Risk management consulting
• Regulatory technology solutions
• Fund lifecycle management
• Compliance monitoring services

Headquarters

HQ city

Freienbach

HQ country

Switzerland

HQ region

Europe

Offices4 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Investment Compliance as a Service (ICaaS): Fully managed compliance solutions delivered as a service, with ISAE 3402 certification, providing continuous compliance support without additional internal resources.
2. Investment Risk Management as a Service (IRMaaS): Scalable, fully managed risk solutions tailored to client needs, covering monitoring, assessment, and ongoing risk management support.
3. Consulting Services: Expert consulting engagements covering regulatory implementation, project management, migration expertise, and business analysis for investment compliance and risk management.
4. Software Licensing (etac): Licensing of the proprietary etac platform for investment compliance and risk management, available as cloud or on-premise deployment.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Epic Solutions AG develops and sells the proprietary web-based RegTech platform "etac," which digitalizes, automates, and enhances transparency across the entire investment fund value chain — covering investment compliance monitoring, risk management monitoring, fund lifecycle management, fee management, and investment management agreement tracking. The platform is complemented by managed services (Investment Compliance as a Service / ICaaS, Investment Risk Management as a Service / IRMaaS) delivered under ISAE 3402 Type II certification, plus expert consulting engagements for regulatory implementation, project management, and legacy migration across Switzerland, the EU, Germany, Luxembourg, and Liechtenstein.

Product overview

Epic Solutions offers a unified platform approach combining proprietary software (etac) with managed services. The core product is etac, a web-based RegTech application for investment compliance and risk management, which serves as the foundation for all service offerings. This is complemented by two managed service modules: Investment Compliance as a Service (ICaaS) and Investment Risk Management as a Service (IRMaaS), which leverage etac while adding specialized expertise. Consulting services provide strategic implementation support, project management, and migration expertise. Together, these offerings form an end-to-end solution for investment compliance and risk management across Switzerland, Germany, Luxembourg, Liechtenstein, and the EU.

Differentiator

Problem solved

Functional benefit

Brands

• etac: A proprietary RegTech software application that digitalizes, automates, and enhances transparency across the investment fund value chain. Features include investment compliance monitoring, risk management, fund lifecycle management, and investment management agreement tracking.
• IC Forum

Products and services

• etac Proprietary web-based RegTech application that digitalizes, automates, and enhances transparency across the entire investment fund value chain. Features include investment compliance monitoring, risk management monitoring (VaR, market risk, credit risk, NAV validation), fund lifecycle management, investment management agreement tracking, fee management and control, and migration project management. Supports cloud-native and on-premise deployment with RESTful APIs, JSON/CSV data exchange, Microsoft Entra ID and SAML/LDAP authentication, and a predictive anomaly detection engine. For investment funds, mandates, asset managers, fund management companies, and custodian banks across Switzerland and the EU.
• Investment Compliance as a Service (ICaaS) Fully managed, ISAE 3402 Type II certified service providing continuous investment compliance monitoring and access to specialized compliance expertise without binding additional internal resources. Includes regulatory implementation support, investment limit monitoring, anomaly handling, and audit support. For asset managers, fund management companies, custodian banks, and financial service providers in Switzerland and the EU.
• Investment Risk Management as a Service (IRMaaS) Fully managed, scalable risk solutions covering monitoring, assessment, and ongoing risk management support across traditional and alternative asset classes. Delivers expert-driven risk management as an outsourced service. For financial institutions and asset managers across Switzerland and the EU.
• Consulting Services Expert consulting combining industry expertise with hands-on execution to simplify investment compliance, strengthen risk management, accelerate digital transformation, and optimize operations. Covers project management and all-in-one migration expertise, including regulatory implementation, project management, migration expertise, and business analysis for investment compliance and risk management. For financial institutions across Switzerland, Germany, Luxembourg, Liechtenstein, and the EU.

Quantifiable outcome

• etac has been deployed with leading European fund service platforms, setting new standards in investment compliance management
• +1 more outcomes

Named customers5 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

AI capability5 records

Feature6 records

Partnerships

Eight partnerships are on record, tiered core and minor.

• Universal Investment GroupcoreStrategic or Co-development PartnerUniversal Investment Group is a leading European fund service platform. Epic Solutions announced a successful go-live of etac, their automated compliance management solution, with Universal Investment Group. This partnership sets new standards in investment compliance management and enables Universal Investment to strengthen its market position sustainably and efficiently. The partnership involves deep integration and deployment of Epic Solutions' proprietary etac platform.
• Helaba InvestcoreOthersHelaba Invest is a major German asset manager and long-standing customer of Epic Solutions. Their Head of Risk & Reporting, Karsten Quente, provided a testimonial praising etac as a reliable and indispensable monitoring tool for their day-to-day compliance operations.
• PwC SwitzerlandminorOthersPwC Switzerland (specifically Dimitri Senik, Investor Trust Services Leader) participates as a speaker in Epic Solutions' IC Round Table events, providing expertise on ESG self-regulation requirements (AMAS ESG-Selbstregulierung) and related topics.
• Bloomberg LPminorOthersBloomberg LP (represented by Dalila Assoumani and Benoit Louis) presented on Bloomberg's Vision for Fund Management and Bloomberg's Use of AI for Investment Compliance at the IC Round Table Frankfurt 2025 event.
• UBS AGminorOthersUBS AG (represented by Marcel Rüttimann) presented on liquidity risk management of open-ended investment funds at the IC Round Table Zurich 2026 event.
• Smart Wealth Asset Management AGminorOthersSmart Wealth Asset Management AG (represented by Martin Velten) presented on the future of asset management with a fully AI-driven investment process at the IC Round Table Frankfurt 2024 event.
• Picard Angst AGminorOthersPicard Angst AG (represented by Chrys Kamber, Fund Manager) presented on the Padma India Fund at the IC Round Table Zurich 2023 event.
• Icosa Investments AGminorOthersIcosa Investments AG (represented by Florian Steiger) presented on Insurance Linked Securities / Cat Bonds at the IC Round Table Zurich 2024 event.

Scale indicators7 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• BlackRock Aladdin: BlackRock's Aladdin is an enterprise risk, compliance, and portfolio management platform widely used by large buy-side firms, including those Epic Solutions serves. Its compliance functionality overlaps with etac, but as part of a much broader platform offering rather than a focused investment-compliance solution.
• Wolters Kluwer Compliance Solutions: Wolters Kluwer offers enterprise compliance, risk, and regulatory solutions (including OneSumX and Compliance Program Management) to financial institutions globally. Its broader compliance suite competes with the risk-management scope of etac/IRMaaS, but from a much larger, diversified product portfolio.
• Bloomberg AIM: Bloomberg's AIM is an order and investment management platform with embedded compliance features used by asset managers worldwide. Epic Solutions explicitly integrates with Bloomberg AIM, and Bloomberg competes as a broad incumbent rather than a focused investment-compliance specialist.

Direct peers

• SimCorp: SimCorp provides an integrated buy-side investment management platform (SimCorp Dimension) with native compliance and risk modules serving asset managers and fund administrators across Europe. It is directly comparable to Epic Solutions' etac platform on investment compliance monitoring and risk management functionality for the same buy-side customer base.
• Confluence Technologies: Confluence provides regulatory reporting, performance, and analytics solutions specifically for asset managers and fund administrators, with deep penetration across European fund services. Its investment-compliance and reporting focus directly mirrors Epic Solutions' etac value proposition.
• Kneip (Deutsche Börse): Kneip, now part of Deutsche Börse, provides fund data management, regulatory reporting, and compliance solutions for European fund manufacturers and distributors. It is a comparable RegTech vendor targeting the same European fund-services compliance workflows that etac addresses.
• LPA (Lucht Probst Associates): LPA is a German RegTech firm specializing in investment compliance, risk management, and regulatory reporting for asset managers and banks in the DACH region. Its product portfolio and customer base overlap almost entirely with Epic Solutions' etac/ICaaS offering.
• ACA Compliance Group: ACA provides investment compliance advisory, technology-enabled oversight, and managed services to asset managers and fund advisers globally. Its combination of consulting plus managed service delivery closely mirrors Epic Solutions' consulting + ICaaS/IRMaaS model.
• Charles River Development (State Street): Charles River offers a front-to-middle office investment management platform with embedded compliance functionality used by European asset managers and service providers. It competes head-to-head with etac in investment compliance monitoring and integrates with Epic Solutions' offering.

Emerging players

• Regnology: Regnology (formerly BearingPoint RegTech) provides regulatory reporting and supervisory technology solutions to banks and asset managers in Europe. It overlaps with Epic Solutions in regulatory compliance tooling but targets a broader reporting and supervisory scope rather than buy-side investment compliance specifically.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/epicsolutionsgroup

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries3 records

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 Epic Solutions