WIZE by TeamWork
WIZE by TeamWork is a Geneva-based SaaS provider of an all-in-one wealth and asset management IT platform, integrating 250+ custodian banks and 30+ FIX trading rooms. It serves 120+ external asset managers, family offices, private banks, and asset managers across 27 countries.
- Company typePrivate
- Founded2010
- HeadquartersVernier, Switzerland
- Headcount501–1,000
- GTM typeB2B
- OfferingSoftware
What WIZE by TeamWork does
WIZE by TeamWork is a Geneva-headquartered SaaS provider of an all-in-one wealth and asset management IT platform, founded in 2010 as a division of Swiss technology company TeamWork Group and spun off as the separate legal entity WIZE SA in June 2022. The platform targets external asset managers (EAMs), family offices, fund managers, private banks, pension funds, and securities firms, and is offered in two principal modules: WIZE for Asset Management/Reporting (covering PMS, CRM and compliance, OMS, risk management, client portal, and back-office) and WIZE for Custody/Private Banking (extending into core banking, custody, securities bookkeeping, treasury, and SWIFT messaging). The product was built from scratch in 2010 on a cloud-native, private cloud or on-premises architecture with no legacy technology, and integrates with 250+ custodian bank booking centres, 30+ FIX-enabled trading rooms, and market data providers including SIX, FactSet, Bloomberg, and UBS.
The company monetizes primarily through annual or multi-year SaaS subscriptions that scale with client growth and headcount, supplemented by optional Business Process Outsourcing (BPO) reconciliation services delivered from Geneva and Singapore. Distribution is direct enterprise sales augmented by custodian-bank referrals (e.g., Pictet recommending WIZE to Navera), commercial partnerships (Bank Syz since 2023), and ecosystem alliances (AWAP for the EAM community, InCompliance for outsourced risk and compliance). Go-to-market targets Switzerland, Luxembourg, the UK, Singapore, Hong Kong, and broader international markets.
WIZE reports 120+ clients across 26-27 countries, 3,000+ users, and 120+ billion CHF in assets under management on the platform, served by 50+ employees across offices in Geneva (HQ), Zurich, Singapore, Montreal, and Luxembourg. The firm holds ISAE 3402 Type 2 and DORA certifications, is Swiss Made Software certified, and is consistently recognized by CityWire, WealthTech100, and Forbes. It is a privately held subsidiary of TeamWork Group with no disclosed external funding rounds.
WIZE by TeamWork firmographics
Firmographics- Name
- WIZE by TeamWork
- Legal name
- WIZE SA
- Website
- https://wize.net
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 501–1,000 employees
- Short description
- WIZE by TeamWork is a Geneva-based SaaS provider of an all-in-one wealth and asset management IT platform, integrating 250+ custodian banks and 30+ FIX trading rooms. It serves 120+ external asset managers, family offices, private banks, and asset managers across 27 countries.
- Ownership category
- akta.pro rank
WIZE by TeamWork industry classification
Industry- Product category
- Wealth and Asset Management Software
- NAICS
- Computer Systems Design and Related Services (54151), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Programming Services (7371)
- akta.pro primary industry
- Institutional API Connectivity, OMS/EMS & FIX Gateways (FSADAJAJ)
- akta.pro secondary industries
- Account Opening, KYC/AML & Customer Due Diligence (CDD/EDD) (FSABALAA), Sub-Accounting & Platform Servicing (Omnibus, Intermediary/NSCC, Retirement Platforms) (FSAAAMAI)
Keywords
Where WIZE by TeamWork is headquartered
LocationHeadquarters
- HQ city
- Vernier
- HQ country
- Switzerland
- HQ region
- Europe
Offices5 records
Markets served
WIZE by TeamWork business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Infrastructure, Marketing or Sales
Revenue model
- Software Subscription / SaaS License: Annual or multi-year subscription-based software licensing for the all-in-one wealth management platform. Pricing adapts to client growth and is positioned as affordable for small businesses while offering enterprise-grade capabilities. Core model for WIZE for Asset Management/Reporting and WIZE for Custody/Private Banking modules.
- BPO / Managed Services: Optional Business Process Outsourcing services for daily portfolio reconciliation, providing a dedicated team in Geneva and Singapore to ensure data accuracy and efficiency of custodian data feed processing.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Scalable all-in-one platform with tiered functionality |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels6 records
WIZE by TeamWork product offering
Product offeringCore offering
WIZE by TeamWork sells an all-in-one Wealth and Asset Management IT platform delivered as SaaS, combining Portfolio Management System (PMS), CRM and Compliance, Order Management System (OMS), Risk Management, Client Portal and Mobile App, and Data Analytics and Back-Office modules. The platform integrates with 250+ custodian banks, 30+ trading rooms via FIX Protocol, and market data providers, and is complemented by optional Reconciliation BPO managed services. It targets wealth managers, asset managers, family offices, pension funds, securities firms, and private banks.
Product overview
WIZE is an all-in-one Wealth & Asset management IT platform offered as a unified SaaS solution with over 300 functionalities. The core WIZE Platform encompasses two main modules: WIZE for Asset Management / Reporting (with 250+ features including Portfolio Management System, CRM & Compliance System, Order Management System, Risk Management, Client Portal & Mobile App, and Data Analytics & Back-Office) and WIZE for Custody / Private Banking (extending to core banking capabilities with custody services, securities bookkeeping, banking operations, treasury management, and full integration support). The platform connects to 250+ custodian banks and 30+ trading rooms via FIX protocol, with complementary services including Reconciliation BPO Services, Market Data connectivity to SIX/FactSet/Bloomberg/UBS, Payment Processing via SWIFT, and a Marketplace of third-party integrations.
Differentiator
Problem solved
Functional benefit
Products and services
- WIZE for Asset Management / Reporting Comprehensive wealth and asset management module covering Portfolio Management System with multi-custodian consolidations, performance and benchmark attribution, simulation tools; CRM and Compliance with KYC, AML, MiFID II, FinSA/FIDLEG, and MiFIR; Order Management System with FIX Straight Through Processing; Risk Management; Client Portal and Mobile App; and Data Analytics and Back-Office. Targeted at wealth managers (EAMs), asset managers, family offices, and pension funds.
- WIZE for Custody / Private Banking Core Banking System offering an all-in-one built-in platform for both deposited and non-deposited assets, including custody services/omnibus, securities bookkeeping, correspondent network management, forex nostro management, middle-office activities, SWIFT messaging, corporate actions, credit and collateral management, transactional fee schedules, banking general ledger, and treasury management. Designed for private banks and securities firms.
- Reconciliation BPO Services
Quantifiable outcome
- Reconciliation time reduced by 75% (GVA Associés)
- +5 more outcomes
Companies that use WIZE by TeamWork
Customer profileNamed customers18 records
Segments6 records
Ideal customer profiles4 records
WIZE by TeamWork technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration8 records
AI capability5 records
Feature11 records
WIZE by TeamWork partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered flagship and core.
- Bank SyzflagshipSince 2023, Bank Syz in Geneva, Switzerland and WIZE entered into an innovative commercial partnership to propose WIZE's proprietary wealth management software solution to professional asset managers whose clients are deposited with Bank Syz. This commercial partnership targets the EAM community connected to Bank Syz.
- AWAPcoreWIZE is Technology Partner of AWAP, a community offering bespoke solutions for External Asset Managers. Since 2011, AWAP members benefit from shared services including offices, IT, investment research, and governance while maintaining independence. WIZE's integration with the AWAP ecosystem provides technology access to its member EAMs.
- InCompliancecoreWIZE works closely with InCompliance, a Geneva-based provider of Risk Management and Compliance functions outsourcing for Financial Institutions, focusing on digital and auditable solutions. InCompliance is a spin-off of VisionCompliance, a leading digital company specialised in compliance and banking education in Switzerland.
- Pictet Asset ServicesflagshipPictet, a 200+ year-old Swiss banking group with 5000+ employees, has an established relationship model with its clients. Pictet accompanied Navera in selecting WIZE as their PMS, appointing a consultant to assess tools and ultimately recommending WIZE alongside one other provider. Pictet actively supported the implementation, demonstrating a strong partnership approach where the bank adapts to clients' chosen technology systems.
Scale indicators10 records
Recent moves7 records
Expansion highlights7 records
WIZE by TeamWork competitors and assessment
Company assessmentBroad incumbents
- FNZ: FNZ is a global wealth management platform that provides end-to-end technology for wealth managers, asset managers, and banks. It serves a similar customer base to WIZE at a much larger scale, with a focus on B2B wealth infrastructure and white-label platforms.
- Temenos: Temenos is a large, publicly-listed Swiss banking software provider offering a broad suite covering core banking, wealth management, and digital channels. It serves a far wider market than WIZE but overlaps in the private banking and wealth management technology stack.
- Envestnet: Envestnet is a US-based wealth management technology platform serving financial advisors and asset managers with PMS, CRM, and reporting tools. It is broadly comparable in product scope to WIZE's asset management/reporting modules, though primarily serving the US market.
- Adenza (formerly FIS Capital Markets and Risk): Adenza (the FIS franchise acquired by private equity) provides trading, portfolio management, and risk software to financial institutions. It competes with WIZE at the upper end of the market, particularly for OMS and PMS capabilities at large private banks and asset managers.
Emerging players
- Backbase: Backbase is a digital banking platform provider offering a unified platform for customer onboarding, servicing, and digital channels to banks and wealth managers. It is comparable to WIZE in delivering modern, cloud-native banking technology and increasingly overlaps in the wealth management client portal and digital onboarding space.
- Mambu: Mambu is a cloud-native core banking platform serving challenger banks, neobanks, and increasingly traditional financial institutions. While Mambu is more focused on lending and transaction banking, it represents a comparable cloud-native banking technology provider competing for the same SaaS-driven transformation budgets in financial services.
Direct peers
- Profile Software: Profile Software is a financial software vendor offering wealth, asset, and investment management platforms with a focus on European markets. It is directly comparable to WIZE in targeting wealth managers and private banks with modular portfolio management and custody solutions.
- Wealth Dynamix: Wealth Dynamix is a UK-based provider of CRM, client lifecycle management, and KYC/AML solutions for wealth managers and private banks. It is comparable to WIZE in serving the EAM and private banking segment, particularly in the UK and European markets, with overlap in compliance and client onboarding functionality.
- Avaloq: Avaloq is a Swiss-based provider of core banking and wealth management software, serving private banks and asset managers in Switzerland and globally. It is the most direct competitor to WIZE in the Swiss EAM/private banking segment and offers an overlapping wealth management platform with a much larger installed base.
- InvestCloud: InvestCloud provides a digital wealth management platform with portfolio management, reporting, and client portal capabilities for wealth and asset managers globally. It is comparable to WIZE in offering an all-in-one platform for EAMs, family offices, and private banks, with a focus on cloud-native delivery.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks7 records
Key highlights7 records
Customer concentration
WIZE by TeamWork social profiles
Digital presenceWIZE by TeamWork compliance and trust
Trust signalCompliance8 records
WIZE by TeamWork financial estimates
Financial estimateRevenue estimate
Valuation estimate
WIZE by TeamWork leadership team
Management profileNumber of profiles
Profiles2 records
WIZE by TeamWork subsidiaries and ownership
Company hierarchySubsidiaries4 records
WIZE by TeamWork funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
WIZE by TeamWork M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about WIZE by TeamWork
What does WIZE by TeamWork do?
WIZE by TeamWork sells an all-in-one Wealth and Asset Management IT platform delivered as SaaS, combining Portfolio Management System (PMS), CRM and Compliance, Order Management System (OMS), Risk Management, Client Portal and Mobile App, and Data Analytics and Back-Office modules. The platform integrates with 250+ custodian banks, 30+ trading rooms via FIX Protocol, and market data providers, and is complemented by optional Reconciliation BPO managed services. It targets wealth managers, asset managers, family offices, pension funds, securities firms, and private banks.
Is WIZE by TeamWork a public or private company?
WIZE by TeamWork is a private company. It is classified as corporate owned and is currently operating.
When was WIZE by TeamWork founded?
WIZE by TeamWork was founded in 2010. It employs 501 to 1,000 people.
Where is WIZE by TeamWork based?
WIZE by TeamWork is headquartered in Vernier, Switzerland, in the Europe region.
How does WIZE by TeamWork make money?
Two revenue lines are on record. Software Subscription / SaaS License is the primary driver. The others are BPO / Managed Services.
Who are WIZE by TeamWork's main competitors?
Broad incumbents on record are FNZ, Temenos, Envestnet and Adenza (formerly FIS Capital Markets and Risk). Emerging players are Backbase and Mambu. Direct peers are Profile Software, Wealth Dynamix, Avaloq and InvestCloud.
Does WIZE by TeamWork have an API?
Yes. WIZE offers API connectivity supporting multiple formats including CSV, API, XML, and more for bank integrations. The platform provides a WIZE REST APIs library with multiple inbound and outbound connectors. The API enables automated data feeds from custodian banks for daily transactions, positions, and eDocuments, as well as connectivity for trading instructions and payment processing.
What industry is WIZE by TeamWork in?
WIZE by TeamWork's product category is Wealth and Asset Management Software. Its primary akta.pro industry code is FSADAJAJ, Institutional API Connectivity, OMS/EMS & FIX Gateways, with a secondary code of FSABALAA, Account Opening, KYC/AML & Customer Due Diligence (CDD/EDD). Its NAICS code is 54151 and its SIC code is 7370.