Addfin AG

What Addfin AG does

ADDFINWEALTH AG (trading as Addfin AG) is a privately held Swiss wealth-technology company founded in 2014 and headquartered in Zug, Switzerland. It builds and sells a modular, web-based software platform targeted at independent asset managers, family offices, and professional investors in Switzerland. The core product, the ADDFIN Application, bundles CRM, compliance (digital onboarding, risk-profiling, PEP/PIB checks, compliance workflows, audit-tracking), and portfolio management (banking interfaces, consolidation, fee transparency, reporting, portfolio simulation) into a single SaaS environment with optional on-premise hosting for data-residency sensitive clients. The platform integrates third-party financial data from SIX Financial Information (covering over 9 million securities from 1,000+ global sources) and FUNDINFO documentation.

The company's revenue model is primarily subscription-based SaaS, sold via consultative enterprise sales with quote-based, annual billing and no publicly disclosed pricing tiers. Beyond the software subscription, ADDFINWEALTH monetizes through professional services — ADDFIN Service offers outsourcing of front-, middle- and back-office workflows, and ADDFIN Circle/Academy delivers training and knowledge-transfer on compliance and investment topics. The go-to-market is sales-led, with direct engagement by the C-suite (CEO Peter Hegglin, CTO Christian Paredes, CBO Reto Niedermann) and a strategic referral pipeline through partner BDO AG (33 Swiss offices). Additional technology and distribution partners include FUNDINFO, Investment Navigator AG, and Ineichen Research and Management.

Name

Addfin AG

Legal name

ADDFINWEALTH AG

Website

https://addfinwealth.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Wealth Management Software

NAICS

Computer Systems Design and Related Services (54151), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)

SIC

Services-Management Consulting Services (8742), Investment Advice (6282)

akta.pro primary industry

Risk, Compliance & Controls for Embedded Finance (KYB/KYC/AML, Fraud, Disputes) (FSAGALAK)

akta.pro secondary industries

Account Aggregation & Connectivity (Multi-bank linking) (FSAGACAA), Transaction Analytics & Cash-Flow Insights (risk signals, forecasting) (FSAGACAG)

Keywords

• Wealth management software
• Compliance management platform
• Portfolio management tools
• CRM for wealth managers
• Financial information services

Headquarters

HQ city

Zug

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Software Platform Subscription: ADDFIN Wealth offers a comprehensive web-based platform as a subscription service for professional investors. The platform includes CRM, compliance, portfolio management and financial information tools delivered as a SaaS solution.
2. Professional Services: ADDFIN Service supports wealth managers by outsourcing parts or the entire work process from front-, middle- and back-office. ADDFIN Circle delivers financial training and knowledge transfer services.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Addfin AG sells the ADDFIN Wealth platform, a modular web-based SaaS solution that bundles CRM, automated compliance, portfolio management, and financial information for professional investors. The company also provides outsourced front-, middle-, and back-office services (ADDFIN Service) and compliance/investment training (ADDFIN Circle). The platform natively integrates SIX Financial Information and FUNDINFO data, with optional on-premise hosting for security-conscious clients.

Product overview

ADDFINWEALTH is a comprehensive, modular wealth management platform designed for professional investors and independent asset managers. The core platform is the ADDFIN Application — an intuitive web-based solution providing institutional-standard functionality. This core is augmented by three main modules: ADDFIN Service (outsourced workflow management across front, middle, and back office), ADDFIN Circle (knowledge transfer and training), and ADDFIN CRM (client relationship management). Additional specialized modules cover Compliance (onboarding, risk-profiling, PEP checks, automated reporting, audit-tracking) and Portfolio Management (banking interfaces, consolidation, transaction management, fee transparency, and portfolio simulation). The platform integrates financial data from SIX Financial Information and FUNDINFO, and offers flexible on-premise hosting options.

Differentiator

Problem solved

Functional benefit

Brands

• Addfin Application: Intuitive web-based service solution designed for professional investors expecting institutional standards throughout their investment and working process.
• Addfin Service
• Addfin Academy
• Addfin Circle

Products and services

• ADDFIN Application (ADDFIN Wealth Platform) Intuitive web-based SaaS service solution designed for professional investors who expect institutional standards throughout their entire investment and working process. Combines CRM, compliance, portfolio management, and financial information capabilities, with optional on-premise hosting and integrations to SIX Financial Information and FUNDINFO.
• ADDFIN Service Professional services offering that supports wealth managers by managing and implementing their daily workflow. Parts of or the entire work process from front-, middle-, and back-office can be delegated and outsourced to ADDFIN Service.
• ADDFIN Circle (and ADDFIN Academy) Knowledge-transfer and training platform delivering up-to-date education for wealth managers on compliance and investment issues plus related areas such as legal or economic interests.

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature5 records

Partnerships

Five partnerships are on record, tiered core and minor.

• BDO AGcoreStrategic or Co-development PartnerBDO AG is one of the leading audit, accounting and consulting firms in Switzerland. With 33 offices, BDO has the industry's most solid network in the country. BDO audits and advises industrial and service sector companies, including SMEs, listed companies, public authorities and non-profit organisations. Located at Schiffbaustrasse 2, 8031 Zurich.
• FUNDINFO AGcoreTechnology or IntegrationFUNDINFO AG is a fund information provider. ADDFIN provides FundInfo documentation including product, index, and currency information as part of its financial information services. Located at Staffelstrasse 12, Postfach, 8045 Zürich.
• Investment Navigator AGcoreTechnology or IntegrationInvestment Navigator makes suitability accessible and understandable by offering banks, asset and wealth managers around the world modular technology-driven solutions as well as holistic consultancy services for advisory and distribution processes. The company provides suitability guidance with regards to regulatory, tax, product, and offering management requirements. Established in 2014, privately-owned, headquartered in Zurich. Located at Staffelstrasse 12, Postfach, CH-8045 Zürich.
• SIX Financial InformationcoreTechnology or IntegrationSIX Financial Information is a leading global provider of first-rate data services and solutions for financial and insurance firms, corporations and the media. SIX aggregates data directly and in real-time from over 1000 worldwide sources covering all major trading venues. Financial information comprises reference data, corporate actions, pricing and market data for over 9 million securities. With offices in 24 countries, SIX Financial Information is part of SIX offering services in securities trading, clearing and settlement, financial market information and payment transactions. Head Office Switzerland at Hardturmstrasse 201, Postfach, 8021 Zürich.
• Ineichen Research and Management (IR&M)minorStrategic or Co-development PartnerIneichen Research and Management is a research firm focusing on investment themes related to absolute returns and risk management. Located at Im Muesli 16, 6315 Oberaegeri.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Avaloq: Swiss-headquartered wealth and core banking platform serving private banks and wealth managers globally. Direct competitor to ADDFIN in the Swiss wealth management tooling market, with a comparable CRM, compliance, and portfolio offering but at significantly larger scale and broader geographic reach.
• QPLIX: German wealth management software platform serving family offices, private banks, and asset managers with portfolio management, reporting, and compliance tools. Closely comparable in product scope and target customer to ADDFIN, though focused on the DACH region.
• Objectway: Wealth and asset management software vendor offering portfolio management, CRM, compliance, and digital channels to private banks, asset managers, and family offices. Directly competes with ADDFIN's modular platform approach in the European wealth management segment.
• Profile Software: Fintech vendor providing wealth management, asset management, and banking software including CRM, compliance, and portfolio management modules. Comparable to ADDFIN in product scope and European private banking target market.
• Orion Advisor Tech: Wealth management platform offering CRM, portfolio management, reporting, and compliance tools to RIAs and broker-dealers. Directly comparable to ADDFIN's modular platform approach, though primarily serving the U.S. market.

Emerging players

• Canoe Intelligence: AI-powered data aggregation and document management platform for alternative investments and wealth managers. Overlaps with ADDFIN's financial information aggregation and compliance documentation use cases, though focused on alternatives and with a heavier AI/ML technology stack.
• FundCount: Accounting and portfolio management software for hedge funds, fund administrators, and family offices. Overlaps with ADDFIN's portfolio management and reporting modules for a similar professional investor buyer, though narrower in CRM and compliance scope.

Broad incumbents

• Adenza (formerly ICONIQ / Finastra / IFI): Major financial software platform with wealth, capital markets, and retail banking offerings including the FusionCapital and other product lines. Competes with ADDFIN for institutional wealth management platform mandates and has a much larger installed base.
• Temenos: Global banking software provider offering wealth management modules as part of a broader core banking suite. Competes with ADDFIN for Swiss private bank and EAM platform deals, with substantially more resources and a wider product portfolio including digital channels and analytics.
• Salentica (Envestnet): CRM and client portal solutions for wealth managers, part of the Envestnet financial data and analytics platform. Comparable to ADDFIN's CRM module and competes for the same EAM/RIA buyer segment with significantly broader data and analytics integration.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/AddfinGroup
• Facebookfacebook.com/addfin

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 Addfin AG