Evli Corporate Finance

What Evli Corporate Finance does

Evli Oyj (listed on Nasdaq Helsinki under ticker EVLI) is a Nordic wealth manager founded in 1985 in Helsinki, operating as the third-largest fund company in Finland with approximately 21.5 billion EUR in client assets under management and around 300 employees across offices in Helsinki and Stockholm. Its core product set spans four pillars: Private Banking for high-net-worth individuals with 300,000 EUR+ investment assets; Institutional Asset Management for pension funds, insurance companies, foundations, and corporations; Digital Wealth Management (Evli Digital / My Evli platform) for mass-affluent investors from 10,000 EUR; and Corporate Finance advisory for M&A and capital markets transactions, supplemented by Evli Alexander Incentives (reward and incentive plan management) and Zenito Oy (majority-owned fund management subsidiary acquired in 2023).

Underlying the service offering is the My Evli digital platform — a web service plus native iOS and Android applications supporting portfolio monitoring, transaction execution, reporting, and bank-credential-based onboarding — over which Evli delivers full-discretion digital asset management alongside its relationship-managed mandates. The product shelf spans mutual funds (equity, fixed income, mixed, real estate), alternative funds (private equity, real estate, forestry, lending, infrastructure), enhanced index funds, and structured investment solutions.

The business model combines recurring fund management and performance fees on AUM with episodic Corporate Finance advisory fees, transaction-based structured product revenue, and incentive plan service fees. Distribution is dual-track: dedicated relationship managers and institutional sales teams for HNW and enterprise clients, paired with self-serve digital channels for retail. Strategic focus, reinforced by the 2026 exit of Evli Research Partners, is concentrated on core wealth management, with current buildout in international distribution, emerging/frontier markets capability, co-investment activity, and AI-enabled asset management strategy.

Name

Evli Corporate Finance

Legal name

Evli Oyj

Website

https://evli.com

Company type

Public

Founded year

1985

Operating status

Operating

Headcount range

11–50 employees

Short description

Evli Oyj is a Helsinki-based, Nasdaq Helsinki-listed Nordic wealth manager (founded 1985) managing ~21.5 billion EUR across HNW private banking, institutional asset management, digital wealth management (Evli Digital), and Corporate Finance advisory for clients in Finland and the Nordics.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industries

Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC), Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL), Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE)

Keywords

• Corporate finance advisory
• Wealth management services
• Investment fund management
• Private banking services
• Institutional asset management

Headquarters

HQ city

Stockholm

HQ country

Sweden

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Fund Management Fees: Ongoing fees charged for managing investment funds (mutual funds, alternative funds). Fees are calculated as a percentage of assets under management and represent a recurring revenue stream.
2. Performance Fees: Success-based fees tied to fund performance, particularly for alternative investments and certain specialized funds. Provides upside when investment returns exceed benchmarks.
3. Transaction Fees: Fees charged for executing securities trades and other transaction-based services. Revenue varies with trading volume and market activity.
4. Corporate Finance Advisory: Advisory fees for M&A transactions, capital markets services, and strategic consulting. Revenue recognized upon transaction completion.
5. Structured Products: Revenue from structuring and distributing structured investment products to clients.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels5 records

Core offering

Evli Corporate Finance is the corporate finance advisory arm of Evli Oyj, a Nordic wealth manager. It provides mergers and acquisitions advisory, capital markets transactions, and strategic consulting for Finnish and Nordic corporate clients. The broader Evli organization also offers private banking, institutional asset management, digital wealth management, investment funds, and incentive plan management services.

Product overview

Evli is a Nordic wealth manager offering a comprehensive suite of asset management and financial services. The core offering consists of Private Banking (for high-net-worth individuals with assets over EUR 300,000), Institutional Asset Management (for institutions), and Digital Asset Management (Evli Digital, starting from EUR 10,000). These are supported by Investment Funds (equity, fixed income, mixed, real estate), Alternative Funds (private equity, real estate, forestry, lending, infrastructure), and Structured Investment Solutions. The group also offers Corporate Finance advisory and Rewards and Incentive Systems through Evli Alexander Incentives. All services are accessible through the My Evli digital platform (web and mobile apps). Founded in 1985, Evli manages approximately EUR 21.5 billion in client assets with around 300 employees, ranking as Finland's third-largest fund company.

Differentiator

Problem solved

Functional benefit

Brands

• My Evli: Digital wealth management platform for clients
• Evli Digital
• Private Banking
• Aurator varainhoito

Products and services

• Private Banking
• Institutional Asset Management
• Digital Asset Management (Evli Digital)
• Aurator Asset Management
• Investment Funds
• Alternative Funds
• Structured Investment Solutions
• Corporate Finance
• Rewards and Incentive Systems

Quantifiable outcome

• Assets under management: 21.5 billion EUR
• +2 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

One partnership is on record.

• John Nurmisen Säätiö (John Nurminen Foundation)coreStrategic or Co-development Partner · 30 August 2023Ongoing partnership with John Nurminen Foundation for Baltic Sea conservation. The partnership enables concrete environmental actions and represents Evli's commitment to responsible investing.

Scale indicators5 records

Recent moves8 records

Expansion highlights5 records

Broad incumbents

• SEB: Major Swedish bank with large-scale private wealth management, institutional asset management, and investment banking / corporate finance operations across the Nordics. Comparable business mix to Evli, with equivalent Nordic private banking and corporate finance advisory franchises but far larger scale.
• Danske Bank: Large Nordic universal bank headquartered in Denmark operating wealth management, asset management, and corporate finance / capital markets across the Nordics. Comparable to Evli's diversified Nordic offering but with broader geographic and product breadth.
• Nordea: Largest Nordic financial group headquartered in Finland with substantial wealth management, asset management, and corporate finance / capital markets divisions. Comparable to Evli across private banking, institutional asset management, and corporate finance advisory, but at vastly larger scale and broader geographic reach.
• Handelsbanken: Swedish universal bank with a meaningful private banking and asset management franchise in the Nordics and adjacent markets. Comparable to Evli in Nordic private wealth positioning, but with a much larger branch-led retail and corporate banking base.
• OP Financial Group (OP Ryhmä): Largest Finnish financial group with extensive wealth management, fund management, and corporate advisory capabilities serving Finnish retail, HNW, and institutional clients. Comparable domestic presence to Evli and competes directly in the Finnish fund / private banking market.

Regional players

• S-Bank (S-Pankki): Finnish retail and wealth management bank operating within the S-Group retail ecosystem, offering funds, private banking, and investment services to Finnish consumers. Comparable in fund and wealth management to Evli's Finnish retail / digital offering.
• Local Tapiola Group: Finnish mutual financial group providing wealth management, investment funds, and corporate finance-related services to Finnish retail and HNW clients. Direct competitor to Evli in the Finnish wealth and fund market, focused purely on the Finnish domestic market.

Direct peers

• Pareto Securities: Nordic-focused investment bank with corporate finance advisory (M&A, equity capital markets) and asset management businesses serving Nordic institutional and corporate clients. Closest mid-market pure-play comparable to Evli's Corporate Finance advisory franchise.
• Aktia Bank: Finnish financial group with wealth management, asset management, and private banking focus, smaller scale than Nordea but a direct Finnish wealth management peer to Evli. Comparable customer base, fund offerings, and dependence on the Finnish market.
• Carnegie Investment Bank: Nordic investment bank and wealth manager headquartered in Stockholm offering private banking, asset management, and corporate finance (M&A, equity research, ECM) to Nordic clients. Most direct comparable to Evli's mix of Corporate Finance advisory + Wealth Management across the Nordics.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat6 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xtwitter.com/Evli_Oyj
• YouTubeyoutube.com/@evlioyj
• Facebookfacebook.com/evli.oyj
• LinkedInlinkedin.com/company/10666
• Instagraminstagram.com/evli.oyj

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries5 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 Evli Corporate Finance