Moventum a.s.

What Moventum a.s. does

Moventum a.s. is the Czech subsidiary of Moventum S.C.A., a Luxembourg-headquartered financial services group operating a product-neutral fund distribution and investment platform for independent financial advisors, wealth managers, and institutional investors. The group's core technology is the MoventumOffice online trading platform, which integrates deposit opening, order routing, portfolio analytics, and reporting for financial professionals, alongside the AccountView client portal and mobile applications launched in 2025. The platform provides access to more than 10,000 funds, ETFs, and securities across 400+ investment companies, processes over 1 million transactions annually, and is supported by a network of 2,200+ certified financial advisors across 140 countries. Client custody is provided by Banque de Luxembourg, and the group operates from five European locations (Luxembourg, Warsaw, Brno, Frankfurt, Vienna) under CSSF regulation in Luxembourg and a securities dealer license from the Czech National Bank.

Moventum monetizes across four streams: per-transaction trading fees on the platform, recurring asset management fees on proprietary model portfolios (MoventumPlus Aktiv, MOVEactive ETF, MOVEeasy inspired by Vanguard), account maintenance fees on investment deposits, and institutional managed services including white-label platform solutions with API and SWIFT connectivity. The go-to-market is B2B2C: financial advisors and intermediaries are the primary acquisition channel for private investors, while banks, insurance companies, and pension funds are served through dedicated institutional relationships. Pricing is tiered — freemium online account access via AccountView, 5,000 EUR minimum for managed portfolios, and custom white-label contracts for institutions. The Czech entity Moventum a.s. is a licensed securities dealer focused on the Czech and Slovak markets under the wider group structure, which was acquired by Atlantic Fund Services in November 2014.

The business model is asset-light and platform-mediated: revenue scales with transaction volume, AUM in model portfolios, and institutional contract value rather than balance sheet exposure. Distribution scale (advisor network in 140 countries), regulatory licensing (CSSF plus Czech National Bank), and the embedded custody relationship with Banque de Luxembourg are the primary structural assets; the group has no disclosed AI/ML capabilities and relies on workflow automation for onboarding (PaperLess) and trading execution.

Name

Moventum a.s.

Legal name

Moventum S.C.A.

Website

https://moventum.cz

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

1–10 employees

Short description

Moventum a.s. is the Czech subsidiary of Luxembourg-regulated Moventum S.C.A., operating a product-neutral fund distribution platform serving 2,200+ independent financial advisors, 400+ investment companies, and institutional clients across 140 countries with trading, custody, and model portfolio services.

Ownership category

akta.pro rank

Product category

Fund Distribution Platform

NAICS

Portfolio Management and Investment Advice (523940), Investment Banking and Securities Intermediation (523150), Open-End Investment Funds (525910), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Investment Advice (6282), Security & Commodity Brokers, Dealers, Exchanges & Services (6200), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)

akta.pro secondary industry

Digital Brokerage & Self-Directed Investing Platforms (FSAGAEAC)

Keywords

• Fund distribution platform
• Wealth management platform
• Investment trading platform
• Asset management services
• Securities custody services

Headquarters

HQ city

Luxembourg

HQ country

Luxembourg

HQ region

Europe

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Securities Trading Platform Fees: Transaction processing fees from trading securities on the platform. The platform processes over 1 million transactions annually.
2. Asset Management Services: Management of investment portfolios including MoventumPlus Active, MOVEactive ETF, and MOVEeasy inspired by Vanguard. Minimum investment of 5,000 EUR with regular investments from 50 EUR.
3. Account Maintenance Fees: Fees for account keeping and deposit management. Client deposits are held at Banque de Luxembourg.
4. Institutional Services: Centralized securities services for institutional clients including purchase, processing, custody, and commission management. White-label solutions available.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels5 records

Core offering

Moventum a.s. operates an online investment platform for financial advisors and institutional investors, providing access to over 10,000 funds, ETFs and securities for trading, custody, and reporting. The core offering combines the MoventumOffice trading platform and the AccountView client portal with asset management services including MoventumPlus Aktiv, MOVEactive ETF, and MOVEeasy inspired by Vanguard portfolios, supported by digital onboarding via PaperLess and white-label solutions for institutions.

Product overview

Moventum a.s. operates as a Luxembourg-based financial services provider offering an integrated platform ecosystem centered on two core digital products: MoventumOffice (trading platform for financial advisors) and AccountView (client portal). The platform provides access to over 10,000 funds, ETFs, and securities with supporting services including Asset Management (MoventumPlus Aktiv portfolios, MOVEactive ETF portfolios, MOVEeasy Vanguard-based portfolios), PaperLess digital onboarding, and Expat Advisor services. Institutional clients can access white-label solutions and API/SWIFT connectivity for securities transactions. The company operates under CSSF regulation and serves financial advisors, asset managers, institutional investors, and private clients across 140 countries through 5 European locations.

Differentiator

Problem solved

Functional benefit

Brands

• MoventumPlus Active: Actively managed fund of funds portfolios offering Global Defensive, Balanced, Dynamic, and Growth strategies, including Europe-focused variants.
• MOVEactive ETF
• MOVEeasy inspired by VANGUARD
• Private Wealth Portfolio
• MOVEtogether
• Expat Advisor Services

Products and services

• MoventumOffice Online investment platform for financial professionals enabling deposit opening for clients, order placement, portfolio analytics, reporting, and client relationship management with highly automated and secure transaction processing.
• AccountView Online account viewing portal for Moventum deposit holders providing real-time account information, transaction history, securities positions, and electronic document delivery.
• MoventumPlus Aktiv Portfolio Actively managed fund of funds offering diversified portfolio strategies across Global Defensive, Global Balanced, Global Dynamic, Global Growth, and Private Wealth portfolios.
• MOVEactive ETF Portfolios ETF-based model portfolios providing cost-efficient exposure to markets with strategies across Defensive, Balanced, Dynamic, and Growth risk profiles.
• MOVEeasy inspired by VANGUARD Portfolio solution utilizing Vanguard funds, offering EUR and USD denominated strategies across Defensive, Balanced, Dynamic, and Growth profiles.
• Asset Management Standardized and individual asset management services providing model portfolios, risk management, and investment decision support for institutional clients.
• Expat Advisor Services Specialized advisory services for expat clients covering cross-border investment needs and international financial planning requirements.
• White-Label Solutions Customizable white-label platform solutions for financial institutions including banks, insurance companies, and pension funds, allowing branding customization while Moventum handles regulatory, operational, and technical aspects.
• Investment Deposits Custody and deposit accounts held at Banque de Luxembourg, providing multi-currency investment accounts for financial advisors and their private clients.
• Moventum Mobile Application Mobile app providing portfolio overview, secure electronic mailbox, and notifications for important events for both advisors and end investors.

Quantifiable outcome

• Over 1 million transactions processed annually
• +3 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Four partnerships are on record, tiered minor and core.

• Phoenix InvestorminorChannel Partner/ Reseller/ Distributor · 21 March 2017Phoenix Investor joined Moventum's platform in March 2017 as a distribution partner.
• UNFCU AdvisorsminorChannel Partner/ Reseller/ Distributor · 13 March 2017UNFCU Advisors partnered with Moventum to provide expert financial planning guidance to United Nations communities in Geneva and Vienna.
• Banque de LuxembourgcoreOthersCustodian bank for client deposits. Client assets are held at Banque de Luxembourg, a subsidiary of Crédit Mutuel Alliance Fédérale through Crédit Industriel et Commercial (CIC). The bank maintains high credit ratings (S&P A, Moody's Aa3, Fitch A+).
• Asset Managers (400+)coreChannel Partner/ Reseller/ DistributorOver 400 national and international investment companies have their funds represented on the Moventum platform.

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Apex Group: Global financial services provider offering fund administration, custody, and platform services to asset managers and advisors. Broader in scope but overlaps with Moventum's institutional services and fund distribution infrastructure.
• Clearstream Fund Centre: Deutsche Börse-owned fund services and distribution platform serving banks, asset managers, and wealth managers across Europe. Provides a much broader infrastructure stack but overlaps with Moventum's settlement, custody, and reporting services.

Emerging players

• Scalable Capital: European digital wealth platform offering robo-advisory and brokerage services. Represents the disruptive direct-to-consumer model that competes with Moventum's advisor-intermediated distribution for the same end-investor wallet.
• Trade Republic: European broker offering commission-free trading and savings plans. Competes with Moventum's transaction-fee revenue model and pushes the broader industry toward zero-commission pricing on securities transactions.

Direct peers

• Calastone: Global fund transaction network automating order routing, settlement, and reconciliation for the asset management industry. Directly comparable to Moventum's transaction-processing infrastructure for the advisor distribution channel.
• Allfunds: One of the largest B2B fund distribution platforms globally, connecting asset managers with distributors. Directly comparable to Moventum's role as a fund platform serving independent financial advisors across European markets.
• Bravura: Wealth management software platform providing transfer agency, portfolio management, and back-office solutions to financial institutions. Comparable to Moventum in serving institutional clients with white-label platform services.
• MFEX (Euroclear): Cross-border fund distribution platform acquired by Euroclear, providing order routing, custody, and reporting to wealth managers. Competes directly with MoventumOffice's transaction processing and multi-jurisdiction reach.
• FNZ: Global wealth platform providing custody, trading, and back-office infrastructure to financial advisors and wealth managers. Highly comparable in serving independent advisors with multi-currency, multi-jurisdiction platform capabilities.

Regional players

• Quirion (Quirin Privatbank): German robo-advisor operating under Quirin Privatbank, offering digital wealth management services. Comparable in the German-speaking market where Moventum also has a regional office and advisor network.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UC9tMJU-wqZ538HOKAN_Hhqg
• LinkedInlinkedin.com/company/moventum-a-s

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries2 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 Moventum a.s.