SOLFIN Financial Service Solutions

What SOLFIN Financial Service Solutions does

SOLFIN Financial Service Solutions AG is a privately held B2B backoffice services provider headquartered in Vaduz, Liechtenstein, operating as the shared services arm of the 'Home of Finance' network that includes Factum AG (wealth management) and LMM (investment control). Founded in 2016, the company delivers six integrated service modules to financial services firms: IT Solutions (custom software development, portfolio management, CRM, server/client management, datawarehouse, and intelligent automation of bank document and transaction processing), Data Management (electronic capture, evaluation, archiving, and datawarehouse maintenance), Financial Accounting (bookkeeping, cost accounting, payroll, budgeting, reporting, and annual accounts), Securities Administration (automated portfolio data processing across ten bank interfaces using market and master data from SIX Financial Information), Human Resources (recruitment, payroll, benefits, and organizational development), and Compliance/Risk Management. The technology stack is proprietary, anchored by a custom portfolio management platform integrated with ten bank interfaces and the SIX Financial Information feed, with GDPR-compliant data handling under the supervision of the Amt für Volkswirtschaft in Vaduz.

The company monetizes through managed services contracts and professional services engagements with financial services clients, predominantly within the Home of Finance ecosystem and adjacent Liechtenstein/Austrian wealth management firms. Pricing is quote-based and not publicly disclosed, reflecting the customized nature of each engagement. Go-to-market is sales-led, relying on direct B2B relationships, referrals within the Liechtenstein financial services community, and a corporate website/LinkedIn presence for visibility and employer branding. The company employs 40+ staff, with long-tenured employees indicating organizational stability.

Strategic positioning is built around regulatory specialization for Liechtenstein's financial services sector, deep integration with ecosystem affiliates, and continuous development of proprietary automation tools. The 2025 Innosuisse-backed research collaboration with Universität Liechtenstein and Factum AG on 'Process Innovation Factors' signals ongoing investment in productized methodologies. SOLFIN carries no disclosed funding, no M&A history, and operates as a closely held AG with no public shareholders, under the leadership of CEO Claudio Marxer and Deputy CEO Daniel Greuter.

Name

SOLFIN Financial Service Solutions

Legal name

SOLFIN Financial Service Solutions AG

Website

https://solfin.li

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Short description

SOLFIN Financial Service Solutions AG is a Liechtenstein-based B2B backoffice services provider delivering IT, data management, financial accounting, securities administration, HR, and compliance services to financial firms within the Home of Finance ecosystem.

Ownership category

akta.pro rank

Headquarters

HQ city

Vaduz

HQ country

Liechtenstein

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Backoffice Services: SOLFIN provides comprehensive backoffice services to financial services companies including IT solutions, compliance, securities processing, data management, human resources, and financial accounting. Revenue is generated through service contracts with financial service providers requiring specialized administrative support.
2. Software Development and Maintenance: Custom software development for portfolio management, CRM, server/client management, datawarehouse and visualizations. Includes ongoing maintenance and continuous development of proprietary systems.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

SOLFIN provides specialized backoffice services to financial services companies within the Home of Finance ecosystem. The company delivers six integrated service modules: IT Solutions (custom software and portfolio management), Data Management, Financial Accounting, Securities Administration (with 10 bank interfaces and SIX market data), Human Resources, and Compliance/Risk Management, all tailored to the complex requirements of asset managers, wealth managers, and private banks.

Product overview

SOLFIN provides a unified suite of specialized backoffice services for financial professionals under the 'Home of Finance' umbrella. The offering consists of six integrated service modules: IT Solutions (custom software development, portfolio management systems, and automation), Data Management (digitalization, data warehousing, and process optimization), Financial Accounting (bookkeeping, payroll, and financial reporting), Securities (automated portfolio data processing with ten bank interfaces), Human Resources (recruitment, payroll, and organizational development), and Compliance (risk management and regulatory compliance). A particular focus is on customized data management, compliance, and risk management for modern financial service providers.

Differentiator

Problem solved

Functional benefit

Products and services

• IT-Lösungen (IT Solutions)
• Datenmanagement (Data Management)
• Finanzbuchhaltung (Financial Accounting)
• Wertschriften (Securities Administration)
• Human Resources
• Compliance

Quantifiable outcome

• Automated data processing for customer portfolios with 10 bank interfaces monitored and optimized
• +1 more outcomes

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature4 records

Partnerships

Six partnerships are on record, tiered core and minor.

• Universität LiechtensteincoreStrategic or Co-development Partner · 30 September 2025SOLFIN, together with Factum AG, partnered with Universität Liechtenstein for a three-year research project developing 'Process Innovation Factors' - a new approach to strengthening companies and investors in challenging economic environments. Supported by Innosuisse (Swiss Innovation Agency), the project bridges scientific research and practical application in asset management while contributing to the innovation capacity of the Liechtenstein financial center.
• SIX Financial InformationcoreTechnology or IntegrationSOLFIN ensures processing of securities in highest quality and provides market and master data in cooperation with SIX Financial Information. This partnership is essential for SOLFIN's securities administration services, providing reliable financial market data for portfolio management operations.
• Factum AGcoreStrategic or Co-development PartnerFactum AG is part of the Home of Finance ecosystem alongside SOLFIN. Factum provides wealth management services from Vaduz, Zürich, Vienna, Frankfurt, Dubai, and Sydney. Both companies collaborate within the Home of Finance network providing comprehensive financial services.
• LMM (LMM Investment Control)coreStrategic or Co-development PartnerLMM is part of the Home of Finance ecosystem alongside SOLFIN. LMM provides independent, 100% owner-managed investment control services for private and institutional investors, operating from Vaduz, Zürich, Vienna, Frankfurt, Dubai, and Sydney.
• InnosuisseminorStrategic or Co-development PartnerSwiss Innovation Agency supporting the three-year research project on Process Innovation Factors in cooperation with Universität Liechtenstein and Factum AG. The project is funded through public funds from the cooperation agreement between Liechtenstein and Innosuisse.
• Samaritan's Purse InternationalminorOthersSOLFIN participates in 'Weihnachten im Schuhkarton' (Christmas in a Shoebox), part of the world's largest gift campaign 'Operation Christmas Child' by Samaritan's Purse International. Employees pack shoeboxes with toys, hygiene products, clothing, and school supplies for children in need worldwide.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Market position

Weaknesses5 records

Competitive moat4 records

Customer concentration

• LinkedInlinkedin.com/company/solfin-financial-service-solutions-ag

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 SOLFIN Financial Service Solutions