Finanzlab Sa

What Finanzlab Sa does

Finanzlab SA is a Lausanne-based, FINMA-authorized Swiss wealth manager founded in 2017 that designs, selects, and brokers customized structured investment products for professional clients. The firm operates exclusively in a B2B capacity, serving independent wealth managers, private banks, and institutional investors in Switzerland, and runs its own Swiss-domiciled fund, the Finanzlab Multi Index Fund, as a proprietary fund-of-structured-products vehicle. Its service offering is structured around four pillars: Conseil (advisory on tailored structured products and investment themes), Best-Execution (primary-market brokerage guaranteed at competitive pricing through a selection of partner issuing banks), Coaching (training to help clients monitor structured-product positions), and a cloud-native Technology platform hosted entirely on cloud services and shared with clients to support their digitalization. The company is privately held and founder-led, with legitimacy explicitly grounded in the long structured-products experience of its founders and its positioning as an independent actor in the Swiss market.

The business model combines professional-services fees (advisory and coaching), transaction-related fees (best-execution brokerage on the primary market), and asset-based revenue from the in-house Finanzlab Multi Index Fund. Pricing is not publicly disclosed and is targeted at investment professionals. The firm is supervised by an OSIF audit organization under FINMA oversight, employs between 1 and 10 people, has not disclosed external funding, and operates from a single headquarters location in Lausanne with no disclosed expansion beyond Switzerland.

Name

Finanzlab Sa

Legal name

Finanzlab SA

Website

https://finanzlab.ch

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

Finanzlab SA is a FINMA-authorized Swiss wealth manager, founded in 2017 and based in Lausanne, that designs, brokers, and manages customized structured investment products for independent wealth managers, private banks, and institutional clients in Switzerland.

Ownership category

akta.pro rank

Headquarters

HQ city

Lausanne

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Advisory Services: Personal commitment to delivering the most useful structured products for client needs and providing investment theme ideas
2. Best Execution / Brokerage: Through selection of partner issuing banks, guarantees competitive pricing on the primary market for structured products
3. Coaching Services: Training and education services to help clients become more comfortable with portfolio product monitoring
4. Fund Management: Manages its own Swiss-domiciled fund, the Finanzlab Multi Index Fund

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Finanzlab SA specializes in the design, selection, and brokerage of tailor-made structured products for professional asset managers and institutional investors on the Swiss structured products market. The company operates as an independent actor, is authorized by FINMA as a wealth manager, and complements its own Swiss-domiciled Finanzlab Multi Index Fund with advisory, best-execution brokerage, coaching, and a cloud-based technology platform.

Product overview

FINANZLAB is a company specialized in the design, selection, and brokerage of tailor-made structured products for professional asset managers and institutional investors on the Swiss structured products market. The core product offering consists of the Finanzlab Multi Index Fund, a Swiss-domiciled fund of structured products. The company complements its fund with four service offerings: Conseil (consulting), Best-Execution (primary market execution), Coaching (educational support), and Technologie (cloud-based technology platform). The company operates as an independent actor authorized by FINMA as a wealth manager and supervised by OSIF.

Differentiator

Problem solved

Functional benefit

Brands

• Finanzlab Multi Index Fund: A Swiss-domiciled fund managed by Finanzlab SA, the company's proprietary structured products fund.

Products and services

• Finanzlab Multi Index Fund A Swiss-domiciled fund of structured products managed by Finanzlab, providing exposure to structured product strategies across global markets for professional investors.
• Conseil (Advisory / Consulting)

Quantifiable outcome

• Finanzlab Multi Index Fund reached all-time high of CHF 126.08

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Partner Issuing BankscoreChannel Partner/ Reseller/ DistributorFINANZLAB works with a selection of partner issuing banks to guarantee competitive pricing on the primary market for structured products. This allows the company to offer best execution services to its professional clients.

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• EFG International AG: Swiss private banking group serving private clients, wealth managers and institutions, including structured solutions capabilities. Comparable as a Swiss-domiciled B2B private-banking competitor with overlapping target clients.
• UBS Group AG: Largest Swiss global wealth manager with substantial structured products issuance and distribution. Comparable as a major counterparty and competitor in the Swiss structured products and wealth management space.
• Mirabaud Group: Swiss private banking group with wealth management, asset management and corporate finance activities. Comparable as a mid-sized Swiss private bank competing in similar B2B advisory and structured solutions markets.
• Bank J. Safra Sarasin AG: Basel-headquartered Swiss private bank offering wealth management and investment solutions to private and institutional clients. Comparable target segment to Finanzlab (Swiss private banks and institutional investors).
• Julius Baer Group Ltd. Leading Swiss private bank focused on wealth management for high-net-worth and professional clients. Comparable target segment to Finanzlab (private banks and wealth managers) but operating as a much larger incumbent.
• Pictet Group: Large Geneva-based private bank and asset manager with significant Swiss wealth-management and structured solutions capabilities. Comparable to Finanzlab in serving Swiss-based professional investors with structured and discretionary solutions.
• Vontobel Holding AG: Swiss private bank and asset manager with a leading structured products issuance franchise (Vontobel Financial Products). Comparable through its deep Swiss structured-products market presence and wealth management activities, but operating at substantially larger scale.

Direct peers

• Leonteq Securities AG: Swiss-listed specialist in structured investment products with a tech-driven issuance and distribution platform. Comparable to Finanzlab as a Switzerland-focused structured products specialist serving professional and intermediary clients.
• Derivative Partners AG: Zurich-based independent broker specializing in Swiss structured products and derivatives for wealth managers, private banks and family offices. Highly comparable to Finanzlab in target market, product focus and B2B professional-client model.
• Swissquote Bank AG: Swiss online bank and trading platform offering structured products, FX and wealth-management services. Comparable through its structured-products distribution to Swiss investors and its use of a digital platform to reach professional and retail clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/finanzlab

Revenue estimate

Valuation estimate

Number of profiles

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 Finanzlab Sa