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Technology that empowers banks, wealth and asset managers, family offices, and others to be faster and smarter in their everyday work.

Etops Product Finder

Find the perfect product for your needs.

I am a ...
I am a ...
  • Wealth Manager
  • Asset Manager
  • Family Office
  • IFA
  • Bank
  • Insurance
  • Developer
I need help with ...
I need help with ...
  • Generating new client leads
  • Managing my clientbook
  • Providing personal investment advice
  • Providing digital investment advice
  • Archiving of client conversations ('taping')
  • Managing investment portfolios
  • Managing orders and execution
  • Establishing connectivity with brokers and custodians
  • Analyzing client data
  • Outsourcing my middle- and back-office activities

Your trusted partner for navigating the future of asset & wealth management

Our platform provides insights, services, and tools that empower you to solve complex problems around your clients’ financial lives. With our technology, you can be more efficient, make better decisions, and deliver a better outcome for your clients.

About us

Our vision is to revolutionize the wealth and asset management industry by empowering advisors and institutions with AI-driven, scalable, and end-to-end digital solutions—making financial services simpler, fairer, and universally accessible.

Latest news

Stay up to date with the latest developments, insights, and trends in wealth and asset management. Explore our recent blog posts, company updates, and industry news to see how we’re driving innovation and delivering value for our clients.

News

The next milestone in forming the European WealthTech Powerhouse: Etops’ and niiio finance group’s client businesses align under the Etops brand

Etops Group AG and niiio finance group AG, two leading names in the European WealthTech industry, proudly announce a further milestone on their strategic roadmap....

Industry Insights

Safeguarding Client Trust: How Etops Integrates Cybersecurity Best Practices in Wealth Management

In the world of wealth and asset management, the importance of cybersecurity cannot be overstated. The digital age has brought immense convenience and efficiency, but...

Industry Insights

Money, Mind Games, and Mastering the Market: How Behavioral Finance is Changing Wealth Management

In the world of wealth management, we've long assumed that investors are rational beings, always making decisions based on cold, hard facts. But let's face...

Etops Product Finder

Discover the right product for your needs with our Product Finder. Whether you’re a wealth manager, asset manager, family office, private bank or insurance professional, our tailored recommendations ensure you find the perfect tools to achieve your goals.

Data-driven

We build data-driven products leveraging the power of the cloud, machine learning and genAI.

User-friendly

We design intuitive, easy-to-use interfaces and workflows, ensuring that our solutions adapt seamlessly to your needs and enhance your daily operations.

Scalable

We grow with you and enable flexibility in the integration of third-party solutions and the extension of functionalities via APIs.

Alexander Sinn

Co-Founder & CEO
47 Capital AG
By working in partnership with Etops, we can offer our families an easy to read and customized wealth report that offers them an enormous advantage. We highly value Etops for their prompt release of new features and their commitment to delivering an exceptional user experience.

David Schneider

COO
Verium AG
Thanks to Etops, we can professionally map the complex asset situations of our clients and offer very comprehensive reporting across all asset classes as part of our overall Verium client experience. This is highly appreciated by our sophisticated family office clients.

Anthony Gimigliano

Head Institutional Desk
Swissquote
Etops' solution allows us to save a lot of time and is efficiently designed so that we can focus on our core business. The detailed reports have significantly improved our service, providing a clear added value to our clients.

Sacha Fedier

CEO
VT Wealth Management
With just a few clicks, employees have access to all important information, giving them more time to focus on their core competencies—making well-founded, investor-focused decisions.

Patrick Marty

COO
Finaport Group
With Etops, we are faster and, thanks to automation, also more reliable and secure.

Careers

Be a part of shaping the future of wealth and asset management at our group. Explore exciting career opportunities where innovation, collaboration, and personal growth thrive. Whether you’re just starting out or an experienced professional, join us in driving change and making an impact in the financial industry.

Products Contact Us

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