Data Intelligence

We offer advanced industry-agnostic analytics services tailored to your evolving business needs. Our services cover the entire data management life cycle - from data collection and processing for decision-making to visualization.

One size fits all

Meta framework

Our meta framework is a de facto industry standard for the wealth industry. Our outstanding, market-proven mapping technology transforms your data into a harmonized data structure that ensures a consistent understanding of the data and the business behind it. On this basis, you can quickly generate knowledge and make well-founded decisions in the shortest possible time.

Etops details framework
Create the right foundation for better data and decisions

Data gathering

We enable the collection and consolidation of relevant information from various sources. Similar information is weighted and deduplicated on the basis of a source rating. In this way, we guarantee the best possible quality of data for your decision-making processes.

You have the challenge, we have the best approach to solve it

All-in-one analytics capabilities

We help you to launch individual and powerful AI / ML innovations within your organization. Our AI engine and data & analytics experts help you turn your data into insights, that lead to breakthrough results again and again. We work with statistical and mathematical models, linear optimization, machine learning and LLMs to recognize your most valuable growth opportunities directly and in a matter of seconds.

date intelligence
Data intelligence
Building compelling visual stories


We offer you powerful visualization tools (commercial and open source) and support your company with easy-to-implement, best-practice-oriented, user-centric and easy-to-understand visualizations. It has never been easier to recognize key facts and make well-founded decisions.

AI-driven target capabilities for the wealth industry

Sales Intelligence

Our AI-driven wealth ecosystem boosts your market development performance by serving you tailored targets on a silver platter. Discover the most valuable cross- and up-selling opportunities in your existing client base and utilize your existing relationship capital to attract new clients.

Your trusted partner for navigating the future of wealth management

We are a swiss-based tech innovation company with over a decade of experience. We provide a powerful wealth data platform and services to solve complex financial problems for investment managers.


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


Mid and back office services support and ensure flawless operations allowing you to focus on your core business.


We enable flexibility in integrating third party solutions to provide additional functionality and extendable to anything via APIs.

Why our clients choose us

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.
David Schneider

David Schneider

COO, Verium 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.
Alexander Sinn

Alexander Sinn

Co-Founder and CEO of 47 Capital AG

Die Lösung von Etops erlaubt es uns viel Zeit zu sparen und ist effizient gestaltet, damit wir uns auf das Kerngeschäft konzentrieren können. Die detaillierten Reportings haben unseren Service deutlich verbessert und können somit unseren Kunden einen klaren Mehrwert bieten.
Anthony Gimigliano

Anthony Gimigliano

Head Institutional Desk Swissquote

Mit wenigen Klicks haben die Mitarbeiter Zugang zu allen wichtigen Informationen und somit mehr Zeit sich auf ihre Kernkompetenzen zu fokussieren, nämlich fundierte und anlegerbezogene Entscheide zu treffen.
Sacha Fedier

Sacha Fedier

CEO VT Wealth Management

Mit Etops sind wir schneller und dank Automatisierung auch zuverlässiger und sicherer unterwegs.
Patrick Marty

Patrick Marty

COO Finaport Group