About Assetmax AG

Assetmax was founded in 2013 by expert practitioners in wealth management, asset management and IT. Assetmax employs more than 30 specialists in its offices in Lugano and Zurich and serves 60 clients (independent asset managers, family offices, institutionals and banks), making it the leading Swiss platform for Swiss independent asset managers.

Our mission is to design the most complete, modern and intuitive software platform for wealth managers. We relieve our clients from repetitive, automatable work. We help our clients stay up to date with technological and regulatory changes.

Our Team

Our success is the result of the tireless commitment of our talented and motivated team.
Our specialists are organized in four main teams: Support, Software Development, Client Services and Data Management (outsourcing).

Abdufarrukh - Qubit - Abdumalikov
Abdufarrukh - Qubit - Abdumalikov
Software Developer
Alessio -Middleware- Villa
Alessio -Middleware- Villa
Software Developer
Alexander -AI Search- Camenzind
Alexander -AI Search- Camenzind
Software Developer
André -Lux- von Mentlen
André -Lux- von Mentlen
Client Services
Andrea Baiocco
Andrea Baiocco
Data Management
Andrea -F1- Pistocchini
Andrea -F1- Pistocchini
Software Developer
Astrid -Asi- Egger
Astrid -Asi- Egger
Finance
Daniele -Kubernetes- Zampollo
Daniele -Kubernetes- Zampollo
Head DevOp
David -Coding Ninja- Hwang
David -Coding Ninja- Hwang
Software Developer
Debora -Library- Caronzolo
Debora -Library- Caronzolo
Product Manager
Denise -Yoga- Comba
Denise -Yoga- Comba
Business Process Manager
Ellen -Tango- Bruen
Ellen -Tango- Bruen
Head Client Services
Eric -Fractal- Obermuhlner
Eric -Fractal- Obermuhlner
Co-Head Engineering
Fabio -Camaro- Bertocchi
Fabio -Camaro- Bertocchi
Support
Gerald -Cycling- Heibei
Gerald -Cycling- Heibei
Relationship Manager
Ivo -Bricolage- Blatter
Ivo -Bricolage- Blatter
Support
Joel -Joe- Haldimann
Joel -Joe- Haldimann
Client Services
Lovis -BigSmile- Fumagalli
Lovis -BigSmile- Fumagalli
Data Management
Lucio -Neo- Santoro
Lucio -Neo- Santoro
Software Developer
Manuela -Bike- Vielmi
Manuela -Bike- Vielmi
Business Analysis
Marco -Ambrí- Mozzini
Marco -Ambrí- Mozzini
Head Support
Marc -Quant- Frommenwiler
Marc -Quant- Frommenwiler
Quant Developer
Marc -Hockey- Wandfluh
Marc -Hockey- Wandfluh
Client Services
Massimo -Mapo- Ferrari
Massimo -Mapo- Ferrari
CEO, co-founder
Michael -Libero- Frey
Michael -Libero- Frey
Head Data Management
Mike -Rio- Saxer
Mike -Rio- Saxer
Data Management
Nadav -Sherpa- Sharon
Nadav -Sherpa- Sharon
Onboarding
Omri -Kuki- Sharon
Omri -Kuki- Sharon
Data Management
Paolo - Judo - Robbiani
Paolo - Judo - Robbiani
Support
Raphael -Sonny boy- Schapfel
Raphael -Sonny boy- Schapfel
Software Developer
René -Davos- Berri
René -Davos- Berri
Data Management
Robert -van Gogh- Aalderink
Robert -van Gogh- Aalderink
Reporting
Silvan -Uhu- Fornaro
Silvan -Uhu- Fornaro
Head of Sales
Sven -Rammstein- Müller
Sven -Rammstein- Müller
CFO, co-founder
Tizian -Green Thumb- Fumagalli
Tizian -Green Thumb- Fumagalli
Data Management
Tobias -Scuba- Schuch
Tobias -Scuba- Schuch
Data Management
Yotam -Zen- Sharon
Yotam -Zen- Sharon
Software Developer
Yuval -Drum- Sharon
Yuval -Drum- Sharon
Co-Head Engineering, co-founder

Shareholders

Assetmax is owned by its founders and has the support of three awesome shareholders.

FiveT Fintech

FiveT Fintech invests in and supports exceptional entrepreneurs redesigning financial services through digitization and the use of cutting-edge technologies. Formerly known as Avaloq Ventures.

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Credit Suisse Entrepreneur Capital Ltd.

Credit Suisse Entrepreneur Capital Ltd. was founded in collaboration with the Swiss Venture Club as a wholly owned subsidiary of Credit Suisse in May 2010.

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Innovationsstiftung der SZKB

The “Innovationsstiftung der SZKB” is an established and successful venture capital investor for young technology companies in Switzerland.

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