Company

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.

Shareholders

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

Avaloq Ventures AG

Avaloq Ventures AG operates as a venture capital company. The Company provides access to venture capital funding and growth support for start-ups and fast-growing fintech businesses.

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.

Innovationsstiftung der SZKB

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

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 Backoffice (outsourcing).