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.