HQ Address

Hinterbergstrasse 17, Cham, Zug 6330, Switzerland

Website Address

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Business introduction

Etops empowers digitalization processes for the financial industry. Our solutions cover the entire value chain of private banks, asset and wealth managers, family offices and pension funds: from lead generation, CRM and on-boarding to portfolio management, compliance, and reporting

We focus on smart technology that processes all bank data and documents efficiently and precisely. Data from all custodian banks can be processed, enriched and refined according to our client needs. Supplementary services are: reconciliation, manual bookings, compliance and risk management

Founded in 2010, Etops offers a broad range of solutions and services for the financial industry from data collection, refinement and aggregation to high-end operations and consulting, from complex integration projects to state-of-the-art reporting, from data analytics and warehouses to mobile apps and dashboards.

State-of-the-art software solutions complete our offering and cover all the needs of independent wealth managers and family offices regarding CRM and portfolio management including the coverage of regulatory requirements like MiFID II, FIDLEG, UCITS etc. Modern reporting summarizes information for the management and for the end clients of the financial service providers both in traditional PDF based setups and in digitalized dashboard and mobile app based approaches.

All asset classes including private equity, crypto assets and all kinds of non-bankable assets can be included in consolidated views and reports. Etops experience in reporting solutions for sustainable investments guarantees the integration of ESG data into all kinds of analysis and reports. Sophisticated data science projects provide even more insights and allow the application of new strategies.

Based on a mix of technology and service, strengthened by competent consulting, Etops delivers both tailor-made solutions and standardized platform-oriented products. The solutions cover the entire value chain of private banks, asset and wealth managers, family offices and pension funds: from lead generation, CRM and on-boarding to portfolio management, compliance, and reporting.

The comprehensive mid- and back-office services form the foundation of the Etops' offering. The focus is on leading-edge machine-learning technology that reads and processes all bank documents efficiently and precisely. In this way, data from all custodian banks can be processed, enriched and refined according to client needs.

Supplementary services such as reconciliation, manual bookings, compliance and risk management complete the offering. Based on these services, data management became a central element of the Etops business model, culminating in data-driven solutions created by data scientists that, supported by artificial intelligence, unlock compelling new opportunities for the financial industry in areas such as client acquisition, compliance and decision making.

An essential area of Etops deals with the presentation of information in various forms, production of reports and fact sheets, development of mobile apps and specialized interactive dashboards.

Etops supports all companies within the financial industry in achieving their digitalization goals. The use of Etops financial technology makes it easier for you.

Business Overview

Etops was founded in 2010 in Switzerland and is a privately owned and rapidly growing company. By the end of 2020 Etops Group AG was established by integrating both Evolute AG and axeed AG. Our mission is simple. We are taming end-to-end complexity by offering an ONE4ALL platform for multi-bank asset, portfolio, wealth, and  fund managers as well as for family offices.

Key Data

Year founded
Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Digital Wealth Manager
  • End Private Clients
  • Family Offices
  • Financial Advisors

Etops Solutions

Etops Wealth Management Technology

The Etops solution allows you to collect data from a various range of custodians, which can be easily interpreted in various formats using AI-based technology. Our solution performs reliable reconciliation and quality checks overseen by our experienced service team. You profit from aggregated transactions and positions of your portfolios delivered in......

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Etops for Asset Managers

Etops for asset managers Managers, regulators and clients have a growing need for comprehensive and timely reports. This requires accurate and current data provided to and optimized for your investment management system. Etops AI powered technology together with the experienced back office team represents the ideal combination of engineering and services to master the challenges the......

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Etops for Banks

Etops for banks Private banking Etops delivers tailor-made reporting and data warehouse solutions, interactive dashboards for management and client information, mobile apps, and much more … contact us for more information. EAM desk Etops helps to tackle the ever-increasing demands raised by the external asset managers by establishing multi-banking interfaces and appropriate back-office services together......

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Etops for Family Offices

Etops for family offices Delivering comprehensive wealth management services which look at every financial aspect of an ultra-wealthy person’s or family’s life, requires a lot of data, analysis and the ability to produce attractive and conclusive reports. In addition, many family members ask for digital access via desktop and mobile devices. Etops multi-banking solution collects and......

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Etops for Wealth Managers

Etops for wealth managers Facing more and more regulations, the independent wealth managers need to find ways how to deal with these challenges. State-of-the-art technology helps to meet all the compliance requirements and to concentrate on the actual business at the same time. But all these solutions require data - data from......

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