Founded in 1974 as an economic research institute, Prometeia has grown into a leading provider of wealth and risk management consulting, software, and data solutions for the financial sector. Headquartered in Italy, with offices in London, Zürich, Vienna, Istanbul, and Cairo, we support over 500 financial institutions in more than 30 countries—including Tier 1 banks, wealth managers, asset managers, and insurers.

Our flagship Digital Wealth Management Platform supports over €2.5 trillion in assets and millions of private portfolios, spanning the full spectrum from mass affluent to ultra-high-net-worth clients. A market leader in Italy, the platform is rapidly expanding across Switzerland and Europe.

Built for scalability and personalization, the Platform’s 360° Advisory tool transforms the advisory process—enabling sustainable, compliant, and high-value omnichannel services. Automation reduces cost-to-serve, while deep regulatory expertise ensures alignment with MiFID II, FIDLEG, and evolving frameworks.

The platform’s modular, service-oriented architecture enables rapid deployment, phased adoption, and seamless integration into complex banking environments. Capabilities are continuously updated to stay aligned with market standards—covering ESG-aware investing, crypto advisory, cloud-native infrastructure, and machine learning.

AI is natively embedded across the platform, including generative AI that enhances advisor efficiency by reducing manual work. From identifying the right clients based on investment exposure, to matching financial products, to drafting investment strategy narratives—AI turns complex needs into smart, scalable, and client-ready solutions.

Prometeia’s innovation is recognized by multiple international awards, including:

• WealthTech100
• AIFinTech100
• European Award for Robo Advisory
• Swiss Award for Risk Profiling and Data Provider