Established in 1974 as an economic research institute, Prometeia has grown into a leading provider of wealth and risk management consulting, software solutions and data to the financial sector. Headquartered in Italy with offices in London, Zürich, Vienna, Istanbul, and Cairo, Prometeia serves over 500 clients across 30+ countries including Tier 1 banks, wealth managers, asset managers and insurers. Our flagship Digital Wealth Management front office suite holds a dominant position in our home market and is rapidly expanding throughout Switzerland and Europe; it supports the management of over €2.5 trillion in assets across millions of private portfolios, ranging in value from thousands to hundreds of millions.

Our 360⁰ Wealth Advisory toolset supports the entire investment advisory process and transforms the way in which private banks interact with their clients by enabling sophisticated, personalized, sustainable, and value-adding omnichannel services at scale. The system automates routine tasks leading to a lower cost-to-serve, while deep regulatory expertise ensures compliance with FIDLEG and MiFID II. The Digital Wealth Management Platform’s modular, service-oriented architecture lends itself to rapid deployment, incremental adoption, extensive customization, and easy integration into existing systems. Prometeia is actively integrating generative AI models and features within our toolset to boost advisor efficiency and cut down manual work. Existing modules are continuously updated, and brand-new modules are added regularly, with the latest market developments being Crypto advisory, ESG aware investment, Cloud, and machine learning.