Assetmax

wealthtech-retailsme financingonline loans

FOUNDING YEAR: 2013
LOCATION: Switzerland
Last Update: 01/05/2020

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MEDICI Analysis

Assetmax offers a IT platform that helps banks and asset managers to automate their repetitive and select administrative tasks. It also helps them to outsource business processes in areas like compliance and portfolio management.

Focus

PRODUCTS & SERVICES

Software/Whitelabel/APIs (Wealthtech)

MAIN CLIENTS

Retail and institutional investors

People

FOUNDERS

Massimo Ferrari

INVESTORS:

Credit Suisse

KEY EMPLOYEES:

Massimo Ferrari (CEO)

Momentum

FUNDED

YES

NUMBER OF FUNDING ROUNDS

1

DATE OF LAST FUNDING

Jul 2018

TOTAL FUNDING COMMENT

The company is planning to use funds for further develop its platform and implement measures to accelerate its client acquisition. (July 2018)

LISTED

NO

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