Assetmax
wealthtech-retail . sme financing . online 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
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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