Etops Email Format

Financial ServicesZug, Switzerland51-200 Employees

Etops is the pan-European technology platform for wealth and asset management.

We serve wealth and asset managers, private banks, family offices, insurance firms, independent financial advisors, and institutional investors with a modular, end-to-end ecosystem built on decades of industry expertise. From portfolio and asset management to consolidated reporting, compliance, CRM, and AI-driven analytics.

Our platform enables financial institutions to operate with more clarity, scale, and speed across the full wealth and asset management value chain. We serve 2000+ clients across Switzerland, Germany, and continental Europe with a team of 300 specialists.

What we do:

- Portfolio and asset management
- Consolidated reporting and analytics
- Client lifecycle, CRM, and advisory workflows
- Compliance, regulatory reporting, and risk
- Digital advisory and client engagement for banks, insurers, and IFAs
- APIs and a developer ecosystem for WealthTech and asset management builders.

Who we serve:

Wealth managers and EAMs · Asset managers · Private banks · Family offices · Insurance firms · Independent financial advisors · Institutional investors · Developers

Where we operate:

Switzerland · Germany · Luxembourg . Slovakia . Georgia and expanding across EMEA.

Learn more at www.etops.com.

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