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Technology that empowers banks, wealth and asset managers, family offices, and others to be faster and smarter in their everyday work.

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Wealth Manager
Asset Manager
Family Office
IFA
Bank
Insurance
Developer

Generating new client leads
Managing my clientbook
Providing personal investment advice
Providing digital investment advice
Archiving of client conversations ('taping')
Managing investment portfolios
Managing orders and execution
Establishing connectivity with brokers and custodians
Analyzing client data
Outsourcing my middle- and back-office activities

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Your trusted partner for navigating the future of asset & wealth management

Our platform provides insights, services, and tools that empower you to solve complex problems around your clients’ financial lives. With our technology, you can be more efficient, make better decisions, and deliver a better outcome for your clients.

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About us

Our vision is to revolutionize the wealth and asset management industry by empowering advisors and institutions with AI-driven, scalable, and end-to-end digital solutions—making financial services simpler, fairer, and universally accessible.

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Latest news

Stay up to date with the latest developments, insights, and trends in wealth and asset management. Explore our recent blog posts, company updates, and industry news to see how we’re driving innovation and delivering value for our clients.

Transparency and risk management - Etops blog background

Industry Insights

Financial Interoperability: The Foundation for Growth

In today’s wealth management landscape, clients expect more than just performance, they expect clarity, consistency, and control. But delivering that experience is harder than it...

Industry Insights

Driving Portfolio Success with Quality Data

In wealth management, data is more than a resource, it’s a strategic advantage. The ability to make informed decisions, deliver personalized advice, and maintain regulatory...

Industry Insights

Europe’s Asset Management: Agility & Clarity

Europe’s asset management sector in 2025 is undergoing a profound transformation. At Etops, we believe that data-driven technology, actionable insights, and true partnership empower firms...

Etops Product Finder

Discover the right product for your needs with our Product Finder. Whether you’re a wealth manager, asset manager, family office, private bank or insurance professional, our tailored recommendations ensure you find the perfect tools to achieve your goals.

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Data-driven

We build data-driven products leveraging the power of the cloud, machine learning and genAI.

User-friendly

We design intuitive, easy-to-use interfaces and workflows, ensuring that our solutions adapt seamlessly to your needs and enhance your daily operations.

Scalable

We grow with you and enable flexibility in the integration of third-party solutions and the extension of functionalities via APIs.

Get to know us

Alexander Sinn

Co-Founder & CEO
47 Capital AG

By working in partnership with Etops, we can offer our families an easy to read and customized wealth report that offers them an enormous advantage. We highly value Etops for their prompt release of new features and their commitment to delivering an exceptional user experience.

David Schneider

COO
Verium AG

Thanks to Etops, we can professionally map the complex asset situations of our clients and offer very comprehensive reporting across all asset classes as part of our overall Verium client experience. This is highly appreciated by our sophisticated family office clients.

Anthony Gimigliano

Head Institutional Desk
Swissquote

Etops' solution allows us to save a lot of time and is efficiently designed so that we can focus on our core business. The detailed reports have significantly improved our service, providing a clear added value to our clients.

Sacha Fedier

CEO
VT Wealth Management

With just a few clicks, employees have access to all important information, giving them more time to focus on their core competencies—making well-founded, investor-focused decisions.

Patrick Marty

COO
Finaport Group

With Etops, we are faster and, thanks to automation, also more reliable and secure.

Thomas Ritschard

Partner
GLAUSER+PARTNER

etops Wealth Discovery has already been a great asset for us since we started using it in December, and it is significantly better and more intuitive than all our previous solutions.

Florian Stürchler

Executive Management Member
Riedweg & Hrovat AG

etops Wealth Discovery has made a real difference in how we manage our day-to-day operations. We’ve gained time, clarity, and peace of mind. The intuitive interface meant our team adopted it quickly, and the regulatory safeguards built into the system have fulfilled expectations.

Careers

Be a part of shaping the future of wealth and asset management at our group. Explore exciting career opportunities where innovation, collaboration, and personal growth thrive. Whether you’re just starting out or an experienced professional, join us in driving change and making an impact in the financial industry.

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