Etops is presenting Etops Day together with Google Cloud in Zurich on September 9th.
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On September 9th, we are presenting Etops Day together with Google Cloud in Zurich. At Etops, we help wealth and asset managers push the boundaries of what is possible t…
Company
Etops
The Operating System for European Wealth and Asset Management | Portfolios, Client Data, and Operations in One Platform
- Industry
- Financial Services
- Location
- Cham, CH
- Company size
- 201–500 employees
About Etops
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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Latest activity from Etops
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Etops integrated a new AI feature into the etops FinanzPortal
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Etops hosted a webinar titled Die KI, die im Kundengespräch mitdenkt und Ihre Nachbearbeitung vereinfacht on September 10
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Etops is presenting its first flagship event with Google Cloud at Google Zurich on September 9, themed Limitless.
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