etops

Tech-enabled Services

Leading consolidator in the European wealth & asset management software market

Overview

etops offers a comprehensive suite of solutions to a diverse client base across the DACH region, consisting of banks, independent wealth managers and financial advisors, private banks and family offices, institutional asset managers and insurers. The group’s modular offerings enable the digitisation of a range of activities along the entire customer lifecycle including customer onboarding, data consolidation, portfolio management solutions, customer and advisor portals, and trading and order management tools.

The group has a proven track record of growth through acquisitions, taking advantage of the fragmented nature of the European market for wealth and asset management software. The group continues to expand and improve its service offering and client base both in the DACH region and across Europe, whilst delivering on its strong track record of organic growth and margin expansion.