Etops Group AG vs TIFIN Give

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Etops

Category
Advisors

Etops offers an AI-powered wealth management platform designed specifically for family offices to consolidate all asset classes and simplify complex wealth structures, deliver actionable insights, and automate compliance, enabling family offices to increase operational efficiency and return their focus to their clients.

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TIFIN Give

TIFIN Give

Category
Philanthropy

TIFIN Give is a technology-powered philanthropy partner for wealth enterprises. Advisors use TIFIN Give to prospect and convert HNW clients with in-demand, tax-optimised services, deepen existing client relationships via an intuitive, engaging online experience, and build relationships with next-gen clients’ heirs through the giving process.

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Company
Employees

  • 100-500

Founded

  • 2010

Locations

  • Cham, Switzerland
  • Sonneberg, Germany
  • Bratislava, Slovakia
  • Görlitz, Germany
  • Freiburg, Germany
  • Munich, Germany
  • Stadtbredimus, Luxembourg
  • Tbilisi, Georgia

Top 5 Markets

  • Switzerland,
  • Germany,
  • Austria,
  • Luxembourg,
  • United Kingdom,
  • France,
  • Belgium,
  • Netherlands

Total AUM

  • We do not manage AuM, but we have >USD 400bn on our platform

Ownership

  • Key staff also have ownership,
  • Owned by a larger corporation,
  • Owned by management


  • 11-50


  • 2021


  • Bengaluru
  • Boulder, CO
  • Charlotte, NC
  • Mumbai
  • New York, NY


  • United States of America


  • $670 M


  • Key staff also have ownership,
  • External investors (neither clients nor staff),
  • Owned by management

Client
Focus

  • Multi-family offices

Secondary focus

  • Individual wealth owners,
  • Single-family offices,
  • Multi-family offices,
  • Investment & Financial Advisors (RIAs/IFAs),
  • Fund managers,
  • Banks,
  • Pensions,
  • Endowments,
  • Foundations,
  • Funds of funds,
  • Software and technology providers,
  • Other


  • Multi-family offices


  • Individual wealth owners,
  • Single-family offices,
  • Multi-family offices,
  • Investment & Financial Advisors (RIAs/IFAs),
  • Banks,
  • Foundations

Product
Main Tasks

  • Data Aggregation,
  • Advisors,
  • Asset Managers,
  • Compliance,
  • Data,
  • Consolidated Reporting,
  • Portfolio Management,
  • Technology Provider,
  • Risk Management,
  • Private Bank,
  • Portfolio & Cost Analysis,
  • Trading,
  • CRM

Top features

  • Custom Reports,
  • Full Multi-Currency Support,
  • Transparency,
  • Proven Agility,
  • Custom Development Service,
  • Other Services,
  • Digital Excellence

Assets supported

  • Art & Collectables,
  • Bankable or Financial Assets & Funds,
  • Cash & Equivalents,
  • Real Estate,
  • Private Equity,
  • Alternatives,
  • Commodities,
  • Developed Markets,
  • Developing Markets,
  • Direct Private Equity,
  • Foreign Exchange,
  • Equities,
  • Gold & Precious Metals,
  • Hedge Funds,
  • Private Equity Funds,
  • Cryptocurrency,
  • Digital Assets & Crypto Currency,
  • Insurance,
  • Lifestyle Assets & Rare Collectables,
  • Fixed Income,
  • Private Debt,
  • Private Equity & Direct Investments,
  • Real Estate,
  • Residential,
  • Venture Capital

Whitelabel

  • Yes


  • Foundation,
  • Impact & ESG,
  • Technology Provider


  • Ability to Whitelabel,
  • Digital Excellence,
  • Proven Agility


  • Art & Collectibles,
  • Bankable or Financial Assets & Funds,
  • Cash & Equivalents,
  • Digital Assets & Crypto Currency,
  • Equities


  • Yes

Technology
Type Of Software

  • CRM systems (via API, including contact reports and relationship mapping)
  • Trading and rebalancing through our OMS with FIX connectivity
  • Market data integration LSEG, SIX and Mountain view
  • Product extensions via hyperapp approach (e.g. MIS Dashboards, PEP checks, behavioural profiling)
  • SAAS
  • Serviced software

Mobile App

  • No


  • SAAS


  • TIFIN Give is a modern, scalable SaaS solution built on AWS and integrated with cloud-native services where appropriate, including Postgres, Python/Django, React/Javascript. It was designed to support flexible and rapid deployments and supports multiple custodians underlying personalized investment management and portfolio options.


  • No