Etops Group AG vs Venn by Two Sigma

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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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venn by two sigma

Venn by Two Sigma

Category
Portfolio Management

Venn applies Two Sigma’s expertise in research, data science and technology to modernize the analytics experience and help institutional investors embrace a quantitative approach to multi-asset portfolio risk and investment decision making.

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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


–


2017


Owned by a larger corporation


  • United States of America


  • New York City


  • United States of America
  • United Kingdom
  • Hong Kong


$10 trillion


–

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


  • Investment & Financial Advisors (RIA/IFAs)


  • Single family offices
  • Multi-family offices
  • Investment & Financial Advisors (RIAs/IFAs)
  • Asset Managers
  • Brokers/Broker-Dealers
  • Wealth Managers


Venn has hundreds of clients of all sizes

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


  • Portfolio management & reporting


  • Transparency
  • Ability to Whitelabel
  • Custom Reports


  • Bankable or Financial Assets & Funds
  • Foreign Exchange
  • Private Equity & Direct Investments
  • Real Estate


–


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


–


–


–


No