Etops

Discover more. Perform better.

Switzerland

Technology Providers

Technology that empowers family offices, wealth and asset managers, banks, and others to get a compliant consolidated reporting across all asset classes at your fingertips.

About Etops

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.

We provide seamless integrations tailored to the needs of family offices and wealth managers, including:

• 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)

Features

Consolidated ViewCustom Development ServiceCustom ReportsDigital ExcellenceFull Multi-Currency SupportProven AgilityTransparency

Target Segments

Multi-family officeSingle-family officeIndependent financial or investment advisorFund managerPrivate bank

What Etops’s clients say

“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”

Alexander Sinn, Co-Founder & CEO, 47 Capital AG

Contact

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Featured in

Family Office Software & Technology Report 2025

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