Enzi provides a modern, comprehensive software-as-a-service (SaaS) platform designed to help wealth management firms, multi-family offices, and financial advisors operate and scale their businesses. The platform integrates various essential functions into a single system, including CRM, client onboarding, portfolio management, analytics, billing, and a client portal. Founded by wealth management professionals, Enzi's mission is to streamline operations, enhance client relationships, and eliminate the need for multiple, disconnected software solutions by offering a unified, end-to-end technology backbone.

Founded in

Austria