evolute group ag is a leading Swiss technology provider offering a comprehensive, modular platform for independent asset managers (IAMs), family offices, and banks. The platform digitalizes and automates key processes including portfolio management, compliance monitoring, client relationship management (CRM), invoicing, and reporting. Born from the merger of Evolute AG and the GIA/wealth management division of Finnova AG, the company aims to be the standard for the wealth management industry, enhancing efficiency and ensuring regulatory compliance for its clients.

Founded in

Switzerland