Founded in 2008, Finamics GmbH is a specialist provider of software and consulting services for banks, financial advisors, and asset managers. The company's mission is to digitalize and optimize the investment consulting process, ensuring efficiency and compliance with regulatory requirements such as MiFID II and FinVermV. Their core offerings include modular software platforms that support client onboarding, risk profiling, portfolio analysis, and the generation of legally compliant investment reports.

Founded in

Switzerland