Finovio positions itself as a "Brokerage in a Box" provider, specializing in delivering a full suite of technology and services for individuals and institutions looking to start their own brokerage. Their offerings encompass trading platform technology (both proprietary and third-party integrations), client relationship management (CRM) systems, liquidity solutions, and back-office support. The company's mission is to simplify the complex process of launching and managing a brokerage by providing an integrated, all-in-one technology ecosystem.

Founded in

Switzerland