Founded in 2015, Sharpfin AB develops and delivers a comprehensive, cloud-based platform designed to streamline and enhance wealth management operations. Its mission is to modernize the wealth management industry by providing an integrated solution that automates complex tasks, reduces administrative burdens, and improves client services. The platform includes modules for customer relationship management (CRM), portfolio management, reporting, risk analysis, and compliance, aiming to offer a more efficient and user-friendly alternative to legacy systems.

Founded in

Sweden