Company Information

Get to know evolute group ag

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.

Industry

Technology White Label PlatformPRIMARY
Financial Other Service

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evolute group ag

Switzerland

Founded in

2016 (10 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.