Founded in 1997 and headquartered in Zurich, Switzerland, Wealth Management System AG (WMS AG) is a Business-to-Business (B2B) FinTech company. Its mission is to empower wealth managers, family offices, and banks by providing a fully integrated, modular software platform that digitizes and automates their core processes. The WMS platform covers portfolio management, customer relationship management (CRM), compliance, reporting, and client-facing digital portals, enabling financial professionals to enhance efficiency and improve client services.

Founded in

Thailand