Prosperio AG is a Swiss financial technology (FinTech) company founded in 2021 and headquartered near Zurich. The company develops and offers a sophisticated Software-as-a-Service (SaaS) platform designed specifically for wealth managers, family offices, and their clients. Its core mission is to empower financial advisors with cutting-edge technology by providing a holistic, consolidated view of all client assets, regardless of the bank or custodian where they are held. The platform features tools for asset aggregation, performance analytics, and customized client reporting, aiming to streamline operations and enhance the client-advisor relationship.

Founded in

Germany