Sumus AG is a Swiss financial technology company that has developed a "Wealth Management Operating System." Their mission is to simplify the complex technological landscape for wealth managers by providing a single, integrated platform. This platform combines core functionalities such as portfolio management, customer relationship management (CRM), compliance, client onboarding, and reporting. The company targets External Asset Managers (EAMs), Family Offices, and Banks, aiming to enhance their operational efficiency, ensure regulatory compliance, and improve client service through modern, unified technology.

Founded in

United Arab Emirates