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DirectoryIT & CommunicationIT Consulting & ServicesZurichFintama AG
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Fintama AG

Summary

About the company

The core activity of Fintama AG is the development of digital services and solutions for the financial industry, particularly in the area of wealth and asset management. This includes the conception and implementation of innovative investment products and processes, advising financial institutions on the digitization of their services, as well as the development of software solutions for the investment industry.

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Offering

Products & services

Industry:IT Consulting & Services
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Software Development
✓ Offered11
OpenBanking Data Platform and Portfolio Analytics Platform (Hawkeye)
Modular OpenAPI data and portfolio analytics platform for wealth managers and family offices, with reporting for aggregated multi-custody portfolios, including crypto assets and non-bankables.
Data Platform (Hawkeye)
Secure data platform with access to data from multiple custodians, booking centers and systems via an OpenWealth-compliant API layer, including connectivity to custodians, exchanges and wallets.
Asset Servicing Platform (Hawkeye)
Asset servicing module for back-office teams to capture non-bankables, fees, adjustments and price updates, and to integrate with the data platform.
Analytics Platform (Hawkeye)
Analytics platform for real-time analysis on aggregated portfolio data with risk and performance contributions, attribution analyses, client statements and what-if analyses.
Goals-based advice
Advisory approach focused on investment goals instead of traditional risk profiling, emphasizing achievement of financial goals, cash flow targets and long-term client relationships.
Mass-customization of mandates
End-to-end solution for mandates that can be customized at scale, with tailored investment solutions, quantitative portfolio optimization and portfolio health monitoring.
Sustainability & thematic investments
Tailored investment advice on sustainability, impact investing and thematic investments using quantitative technologies and direct indexing.
Business Design Services
Development of new business models and propositions with industry experts and product managers, supported across the entire product life cycle.
Experience Design Services
Design of digital journeys and customer interactions with design teams for finance and private-banking applications.
Technology Design and Development Services
Design of technical solutions, as well as outsourcing or in-house development by experienced architects and development teams.
User and Competitive Research
User and market research to validate product and service strategy as well as pricing and distribution models.

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Secure profile

Location

Bellerivestrasse 29
8008 Zurich
Opening hours
Mon
08:00 - 19:00
Tue
08:00 - 19:00
Wed
08:00 - 19:00
Thu
08:00 - 19:00
Fri
08:00 - 19:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-186.560.635
Founded
2021 · 5 years
Last commercial register change
January 14, 2025
Employees
21 to 50

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