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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint744,962 companies indexed · Last updated: today
DirectoryIT & CommunicationSoftware DevelopmentZugWealthcom AG
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Wealthcom AG

Summary

About the company

Wealthcom AG provides a SaaS wealth-management platform that consolidates multi-custodian assets and supports portfolio and order management, automated reporting and AI-enabled features for rebalancing and compliance alerts.

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Products & services

Industry:Software Development
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Wealth Management Platform
AI-native SaaS platform for independent financial advisors, external asset managers and family offices; combines portfolio management, order management, multi-custodian data consolidation, CRM and digital client access.
Multi-Custodian Data Consolidation
Automated reconciliation of accounts, positions and transactions; supports Swiss and international custodians as well as bankable, non-bankable and crypto assets with a consolidated portfolio overview.
Client Portal (White-Label)
White-label client portal for portfolio transparency, performance tracking, secure messaging and document exchange, remote eSignature and an advisor-branding interface.
Advisor Workspace (CRM)
Advisor workspace for client onboarding, risk profiling, compliance documentation, portfolio monitoring and proposal management with validation.
Portfolio Management System (PMS)
Portfolio management for strategy allocation, model portfolios, discretionary and advisory mandates, individual portfolio configuration and AI proposals.
Order Management System (OMS)
Order management with automated rebalancing, pre-trade compliance checks, order workflows across custodians and integrated audit trails.
Digital Client Experience
Digital interaction for clients with portfolio views, document and contract access, investment proposals, secure messaging and remote signature.
Wealth Management Infrastructure for Independent Firms
Digital, scalable infrastructure for IFAs, EAMs, family offices, investment platforms and asset management boutiques with regulation-ready workflows and an API ecosystem.
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Location

Gotthardstrasse 3
6300 Zug

At a glance

Legal form
Corporation
UID
CHE-307.516.625
Founded
2022 · 4 years
Last commercial register change
January 22, 2026
Employees
1 to 10

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