About Assetmax
Assetmax is a Financial Services company based in Zurich (Switzerland) founded in 2013 by Massimo Ferrari, and was acquired by Infront in August 2022. Software solutions are provided for asset management firms. It operates in the Financial Services and Technology sectors. Its chief executive, as recorded, is Massimo Ferrari. The company was acqui-hired. Assetmax offers products and services including Portfolio Management & Advisory, Wealth Portal, and APIs & Data Feeds. Its focus areas include FinTech, RegTech, Compliance Management and Data Warehouse.
Company details
AssetMax is a software solutions provider for asset management firms. It offers 4 modules- compliance regulation, portfolio management, front office, and fees profitability. Provides multi-custodian portfolio management and consolidation with optional back-office outsourcing. The front office module offers client onboarding communication, investment proposal wizard, reporting, and client portal. The fees profitability module provides fees calculation, invoicing, retrocession calculations, and profitability analysis.
- Headquarters Zurich, Switzerland
- Founders Massimo Ferrari
- Stage Acquired
- SectorsFinancial ServicesTechnology
- Email••••••••
- Phone•••• ••••
- Website assetmax.ch
- Social LinkedIn YouTube
- Acquired by Infront (Aug 2022)
Products & Services of Assetmax
Assetmax offers a comprehensive portfolio of products and services, including Portfolio Management & Advisory, Wealth Portal, and APIs & Data Feeds.
Software for efficient portfolio oversight and client advisory services.
Cloud-based app for client portfolio access and communication.
Tools for customizable market data and analytics access.
Apps and channels of Assetmax
its YouTube channel Infront has 1.06K subscribers and 18 videos.
Videos from Assetmax
The most watched videos on Assetmax's YouTube channel, Infront (1.06K subscribers). Click a video to play it here.
More on Infront.
Funding Insights of Assetmax
- Total Rounds 2
- Investors Count 3
All 2 funding rounds of Assetmax with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Mar 2020 | Series A | – | Avaloq | – | |
| Jul 2018 | Series A | – | Schwyzer Kantonalbank |
4 investors in total: 4 institutional.
Investors in Assetmax
Assetmax has secured backing from 4 investors, including institutional investors. Prominent investors backing the company include Avaloq, Swiss Venture Club and Schwyzer Kantonalbank.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Cloud-based solutions for financial institutions are provided by Avaloq. | 1985 | avaloq.com | Zurich, Switzerland | |
A platform for networking and recognition of Swiss SMEs is provided. | svc.swiss | Stettlen, Switzerland | ||
Offers banking, investments, loans, and payments to individuals and businesses. | 1890 | szkb.ch | Schwyz, Switzerland | |
Infront is recognized as a provider of market data and trading software solutions. | infront.co |
Investor details for Assetmax
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Assetmax
1 people are tracked at Assetmax (1 in leadership).
| Name | Role | Group |
|---|---|---|
Massimo Ferrari | Founder & CEO | Leadership |
Complete people profiles for Assetmax
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Assetmax
4 dated milestones of Assetmax across 9 years, from founding to its latest funding, stage changes and deals.
- Founded Assetmax is founded.
- Funding First funding round.
- Funding Latest funding round, Series A,.
- Exit Acquired by Infront.
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Related news about Assetmax
Complete news archive for Assetmax
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Frequently Asked Questions about Assetmax
Assetmax was founded in 2013 and raised its 1st funding round 5 years after it was founded.
Assetmax is headquartered in Zurich, Switzerland.
Massimo Ferrari is the CEO of Assetmax, as recorded in our data. They have also founded this company.
AssetMax is a software solutions provider for asset management firms. It offers 4 modules- compliance regulation, portfolio management, front office, and fees profitability. Provides multi-custodian portfolio management and consolidation with optional back-office outsourcing. The front office module offers client onboarding communication, investment proposal wizard, reporting, and client portal. The fees profitability module provides fees calculation, invoicing, retrocession calculations, and profitability analysis.
Assetmax offers Portfolio Management & Advisory, Wealth Portal, and APIs & Data Feeds.
Assetmax has 4 investors. Key investors include Avaloq, Swiss Venture Club, Schwyzer Kantonalbank, and Infront.
Yes. Assetmax was acquired by Infront in August 2022.