We do not make any financial claims should the platform result in a deal. Success belongs only to you.

All data is stored by Infomaniak, a company based in Geneva.

Our solution is inexpensive. It permits wealth managers of different sizes to be part of it.

The common platform allows Swiss Wealth Managers to position themselves in the market.

Swiss Wealth Managers Platform

Advantages for Wealth Managers

The financial sector and, increasingly, Wealth Managers play an important role in the Swiss economy. As a result, the war for talent is on the rise.

With "Match My Assets", we are therefore creating a disruptive opportunity to position yourselves vis-à-vis traditional banks and to offer market transparency.

Increasing regulation will reduce the running cost advantage over traditional banks so that in future, Wealth Managers can only survive with additional sources of income.