OverviewSuggest Edit

    Assetmax is a fintech company that develops and maintains an integrated wealth management software solution. It offers a platform specializing in compliance and regulation, portfolio management, and front office as well as fees and profitability. In addition, the company provides back-office outsourcing services.
    HQZürich, CH

    Latest Updates

    Employees (est.) (Mar 2021)35(-2%)
    Cybersecurity ratingBMore

    Key People/Management at Assetmax

    Massimo Ferrari

    Massimo Ferrari

    CEO, Co-Founder
    Yuval Sharon

    Yuval Sharon

    Technical Lead, Co-Founder
    Sven Müller

    Sven Müller

    CFO, co-founder
    Serge Garazi

    Serge Garazi

    Show more

    Assetmax Office Locations

    Assetmax has offices in Zürich and Lugano
    Zürich, CH (HQ)
    Talstrasse 25
    Lugano, CH
    Via Serafino Balestra 22A
    Show all (2)

    Assetmax Financials and Metrics

    Summary Metrics

    Founding Date


    Assetmax Cybersecurity Score

    Cybersecurity ratingPremium dataset



    SecurityScorecard logo

    Assetmax Online and Social Media Presence

    Embed Graph

    Assetmax News and Updates

    Indigita and Assetmax team on cross-border risk control

    Swiss regtech company Indigita and asset management technology provider Assetmax have announced thei...

    Assetmax Frequently Asked Questions

    • When was Assetmax founded?

      Assetmax was founded in 2013.

    • Who are Assetmax key executives?

      Assetmax's key executives are Massimo Ferrari, Yuval Sharon and Sven Müller.

    • How many employees does Assetmax have?

      Assetmax has 35 employees.

    • Who are Assetmax competitors?

      Competitors of Assetmax include AngelHub, Xiaoying Financial and ELVIA e-invest.

    • Where is Assetmax headquarters?

      Assetmax headquarters is located at Talstrasse 25, Zürich.

    • Where are Assetmax offices?

      Assetmax has offices in Zürich and Lugano.

    • How many offices does Assetmax have?

      Assetmax has 2 offices.