Evooq Alternatives & Competitors

12 companies similar to Evooq — Personalized investments at scale

CAIS

Your One Alts Platform

544 $395.00M

New York, United States

Finance Financial Services +2

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kwiper

kwiper vous accompagne pour développer de nouvelles missions de conseil patrimonial à vos...

Lyon, France

Finance Financial Services +2

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S64

Transforming Alternative Investments | Empowering Private Wealth

109 Series A

London, United Kingdom

Finance Financial Services

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Futora

Simplifying Structured Investments

26 Seed $6.00M

London, United Kingdom

Financial Services Fintech

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intelliflo

We widen access to financial advice

534 Private Equity

Wimbledon, United Kingdom

Financial Services Fintech +2

iCapital

Helping Financial Professionals implement and manage alternative strategies for growth.

2492 Corporate Round $729.21M

New York, United States

Finance Financial Services +2

AI Quantec

Via Quantec's asset management platform, you will be able to meet your own private banker...

24 Series C $14.01B

Seoul, Korea South

Finance Financial Services +2

Vestrata

Empowering Wealth Managers through Innovative Investment Solutions

2 Seed $4.00M

Luxembourg, Luxembourg

Financial Services Fintech

Simple

Simple powers the next generation of family offices.

61 Pre-Seed

Denmark

Finance Financial Services +2

LPA

Global leader of award-winning financial solutions and services through unique software an...

481 Private Equity

Frankfurt, Germany

Finance Financial Services +2

IVM Markets Inc USA

AI, Structured products Software, SaaS B2B Finance

11 Seed

Dover, United States

B2B Financial Services +2

WeAdvise

White-label solutions for digital wealth management

1 Seed

Germany

Financial Services Fintech +2

About Evooq

Evooq, founded in 2018, has carved out a promising niche within the Financial Services industry. It is headquartered in Switzerland and is recognized for its dedication to providing "Personalized investments at scale." Evooq's value proposition lies in its integrated suite of platforms that enhance the investment advis...

Services

Personalized Investment Services, Scalable Wealth Platforms, Risk Analysis and Management, Structured Products Management, Automation of Financial Tasks, Regulatory Compliance Solutions

Target Customers

Private Banks, Independent Asset Managers, Wealth Managers, Financial Advisors, Relationship Managers (RMs)

Business keywords

Personalized Investments, Investment Advisory, Wealth Management, Technology-Driven Solutions, Investment Process Simplification, Digitalization, Risk Analytics, Structured Products, Advisory Applications, RoboAdvice, Financial Intermediary, Private Banking

Frequently Asked Questions

Companies similar to Evooq include CAIS, kwiper, S64, Futora, intelliflo. They work in Financial Services and share Evooq's focus on wealth management, private banking and structured products.

Bounce Watch lists 12 companies that share Evooq's industries and are closest to it in business tags, services, target customers, business model and size.

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Explore Related

Evooq Profile CAIS Alternatives kwiper Alternatives S64 Alternatives All Companies All Signals Trend Reports

Compiled from the BounceWatch company index. We last looked at Evooq on 11 Sep 2025. The 12 companies listed here were last checked between 12 Sep 2024 and 31 Oct 2026. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.