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Evooq

Personalized investments at scale

Founded 2018 Switzerland Lausanne, Switzerland 132 employees Corporate Round Financial Services

General Information

Company Name Evooq
Founded Year 2018
Location Switzerland Lausanne, Switzerland +3
Employees 132
Industries Financial Services
Funding Stage Corporate Round
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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 advisory process. By equipping advisors and relationship managers with advanced tools, Evooq facilitates efficient management, monitoring, and trading of diverse financial products. A key element of its service is the ability to capture client profiles and goals, allowing for the formulation of tailored investment solutions. This personalized approach is further bolstered by the expertise of its CIO teams, ensuring strategic asset allocation decisions.

The company's innovative solutions are part of a broader collaboration with Edgelab and other partners, aiming to make personalized investment services not only efficient but also scalable and accessible to a wider audience. The latest corporate round investment, featuring JP Morgan on 01 December 2022, underscores investor confidence and sets the stage for Evooq's further growth and innovation in the market.

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

Services & Products

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)

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Corporate Round •••••• 1 •••• •••• 01 Dec 2022

Evooq Alternatives & Competitors

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FAQ About Evooq

Personalized investments at scale
Evooq was founded in 2018.
Evooq is headquartered in Lausanne, Switzerland.
Evooq operates in the following industries: Financial Services.
Evooq has approximately 132 employees.
Evooq has completed 1 funding round. The latest funding stage is Corporate Round.
Evooq offers: Personalized Investment Services, Scalable Wealth Platforms, Risk Analysis and Management, Structured Products Management, Automation of Financial Tasks, Regulatory Compliance Solutions.
Top alternatives and competitors to Evooq include Shyam Advisory - Investment Advisor, Compass Investment Advisors, Centuri Capital, Guardian Holdings Pvt. Ltd. (India), Sterling Investment Advisors, Ltd.. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Evooq and Shyam Advisory - Investment Advisor are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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