Leading the way in wealth
management technology and services

At Avaloq, we’re powering global wealth management as it journeys towards digital efficiency. But that hasn’t stopped us aiming for more. Today, our ambition is even bigger than ever – to provide end-to-end digital solutions that allow clients a level of flexibility and responsiveness that will pave the way for even more efficient operations.

Our Mission

To be the world’s leading wealth management cloud platform and services provider for financial institutions – globally

Our Vision

To reinvent the financial experience in a digitized, switched on and data-driven world

It’s time to embrace simplicity

For an innovative partner that can cater to your financial needs, turn to Avaloq

Founded in Switzerland. Ready to reach every corner of the world.

At Avaloq, we love numbers. From our more than 2,000 employees made up of 66 nationalities, to our 150+ clients based in 30 countries.

And with one R&D centre each in Zurich, Edinburgh and Manila, as well as service centres spread across Switzerland, Singapore and Germany, we’re more than ready to help our clients as they navigate life in some of the world’s most demanding financial and innovation centres. From Berlin and Hong Kong, to London, Luxembourg, Singapore and Sydney.

Delivering unbeatable banking technology and services

As a leader in banking software, services and digital technology, we provide the platforms and services financial institutions need in order to excel in the new era.

Our proven expertise in core banking software is the strength behind our innovative platforms. Our Engage and Wealth platforms let advisers serve clients in the best possible way; our Insights platform harnesses data, and our Avaloq.one Ecosystem unlocks more open, collaborative innovation. A range of as-a-service solutions that are bringing simplicity to the working lives of wealth and investment managers.

Our influence in numbers
Discover Avaloq in numbers
150

clients worldwide and growing

4500

billion CHF client assets managed using Avaloq software

2000

employees representing 66 nationalities

Whatever your needs, we have
the technology and services

Wealth and investment managers

Using specialized knowledge, we help wealth managers build strong client relationships based on trust and a deep understanding of needs. Offering support as they manage, protect and grow their clients’ wealth.

Private banks

We give private bankers the flexibility to provide different levels of service, from industrialized investment solutions for the mass-affluent market, to highly personalized advice for sophisticated, ultra high-net-worth investors.

Retail and commercial banks

Whether they are based in traditional branch networks or ‘virtual banks’, we empower retail relationship managers to provide a fully digital experience for their clients – including access to self-service tools.

Our ownership structure

Throughout our 30 years we have grown and matured into an industry leader – without losing our entrepreneurial mindset. That’s why 55% of our shares are held by management and employees. Our partner Warburg Pincus, the global private equity firm, took hold of the remainder in 2017.

With Warburg Pincus, we share the belief that a strong customer focus alongside a drive to develop best-in-class technology will further strengthen our position.

30 years of Avaloq

Defined by our focus on market needs, developments and opportunities.

Francisco Fernandez

Looking back on our continuous reinvention

“Constantly challenging the status quo is in our DNA. We reinvent ourselves when the market demands, and we set new goals as soon as we’ve met previous ones.

We continuously ask ourselves if we know exactly what our clients need, and if there is a better, simpler way to do things. This is what Avaloq will continue to do for generations to come.”

Francisco Fernandez
Founder and Group Chairman

Juerg Hunziker

Looking forward to a future of opportunities

"Future-proofing business models. That’s where we believe Avaloq can help financial institutions and wealth managers. Allowing them to stay ahead of fast-changing digital and technological developments in the global financial services sector.

Reinvention and innovation have always been the keys to our success. Keeping us open-minded, curious, tenacious and confident that we are helping shape the future of wealth management.”

Jürg Hunziker
Group Chief Executive Officer

Empowering the democratization of wealth management

In the new era, wealth management is experiencing significant change. Driven by a new generation of investors and advancements in technology. As the industry reshapes itself, more people will have access to a greater quality of investment strategies traditionally reserved for high-net-worth individuals. That’s why we strive for innovation – to make wealth management for the many instead of the few.

Leading the transition by powering our clients with efficient, simple solutions. Allowing them to do more using less and making them more accessible to a wider range of customers.

What we believe
will drive the industry forward

Reinventing the customer journey

We want to empower financial institutions to be invisible. Offering highly personalized digital experiences to their clients in the most seamless fashion. So that they can make the most out of attracting, engaging and delighting their clients.

Developing cloud banking

We want to ease the back-end burden for financial institutions. Giving them the opportunity to outsource banking operations and begin cloud migration. Improving their operational efficiency and costs and leaving them more time to spend on client relationships.

Driving tokenization of assets

In a time where traditional wealth management is going through a huge change, we’re enabling the transition from non-bankable to bankable assets. Using fully automated, data-driven solutions that prioritize security.

Powering the shift to ecosystem-based businesses

We aim to give our clients access to ecosystems that connect the latest fintech innovators to financial institutions.

Harnessing data to gain insights

We believe in the power of data. But that’s just the start. Great data management involves great tools. The likes of which can turn data into meaningful insights readily available for advisers.

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