Sharpfin - wealth management platform

Sharpfin - wealth management platform

Financial-Services

Stockholm, Stockholm...
Sweden
Company Tagline

For sharper wealth management.

Industry Category
Financial-Services
Company Description

Sharpfin is a leading provider of innovative wealth management solutions, empowering financial professionals to excel in today's dynamic market. Sharpfin's platform is designed to streamline operations, enhance client engagement, and ensure regulatory compliance. With Sharpfin, wealth managers, risk managers, and financial advisors can optimize their core business activities and deliver superior results.

Located in Stockholm, Stockholm County at Vasagatan 10, 111 20, SE, Sharpfin is committed to providing cutting-edge technology that meets the evolving needs of the financial industry. Sharpfin's comprehensive suite of tools supports order management, MiFID compliance, IDD, DORA, AML, reporting, wealth management, risk management, advisory services, fund management, and KYC processes.

Sharpfin is dedicated to driving growth and success for its clients. We are constantly innovating and improving our platform to deliver the best possible solutions. Sharpfin enables financial professionals to focus on what they do best: building strong client relationships and achieving financial goals. We invite the management team to create a customized and exclusive company showcase and product listing on our platform to further highlight Sharpfin's capabilities and reach a wider audience.

Sharpfin est un fournisseur de premier plan de solutions innovantes de gestion de patrimoine, permettant aux professionnels de la finance d'exceller sur le marché dynamique actuel. La plateforme de Sharpfin est conçue pour rationaliser les opérations, améliorer l'engagement client et assurer la conformité réglementaire. Avec Sharpfin, les gestionnaires de patrimoine, les gestionnaires de risques et les conseillers financiers peuvent optimiser leurs activités principales et obtenir des résultats supérieurs.

Situé à Stockholm, Stockholm County, à Vasagatan 10, 111 20, SE, Sharpfin s'engage à fournir une technologie de pointe qui répond aux besoins évolutifs du secteur financier. La suite complète d'outils de Sharpfin prend en charge la gestion des ordres, la conformité MiFID, IDD, DORA, AML, le reporting, la gestion de patrimoine, la gestion des risques, les services de conseil, la gestion de fonds et les processus KYC.

Sharpfin se consacre à stimuler la croissance et le succès de ses clients. Nous innovons et améliorons constamment notre plateforme pour fournir les meilleures solutions possibles. Sharpfin permet aux professionnels de la finance de se concentrer sur ce qu'ils font de mieux : établir des relations solides avec les clients et atteindre des objectifs financiers. Nous invitons l'équipe de direction à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin de mettre en évidence les capacités de Sharpfin et d'atteindre un public plus large.

Key Personnel / Employees
Markus Alin Sofia Nordin Andreas Ullsten Peter Almberg

Compare Companies Side by Side

Compare Sharpfin - wealth management platform with 3 companies in Financial-Services

4 Companies
Comparison Field
Sharpfin - wealth management platform
Sharpfin - wealth managem...
Main Company
FNZ (formerly New Access)
FNZ (formerly New Ac...
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B4Finance
B4Finance
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MGI Adelaide
MGI Adelaide
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Founded Year
2017 1939
Company Size
51-200 11-50 11-50
City
Stockholm, Stockholm County Paris, Île-de-France Eastwood, South Australia
Country
Sweden France
Skills & Keywords Comparing with main company
16 Total Skills
Wealth Management Financial Services Risk Management Compliance FinTech Investment Management Financial Advisory Order Managment MiFID IDD DORA AML Reporting Advisory Fund Management KYC
28 Total 28 Unique
Unique Skills:
Apsys Asset Management Banker's front Banking Client acquisition Client lifecycle management +22
16 Total 2 Common 14 Unique
Match 13%
Common Skills:
Financial Services Investment Management
Unique Skills:
Alternative Investments Artificial Intelligence Asset Management compliance Financial Technology Fundraising +8
17 Total 17 Unique
Unique Skills:
Accounting Auditing Business Growth Business Planning Estate Planning International Tax Consulting +11
4
Total Companies
1939
Oldest Founded
2
Countries
74
Unique Skills

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Alternative Company Names

This company is also known as

Sharpfin - wealth management platform Sharpfin - 财富管理平台 शार्पफिन - धन प्रबंधन मंच Sharpfin - plataforma de gestión patrimonial شاربفين - منصة إدارة الثروات Sharpfin - plateforme de gestion de patrimoine Sharpfin - платформа управления капиталом Sharpfin - plataforma de gestão de patrimônio