Wealth management. Made effortless.

Wealth management is complex. We build the technology that makes it feel simple.

J.P. Morgan
UOB
DBS
Banque Cantonale du Valais
Valiant
Mirabaud
Banca Zarattini & Co.
NBK Banque Privée
Maerki Baumann & Co.
Woodman Asset Management
HBS
Cerebrium Capital

Deliver advice, better.

Simplify structured products.

Understand the true risk.

Run your IAM, stress-free.

Our best marketing

Results that drive recommendations.

Wealth management runs on trust, which is why most clients come to us through word of mouth.


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Many value discretion, so while we can't always name them, we can show you the outcomes.

From zero to a billion-dollar business

A global bank launched an entirely new offering powered by our goal-based solution.

Ranked among top 3 most used tools

An internal survey in a bank showed our solution is one of the most used by Advisors daily.

Two years ahead of revenue plan

After switching to our tools, a client reached their revenue targets far earlier than expected.

Why wealth managers prefer Evooq.

Most wealth management software forces a trade-off. We don't think it should. Complexity is real, but exposure to complexity is optional. That's why our solutions are faster to implement, easier to use and more efficient over time. Evooq is designed to handle the hard parts while keeping everyday work effortless.

Tell me more
Diagram: other platforms force a choice between easy but shallow or powerful but complex. Evooq delivers both: easy and powerful.
Diagram: other platforms force a choice between easy but shallow or powerful but complex. Evooq delivers both: easy and powerful.

Recent industry recognitions.

Asian Private Banker logo
Asian Private Banker Technology Awards

Best Front Office Solution 2025

Judges' rationale
Global Private Banker logo
Global Private Banker

Best Trading Technology Solutions Provider 2025

Announcement video
WealthBriefing logo
WealthBriefing European Awards

Structured Product Provider 2025

Winners announcement

Let's make this tangible.

A short demo is the fastest way to understand what Evooq can actually do for your team.

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