Overview
Evooq provides wealth management software platforms with embedded risk analytics and portfolio construction tools for wealth managers. Its scalable wealth platform serves as a central digital workspace for client data, portfolios, and products, and it includes Edgelab’s risk engine for multi-asset insights; the Elus system prices and trades structured products. It differentiates itself by unifying core wealth management functions in one platform with integrated risk analytics and a products platform, while supporting MiFID II and FIDLEG compliance and counting JP Morgan Private Bank among its backers. Its goal is to help wealth managers deliver personalized investment services more efficiently, manage risk, and reduce operational costs through automated advisory workflows.
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About Evooq
Industries
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
Lausanne, Switzerland
Founded
2018
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Simplify's Take
What believers are saying
- Evooq won Asian Private Banker awards in 2025 for front office and trading technology.
- Decisional AI integration in January 2026 adds agentic analysis without building its own LLM.
- Titanbay partnership broadens private-markets access for banks and wealth managers.
What critics are saying
- Avaloq openly markets Evooq's advisory and structured-products capabilities, signaling fierce direct competition.
- Growjo reports Evooq's headcount fell 13% last year, hinting at efficiency pressure.
- Large banks can internalize Evooq's features, commoditizing the platform and crushing margins.
What makes Evooq unique
- Evooq unifies advisory, risk, and structured-products workflows in one wealth platform.
- J.P. Morgan Private Bank invested in Evooq in December 2022, validating enterprise demand.
- Maybank rolled out Evooq's AI Advisor Assist across Southeast Asia on June 26, 2026.
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Benefits
Flexible Work Hours
Hybrid Work Options
Growth & Insights and Company News
6 month growth
0%1 year growth
-1%2 year growth
0%Investment platform Titanbay has partnered with Swiss-based wealth management software services company Evooq to provide private markets access to private banks and wealth managers.
JPMorgan Private Bank has invested in two Swiss fintech firms that provide software to help advisors build portfolios for wealthy clients.
Evooq is Hiring for 9 Jobs on Simplify!
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About Evooq
Industries
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
Lausanne, Switzerland
Founded
2018
Evooq is Hiring for 9 Jobs on Simplify!
Find jobs on Simplify and start your career today