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Evooq

Wealth management platform with risk analytics

Overview

Evooq provides an integrated wealth management platform that automates the entire advisory process, including client profiling, portfolio construction, risk analytics, investment proposals, and regulatory compliance. It uses Edgelab’s core risk analytics and portfolio construction engine in a single workflow to consolidate risk management, advisory services, structured products, and compliance. The platform offers advanced risk analysis such as scenario planning and stress testing and classifies risk for assets and portfolios to meet MiFID II requirements, serving banks, wealth managers, and pension funds globally. Its goal is to help financial professionals deliver personalized, compliant investment advice at scale by reducing reliance on multiple tools and enabling automated, data-driven guidance, with support from partnerships and investments like JP Morgan and Titanbay.

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About Evooq

Simplify's Rating
Why Evooq is rated
B
Rated B on Competitive Edge
Rated B on Growth Potential
Rated B on Differentiation

Industries

Data & AnalyticsEnterprise SoftwareFintechFinancial Services

Company Size

11-50

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

Company News

IBS Intelligence
Oct 8th, 2026
LEO Wealth selects Evooq to strengthen investment risk globally.

LEO Wealth selects Evooq to strengthen investment risk globally. By divya shah. October 08, 2026 LEO Wealth has selected Evooq to enhance its investment risk analytics capabilities and support portfolio management and advisory operations across Hong Kong, Singapore and the United States. The deployment provides the global independent wealth management firm with access to advanced portfolio risk grading and product risk classification tools, aimed at improving the alignment between the risks associated with individual securities and client portfolios. By implementing Evooq's solution across its international operations, LEO Wealth will apply a consistent risk management framework across its investment activities while maintaining the flexibility to address the specific needs of clients in different markets. Gery Dachlan, Managing Director Asia-Pacific and Middle East and member of the Group Executive Committee at Evooq, said, "LEO Wealth operates across some of the world's most important wealth management markets, each with distinct client needs and investment environments. This deployment reflects the growing need for wealth managers operating across multiple jurisdictions to combine sophisticated investment analytics with a consistent, scalable risk framework. Evooq's technology will support LEO Wealth in maintaining rigorous investment processes while delivering personalised portfolios to clients across its international footprint." The implementation is expected to strengthen LEO Wealth's ability to assess portfolio risks consistently across regions while supporting advisory teams with deeper investment insights. Hamen Overdijk, Co-CEO of LEO Wealth, said, "LEO Wealth is committed to its clients' best interests and the quality of its services. Risk Management is fundamental to delivering consistent performance and portfolios that are aligned with each client's objectives and circumstances. As our business continues to grow internationally, we wanted a sophisticated risk analytics capability that could support our investment teams consistently across our offices. Evooq meets those requirements and will help us maintain a disciplined and scalable approach to investment risk oversight." Liberty Finance went live with Lendscape for lending operations. October 08, 2026

PitchBook
May 11th, 2023
Global investor news for May 11, 2023 | PitchBook

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.

Finextra
Dec 1st, 2022
JPMorgan Private Bank invests in two Swiss fintechs

JPMorgan Private Bank has invested in two Swiss fintech firms that provide software to help advisors build portfolios for wealthy clients.

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