Evooq provides an integrated wealth management technology platform that automates the end-to-end advisory process for banks and asset managers. It combines client profiling, portfolio construction, risk analytics, investment proposals, and compliance in one workflow, using Edgelab’s risk analytics engine. It differentiates itself by tightly integrating risk analysis with portfolio construction and automated advisory, reducing the need for multiple tools and enabling scalable, compliant guidance. Its goal is to help financial professionals deliver personalized, compliant investment advice efficiently at scale, with a global client base and strategic partnerships and investors.
Company Size
11-50
Company Stage
N/A
Total Funding
N/A
Headquarters
Lausanne, Switzerland
Founded
2018
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