Fintech Everon is advancing in its asset management business with partner platforms and as-a-service offerings. Its new Finma license will give it a boost.
Zurich-based fintech Everon has received an asset management license from the Swiss Financial Market Supervisory Authority (Finma) and is planning to expand its offering with new services at home and abroad, it said in an emailed statement.
«The fact that we are one of the first young companies and fintechs to receive the license makes us very happy and testifies to the fact that we meet the highest standards,» CEO Florian Ruemmelein said in the statement.
Wealth Management-as-a-Service
A partner application is being planned which will enable asset managers, financial planners, and other partners to set up a B2B2C (business to business to client) offering via Everon’s platform.
The service provides cost advantages to external users, according to the statement.
Democratization of Private Markets
Furthermore, the fintech has ambitions to grow in the area of private market investments and allow clients to invest in unlisted companies and growth capital investments.
