Everon offers a FINMA‑regulated, all‑in‑one digital platform that automates client onboarding, document management, and portfolio monitoring for financial advisors. The solution includes a white‑label mobile app for clients and a web‑based dashboard for advisors, integrating with custodians and pension foundations to enable wealth‑management, pillar 3a, and private‑market offerings while maintaining compliance and co‑branding capabilities.
Funding
$2.7M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
2OTVFounders
Product
Problem
Financial intermediaries often face fragmented technology stacks, manual onboarding, and extensive regulatory paperwork, which limit their ability to focus on client relationships and scale wealth‑management services.
Solution
Everon provides a FINMA‑regulated, all‑in‑one digital platform that streamlines client onboarding, document management, and portfolio monitoring for financial advisors. The solution includes a white‑label mobile app that clients can use for risk profiling, strategy selection, and real‑time portfolio tracking, while advisors access a web‑based dashboard for performance analytics and compliance reporting. Everon’s infrastructure integrates with partner custodians and pension foundations, enabling advisors to offer wealth‑management, pillar 3a, and private‑market products without building their own back‑office. The platform also supports co‑branding, allowing advisors to maintain their brand identity alongside Everon’s services.
Target Audience
Everon targets independent financial advisors, wealth‑management firms, and other financial service providers seeking a compliant, technology‑driven solution to offer portfolio and pension services to their clients.
Features
- End‑to‑end digital onboarding with e‑signature and automated KYC/AML checks
- Secure document management system storing client files on certified Swiss servers
- Advisor dashboard with portfolio performance analytics, risk assessment, and compliance tools
- White‑label client mobile app for risk profiling, strategy selection, and daily portfolio monitoring
- Integration with multiple custodians (UBS, HBL, Vontobel, Swissquote) and pension foundations (Liberty) for asset custody
- FINMA‑regulated asset‑management framework with built‑in risk‑management and compliance protocols
- Co‑branding capability allowing advisors to display their own branding within the app
- Access to customized investment strategies (multifactor, income, smart global markets, private markets) and AMC/structured product solutions