Do you want to boost efficiency and client engagement in the investment advisory process?

Finfox is the digital platform for hybrid wealth management. It's developed by Zurich-based WealthTech firm Finfox Software and Technology AG, part of the CHAPTERS Group. Thanks to intelligent business logic, a consistent data set and full omnichannel capability, Finfox makes the advisory process a high-quality, regulatory compliant and seamless experience across all touchpoints and devices – for banks, advisers and their clients.
 
Drawing on decades of expertise, we have a deep understanding of designing client-centric solutions and implementing individual configurations. Going beyond the software itself, we act as a strategic partner to our clients in all matters relating to the digital transformation of their wealth advisory services. 

Private banks, savings banks and Swiss cantonal banks equally trust in Finfox. We offer solutions for all segments from wealthy to affluent and retail clients.

Welcome to Finfox. Investment advice redefined.

Finfox

The Uetlibergstrasse 134b office focuses on sales, digital solutions, and product development, fostering a collaborative environment.

Uetlibergstrasse 134b

Ursina Lüthi

This department oversees the development and strategy of products to meet customer needs and drive business objectives.

Product Management

This department is responsible for designing, developing, and maintaining software applications and systems.

Software Development

This department provides expert advice and strategies to enhance business performance and operational efficiency.

Business Consulting

This department focuses on the organization, storage, and retrieval of digital assets to ensure efficient use and management throughout the organization.

Digital Asset Management

This department focuses on creating user-centered designs and developing engaging digital interfaces.

Digital Experience

This department is responsible for driving revenue through sales strategies and providing expert consulting services to clients.

Finfox

Org chart

Teams

Product Management

Software Development

Business Consulting

Digital Asset Management

Digital Experience

Sales and Consulting

Offices

Finfox

Org chart

Teams

Product Management

Software Development

Business Consulting

Digital Asset Management

Digital Experience

Sales and Consulting

Offices

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