Family Office
Sharpfin - wealth management platform
Stockholm, Sweden
Type
Family Office
Check size
n/a
Verticals
fintech, wealth management, asset management
Investment thesis
Sharpfin is a Swedish-based fintech company specializing in cloud-based wealth management solutions for financial institutions and wealth managers. Founded in 2014, Sharpfin offers a platform that streamlines portfolio management, client onboarding, compliance, and reporting processes. The company is recognized for its user-friendly interface and integration capabilities, enabling clients to efficiently manage assets and regulatory requirements. Sharpfin has established a strong presence in the Nordic region and is noted for its commitment to digital innovation and data security in the wealth management sector.
Partners
4 partners on file at this firm, with the firm's email pattern for cold outreach.
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Business models
saas_b2b, platform
Customer segments
Mid-market, Enterprise
Geography
Europe, Sweden
Links
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