List of additiv Hybrid Wealth Management Customers
Zurich, 8001,
Switzerland
Since 2010, our global team of researchers has been studying additiv Hybrid Wealth Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased additiv Hybrid Wealth Management for Asset and Wealth Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using additiv Hybrid Wealth Management for Asset and Wealth Management include: PostFinance, a Switzerland based Banking and Financial Services organisation with 3600 employees and revenues of $1.65 billion, ATR Asset Management, a Philippines based Banking and Financial Services organisation with 160 employees and revenues of $16.0 million, Evida Sweden, a Sweden based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using additiv Hybrid Wealth Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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ATR Asset Management | Banking and Financial Services | 160 | $16M | Philippines | additiv | additiv Hybrid Wealth Management | Asset and Wealth Management | 2022 | n/a | In 2022, ATR Asset Management deployed additiv Hybrid Wealth Management in an Asset and Wealth Management initiative to consolidate client segments in the Philippines onto a single Wealth-as-a-Service platform branded Wealth360. The implementation centralized advisory-led digital wealth services and standardized client onboarding workflows across retail, private client, and institutional segments within ATR Asset Management's operating footprint. additiv Hybrid Wealth Management was configured to support advisory workflow orchestration, digital advisory tooling, onboarding automation, and portfolio distribution capabilities consistent with wealth management operations. The platform configuration emphasized consolidated client segmentation, standardized KYC and onboarding flows, and model-driven portfolio distribution to enable advisory-led engagement and streamlined account provisioning. Governance focused on centralizing advisory process ownership and standardizing operational workflows as client segments were unified onto Wealth360. Public case material from the vendor reports 97% AuM growth for ATR Asset Management from 2022 to 2023, and the implementation received an IBSi award according to published materials, reflecting external recognition of the deployment outcomes. | |
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Evida Sweden | Banking and Financial Services | 10 | $1M | Sweden | additiv | additiv Hybrid Wealth Management | Asset and Wealth Management | 2021 | n/a | In 2021 Evida Sweden partnered with additiv to provision additiv Hybrid Wealth Management via a SaaS deployment for an independent financial advisor in Sweden. Apps Category: The engagement delivered hybrid financial advice and end-to-end digital wealth advisory services enabling clients to access self-service, advisor-assisted, or combined advisory journeys, the vendor press release notes that module-level configuration was not specified publicly. additiv Hybrid Wealth Management was positioned to support advisor-assisted workflows and client self-service channels, with implementation focused on advisory workflow orchestration, client onboarding flows, and digital advice delivery consistent with Hybrid Wealth Management capabilities. Deployment used additiv's SaaS model and emphasized configuration for advisory business functions within Evida Sweden, integration details were not disclosed in the announcement. Governance and operational coverage centered on the firm’s advisory practice rather than broader enterprise systems, with the public disclosure limiting specifics on integrations, rollout steps, and module-level customization. | |
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PostFinance | Banking and Financial Services | 3600 | $1.7B | Switzerland | additiv | additiv Hybrid Wealth Management | Asset and Wealth Management | 2020 | n/a | In 2020, PostFinance implemented additiv Hybrid Wealth Management to deliver hybrid self-service and advisor-led investment solutions and digital onboarding in Switzerland. The implementation record includes the exact Apps Category string "" as provided in source metadata. The deployment used additiv Hybrid Wealth Management to address retail wealth and advisory channels within PostFinance. The implementation used core modules referenced on vendor case pages, including hybrid wealth, digital onboarding, and portfolio management, with configuration focused on customer self-service paths and advisor-assisted workflows. additiv Hybrid Wealth Management was configured to support digital onboarding workflows, portfolio construction and management capabilities, and advisor interfaces, aligning with standard wealth management functional terminology and automation patterns for account opening and investment servicing. Operational scope covered market delivery in Switzerland and targeted retail and advisory business functions, enabling PostFinance to launch four digital investment products. Post go-live outcomes stated by the vendor include onboarding approximately 800,000 clients in the first six months after go-live, reflecting the operational scale of the rollout and the solution usage across customer acquisition and investment product servicing channels. |
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