ETFmatic is a turnkey platform for Investment Management, also known as “Investment as a Service”. We enable clients to create digital investment products from scratch in a matter of months. We offer everything you need for your business: API-based Investment Management,White labelled Robo-advisory front-end, Enabled developer portal, B2B & B2B2C experiences across 32 countries, All technology & regulatory permissions and operations. Key features - Smart Mandate technology that enables each client’s portfolios to be individually designed and managed - Discretionary Portfolio Management & Execution Only Models - Bespoke model of investment strategies designed for each client - Flexible architecture for investment accounts & tax wrappers - Cash and asset custody & servicing - Full KYC and Client onboarding - Order Execution and Trading Why choose us? - Fully customizable platform - Pan-European availability - D2C + B2B2C Experience - World Class Backers. ETFmatic is part of the Aion group, which is backed by Warburg Pincus.
| Website | http://etfmatic.com |
| Revenue | $12 million |
| Employees | 3 (0 on RocketReach) |
| Founded | 2014 |
| Phone | +1 203-608-3985 |
| Technologies |
JavaScript
,
HTML
,
PHP
+41 more
(view full list)
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| Industry | Finance, Investment Management, Finance General, ETF, Financial Services, Wealth Management, RoboAdvisor, Automated Investment Service |
| Keywords | Investment Management Platform, Wealth Management Software, Asset Management Platform, Financial Technology Platform, Turnkey Investment Solutions, Etf Portfolio Management, Investment Technology, Digital Asset Management, Robo Advisor Platform, Algorithmic Trading Platform |
| Competitors | Fidelity Investments, Schwab Advisor Services, Vanguard, SoFi, Robinhood, Betterment, Wealthfront, Acorns, Personal Capital, Stash +40 more (view full list) |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 52399 Companies |
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ETFmatic Questions
The ETFmatic annual revenue was $12 million in 2026.
The NAICS codes for ETFmatic are [5239, 523, 52, 52399].
The SIC codes for ETFmatic are [62, 628].
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