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A global fintech trusted by leading financial services institutions
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Users in the Wealth and Asset Management industries
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Used in more than 10 countries in America, Europe, Asia
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22-year proven expertise in the fintech industry
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40 team members with software engineering, quant, finance, data science & AI backgrounds

Raise Partner delivers digital solutions to the Wealth and Asset Management Industries.

We provide analytics and portfolio construction tools to support investment decisions. We equip advisors, private bankers and sales teams with interactive web apps to help them build proactive, personalized and transparent investment proposals for their clients.

Wealth Managers

We equip private banks with interactive and scalable web applications to support high-end high-touch advisory, from suitability monitoring to personalized portfolio construction. We help them scale their ability to provide personalized services to their UHNW to mass-affluent clients.

Asset Managers

We support sales teams and distributors with digital tools to design tailored investment proposals and run targeted and client-centric marketing/distribution campaigns. Smart Risk is used to support client-centric investment proposals for both institutional and private clients.

We also help investment banks and insurance companies in their investment value chain, contact us to learn more.

— Our solutions

Smart Risk Decisions

Augment advisors and sales teams with a game-changing web app to support client relationship and deliver tailored and pro-active investment proposals

Evaluate the impact of investment decisions on risk, performance, ESG criteria and bring more transparency to the end investor

Run simulations, what-if scenarios in client-facing situations to onboard the end client in the investment decision process

Access cutting-edge portfolio analytics and portfolio construction features through an easy-to-use, easy-to-adopt web app

Scale up as your business grows thanks to cutting-edge technology and analytics engines

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Expertise

We use our 22-year expertise to serve our customers, deliver high added-value solutions, with a constant commitment to quality and customer intimacy.

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Innovation

We are always looking for the next best idea in the optimization and AI research spaces as well as in next-generation technologies to better serve decision makers.

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Collaboration

We foster team spirit internally as well as with our clients and partners to unlock creativity and address together technological and business challenges.

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