Ibex WealthTech

Tools that help Swiss financial advisers do their FinSA work better.

Ibex WealthTech is a pre-incorporation Swiss venture based in Basel-Landschaft. We are developing a B2B SaaS tool to support FINMA-licensed independent asset managers (Vermögensverwalter) with their FinSA Art. 4–15 compliance workflow — client classification, suitability assessment, and investment-policy documentation.

We are currently in customer discovery.

Before writing a line of product code, we are speaking with FINMA-licensed independent asset managers across Switzerland to understand:

• How the FinSA suitability and documentation workflow looks in real practice
• Which steps cost the most time
• Where existing tools fall short
• What an AI-assisted compliance workflow would need to look like to earn your trust

What we are not

We are not a regulated financial-services provider and will never give investment advice. The planned tool is explicitly positioned as a software vendor for licensed advisers — your FinSA responsibility stays with you.

Who is behind this

The venture is led by a founding team based in Basel-Landschaft. The intended legal entity is Ibex WealthTech GmbH, planned for incorporation in the third quarter of 2026.

Research confidentiality

All interview content is anonymised. Quotes, names, and firm identifiers are shared only with explicit consent. Findings are synthesised and shared back with all participants.

Get in touch

We invite licensed independent asset managers in Switzerland to a 45-minute conversation. No sales pitch.