Evooq builds software for wealth managers that integrates portfolio management, risk analytics, structured products, and regulatory compliance into a single workflow. Founded in 2018 and headquartered in Lausanne, the company serves private banks, asset managers, and pension funds across Europe and Asia from offices in Zurich, Geneva, Singapore, and Dubai.
The company's platform combines data, technology, and investment expertise to help financial professionals manage investment risk and make decisions throughout the investment lifecycle. Clients include J.P. Morgan, UOB, DBS, and Banque Cantonale du Valais. Evooq is backed by strategic investment from J.P. Morgan Private Bank.
The company positions itself around simplifying the most complex parts of wealth management, with teams organised around principles of autonomy, trust, and accountability.
