Wealth intelligence for wealth management firms.
AKAMENA turns your convictions into each client's wealth story — from what happened to their next move. At scale.
We structure your strategic views, convictions and market opinions — and apply them to each client's own portfolio.
Curated and structured.
Liquid and illiquid assets.
From your PMS or statements.
Each client's personalised wealth story
What happened → the moves ahead
The promise is personal. The economics push the other way.
Receives standard content and advice, without the reasoning behind it.
Spends hours assembling what should take minutes.
Its cost to serve rises while its convictions rarely reach the client.
Too much data. Too little time. Every client, every day.
Wealth management should be event-driven, personal and built to be acted on: what changed, why it matters to this client, and what to do next.
— The payoff
Two platforms structure what your firm knows — the liquid investment universe and private markets. The third reads each client's portfolio and turns your intelligence into their personal wealth story, with the next moves to propose. Built on your data, your convictions, your systems.
Each client's wealth story
Refined at every step — from the firm’s convictions to one client’s next move.
Thirty years building wealth-management technology. At Lombard Odier, led the creation of G2, the bank's flagship investment platform, and served as Executive Vice President. Later ran his own advisory firm, guiding wealth management firms and wealth-tech providers on product and AI strategy.
MSc Computer Science, EPFL.
Twenty-five years building and scaling financial-technology platforms. Former CTO of Alpian, where he rebuilt the architecture and led the shift to agentic AI infrastructure. Previously Chief Architect at Nexthink through its cloud transformation to a $3B exit.
MSc Computer Science, EPFL.
Investment and wealth manager. Managed major institutional mandates at Lombard Odier and shaped the functional design of G2. Co-founded Pensofinance, an independent Swiss wealth manager serving pension funds and UHNWI.
PhD in artificial neural networks, EPFL.
