Our story
Sharpfin, a Stockholm-based wealth management platform, was founded in 2014 by Markus Alin and Billy Svensson, two seasoned financial technology experts.
The idea for Sharpfin began to take shape in 2005 while Markus was working in wealth management in Switzerland. Frustrated by the limitations of existing systems, Markus and Billy set out to reinvent wealth management processes by creating a digital, comprehensive solution, with focus on scalability, automatisation and user-friendliness.
Sharpfin is a full-service, modular SaaS solution designed for wealth and fund managers. Its hyper-personalised, data-driven platform offers comprehensive client insights, faster onboarding, real-time data access, and greater operational efficiency. With tools for order and risk management, performance tracking, compliance, AI-driven bookkeeping, automated reporting, and client engagement, it helps wealth management firms to stay ahead in a changing market.
The financial industry faces significant challenges, such as high IT costs, complex administrative processes, and ever-evolving regulations. Sharpfin addresses these pain points by automating administrative tasks, allowing wealth managers to focus on their core mission: providing personalised service to their clients. By integrating advanced technology, the platform enhances client insights, improves operational efficiency, and reduces the overall cost of management.
Since its inception, Sharpfin has built a client base that includes reputable financial institutions like Evli, Strand Kapitalförvaltning, Simplicity, Consensus Asset Management, Stavanger Asset Management, and SilverDome.
The name Sharpfin emerged from playing with the words Sharp and Finance. Once we put them together the resemblance of the words shark fin was obvious and our icon, hence, depicts an artistic representation of a shark fin and a wave. One thing that does make a bit more sense is that the name sharp is also a tribute to William F. Sharpe himself. Mr. Sharpe, a Nobel Prize winner in Economics, is renowned for his groundbreaking work on the Capital Asset Pricing Model (CAPM). Just like Mr. Sharpe, we also value the concept of risk adjusted performance, the so called Sharpe Ratio and we offer that and many other risk measures through our efficient portfolio management system.