Company: Sharpfin
Founder and CEO: Markus Alin
Website: https://www.sharpfin.com/
About Sharpfin
Sharpfin was founded in 2014 as a response to the growing complexity within the wealth management industry. Traditional systems were too rigid, costly, and slow to adapt. Wealth managers needed a modern solution, one that could handle increasing regulatory demands and rising client expectations without adding administrative overhead.
Since launch, we have overcome several challenges. One major hurdle was convincing financial institutions to replace legacy systems that they had relied on for decades. To address this, we built a modular and cloud-based platform that allows for smooth integration with existing infrastructure. Our focus on automation, user-friendly design, and quick implementation has helped wealth managers transition with minimal disruption. Another challenge was scaling the platform without compromising performance. By building Sharpfin on Erlang, which is a high-performance programming language used by companies like WhatsApp and Klarna, we ensured system speed and reliability, even as client and transaction volumes grow.
We are making financial processes simple and accessible, our modern system is making an impact on how wealth management is done. Our end-to-end solution automates key processes like order management, performance tracking, risk monitoring, and AI-driven bookkeeping. This reduces manual work, increases accuracy, and frees up time for wealth managers to focus on their clients. By combining automation with human expertise, we are helping firms stay competitive while maintaining the personal relationships that define successful wealth management.
Sharpfin is unique because it does not just offer another point solution. Unlike many competitors who focus on isolated parts of the value chain, our platform is fully integrated, covering everything from compliance and reporting to client engagement. We partner with experts in areas like anti-money laundering, e-signatures, and sustainability analytics to deliver a seamless experience. This approach removes silos, boosts efficiency, and drives better decision-making.
Our customer-first mindset also sets us apart. We avoid aggressive sales tactics and instead focus on building long-term partnerships based on trust and real value.
Looking ahead, Sharpfin has the potential to become the go-to platform for wealth managers seeking efficiency, compliance, and innovation. Our strategy for scaling includes expanding integrations, growing through partnerships, and leveraging our strong referral network. As more firms look to modernise, our scalable SaaS model ensures we can meet demand quickly and effectively.
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