Professional-grade investing, made so simple you can build your strategy yourself — or side by side with your advisor.
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20 Years Institutional Experience
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World-First in AI Investing
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FINMA-Regulated Asset Manager
We built what we wished existed — then made it simple enough for everyone.
The wealth management industry is broken in two directions. Institutional tools are powerful but impossibly complex. Consumer tools are simple but hopelessly basic. Everyone deserves better.
We spent two decades building institutional infrastructure. Now we're making it accessible to all.
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We didn't build this in a garage. Since 2004, we've been managing real capital under FINMA regulation — creating tools sophisticated enough for institutions, simple enough for anyone.
Our AI analyzes 54,000+ companies across technology, healthcare, and energy. Pattern recognition that took our team two decades to perfect, now accessible in seconds. No finance degree required.
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Most investors juggle 5-8 different tools. Screening here, research there, optimization somewhere else. We built everything you need in one place.
Research any company instantly. Screen 54,000+ instruments. Build and optimize portfolios in under 2 seconds. Backtest your strategy. Execute when ready. No switching tabs, no spreadsheets, no friction.
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Traditional tools show you what's obvious: revenue, P/E ratios, market cap. We show you what matters: the invisible connections that drive markets.
Which semiconductor supplier do 12 AI companies depend on? Which renewable energy stocks share the same lithium source? Our graph maps millions of relationships across 54,000+ companies — then explains them in plain language.
Fundy isn't a fintech startup guessing what people need. It's the toolset we built for ourselves — managing real capital, under real regulation, for two decades.
Whether you're a wealth manager, an individual investor, or just getting started — Fundy meets you where you are.
FINMA-regulated · Swiss-based · Proven since 2004
The powerful engine behind Fundy's simple interface. Built over 20 years, now accessible to everyone.
Institutional-quality research on any company you need — generated on demand. Event-driven analysis responds to earnings, news, and market shifts automatically. Translated into clear language anyone can understand. No finance degree required.
54,000+ instruments optimized in under 2 seconds. Equities, bonds, crypto, commodities — all in one place. We handle the complex calculations behind the scenes. You just drag, drop, and build. Whether you're a professional or just getting started, the interface works the way you think.
Our proprietary knowledge graph maps relationships across 54,000+ companies globally: supply chains, competitive dynamics, thematic overlaps. Discover hidden risks and opportunities that traditional screening misses. Use it for idea generation, risk detection, or understanding market interconnections.
Clear, jargon-free performance tracking. See what's working, what's not, and why — without needing a finance degree to understand. Whether you check daily or monthly, your portfolio's story is always clear.
Fundi means 'expert' in Swahili. Your personal financial expert AI, available 24/7.
Questions in plain language about any company, sector, or market trend.
AI-powered insights drawn from institutional-grade research and data.
Describe your investment vision. Fundi translates it into an optimized portfolio.
You ask:
"Build me a portfolio focused on renewable energy with moderate risk"
Fundi responds:
I've created a 32-company portfolio across solar, wind, battery tech, and green hydrogen. Optimized for moderate risk with 18% projected annual return (based on 5-year backtest). Would you like to see the breakdown?
See why Fundy is fundamentally different.
| Feature | Typical Robo-Advisors | Fundy |
|---|---|---|
| Asset coverage | ETFs only | Stocks, bonds, ETFs, crypto, commodities — any asset |
| Portfolio approach | Cookie-cutter allocation | Build your own strategy or use templates |
| Understand your investments | Black box decisions | Research on every company, in plain language |
| Hidden risk detection | Basic diversification only | Graph intelligence finds correlations others miss |
| Work with advisors | Replaces your advisor | Collaborate side by side with your advisor |
| Your bank account | Must open new account | Keep your existing bank — or open one through us |
| Execution | Managed for you (no control) | One-click execution at your bank or broker |
Build your optimized portfolio, then execute it instantly. No copy-pasting orders. No manual entry. One click and your strategy becomes reality — directly at your bank or broker, or let your advisor handle it for you.
Keep your existing bank or broker. Prefer to start fresh? We'll help you open an account. Your advisor can use Fundy too — working alongside you. Either way, you stay in control.
Help us perfect the platform. All features unlocked while we're in beta.
Full access to all features while we perfect the platform
Unlimited portfolio simulations
54,000+ instruments
Full research & AI analysis
2-second optimization
Portfolio backtesting
Risk analysis tools
Fundi AI assistant
All future features during beta
For active investors ready to execute
Everything in Free, plus:
Live trade execution
Real-time portfolio tracking
Advanced analytics
Priority support
API access
For wealth managers and advisors
Everything in Professional, plus:
Client portfolio management
White-label options
Dedicated account manager
Custom integrations
Compliance reporting
No credit card required
Paid tiers launching 2025. Beta users get priority access and founding member pricing.
Yes. We're currently in beta and all features are free while we perfect the platform. When we launch paid tiers, the core portfolio building and research tools will remain free forever.
Robo-advisors make decisions for you using cookie-cutter portfolios. Fundy gives you the tools to make decisions yourself with full transparency and control. You build your strategy; we provide institutional-grade tools to execute it.
Trade execution is coming soon in our Professional tier. Currently, you can build and optimize portfolios, then execute through your existing broker. We're working on one-click execution with major brokers.
FINMA is Switzerland's financial regulator — one of the strictest in the world. We've operated under their oversight since 2004, managing institutional capital with the highest standards of compliance and security.
Absolutely. Our Enterprise tier (coming soon) is designed for advisors to collaborate with clients, offering white-label options and client portfolio management. Contact us to join the waitlist.
Wealth management rebuilt for everyone. Built by AtonRâ Partners SA, a Swiss-based, FINMA-regulated asset manager with 20 years of thematic investment expertise.
Fundy is a product of AtonRâ Partners SA, a FINMA-authorized asset manager headquartered in Geneva, Switzerland. AtonRâ has provided institutional investment research and asset management since 2004.
7, rue de la Croix d'Or · 1204 Geneva, Switzerland · info@fundy.swiss
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