Allfunds is one of the world's leading wealthtech companies with a service offering which includes big data & analytics, portfolio & reporting tools, research and regulatory services. Created in 2000, today Allfunds offers the largest fund distribution network globally and access to the world's largest universe of mutual fund and ETFs.
To transform the wealthtech world. We want to create value for our clients by empowering them with a unique combination of scale, experience and a digital mindset.
To create the world’s leading wealthtech company committed to client experience, innovation and digital solutions.
All of our experience and expertise, along with the passion we put into everything we do. So our clients, employees, and partners can count on us for the best means, the best services, the best technology and the best professionals at their reach.
We seek to achieve a balance between the interests of our clients, our employees and our shareholders, while always looking to make a difference through our transparent and responsible attitude towards people and society.
We work to continuously enhance our tools and services and make them accessible to our clients. So they have the freedom to make decisions and choose what they want to do, whenever and however they need.
People are our driving force, and helping them reach their goals is our biggest motivator. That is why we aim to adapt to their needs and wants, to accompany them on their journey, and inspire them to achieve their dreams.
Allfunds continued its digital innovation with the launch of Allfunds Connect. Through this ecosystem users can take advantage of tools designed to work efficiently with a universe of more than 125,000 funds. Additionally, Allfunds launched digital onboarding for fund houses and continued to release enhancements to its robust data analytics tool Telemetrics. 2019 also saw Allfunds close agreements with fundinfo, to reinforce its fund research capabilities, and Credit Suisse InvestLab to accelerate development of new services and solutions to benefit the market. In September 2019 all Credit Suisse InvestLab technology and related distribution agreements were transferred to Allfunds and Credit Suisse became a minority shareholder in Allfunds.
Allfunds completed its first acquisition in company history by purchasing fintech company Finametrix. It was also the year that it saw a tremendous amount of growth in teams across the globe with several senior hires and new offices in Singapore, Madrid and Sao Paulo.
In 2017, Allfunds continued its investment in technology with the launch of APIs and the addition of ETFs on the platform. It was also the year AFB announced plans to open an office in Brazil and Norway as well as achieved €350Bn in AuA and entered into a shareholder structure with Hellman & Friedman and GIC.
Throughout 2016 and continuing with its internationalisation strategy, Allfunds obtained local licenses in Singapore and Brazil.
Allfunds opens its first representative office in Bogotá, making it the second branch in Latin America and reinforcing its commitment to the region. Colombian financial entities such as pension funds and asset managers are serviced out of these new premises.
In 2014, Allfunds International started to operate as a licensed bank in Luxembourg authorised to render both banking and investment services by upgrading its previous PSF license.
May 2013, Allfunds Switzerland, a subsidiary of Allfunds international was established in Zurich with a fund distributor status to expand the business into the most important private banking center in the world.
In 2011 it set up a representative office in the United Arab Emirates to promote the services to financial institutions in the Middle East becoming the first fund platform in the world to meet Sharia law. Today, Allfunds is the only investment fund platform within the Islamic open architecture space.
Two years later, Allfunds Group expanded its reach with the establishment of its first representative office in Santiago de Chile to provide local services to Latin American based clients. Special attention was paid to specific countries interested in international funds such as Chile and Colombia.
In 2007, Allfunds Group established its international affiliate, Allfunds International, a Luxembourg PSF (“Professionnel du Secteur Financier”), to provide easier access to clients at the heart of the European fund industry.
In 2005, the platform opened its second branch in the United Kingdom to serve local and global distributors in what is considered one of the most important global financial centres in the world.
In 2003, Italian bank Sanpaolo (now Intesa Sanpaolo) acquired 50% of Allfunds. It created a specialised branch in Italy to cater to local clients.
Founded as a Spanish bank in 2000, Allfunds has provided institutional access to local and international funds facilitating third party fund distribution and consolidating open architecture solutions for more than 16 years.