Quantfolio is a leading Nordic WealthTech company within the advisory sector. We empower wealth managers with a unique technology platform enabling hybrid and hyper-personalized advisory with sustainable DNA.

Friction-free, with integration possibilities to ensure data flow between systems, our solutions can support you through the onboarding, mapping and updating of investment proposals.

Our technology enables digital and human advisory, stand-alone or combined in a hybrid solution. Our digital advisor is the world’s first and only authorized advisor certified by a governing body as our data-led approach combines user data and preferences with financial data to provide optimal and unique advice, also catering for sustainability preferences.

We help our clients to drive client engagement, increase insights and support their advisory process.

Management team

Helge Hannisdal
Helge Hannisdal
CTO
Jan Aage Skaathun
Jan Åge Skaathun
CCO
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Martin Wik Sætre
CEO
Erik
Erik Sulebak
CFO
Bjornar Mundal
Bjørnar Mundal
CPO
.

Our investors

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DNB

DNB is Norway's largest financial services group and one of the largest in the Nordic region in terms of market capitalisation. The Group offers a full range of financial services, including loans, savings, advisory services, insurance and pension products for retail and corporate customers.

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Storebrand

A Nordic asset manager and a pioneer in sustainable investments. The company manages over NOK 1 000 bn in private and public markets, based on its strategy for sustainable investments.

Our clients

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NJORDkapiralforvaltning(sekundær-org)
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Finansco
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Our offices

Norway

Møllendalsveien 1a, 5009 Bergen

Global

115 Broadway New York, NY 10006, USA

 

For further information, please contact Lennart Haugland, the Head of Client Relations:

Lennart

 

Send me a message

Call me at: +47 400 83 248