Quantfolio AS

Presentation

Quantfolio provides intelligent workflow technology for wealth and asset management firms, helping them replace inefficient operating procedures with automated, compliance-driven processes. Founded in 2015 and headquartered in Norway, the company enables financial institutions to streamline investor-facing activities while maintaining full control over governance and regulatory requirements.

Problem solved

Wealth and asset managers often rely on fragmented, manual processes that limit efficiency, increase operational risk, and create compliance challenges.

Quantfolio addresses these issues by providing technology that replaces suboptimal operating procedures with intelligent, automated workflows. Its platform is designed to help firms scale efficiently while remaining compliant by design and adaptable to future regulatory and business requirements.

What makes the solution unique

Quantfolio offers an intelligent workflow platform specifically designed for wealth and asset managers serving investors.

The solution combines automation, flexibility, and regulatory controls within a highly customisable environment, enabling firms to align operational processes with their investment philosophy and compliance obligations.

Key highlights include:

• Intelligent workflow automation tailored to wealth and asset management
• Highly customisable platform supporting different operating models
• Compliance-by-design approach embedded throughout the solution
• Flexible architecture designed to support growth and operational efficiency
• Investor-centric workflows that enhance client engagement

Benefits for customers

Financial benefits

• Increased operational efficiency through workflow automation
• Reduced administrative burden and manual processing costs
• Improved scalability without proportional increases in resources
• More efficient client servicing and onboarding processes

Non-financial benefits

• Greater control over investment processes and governance frameworks
• Enhanced compliance management and policy enforcement
• Improved flexibility for advisors and asset managers
• Better client interaction and engagement opportunities
• Reduced operational risk through standardised workflows

Technology used

Quantfolio’s platform combines modern software architecture with artificial intelligence capabilities to support intelligent decision-making and process automation.

Key technologies include:

• Artificial Intelligence (AI)
• SaaS web application
• EU-hosted infrastructure for both application and AI models
• Cloud-based architecture designed for security, scalability, and compliance

Current customers and footprint

Quantfolio serves leading financial institutions across the Nordic region and the broader wealth management sector.

Customers include:

• DNB
• Storebrand
• LocalTapiola
• SpareBank 1 Group
• Alfred Berg

The company is headquartered in Bergen, Norway, and currently operates from a single location.

CEO / Founder

Martin Wik Særtre – CEO & Founder

Company facts

• Founded: 2015
• Headquarters: Bergen, Norway
• Employees: 13
• Regulatory authorisation: Not applicable
• International offices: None currently reported