Unique
An AI operating system for wealth and asset management workflows
Overview
Unique builds an agentic AI platform for financial services that deploys purpose-built AI agents across three workflow areas: client-facing work such as meeting preparation and relationship management, investment work such as portfolio construction and fund screening, and back-office work such as compliance, onboarding and reconciliation. The company says its platform is used by firms managing more than $5 trillion in combined assets, including Pictet, Union Bancaire Privee, LGT, SIX and Partners Group. Unique runs on Microsoft Azure infrastructure hosted in Switzerland, which it positions as a data-residency advantage for European financial institutions. Unique was founded in Zurich in 2021 by Manuel Grenacher, Michelle Heppler and Andreas Hauri.
Details
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