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Take control of your
financial future.

From idea to execution in minutes. Research, build, and invest, all in one place.

PORTFOLIO CONSTRUCTION

Beyond ETFs. Beyond robo-advisors.

Hedge fund tools, made simple — plus intelligence they wish they had. At a fraction of the cost.

AI Prompt

Tell us your investment thesis. Our AI builds the portfolio.

Guided Builder

In 7 questions, get a professionally optimized allocation.

Full Universe Access

54,570+ stocks, bonds, ETFs, crypto. Cherry-pick your winners.

Coming Soon

Research Hub

Institutional-quality reports on any company. In seconds.

Knowledge Graph

Uncover hidden connections between companies, sectors, and trends.

Coming Soon

Ready-Made Portfolios

Not sure where to start? Choose from 100 proven strategies.

WHY FUNDY

We built what we wished existed.

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.

01
Built by investors, for investors. 20 years of institutional expertise.

Since 2004, we've been managing real capital under FINMA regulation, creating tools sophisticated enough for institutions, simple enough for anyone.

20 years provenFINMA regulated54,000+ companies
02
One platform. Every step. From idea to investment.

Most investors juggle 5-8 different tools. We built everything in one place: research, build, optimize, and execute with click-to-buy trading.

Click-to-buy execution<2s optimization54,000+ instruments
03
See what others can't. Our knowledge graph reveals hidden opportunities.

Traditional tools show you what's obvious. We show you what matters: the invisible connections that drive markets.

Network intelligenceHidden patternsPlain language
CORE TECHNOLOGY

Institutional-grade technology.

The powerful engine behind Fundy's simple interface. Built over 20 years, now accessible to everyone.

Research

Institutional insights. Zero jargon.

Institutional-quality research on any company, generated on demand. Event-driven analysis responds to earnings, news, and market shifts automatically. No finance degree required.

Optimization

Sophisticated math. Effortless experience.

54,000+ instruments optimized in under 2 seconds. Equities, bonds, crypto, commodities, all in one place. We handle the complex calculations behind the scenes.

Knowledge Graph

See connections others miss.

Our proprietary knowledge graph maps relationships across 54,000+ companies globally: supply chains, competitive dynamics, thematic overlaps.

Reporting

Always know where you stand.

Clear, jargon-free performance tracking. See what's working, what's not, and why, without needing a finance degree to understand.

Trading

Click-to-buy execution.

Execute your strategy instantly through integrated broker connections. Review, confirm, and invest in minutes. No more switching between platforms.

COMPARE

Not another robo-advisor.

See why Fundy is fundamentally different.

FeatureTypical Robo-AdvisorsFundy
Work with professionals

Replaces your bank or advisor

Collaborate side by side, with your bank, advisor, or go solo
Your assets

Must transfer to their custody

Create your own product, issued by BNP, JPM, or UBS
Asset coverage

Primarily ETFs

Stocks, bonds, ETFs, crypto, commodities, any asset
Portfolio approach

Risk questionnaire → preset allocation

Full freedom, build your own or choose from templates
Investment insights

Basic allocation explanation

Deep research on every holding, in plain language
Risk detection

Standard correlation checks

Graph intelligence reveals hidden connections
Execution

Fully automated (hands-off)

Your choice: execute yourself, delegate, or automate
Annual cost

0.25–0.50% for basic ETF allocation

Free to use, 0.25% only when you create your own product
YOUR PRODUCT

Why pay for someone else's thesis?

Create your own thematic product instead of settling for off-the-shelf ETFs.

Thematic ETFs

0.50–0.75% annually

Someone else's definition of the theme

Can't remove holdings you dislike

Rebalanced on their schedule

Your Fundy Product

From 0.25% annually
Your definition, your rules
Add, remove, adjust anytime
Rebalance when you want, or automate it

You design it. We structure it. Issued via BNP Paribas, JPMorgan, UBS.

PRICING

Free to explore. Pay only when you create.

Use all our tools at no cost. Fees apply only when you create your own investment product.

ALWAYS FREE

Explore & Test

Free

No fees, no commitment

Unlimited screening & exploration

54,000+ instruments

2-second portfolio optimization

AI-powered research reports

Knowledge Graph for idea generation

Fundi AI assistant

WHEN YOU'RE READY

Create Your Own

0.25%

annually on assets

Everything in Free, plus:

Save & compare unlimited watchlists

Knowledge Graph for risk analysis

Issued via BNP, JPM, or UBS

Automatic rebalancing

Portfolio alerts & reports

100 STRATEGIES

Quantitative Themes

0.50%

annually on assets

100 pre-built thematic strategies

3 versions: Index+, Defensive, Growth

Enhanced by 20 years of IP

Institutional-grade methodology

Automatic rebalancing

One-click investment

INSTITUTIONS

Enterprise

Custom

tailored to your needs

Serve advisors through our platform

Issue your own branded products

Add your products to our universe

White-label options

API access & integrations

Dedicated account manager

All pricing excludes custody and transaction fees from your chosen issuer.

FAQ

Frequently asked questions.

No. Fundy was designed to make professional tools accessible to everyone. We handle the complex math behind the scenes, you just make the strategic decisions. No finance degree required.

Yes. All our research, portfolio building, optimization, and analysis tools are completely free to use. You only pay (0.25% annually) if you decide to create your own investment product through our platform. Explore as much as you like with no commitment.

Robo-advisors require you to transfer assets to their custody and offer preset portfolios. Fundy lets you keep your existing bank, work with your advisor if you have one, and build exactly the strategy you want, or choose from our curated templates. You stay in control; we provide the institutional-grade tools.

Through Fundy, you can create a personalized investment product, similar to an ETF but tailored exactly to your preferences. Your product is issued by a leading institution (BNP Paribas, JPMorgan, or UBS) and can be adjusted whenever you like. It's your portfolio, your rules, with institutional backing.

Yes. When you create your own product, it's issued by a leading institution (BNP Paribas, JPMorgan, or UBS) and held in your name. You can adjust your holdings anytime, and we handle the rebalancing automatically if you choose. Your money stays with trusted institutions — we're the intelligence layer.

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.

fundy

Wealth management rebuilt for everyone. Built by AtonRâ Partners SA, a Swiss-based, FINMA-regulated asset manager with 20 years of thematic investment expertise.

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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.

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