Switzerland

Agentic AI for the wealth management industry.

We build AI agents and automate client advisor workflows so your advisors can spend more time with their clients on conversations that really matter.

See how it works

The advisor-client relationship matters most.Maredan helps advisors manage their operational workload, so they can spend less time on process and more time with clients.

The Platform
Beyond a chatbot. AI agents working alongside your advisors.

Maredan continuously processes dispersed information across portfolios, markets, internal research, and client context - and turns it into client-ready output. The advisor does not search for the insight. It comes to them, ready to act on.

Layer 01
The Agent Layer

AI agents work 24/7 across every client relationship alongside the advisor.

Continuous advisory support
Client-ready emails
Call scripts
Morning brief
Compliance-aware output
Layer 02
The Workflow Layer

Automated and simplified daily workflow.

Intelligent search
Voice contact notes
KYC and onboarding
Live meeting coaching
Email drafting
Where we operate

Built for Switzerland.
Designed for wealth management.

Purpose-built for the compliance, data sovereignty, and workflow complexity of Swiss private banks and independent asset managers.

Designed around Swiss regulatory standards
Architecture built around FINMA, FADP, and Banking Act Art. 47 requirements. Data sovereignty and client confidentiality are foundational - not afterthoughts.
Built for how Swiss advisors actually work
Not a generic AI tool adapted for finance. Built specifically for the workflows and cross-border complexity of private banks and independent asset managers.
Contact

Let's start the conversation.

We will walk you through a live demonstration tailored to your institution. We will be in contact within 24 hours.

We respect your privacy. No spam, ever.