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EQS-News: Linvo integrates AI across wealth management services

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EQS-News: Linvo AG / Key word(s): Joint Venture Linvo integrates AI across wealth management services 15.01.2026 / 17:10 CET/CEST The issuer is solely responsible for the content of this announcement.


ZURICH, Jan. 15, 2026 /PRNewswire/ -- Linvo, a Swiss-based wealth management firm, today announced an initiative to integrate artificial intelligence across its asset management services through a strategic fintech partnership.

Linvo AG Logo

 

The integration enables clients to access portfolio information, request services, and receive responses in real time - without paperwork or delays. Advisors will use the same AI tools to deliver faster, data-driven support.

"This is how wealth management should work," said Mr. Kogan, Director at Linvo. "Clients shouldn't wait days for answers that exist in their own data. We're removing friction between our clients and their wealth."

"A client can now ask a question and get an accurate, portfolio-specific answer immediately," said Mr. Pelekh, Executive Committee Member at Linvo. "No forms, no back-and-forth, no waiting. Just clarity."

Linvo is among the first Swiss wealth management firms to pursue full AI integration across both client-facing and advisory operations.

About Linvo

Linvo is a Zurich-based wealth management firm providing customized investment portfolio management for Ultra-High-Net-Worth individuals and institutional clients. Founded in 2014, Linvo offers services spanning portfolio management, corporate finance, M&A advisory and alternative investments. The firm is licensed by FINMA, the Swiss Financial Market Supervisory Authority.

Contact

Linvo AG Gartenstrasse 23 8002 Zurich Switzerland

+41 44 777 17 00 office@linvo.ch  www.linvo.ch

Logo: https://mma.prnewswire.com/media/2862809/Linvo_AG_Logo.jpg

Cision View original content:https://www.prnewswire.co.uk/news-releases/linvo-integrates-ai-across-wealth-management-services-302662643.html

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15.01.2026 CET/CEST Dissemination of a Corporate News, transmitted by EQS News - a service of EQS Group. The issuer is solely responsible for the content of this announcement. The EQS Distribution Services include Regulatory Announcements, Financial/Corporate News and Press Releases. View original content: EQS News


2260928  15.01.2026 CET/CEST


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