Augment judgment without ever moving responsibility.
Artificial intelligence should make every decision better informed, more adversarial, and easier to explain, without deciding in place of the professional.
Meotis Finance · Neuchâtel
The investment lab installed under your roof.
Installed on infrastructure you control, Noésis holds the research and the regime reading, Atlas the portfolio oversight, custody controls, compliance, approvals and client reporting, in one governed workspace, built for the constraints of FINMA-regulated firms: every decision traced, roles kept apart, and your data, documents and logs held inside the installation.
What the division represents
Meotis’s financial laboratory.
Within Meotis, Finance is where cognitive heritage is applied to capital management. It captures specialist methods, turns them into explicit processes, then encodes them in tools that humans can supervise.
Build the Swiss tools for governed finance.
We combine domain expertise, agentic research, and sovereign engineering to ship products that are useful, measurable, and auditable.
Observe
Start with the real work of managers, analysts, and researchers: their data, trade-offs, and constraints.
Formalize
Turn that knowledge into explicit rules, controls, veto rights, and records that can be reviewed.
Deliver
Build those methods into Atlas, test them in practice, and publish what we learn.
Sovereignty
Installed on your side, and it stays there.
Atlas is installed on the organisation's local infrastructure. The database, documents and operational history remain within the installation. Cloud connectors and external AI are disabled by default. Access to official Swiss public-data services is optional, explicit and logged.
The core of the product stands on its own.
Atlas's core portfolio, compliance, document, approval and audit workflows remain available without external AI. When a local inference engine is configured, AI features run inside the installation, under the same human-approval and audit controls.
It prepares analysis, it does not execute.
Whether inference is local or externally authorised, Atlas only prepares analysis. It cannot execute at a custodian or send client-facing material without human approval.
Product · Atlas
The operating cockpit for wealth managers.
Atlas is a locally installed PMS built for independent wealth managers and family offices. It prepares the analysis, organises the debate, and documents the file. The manager keeps the decision.
Released July 3, 2026
Atlas
01
One cockpit
Portfolios, clients, alerts, compliance, and decisions awaiting approval live in one workspace.
02
An adversarial committee
30 specialist AI agents make the case, 15 bulls against 15 bears. The Risk and Compliance seats hold veto rights.
03
A human decision
Every proposal lands in an approval queue. Nothing leaves without being read, edited, or signed.
04
A verifiable memory
Assumptions, checks, and decisions are timestamped so the reason behind every action can be reconstructed.
Atlas · demonstration environment. Modules vary with the plan.
Product · Noésis
The control room behind your decisions.
Ahead of Atlas, Meotis runs its own investment lab: close to 200 indicators across 13 categories, reviewed every night, which set the house view on the cycle, on where risk is building and on which asset classes deserve more weight. Every scenario carries its own probability.
Built to measureFor FINMA-regulated firms
Noésis
Regime reading, signals, and the team's research, brought together on one screen.
A regulated asset management structure is in preparation to offer these services.
Advisory mandates
Accounting and tax expertise, at your company's service.
The Finance division doesn't just build software: it works under mandate for companies and their leadership. Cost control, budget planning, tax, valuation, project delivery: the same practitioners who define our tools hold the mandates.
AccountingBookkeeping and account optimization
Maintaining, reviewing, and structuring accounts: expense processing, cost capitalization, financial statement presentation.
TaxVAT and direct taxes
VAT filings, tax returns, and correspondence with the authorities: compliance first, optimization second, always within the Swiss legal framework.
SteeringBudget, cash flow, and cost tracking
Budgets, cash-flow plans, and variance analysis: knowing where the money goes, planning your flows, and anticipating what’s left in six months.
ValuationBusiness valuation
Valuing companies and equity stakes: recognized methods, explicit assumptions, ranges defensible in front of a third party.
Securities & dividendsSecurities transactions and distributions
Tax structuring of securities transactions and dividend distributions, arbitrated case by case.
SuccessionSuccession and transmission
Preparing the transfer of a business or estate with a controlled tax burden, planned across multiple fiscal years.
Seven years of audit and advisory work behind every mandate, with SMEs, groups, and executives. Advisory mandates are neither investment advice nor a licensed activity.
Papers & publications
Research documents what the product claims.
We publish the methods, limits, and results that shape the division’s products. No promise without a protocol or a record.
The AI build-out is now financed by credit
Hyperscaler capex has moved off free cash flow and onto debt, chip-backed lending and insurance-funded private credit. That changes whose balance sheet takes the loss.
The tungsten signal: the war premium left oil for a metal nobody tracks
Oil is falling on peace talks while a strategic metal almost nobody follows has risen tenfold since 2022. Why an oil premium fades and why this one sticks.
A Dataset of Early Blockchain-Registered AI Agents on Ethereum
The first 10,000 AI agents registered on-chain under the ERC-8004 standard: identity, declared services, mint economics and reputation, as open, reproducible data. By Dr Yulin Liu, the division’s research partner. Published in a peer-reviewed journal; the open version remains on arXiv.
The model layer is commoditizing: sell the frontier, trade the token tax
Open-weight and Chinese models reach the frontier in months, not years. What that compresses, and the coming policy fight over a token tax.
Compute as an asset class: the physical-bottleneck trade comes to Switzerland
AI’s constraint has shifted to electricity, memory, and chip fabs; a site under study in Switzerland embodies the thesis.
Atlas: the software that steers your clients’ portfolios
A guided tour of the cockpit, the 30-agent committee, and the human approval queue.
Meotis Finance
You manage capital. Let’s discuss your process.
We work with organizations that want to expand their analytical capacity without giving up control of their decisions or their data.
Informational and educational content only: it does not constitute personalized investment advice, an offer, or a solicitation.
