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
Artificial intelligence applied to wealth management.
Meotis Finance is the applied R&D division that turns the expertise of managers, analysts, and researchers into sovereign tools. Its first product is Atlas.
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.
Product · Atlas
The operating cockpit for wealth managers.
Atlas is a sovereign PMS built for independent wealth managers and family offices. It prepares the analysis, organizes the debate, and documents the file. The manager keeps the decision.
19specialist AI analysts
2seats with veto rights
100%of decisions signed by a human
One cockpit
Portfolios, clients, alerts, compliance, and decisions awaiting approval live in one workspace.
An adversarial committee
19 specialist AI analysts make the case. The Risk and Compliance seats hold veto rights.
A human decision
Every proposal lands in an approval queue. Nothing leaves without being read, edited, or signed.
A verifiable memory
Assumptions, checks, and decisions are timestamped so the reason behind every action can be reconstructed.
The CIO Cockpit
The operating cockpit behind your decisions.
Ahead of Atlas, Meotis operates an in-house investment lab: a proprietary macro model (nearly 200 indicators across 13 categories), disciplined contrarian and momentum signals, decision trees re-estimated every night, and continuously calibrated forecasts.
Built to measure
CIO Cockpit
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. Project delivery included: accounting migration, closing, tooling rollout. 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 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 — and a site under study in Switzerland embodies the thesis.
Atlas: the software that steers your clients’ portfolios
A guided tour of the cockpit, the 19-analyst 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.
