First Advisory Tech Stack

Independent wealth advisory and asset management firm across EMEA and Asia-Pacific

Financial Services Vaduz 201–500 employees Founded 1954 Privately Held

First Advisory is a 70-year-old independent financial services firm headquartered in Vaduz with regional offices spanning Geneva, Zurich, Hong Kong, and Singapore. The tech stack is firmly enterprise-traditional (Microsoft Office, SWIFT, EBICS, REST APIs, .NET/C#/React), reflecting the regulatory and operational constraints of wealth management. Hiring is concentrated in finance and legal roles (7 and 3 respectively), with only one engineering headcount actively posted—indicating that technology is managed internally or outsourced rather than built as a core competitive lever.

Tech Stack 11 technologies

Core StackSWIFT C# .NET React TypeScript Microsoft Office EBICS SFTP REST SQL Git

What First Advisory Is Building

◆Challenges

Complex wealth structuring
Compliance with internal policies
Risk analysis and quality assurance
Complex accounting tasks
Efficient administrative workload
Rapid growth administrative demands
Consolidating service processes
Digitizing service processes
Ensuring compliance with trustee law
Contract management

▲Active Projects

Bank interface development
Data processing platform development
Corporate document creation
Wealth structuring support
Mandate risk analysis
Onboarding new clients in portfolio management
Designing product trainings and webinars
Product development
Schnittstellen-management der transaktions- und positionsdatenverbuchung der banken in das portfoliomanagement-system (swift)
Aufbereitung von daten aus dem portfoliomanagement-system für den import in die finanzbuchhaltung

Hiring Activity

Steady15 roles · 4 in 30d

Department

Finance

Legal

Engineering

Ops

Support

Seniority

Mid

Intern

C-Level

Junior

Manager

Senior

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About First Advisory

First Advisory provides independent financial advisory, asset management, and wealth structuring services to high-net-worth and institutional clients. The firm combines investment advice, tax planning, legal structuring, succession planning, and asset protection under one roof, with particular depth in family estate planning and corporate financial services. Operating across five jurisdictions (Liechtenstein, Switzerland, Hong Kong, Singapore), the firm serves clients through a 240+ person workforce. Services span portfolio management, investment controlling, mandate risk analysis, real estate solutions, and insurance brokerage, supported by specialized compliance and accounting teams.

HeadquartersVaduz

Company Size201–500 employees

Founded1954

Hiring MarketsLiechtenstein, Switzerland

Frequently Asked Questions

What technology does First Advisory use?

First Advisory's core stack includes SWIFT (banking protocol), EBICS (secure bank connectivity), Microsoft Office, .NET/C#, React, SQL, and REST APIs. The toolkit reflects traditional wealth management infrastructure rather than modern fintech tooling.

What challenges is First Advisory addressing?

Internal priorities include digitizing service processes, managing rapid growth in administrative demands, complex wealth structuring and compliance, mandate risk analysis, and consolidating fragmented service workflows—typical scaling pressures for advisory firms expanding client bases.