Backbase

Backbase sells a software platform that banks, private banks and wealth managers use to build client apps, onboarding flows and employee workspaces. The company calls it a Banking OS and says it has more than 2,000 employees and 16 offices across five continents; its pages cite figures of more than 120 and more than 150 banks as customers. Backbase was founded in 2003 by Jouk Pleiter and is headquartered in Amsterdam.

For wealth management, the platform covers digital onboarding with automated KYC and compliance approvals, Prospect Lounge, a prospect-facing app, a Client App for portfolio reporting and advisor collaboration, and an advisor workspace with AI-driven priorities, next-best actions and full client context, plus assistants for meeting preparation and prospect profiling. Firms can also distribute house views and investment proposals, offer products across advisory and discretionary mandates including private assets, and let external advisors work under the institution's brand. Conversational Banking handles chat and voice, and Customer Operations runs requests across front and back office.

Backbase says its Agentic Banking layer lands on top of systems banks already run rather than replacing them, and lists PMS integration among its wealth capabilities. A marketplace lists prebuilt fintech integrations for aggregation, KYC, payments and fraud. In October 2026 Datos Insights gave its Wealth and Banking OS an Impact Award for advisor desktop technology. Pricing is not published.