apacciooutlook logo

eWise: All of your User’s Financial Life in One Place with Leading Security and Privacy

25 Most Promising Insurance Technology Solution Providers

Helping clients to keep their financial data management simple, secure and private, eWise Group Inc developed a data aggregation platform, Aegis, that consolidates all of a user’s financial accounts in one place, including pension funds, insurance, bank accounts, investments, credit cards, mortgages and more.

The company provides services to Insurance companies, Brokerage firms, Wealth Managers, Retail and Private Banks with an objective to simplify financial account access and improve user engagement. Founded in 2000, eWise has been successfully delivering solutions that create greater symmetry between digitally savvy consumers and their financial services providers."Rebalancing the data symmetry between the user and service provider will revolutionise relationships, allowing consumers to share in the economic value their personal data can create. We believe that having financial data in a secure and private data store from which the user can share with providers in return for value-added services is mutually beneficial,” explains David Hamilton, CEO of eWise Group. The organisation secures consumers’ personal financial data on the user’s device using its patented “client-side” aggregation and Personal Data Vault technology.

Headquartered in Switzerland, with offices in Europe, U.S.A and South-East Asia, eWise and its patented client-side aggregation platform have helped some of the worlds leading financial institutions improve digital engagement by providing their customers with a range of innovative apps and services. The eWise financial data aggregation platform Aegis can be used to support a broad range of use-cases from customer verification during on-boarding, personal financial management, cash-flow management, investment management, account comparison and switching, robo-advice and bill payment.
The eWise Aegis platform reduces the time its takes to launch new innovative financial apps by allowing financial institutions to connect easily to all of their end-user’s financial information and accounts while at the same time protecting their users’ financial data.


eWise provides services to Insurance companies, Brokerage firms, Wealth Managers, Retail and Private Banks with an objective to simplify financial account access and improve user engagement


eWise’s unique Account Aggregation technology not only bridges the gap between end-users and their financial service providers, but also enhances transparency and trust in data sharing and exchange.

“eWise Aegis is a comprehensive financial data aggregation platform that integrates our Personal Data Vault and Account Aggregation technologies. We deliver the Aegis platform through APIs to allow our B2B partners to build apps and expand their ecosystem of digital services.”says David Hamilton, eWise CEO.

eWise client-side Aggregation technology has been patented in US, Australia, Asia and Europe, and has earned the reputation of being the most private and secure way for end-users to aggregate, store, manage and share their sensitive financial data with trusted service providers.

The company has delivered solutions to some of the worlds leading and most innovative banks including Westpac and HSBC.