Volaris takes over Allocare, the Swiss wealth management software firm

Volaris takes over Allocare, the Swiss wealth management software firm

13 November 2026: Allocare, a Swiss maker of portfolio and wealth management software for banks, asset managers and family offices, now belongs to Volaris Group. The company's own site says, in German, that Allocare has been part of Volaris since 1 October 2026, and that it stays an independent Swiss point of contact with its products and services unchanged. No price has been disclosed.

Not yet independently verified. The change of ownership is stated on Allocare's own site, which carries no date for the notice, and reported by Netzwoche; we have not read an announcement from Volaris. No price has been published. We will update this when it can be confirmed, and remove this note.

A 25-year-old Swiss specialist

Allocare AG is based at Altishofen in the canton of Lucerne, with a second company, Allocare Data AG, in Zürich. It says it has developed and implemented software for wealth and asset management since 2001. The site puts its size at more than 50 employees, more than 50 installations and customers in more than 10 countries.

Its customers are wealth managers and family offices, asset and fund managers, banks, pension funds, insurers and service providers. That is a market where Swiss regulation, custody bank interfaces and client reporting in several languages decide which systems are usable, and it is why small national specialists have held on against larger platforms.

What the software covers

The core products are Allocare AMS and Allocare WEB, a standard portfolio management system that, according to the company, covers the whole process: client relationship management, portfolio analysis, order processing, pre-trade and post-trade limit checks, performance and risk measurement, and reporting, with access from desktop, tablet and phone. Allocare CLOUD is the same software run as a hosted service. Allocare DASH is a management cockpit built on AMS data. Modules and interfaces to other systems sit around them, and the company also sells data management and reporting services.

Another vertical buy for a serial acquirer

Netzwoche, which reported the deal on 13 November, describes Volaris as part of the listed Constellation Software, which it says owns more than 1,500 software companies worldwide. Volaris buys software firms to keep for the long term and leaves them operationally independent, which matches what Allocare tells its customers: its owner has changed, its contact people and products have not. According to Netzwoche, Allocare expects access to an international network and to know-how in AI and regulation.

For banks and asset managers on Allocare, the practical points are contractual. Support terms, the product roadmap and pricing at the next renewal now sit with a group that owns more than a thousand such businesses, and the company's statement covers continuity of products and services but says nothing about pricing.

Allocare's notice does not say when the deal was signed, and neither side has published terms.

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Sources

• Allocare: home page, ownership notice (German, undated; read 14 November 2026), 14 November 2026
• Netzwoche: Volaris übernimmt Luzerner Wealth-Management-Spezialisten Allocare (German), 13 November 2026