Search our comprehensive directory of vetted family office software and services that specialise in handling your bespoke needs.
Eton Solutions 
United States of America Fully Integrated Platform Eton's platform, AtlasFive, reimagines each intricate process of a family office into one integrated platform that optimizes efficiency, increases transparency, and maximizes accuracy.
Asora
Ireland Data Aggregation Asora is a SAAS solution for single and multi-family offices to track and oversee assets, automating data capture and providing digital on demand reporting on web and mobile.
Clockwork
United States of America Consolidated Reporting Clockwork offers a robust private investment management platform for family offices and global private investors, to centrally track alternative assets and everything else.
Eton Solutions
United States of America Fully Integrated Platform Eton's platform, AtlasFive, reimagines each intricate process of a family office into one integrated platform that optimizes efficiency, increases transparency, and maximizes accuracy.
Asora
Ireland Data Aggregation Asora is a SAAS solution for single and multi-family offices to track and oversee assets, automating data capture and providing digital on demand reporting on web and mobile.
Clockwork
United States of America Consolidated Reporting Clockwork offers a robust private investment management platform for family offices and global private investors, to centrally track alternative assets and everything else.
Maison Benjamin
United States of America Lifestyle & Concierge Our dedicated platform provides family offices access our wide network of lifestyle & travel services solutions that extend beyond your clients’ investment needs.
Veltracon Lifestyle
Switzerland Lifestyle & Concierge Veltracon Lifestyle is a 24/7 VIP service provider and lifestyle concierge. Their slogan 'anything, anytime, anywhere' says it all about Veltracon.
Maison Benjamin
United States of America Lifestyle & Concierge Our dedicated platform provides family offices access our wide network of lifestyle & travel services solutions that extend beyond your clients’ investment needs.
Veltracon Lifestyle
Switzerland Lifestyle & Concierge Veltracon Lifestyle is a 24/7 VIP service provider and lifestyle concierge. Their slogan 'anything, anytime, anywhere' says it all about Veltracon.
Aleta
United States of America Consolidated Reporting Aleta provides a truly holistic overview of the family wealth and unlocks valuable insights to elevate your wealth strategy. For family offices, by family offices.
DAPM
Switzerland Data Aggregation DAPM combines the best of technology and financial expertise to deliver a best-in-class offering.
MyFO
Canada Consolidated Reporting The most advanced family office experience which merges efficiency and advanced AI to bring family office services to your fingertips.
Aleta
United States of America Consolidated Reporting Aleta provides a truly holistic overview of the family wealth and unlocks valuable insights to elevate your wealth strategy. For family offices, by family offices.
DAPM
Switzerland Data Aggregation DAPM combines the best of technology and financial expertise to deliver a best-in-class offering.
MyFO
Canada Consolidated Reporting The most advanced family office experience which merges efficiency and advanced AI to bring family office services to your fingertips.
Goldman Sachs
United States of America Investment Bank Goldman Sachs is an American investment bank headquartered in New York City. It offers services in investment banking, wealth management, securities, asset management, prime brokerage, and securities underwriting. In the US, Goldman Sachs also offers GS Select, a private banking offering.
Sandbox Wealth
United States of America Artificial Intelligence Sandbox Wealth is a turnkey banking platform for independent advisors and family offices.
Lombard Odier
Switzerland Private Bank The Swiss, family-owned bank founded in 1796, with roughly 2500 employees and CHF 290 bn AuM may sound like many of the others but in fact has evolved to be quite unique.
FundCount
United States of America Portfolio Management FundCount is a unified accounting and investment analysis solution that improves operational efficiency and brings actionable intelligence to investment management professionals.
SumIt
United States of America Accounting SumIt provides easy-to-use family office technology where accountants can see all their entities in one place and effortlessly create consolidated reports.
Itaú Private Bank
Brazil Commercial Bank Banco Itaú Unibanco S.A. is a Brazilian publicly traded bank with headquarters in São Paulo, Brazil. The bank is the result of the merger of Banco Itaú and Unibanco, which occurred on November 4, 2008 to form It is the 10th largest bank in the world by market value.
Quintet
Switzerland Private Bank Quintet Private Bank, founded in 1949, is headquartered in Luxembourg with a presence in 50 European cities. Quintet has over 2,000 staff and €72.6 billion in assets under management and custody.
Globalance Bank
Switzerland Private Bank Globalance was founded in 2011 and is the only Swiss private bank exclusively focused on sustainable investing. Their impressive wealth impact platform, Globalance World, provides extensive information on investments.
FundCount
United States of America Portfolio Management FundCount is a unified accounting and investment analysis solution that improves operational efficiency and brings actionable intelligence to investment management professionals.
SumIt
United States of America Accounting SumIt provides easy-to-use family office technology where accountants can see all their entities in one place and effortlessly create consolidated reports.
Fireblocks
United States of America Custody Provider Fireblocks is an enterprise-grade platform delivering secure infrastructure for moving, storing, and issuing digital assets for funds, family offices, banks and web3 businesses.
Benaiah Capital
United States of America Digital Assets & Currencies Benaiah Capital is a boutique investment firm founded in 2021 that is focused exclusively on wealth management strategies in the digital asset market.
Fireblocks
United States of America Custody Provider Fireblocks is an enterprise-grade platform delivering secure infrastructure for moving, storing, and issuing digital assets for funds, family offices, banks and web3 businesses.
Benaiah Capital
United States of America Digital Assets & Currencies Benaiah Capital is a boutique investment firm founded in 2021 that is focused exclusively on wealth management strategies in the digital asset market.
Goldman Sachs
United States of America Investment Bank Goldman Sachs is an American investment bank headquartered in New York City. It offers services in investment banking, wealth management, securities, asset management, prime brokerage, and securities underwriting. In the US, Goldman Sachs also offers GS Select, a private banking offering.
Lombard Odier
Switzerland Private Bank The Swiss, family-owned bank founded in 1796, with roughly 2500 employees and CHF 290 bn AuM may sound like many of the others but in fact has evolved to be quite unique.
Julius Baer
Switzerland Private Bank Julius Baer, is a private banking corporation founded and based in Switzerland. Headquartered in Zürich The 130 year old bank prides itself on their highly personal service to UHNWIs along with a strong international focus.
Goldman Sachs
United States of America Investment Bank Goldman Sachs is an American investment bank headquartered in New York City. It offers services in investment banking, wealth management, securities, asset management, prime brokerage, and securities underwriting. In the US, Goldman Sachs also offers GS Select, a private banking offering.
Lombard Odier
Switzerland Private Bank The Swiss, family-owned bank founded in 1796, with roughly 2500 employees and CHF 290 bn AuM may sound like many of the others but in fact has evolved to be quite unique.
Julius Baer
Switzerland Private Bank Julius Baer, is a private banking corporation founded and based in Switzerland. Headquartered in Zürich The 130 year old bank prides itself on their highly personal service to UHNWIs along with a strong international focus.
Impact Partners
France Impact Funds or Deal Platform Impact Partners is Europe’s first impact investing platform. It aligns its portfolio with the United Nations’ SDG with the goal of innovating a sustainable capitalism.
Global Impact Investing Network (GIIN)
United States of America Network The Global Impact Investing Network (GIIN) is a leading international nonprofit dedicated to advancing and expanding impact investing globally.
Ethic
United States of America Impact & ESG Ethic works with families and wealth advisors to create custom equity portfolios that can be tailored to unique values, tax preferences, and financial goals.
Impact Partners
France Impact Funds or Deal Platform Impact Partners is Europe’s first impact investing platform. It aligns its portfolio with the United Nations’ SDG with the goal of innovating a sustainable capitalism.
Global Impact Investing Network (GIIN)
United States of America Network The Global Impact Investing Network (GIIN) is a leading international nonprofit dedicated to advancing and expanding impact investing globally.
Ethic
United States of America Impact & ESG Ethic works with families and wealth advisors to create custom equity portfolios that can be tailored to unique values, tax preferences, and financial goals.
Wright Partners
Singapore Fund & External Asset Manager Wright Partners build risk-aligned, investable ventures with corporates and single family offices.
Concentric
Denmark Fund & External Asset Manager Concentric partners with sector-defining founders to create new technologies that disrupt the status quo and solve the problems that matter.
Wright Partners
Singapore Fund & External Asset Manager Wright Partners build risk-aligned, investable ventures with corporates and single family offices.
Concentric
Denmark Fund & External Asset Manager Concentric partners with sector-defining founders to create new technologies that disrupt the status quo and solve the problems that matter.
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