Search our comprehensive directory of vetted family office software and services that specialise in handling your bespoke needs.
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.
Altoo
Switzerland Consolidated Reporting The Altoo Wealth Platform provides simplicity and control to wealthy private individuals and family offices, by aggregating and monitoring wealth data in an intuitive way.
Masttro
United States of America Consolidated Reporting Masttro connects the entire wealth management ecosystem, providing a single source of trusted information for family offices to rely on.
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.
Altoo
Switzerland Consolidated Reporting The Altoo Wealth Platform provides simplicity and control to wealthy private individuals and family offices, by aggregating and monitoring wealth data in an intuitive way.
Masttro
United States of America Consolidated Reporting Masttro connects the entire wealth management ecosystem, providing a single source of trusted information for family offices to rely on.
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.
DAPM - Dynamic Assets & Performance Monitoring SA
Switzerland Portfolio Allocation Clients face difficulty overseeing global assets across multiple banks and institutions, leading to a lack of transparency, control, and effective financial consolidation.
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.
WIZE by TeamWork
Switzerland Portfolio Management The Swiss all-in-one Wealth & Asset Management solution with an integrated portfolio management system including 200+ custodian automatic feeds for multi-asset consolidated reporting.
DAPM - Dynamic Assets & Performance Monitoring SA
Switzerland Portfolio Allocation Clients face difficulty overseeing global assets across multiple banks and institutions, leading to a lack of transparency, control, and effective financial consolidation.
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.
WIZE by TeamWork
Switzerland Portfolio Management The Swiss all-in-one Wealth & Asset Management solution with an integrated portfolio management system including 200+ custodian automatic feeds for multi-asset consolidated reporting.
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.
Asseta
United States of America Accounting Asseta is the intelligent family office suite built to streamline operations, enhance transparency, and optimize investment visibility for FOs and HNWIs.
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.
Asseta
United States of America Accounting Asseta is the intelligent family office suite built to streamline operations, enhance transparency, and optimize investment visibility for FOs and HNWIs.
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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