Family Office Reviews

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Family Office Service Providers

Etops, family office software, portfolio management software, consolidated reporting software

Etops Etops

Consolidated Reporting

Etops is active along the entire value chain of wealth managers and family offices. This includes services, technology and consulting.

Mirador Logo

Mirador Mirador

United States of America
Consolidated Reporting

As an independent reporting advisor, Mirador delives state-of-the-art consolidated financial reporting with data you can trust as a strong basis for your financial decisions.

Financial reporting system

Elysys Elysys

Consolidated Reporting

Elysys is a secure, scalable and integrated enterprise software for treasury and investment management professionals working under several regulatory and compliance frameworks.


Copia Wealth Studios Copia Wealth Studios

United States of America
Portfolio Management

Copia is a financial intelligence platform that puts you and your family at the helm of their wealth.


Summitas Summitas

United States of America
Portfolio Management

Summitas is an award-winning engagement platform to securely exchange confidential information, store sensitive documents, and share ideas — all from one place.


KeeSystem KeeSystem

Portfolio Management

Our mission is to simplify the daily life of wealth management professionals through KeeSense, our portfolio management solution, automatically connected to your ecosystem.


GreenLock GreenLock

Technology provider

GreenLock is all-in-one platform to analyse, manage and monitor your investment fees and associated costs.

venn by two sigma

Venn by Two Sigma Venn by Two Sigma

United States of America
Portfolio Management

Venn helps RIAs, advisors, asset owners and asset managers embrace a quantitative approach to multi-asset portfolio risk and investment decision-making.

United States of America
Accounting is a leading provider of cloud-based software that simplifies, digitises and automates complex back-office financial operations for wealth management and family office firms.

Altoo, family office software, portfolio management software, consolidated reporting software

Altoo Altoo

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.

Sharpfin Logo

Sharpfin Sharpfin

Consolidated Reporting

We digitize all processes for small to medium size wealth managers within a single cloud service



Custody Provider

BVNK is a banking and payments platform built on digital currecies, for the digital economy.


Bitcashier Bitcashier

Digital asset exchange platform

Bitcashier is focusing on bringing bespoke digital currency trading services to family offices, wealth management firms, corporate institutions and banks.


Fireblocks 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.

Goldman Sachs, US family office private bank

Goldman Sachs 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

Lombard Odier Lombard Odier

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, Swiss family office private bank

Julius Baer Julius Baer

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.

Sopact Logo

Sopact Sopact

United States of America
Impact & ESG

We combine our team’s expertise with our technology, ImpactCloud®, to help your organization improve on the impact measurement process and demonstrate real outcomes.


Clarity AI Clarity AI

United States of America
Impact & ESG

Clarity AI uses machine learning and artificial intelligence to provide investors and advisors with insights to make sustainably informed decisions. 


Ethic 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 logo

Wright Partners Wright Partners

Fund & External Asset Manager

Wright Partners build risk-aligned, investable ventures with corporates and single family offices.

novus capital partners

Novus Capital Partners Novus Capital Partners

United States of America
Fund & External Asset Manager

Novus Capital Partners is an asset management and hedge fund company that runs fintech + trading strategies, packaged together into fund structures. Our main focus are FX markets.

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venture capital investing family office

Want to try venture investing? It isn’t as easy as you might think

Venture Capital

Venture investing might seem like a straightforward way of achieving bumper returns. But there is more to it than some family offices realise, demanding the right balance of skills, experience, and resources.

crm for family offices

CRM for family offices: The next generation of family office communication

Cyber Security

In family office management, the role of Customer Relationship Management (CRM) software has evolved significantly. Traditional CRM systems have paved the way for a new breed of software tailored specifically for family offices. This insight explores how next-gen CRM solutions go beyond simple contact management, transforming how family offices manage relationships, harness data, and optimise operational efficiency.

lifestyle concierge family offices

Lifestyle concierge services for family offices

Luxury & Lifestyle

As the world evolves, so do the expectations of high-net-worth individuals and affluent families. To meet these changing demands, family office concierge services are elevating their game. Our insight focuses on family offices' lifestyle and concierge services and how they have expanded to keep up with the times.


Family capital and governance: Navigating wealth beyond rich lists


While they might seem innocuous, 'rich lists' tend to be quite limited in gauging wealth. When it comes to good governance, family offices should rather look at the concept of family capital, a broader concept encompassing family well-being, decisions, knowledge, and health. By questioning the reliance on numbers, advisors will encourage a comprehensive view of wealth that includes family dynamics and governance in wealth management.

Our case studies dissect the success stories of family offices, their clients and service providers.


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Our guides provide easy-to-use resources for various family office needs.

Our experts help wealth owners to use their capital to create the world they would like to live in.

simple family office
Who are we?

Simple is a next-generation company focused on helping family offices and their service providers to professionalize and be future-ready through our insights, services and data. Our platform members include key individuals from family offices, service providers as well as various industry professionals, academic institutions or interested parties.

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