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.
ORCA
Switzerland
Governance
Meet ORCA: The secure, intuitive way to store and share sensitive financial information and have productive discussion about wealth.
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.
ORCA
Switzerland
Governance
Meet ORCA: The secure, intuitive way to store and share sensitive financial information and have productive discussion about wealth.
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.
PassportCard
Germany
Health & Wellness Concierge
PassportCard offers comprehensive health insurance solutions for expats worldwide with no out-of-pocket payments for medical costs!
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.
Private Medical
United States of America
Health & Wellness Concierge
Private Medical is a dedicated and passionate group of physicians who bring humanity, science and a global network to the art of medicine - pioneering the field of private medicine for over twenty years.
PassportCard
Germany
Health & Wellness Concierge
PassportCard offers comprehensive health insurance solutions for expats worldwide with no out-of-pocket payments for medical costs!
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.
Private Medical
United States of America
Health & Wellness Concierge
Private Medical is a dedicated and passionate group of physicians who bring humanity, science and a global network to the art of medicine - pioneering the field of private medicine for over twenty years.
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.
Swimbird
Sweden
Consolidated Reporting
The Swimbird Platform SWIP is a modern portfolio management solution, which gives the client a holistic view of their total portfolio - everything in one place.
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.
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.
Swimbird
Sweden
Consolidated Reporting
The Swimbird Platform SWIP is a modern portfolio management solution, which gives the client a holistic view of their total portfolio - everything in one place.
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.
Asset Vantage
United States of America
Consolidated Reporting
Performance Reporting & General Ledger on demand.
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.
Northern Trust Family Office Technology
United States of America
Consolidated Reporting
Northern Trust is a preeminent global financial institution that provides asset servicing, investment management and wealth management services for institutions, high-net-worth individuals and families.
Asset Vantage
United States of America
Consolidated Reporting
Performance Reporting & General Ledger on demand.
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.
Northern Trust Family Office Technology
United States of America
Consolidated Reporting
Northern Trust is a preeminent global financial institution that provides asset servicing, investment management and wealth management services for institutions, high-net-worth individuals and families.
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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