Family Office Reviews

Family Office Service Providers

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

Etops

Switzerland
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

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.

WealthArc

Switzerland
Consolidated Reporting

WealthArc is a digital wealth platform that helps wealth managers and family offices to drive workflow automation and client satisfaction.

copia

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.

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

CORYX

Germany
Portfolio Management

With CORYX iO, we offer Single and Multi-Family Offices, Asset & Wealth Managers, Fonds, Foundations and Banks an investment management platform tailored to their needs.

Bill.com Logo

Bill.com

United States of America
Accounting

Bill.com 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

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.

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Sharpfin

Sweden
Consolidated Reporting

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

bvnk

BVNK

Spain
Custody Provider

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

bitcashier

Bitcashier

Lithuania
Digital asset exchange platform

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

bitcoin reserve

Bitcoin reserve

Estonia
Prime Brokerage

Created for both serious beginners and investors, the Bitcoin Reserve platform provides a user-friendly bitcoin buying experience in Europe.

Goldman Sachs, US family office private bank

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

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, Swiss family office private bank

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.

Sopact Logo

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.

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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. 

the upright project

The Upright Project

Finland
Data

Upright is an innovative fintech that has distinct offerings for investors, companies, public sector, employees, and consumers that quantify impact to enable better decision making.

Our network of leading experts provide us with fresh perspectives on the family office industry.

food security

Investing in food security: An alternative approach to impact

Impact Strategy

In response to the climate and social crisis, the UN established a set of sustainable development challenges to be addressed by 2030. We explore alternative ways to contribute to the 2nd SDG, which aims to ensure food security, improve nutrition and promote sustainable agriculture.

investing in bitcoin infrastructure

Making the investment case for bitcoin infrastructure

Venture Capital

Bitcoin is not just a cryptocurrency – it’s a transformative technology with the potential to rearchitect the world’s monetary systems. Realising this potential requires significant investment in bitcoin infrastructure, creating a high-impact and lucrative opportunity for family offices looking to make substantive first steps into the crypto world.

women in impact investing

Why women in impact investing can change the world

Foresight

Today, women are still less inclined than men to invest. This gender inequality in finance is a global problem that limits not only women's financial opportunities but also their potential to influence a better future for the planet.

bitcoin for family offices

Cryptocurrency's rise in family office investment considerations

Investments

The meteoric rise of digital assets, and Bitcoin in particular, is undeniable. But what role can this cryptocurrency play in a family office portfolio?

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

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We also profile success stories between family offices and their providers. Do you think you have a case worth sharing?

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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.

Who are we?

Simple is a next-generation company focussed 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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