Aleta

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

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

Masttro connects the entire wealth management ecosystem, providing a single source of trusted information for family offices to rely on.

DAPM - Dynamic Assets & Performance Monitoring SA

Clients face difficulty overseeing global assets across multiple banks and institutions, leading to a lack of transparency, control, and effective financial consolidation.

Eton Solutions

Eton's platform, AtlasFive, reimagines each intricate process of a family office into one integrated platform that optimizes efficiency, increases transparency, and maximizes accuracy.

MSCI

FundCount

FundCount is a unified accounting and investment analysis solution that improves operational efficiency and brings actionable intelligence to investment management professionals.

SumIt

SumIt provides easy-to-use family office technology where accountants can see all their entities in one place and effortlessly create consolidated reports.

Asseta

Asseta is the intelligent family office suite built to streamline operations, enhance transparency, and optimize investment visibility for FOs and HNWIs.

Fireblocks

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

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

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

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

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

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)

The Global Impact Investing Network (GIIN) is a leading international nonprofit dedicated to advancing and expanding impact investing globally.

Ethic

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

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

Concentric

Concentric partners with sector-defining founders to create new technologies that disrupt the status quo and solve the problems that matter.