Company Finder
Elysys 
Monaco
Consolidated Reporting
Elysys is a secure, scalable and integrated enterprise software for treasury and investment management professionals working under several regulatory and compliance frameworks.
Vauban by Carta
United Kingdom
Fund & External Asset Manager
Vauban from Carta is the easiest way to launch your VC investments via SPVs or VC Funds - all your back office is integrated into a single platform.
Landytech
United Kingdom
Portfolio Management
Landytech is a financial technology company empowering family offices to make informed investment decisions.
GreenLock
Switzerland
Technology provider
GreenLock is all-in-one platform to analyse, manage and monitor your investment fees and associated costs.
Aleta
Denmark
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.
Private Client Resources (PCR)
United States of America
Data Aggregation
PCR helps family offices achieve data independence by streamlining how their sensitive investment data is aggregated, managed and used in reporting and other operations.
Trustworthy
United States of America
Technology provider
Trustworthy partners with wealth and family offices to provide a digital vault to secure their clients' most sensitive information.
Atalaya
Spain
Data Aggregation
Atalaya empowers family offices with data and technology for wealth structuring.
eXeer by Point Group
United Kingdom
Data Aggregation
The eXeer platform places data at the centre of the family office. eXeer aggregates, analyses and visualises multiple sources of data to create a single source of investment truth.
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.
Way2B1
United States of America
Governance
Our mission is to enable Family Offices to better manage their complex life by providing a secure, private, and efficient operating environment that connects them with their ecosystem service providers and each other.
iVE.ONE
Germany
Digital asset trading technology
iVE.ONE provides a ready-to-use crypto trading platform for investment professionals to get exposure to cryptocurrencies.
Royalty Exchange
United States of America
Exchange
Royalty Exchange is the largest, most trusted, market for royalty investing. The company offers royalty assets from all forms of intellectual property and all investment sizes.
Nasdaq Asset Owner Solutions
United States of America
Portfolio Management
Nasdaq Asset Owner Solutions unites the most comprehensive institutional data from eVestment, with true multi-asset class portfolio analytics and services from Solovis.
SS&C Family Office Services
United States of America
Consolidated Reporting
SS&C Family Office Services eliminates cost, risk and time of integrating disparate systems, delivering solutions to single and multi-family offices for their complex needs.
SEI – Archway Platform℠
United States of America
Consolidated Reporting
SEI Archway Platform℠ and outsourced services streamline the accounting, investment data aggregation and reporting operations of family offices and financial institutions.
Asora
Ireland
Data Aggregation
Asora is a SAAS solution for single and multi-family offices to track and oversee assets, automating data capture and providing digital on demand reporting on web and mobile.
ANote Music
Luxembourg
Exchange
ANote Music offers diversified, scalable, and flexible music investment opportunities to preserve and grow your wealth.
Addepar
United States of America
Consolidated Reporting
Addepar is a leading wealth management technology platform for connecting data, technology and people to manage wealth and achieve multigenerational family objectives
Giving Place, Inc.
United States of America
Technology provider
Giving Place is the first-ever software solution for optimizing all forms of charitable giving for major donors and their families.
Private Wealth Systems
United States of America
Consolidated Reporting
Private Wealth Systems provides the digital infrastructure that powers modern family offices across the world.
BVNK
Spain
Custody Provider
BVNK is a banking and payments platform built on digital currecies, for the digital economy.
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.
Sensiba
United States of America
Accounting
Sensiba leverages best-in-class technology combined with family office services to create elegance out of complexity.
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.
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.
SoftLedger
United States of America
Accounting
Softledger provides cloud accounting software that empowers investment management firms to operate more efficiently and make smarter decisions.
KeeSystem
Switzerland
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.
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.
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.
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.
Black Diamond Wealth Platform
United States of America
Consolidated Reporting
SS&C’s Black Diamond® Wealth Platform offers family offices a fully-integrated cloud-native solution with customizable and robust household performance reporting, alternative data aggregation, and an immersive client portal.
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.
Etops
Switzerland
Consolidated Reporting
Etops is active along the entire value chain of wealth managers and family offices. This includes services, technology and consulting.
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.
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.
ClearMacro
United Kingdom
Portfolio Management
ClearMacro provides a lightweight, real-time investment decision-support SaaS that augments human decision-making to generate better investment outcomes and increase client trust.
Global Asset+ by Lombard Odier
Switzerland
Consolidated Reporting
Our Global Assets+ solution, catered to professional investors, private clients or family offices, is underpinned by a unique combination of operational capabilities, investment expertise, flexibility and cutting-edge multi-currency banking technology, designed and developed by Lombard Odier.
Overlay Capital
United States of America
Fund & External Asset Manager
Overlay Capital invests at the intersection of private markets and sustainability, offering investment products that span the spectrum from innovation to infrastructure.
Fincite
Germany
Portfolio Management
We empower family offices and their customers to make intelligent financial decisions.
SEB Bank
Sweden
Commercial Bank
Owned & controlled by the Swedish Wallenberg family since 1856, the bank has an operational presence throughout the Nordics, Baltics, UK and Germany as well other key family office locations such as Singapore and Hong Kong.
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.
Kepler
United Kingdom
Digital Assets & Currencies
Kepler is a turnkey Digital Asset Management Platform, providing clients direct market access or via B2B Whitelabel.
Orca
Switzerland
Governance
Meet Orca: The secure, intuitive way to store and share sensitive financial information and have productive discussion about wealth.
Canoe
United States of America
Data Aggregation
Automation of manual workflows related to alternative investment documents and data management, extraction and delivery.
Nines
New York City
Property managers
Discerning families and family offices use Nines as a centralized household manual and operating system to simplify managing properties, assets, vendors, staff, projects, and more.
Concentric
Denmark
Fund & External Asset Manager
Concetric partners with sector-defining founders to create new technologies that disrupt the status quo and solve the problems that matter.
Ledgex
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.
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.
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.
Performativ
Denmark
Portfolio Management
Providing family offices and their clients with a powerful, secure, affordable wealth management platform, that is fit for the future.
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.
Assure Wealth
Denmark
Data Aggregation
Assure Wealth is your independent reporting adviser and makes it easy to manage wealth.
PetakSys
Hungary
Technology provider
PetakSys is a digital transformation partner for single- and multi-family offices, asset & wealth managers providing cutting-edge technology solutions tailored to their needs.
Canopy
United States of America
Consolidated Reporting
Canopy, is a private & anonymous wealth account aggregation, portfolio analytics and client reporting platform for High Net-Worth Individuals and their Wealth Managers.
Wright Partners
Singapore
Fund & External Asset Manager
Wright Partners build risk-aligned, investable ventures with corporates and single family offices.
Centtrip
United Kingdom
Accounting
Founded to meet the demands of clients with complex, cross-border affairs, Centtrip supports family offices with a tailored, single solution for expense management and payments.
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.
Hemonto
Denmark
Consolidated Reporting
As an independent reporting advisor, we deliver state-of-the-art consolidated financial reporting with data you can trust as a strong basis for your financial decisions.
Sharpfin
Sweden
Consolidated Reporting
We digitize all processes for small to medium size wealth managers within a single cloud service
AgilLink
United States of America
Accounting
AgilLink provides secure bill pay and client accounting technology to firms that serve ultra-high-net-worth individuals, including family offices, business managers, and athletes.
Asset Vantage
United States of America
Consolidated Reporting
Performance Reporting & General Ledger on demand.
Eton Solutions
United States of America
Portfolio Management
Eton's platform, AtlasFive, reimagines each intricate process of a family office into one integrated platform that optimizes efficiency, increases transparency, and maximizes accuracy.
PandaConnect
Denmark
Consolidated Reporting
PandaConnect is a global full-scale investment administration solution servicing clients around the world covering all asset classes both bankable and non-bankable investments.
Abbove
Belgium
Consolidated Reporting
Abbove helps patrimonial advisors to serve their clients with a holistic and structured approach on their global wealth.
Arch
United States of America
Data Aggregation
Intuitive, digital investment admin that tracks data from all private investments in a single platform.
Anywhere Real Estate
United States of America
Realtors
Anywhere is the parent company of some of the world's leading real estate brokerage brands and service businesses.
GründerAtelier
Germany
Accelerator
GründerAtelier runs an impact accelerator with their partner Main Incubator GmbH across a range of topical areas from manufacturing and ICT to housing and education. They have a pan-European lens and are run in Germany.
Bambu
Singapore
Portfolio Management
Bambu is a B2B Fintech company that develops tech for financial institutions. Their platform helps users save and invest for their future. Bambu builds solutions that empower financial institutions with technology, intelligence, and insights.
Wealth Spectrum
India
Portfolio Management
WealthSpectrum is developed and owned by Applied Software Pvt. Ltd., a software product company focused on financial services industry.
FinFolio
United States of America
Portfolio Management
FinFolio makes portfolio management software for investment advisors and professional wealth managers.
LGT
Liechtenstein
Private Bank
LGT Group is one of the largest family-owned private banking and asset management groups in the world.
Asset Metrix
Germany
Consolidated Reporting
AssetMetrix is not an investor, an investment consultant, or a placement agent, but currently administers portfolios with a total volume of over €12 billion and more than 1500 funds.
eVestment
United States of America
Data Aggregation
eVestment is a global provider of institutional investment data intelligence and analytic solutions. eVestment delivers extensive data through robust, user-friendly products, with an unparalleled commitment to client service.
DBS
Singapore
Commercial Bank
DBS Bank Ltd is a Singaporean multinational banking and financial services corporation headquartered in Marina Bay, Singapore.
UBS
Switzerland
Private Bank
UBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland.
Diligent
United States of America
Portfolio Management
Diligent empower leaders to turn governance into a competitive advantage through unparalleled insight and highly secure, integrated SaaS applications.
Impak
Canada
Rating Agency
Impak is an impact assessment, and rating and tracking tool for investors aligned with the solutions standards created by the Impact Management Project and the UN’s Sustainable Development Goals.
Arabesque
United Kingdom
Data
Arabesque is a sustainability intelligence firm that joins ESG and AI to guide the creation of sustainable economic value. Their proprietary AI solutions packaged in a clean UX provide wealth management professionals with usable information to customise their priorities and portfolios.
Wealth Objects
United Kingdom
Data Aggregation
We help Wealth Managers, Investment firms, Banks, Insurance companies, Brokerages, and many others to launch modern digital investing and saving propositions, and to improve their existing platforms.
Maybank
Malaysia
Commercial Bank
Maybank is Malaysia's largest bank by market capitalisation and total assets and one of the largest banks in Southeast Asia, with total assets exceeding US$203 billion and having a net profit of US$1.98 billion for 2019.
ImpactAssets
United States of America
Data
Fireblocks is an all-in-one platform that helps its customers build their digital asset business. They operate as an infrastructure service provider for digital asset custody, transfer and settlement.
Ledger
Paris
Custody Provider
Fireblocks is an all-in-one platform that helps its customers build their digital asset business. They operate as an infrastructure service provider for digital asset custody, transfer and settlement.
BMO
Canada
Commercial Bank
Serving customers for 200 years and counting, BMO is a highly diversified financial services provider - the 8th largest bank, by assets, in North America.
Quintet
Switzerland
Private Bank
Quintet Private Bank, founded in 1949, is headquartered in Luxembourg with a presence in 50 European cities. Quintet has over 2,000 staff and €72.6 billion in assets under management and custody.
Signature Bank
New York City
Commercial Bank
Signature bank is a New York-based full-service commercial bank with 27 private client offices throughout the New York metropolitan area.
Wealth Wizards
United Kingdom
Consolidated Reporting
Wealth Wizards is the UK’s first online financial adviser.
Itaú Private Bank
Brazil
Commercial Bank
Banco Itaú Unibanco S.A. is a Brazilian publicly traded bank with headquarters in São Paulo, Brazil. The bank is the result of the merger of Banco Itaú and Unibanco, which occurred on November 4, 2008 to form It is the 10th largest bank in the world by market value.
CoinFLEX
Seychelles
Digital asset exchange platform
CoinFLEX (Coin Futures and Lending Exchange) is a physically delivered cryptocurrency future exchange, developed to provide avenues for investors to hedge cryptocurrency exposure with zero index or settlement manipulation risk.
Banca Generali
Italy
Private Bank
Italy's third-largest private bank by assets — now nearing €50 billion — and leading among banks with models focused solely on financial advisors.
Ruby
United States of America
Portfolio Management
RUBY brings to our clients an unparalleled ability to manage their wealth across all asset classes in a unified, real-time platform, tailored to the unique needs of each family.
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.
Nexo
London
Prime Brokerage
Nexo is an all-in-one platform where you can securely store your digital assets, as well as buy, exchange, and borrow against BTC, ETH and more.
Vontobel
Switzerland
Private Bank
Vontobel Holding AG is a leading Swiss private banking and investment management group headquartered in Zurich. Established in 1924, it has over 2,000 employees across 30 offices in 22 countries.
Wealthworks+
United Kingdom
Portfolio Management
WealthWorks+ gives you total control of how and where you access and manage your clients’ wealth
iPaladin
United States of America
Governance
iPaladin’s Digital Family Office is a blockchain platform to orchestrate people, services, documents and activity, as one source of truth, for the modern family office.
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.
Finlight
United Kingdom
Consolidated Reporting
We make investment reporting data easy to analyse and integrate with any tool.
Edmond de Rothschild
Switzerland
Private Bank
Edmond de Rothschild is a family owned, 250 year old investments house. They provide investment products and advice based on our in-house analysis of macroeconomic trends.
essensys
London
Investing technology
essensys provides mission-critical software to the global coworking industry that connects and delivers a comprehensive end-to-end solution that helps multi-site flexible workspace providers operate efficiently, deliver tech-driven workspaces, and offer a frictionless customer experience.
Vitec Aloc
Denmark
Portfolio Management
Fireblocks is an all-in-one platform that helps its customers build their digital asset business. They operate as an infrastructure service provider for digital asset custody, transfer and settlement.
Merrill
United States of America
Investment Bank
Merrill is an American investing and wealth management division of Bank of America. Along with BofA Securities, the investment banking arm, both firms engage in prime brokerage and broker-dealer activities
NYDIG
New York City
Custody Provider
NYDIG is a subsidiary of Stone Ridge, a holding company that has led the creation of forward-thinking firms across the worlds of technology and finance, including a $13B+ alternatives asset manager.
Privé
Hong Kong
Portfolio Management
With connective, quick, and straightforward modules, we are committed to providing WealthTech to clients with exceptional flexibility and ease—better solutions.
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.
Deutsche Bank
Germany
Commercial Bank
Deutsche Bank AG is a German multinational investment bank and financial services company headquartered in Frankfurt, Germany, and dual-listed on the Frankfurt Stock Exchange and the New York Stock Exchange.
Solovis
United States of America
Portfolio Management
Fireblocks is an all-in-one platform that helps its customers build their digital asset business. They operate as an infrastructure service provider for digital asset custody, transfer and settlement.
SVB Private
United States of America
Private Bank
Boston Private is a leading provider of integrated wealth management, trust and banking services to individuals, families, businesses and nonprofits.
Miles Software
United States of America
Portfolio Management
Miles Software, now an integral part of EbixCash was founded in 1999 with a vision to be a techno-business partner delivering excellence and value to financial services globally.
Knight Frank
United States of America
Realtors
Knight Frank is an independent, global real estate consultancy providing an integrated prime commercial and residential offering.
intelliflo portfolio
United States of America
Portfolio Management
Portfolio Pathway is a robust wealth management platform.
1fs Wealth
United Kingdom
Consolidated Reporting
We help family offices make smart and timely business decisions through efficient use of data and innovative technology
Elsen
United States of America
CRM
Elsen is the platform-as-a-service company that lets financial institutions harness their data.
Re-Leased
London
Property managers
Re-Leased is a mission-critical cloud-based commercial real estate management platform designed for landlords and property managers.
ThinkPlumb
United States of America
Accounting
ThinkPlumb provides an array of customised and effective software and accounting solutions.
China Alliance of Social Value Investment
China
Network
China Alliance of Social Value Investment (CASVI) consists of sixty institutional members focused on carbon neutrality, health and elderly care, accessibility and inclusion, fair education, inclusive finance, and intelligent manufacturing. CASVI is a complementary network to The Asian Venture Philanthropy Network (AVPN).
DiligenceVault
United States of America
Digital Due Diligence
DiligenceVault is a leading two-sided digital diligence platform which streamlines and automates the due diligence process between asset owners and their asset managers.
Sotheby's International Realty
United States of America
Realtors
Sotheby's International Realty is a real estate company that specialises in selling and buying houses and estate properties.
SideDrawer
Canada
Governance
SideDrawer develops an online life planning platform intended to organise and share personal and family information and important contacts related to banking, investing and estate.
Celo
United States of America
Digital asset trading technology
Celo is a mobile-first blockchain optimized for peer-to-peer payments using only a mobile number. An Ethereum-compatible technology capable of reaching global users at scale, Celo is turning crypto into usable money with a multi-asset system: a governance and staking asset (CELO) and a family of stablecoins (e.g., cUSD, cEUR).
Visible Capital
United Kingdom
Consolidated Reporting
VisibleCapital uses PSD2/Open Banking data to automate the collection of information required to onboard customers in the wealth sector.
CBRE Investment Management
New York City
Developers
CBRE delivers sustainable real assets solutions by harnessing extensive data and market insights to execute on all aspects of an investment’s lifecycle.
Patamar Capital
Indonesia
Impact Funds or Deal Platform
Patamar Capital focuses on early-stage technology companies in South East Asia from their base in Indonesia. A founding member of the GIIN, it focuses on innovative technology startups in the fields of financial services, SME digitization, education, healthcare, and agriculture.
Digital Shape Technologies
Canada
Portfolio Management
Established in 1999, Digital Shape Technologies Inc. provides Webfolio®, a fully integrated, multi-asset and real-time portfolio management software.
BitGo
United States of America
Custody Provider
BitGo empowers businesses to integrate digital currencies into their existing financial systems securely and at scale without ever taking custody of the asset.
Barclays
United Kingdom
Commercial Bank
Barclays is a British multinational investment bank and financial services company, headquartered in London, England. Apart from investment banking, Barclays is organised into four core businesses: personal banking, corporate banking, wealth management, and investment management.
BNP Paribas
France
Commercial Bank
BNP Paribas S.A. is a French international banking group. It is the world's 8th largest bank by total assets, and currently operates with a presence in 72 countries.
Simcorp Coric
Denmark
CRM
SimCorp provides integrated, best-in-class, multi-asset investment management solutions.
Jefferies
United States of America
Investment Bank
Jefferies Group LLC is an American multinational independent investment bank and financial services company that is headquartered in New York City.
Circle
United States of America
Digital asset trading technology
Circle is a global financial technology firm that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide.
MyVest
United States of America
Portfolio Management
MyVest builds enterprise wealth management technology for the digital age. Driven by a vision for client-centric advice, we empower firms to deliver personalized portfolios at scale.
Paxos
New York City
Custody Provider
Paxos, the parent company of the Bitcoin trading service itBit, is a financial technology company delivering blockchain solutions for global financial institutions.
Vitech
United States of America
Portfolio Management
Vitech’s solutions are built upon a solid foundation of systems engineering and architecture software combined with the experience of our professional services team.
Enfusion
United States of America
Portfolio Management
Fireblocks is an all-in-one platform that helps its customers build their digital asset business. They operate as an infrastructure service provider for digital asset custody, transfer and settlement.
Backstop Solutions
United States of America
Consolidated Reporting
Backstop Solutions offers the most robust investment management software, supporting the full investment lifecycle for single- and multifamily offices in one integrated platform.
Quantfolio
Norway
Consolidated Reporting
Quantfolio Asset Management is a technology driven challenger to the traditional asset management industry.
Sygnum Bank
Zurich
Custody Provider
Sygnum Bank is the world’s first regulated Digital Asset Bank and a digital asset specialist with global reach. With Sygnum Bank AG’s Swiss banking licence, as well as Sygnum Pte Ltd’s capital markets services (CMS) licence in Singapore.
WTax
United Kingdom
Technology provider
WTax online client portal gives clients real-time reporting, enabling comprehensive monitoring of each stage of the claims process.
Toniic
United States of America
Network
Toniic is a network of particular interest to family offices. It currently has around 500 members of HNWIs, family offices, and foundations. Its global reach is clear with members in more than twenty-five countries in North America, Europe, Asia, and a small representation in East Africa. Membership in Toniic provides access to its global community, investment opportunities, education, and support in measuring impact.
Silcube Software
Finland
Technology provider
Fireblocks is an all-in-one platform that helps its customers build their digital asset business. They operate as an infrastructure service provider for digital asset custody, transfer and settlement.
Triodos Investment Management
Netherlands
Impact Funds or Deal Platform
Triodos Investment Management, a subsidiary of Triodos Bank, has decades of experience in impact investing with over €6B AUM. They have offices in the Netherlands, Belgium, United Kingdom and Germany, and reach globally with their investments.
ING
Netherlands
Commercial Bank
The ING Group is a Dutch multinational banking and financial services corporation headquartered in Amsterdam. The three letters stand for "Internationale Nederlanden Groep".
HAYVN
United Arab Emirates
Custody Provider
HAYVN is a digital asset-focused financial Institution delivering payments, trading, custody, asset management and research to its global client base.
DiversyFund
United States of America
Investment platform
DiversyFund offers real estate investments where the platform is both the developer and sponsor, professionally managing every investment.
OWL Analytics
United States of America
Data
OWL Analytics is a data and index provider entirely focused on sustainability. Their approach to ESG deploys big data techniques to increase the data across a broader range of ESG parameters through a consensus model that optimises the objective.
Kraken
Remote first
Digital asset exchange platform
As one of the largest and oldest Bitcoin exchanges in the world, Kraken is consistently named one of the best places to buy and sell crypto online, thanks to their quality service, low fees, versatile funding options and rigorous security standards.
Integrated Portfolio Solutions
Australia
Portfolio Management
IPS offers a truly integrated portfolio administration solution through the incorporation of administration, reporting, SMSF, research, CRM functionality, and instruction management to give advisors, staff and clients a cohesive, branded, genuine fee-for-service solution.
BBH Private Bank & 1818
United States of America
Private Bank
Brown Brothers Harriman & Co. is the oldest and one of the largest private banks in the United States. In 1931, the merger of Brown Brothers & Co. and Harriman Brothers & Co. formed the current BBH.
In the media
