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Results: 289

Addepar Addepar

United States of America
Consolidated Reporting, CRM, Data Aggregation, Governance, Impact & ESG, Portfolio Management

Addepar is a leading wealth management technology platform for connecting data, technology and people to manage wealth and achieve multigenerational family objectives

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

Arch Arch

United States of America
Consolidated Reporting, Data Aggregation

Intuitive, digital investment admin that tracks data from all private investments in a single platform.

Digital ExcellenceTransparency Reporting

Concentric 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.

Fund

Private Wealth Systems Private Wealth Systems

United States of America
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Impact & ESG, Portfolio Management, Risk Management

Private Wealth Systems provides the digital infrastructure that powers modern family offices across the world.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

Etops Etops

Switzerland
Compliance, Consolidated Reporting, CRM, Data Aggregation, Impact & ESG, Portfolio Management, Risk Management

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

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

SEB Bank 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.

DiversityTransparency Asset ManagementCorporate FinanceInternational BankingRetail BankingWealth Management

Summitas Summitas

United States of America
Client Portal, Engagement Platform, Portfolio Management, Technology provider

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

Ability to WhitelabelMobile AppOther Services CommunicationManagement

STP Invesment Services STP Invesment Services

United States of America
Accounting, Consolidated Reporting, Data Aggregation, Portfolio & Cost Analysis, Portfolio Management, Technology provider

We provide a true partnership with Family Offices and Wealth Management Firms needing to communicate a clear, well organized and professional story to each of their clients.

Ability to WhitelabelCustom Development ServiceCustom ReportsDigital ExcellenceFull Multi-Currency SupportProven AgilityTransparencyVisionary Purpose

eXeer by Point Group eXeer by Point Group

United Kingdom
Consolidated Reporting, Data Aggregation, Foundation, Technology provider

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.

Ability to WhitelabelCustom Development ServiceCustom ReportsDigital ExcellenceFull Multi-Currency SupportProven Agility

Black Diamond Wealth Platform Black Diamond Wealth Platform

United States of America
Accounting, Client Portal, Compliance, Consolidated Reporting, Data Aggregation, Portfolio Management, Trading

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.

Ability to WhitelabelCustom Development ServiceCustom ReportsMobile App

Giving Place, Inc. Giving Place, Inc.

United States of America
Compliance, Consolidated Reporting, CRM, Data Aggregation, Digital Due Diligence, Governance, Impact & ESG, Risk Management, Technology provider

Giving Place is the first-ever software solution for optimizing all forms of charitable giving for major donors and their families.

Custom ReportsOther ServicesTransparencyVisionary Purpose AdvisoryAsset ManagementCorporate FinanceFundGovernanceManagementNon-Financial AdvisoryReportingResearch

Wright Partners Wright Partners

Singapore
Fund & External Asset Manager

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

Eton Solutions Eton Solutions

United States of America
Compliance, Consolidated Reporting, CRM, Data Aggregation, Governance, Portfolio Management, Risk 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.

Ability to WhitelabelCustom Development ServiceCustom ReportsMobile AppOther Services

Performativ Performativ

Denmark
Advisors, Asset managers, Consolidated Reporting, Data Aggregation, Portfolio Management, Risk Management, Technology provider

Providing family offices and their clients with a powerful, secure, affordable wealth management platform, that is fit for the future.

Ability to WhitelabelBanking ProvidersFull Multi-Currency SupportMobile App

Fireblocks Fireblocks

United States of America
Custody Provider, Digital Assets & Currencies

Fireblocks is an enterprise-grade platform delivering secure infrastructure for moving, storing, and issuing digital assets for funds, family offices, banks and web3 businesses.

Other Services Asset ManagementGovernance

Sensiba Sensiba

United States of America
Accounting, Consolidated Reporting

Sensiba leverages best-in-class technology combined with family office services to create elegance out of complexity.

Custom Development ServiceCustom ReportsDigital ExcellenceVisionary Purpose AdvisoryCorporate FinanceInternational FinanceManagementReportingWealth Management

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.

Apliqo Apliqo

Switzerland
Data Aggregation, Portfolio Management

Improve your transparency in Private Markets investments.

Consolidated ViewTransparency

WIZE by TeamWork WIZE by TeamWork

Switzerland
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Governance, Portfolio Management, Risk Management, Trading

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.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

Asora Asora

Ireland
Consolidated Reporting, Data, Data Aggregation, Governance, Portfolio Management

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.

Ability to WhitelabelDigital ExcellenceFull Multi-Currency SupportMobile AppProven AgilityVisionary Purpose

Assure Wealth Assure Wealth

Denmark
Accounting, Consolidated Reporting, Data Aggregation, Impact & ESG, Risk Management

Assure Wealth is your independent reporting adviser and makes it easy to manage wealth.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

iVE.ONE iVE.ONE

Germany
Crypto & Blockchain Fund Manager, Digital asset exchange platform, Digital asset trading technology, Digital Assets & Currencies, Portfolio Management

iVE.ONE provides a ready-to-use crypto trading platform for investment professionals to get exposure to cryptocurrencies.

Ability to WhitelabelCustom ReportsDigital ExcellenceTransparencyVisionary Purpose

Asset Vantage Asset Vantage

United States of America
Accounting, Consolidated Reporting, Data Aggregation, Portfolio Management

Performance Reporting & General Ledger on demand.

Ability to WhitelabelFull Multi-Currency SupportMobile App

Altoo Altoo

Switzerland
Consolidated Reporting, Data Aggregation, Governance, Risk Management

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.

Ability to WhitelabelCustom ReportsFull Multi-Currency SupportMobile App

BILL BILL

United States of America
Accounting, Consolidated Reporting, Data Aggregation

BILL 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.

Nines Nines

New York City
CRM, Data, Data Aggregation, Media, Property managers, Real estate, Real-estate related ventures, Realtors

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.

Custom Development ServiceMobile App ManagementReal Estate

WealthArc WealthArc

Switzerland
Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management, Trading

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

Custom ReportsFull Multi-Currency Support

Way2B1 Way2B1

United States of America
Accounting, Governance, Impact & ESG, Real estate

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.

Mobile App

Canoe Canoe

United States of America
Data, Data Aggregation, Technology provider

Automation of manual workflows related to alternative investment documents and data management, extraction and delivery.

Digital ExcellenceTransparency

Masttro Masttro

United States of America
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Governance, Portfolio Management, Risk Management

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

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

Atalaya Atalaya

Spain
Data Aggregation, Governance, Portfolio Management, Real estate

Atalaya empowers family offices with data and technology for wealth structuring.

Ability to Whitelabel

Swimbird Swimbird

Sweden
Consolidated Reporting, Data Aggregation, Portfolio Management

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.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency Support

Private Medical Private Medical

United States of America
Health & Wellness Concierge, Lifestyle & 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.

Other Services

MyFO MyFO

Canada
Consolidated Reporting, Data Aggregation, Investing technology, Portfolio Management, Technology provider

The most advanced family office experience which merges efficiency and advanced AI to bring family office services to your fingertips.

AI PoweredConsolidated ViewDigital ExcellenceProven AgilityTransparency

Benaiah Capital Benaiah Capital

United States of America
Crypto & Blockchain Fund Manager, 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.

FundWealth Management

Northern Trust Family Office Technology Northern Trust Family Office Technology

United States of America
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Governance, Portfolio Management, Risk Management, Trading

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.

Ability to WhitelabelCustom Development ServiceCustom ReportsMobile AppOther Services

SS&C Family Office Services SS&C Family Office Services

United States of America
Accounting, Client Portal, Consolidated Reporting, Data Aggregation, Governance, Portfolio Management

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.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency Support

Hemonto Hemonto

Denmark
Accounting, Consolidated Reporting, Data Aggregation, Governance, Impact & ESG, Portfolio Management, Risk Management

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.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

Aleta Aleta

Denmark
Accounting, Compliance, Consolidated Reporting, Data, Data Aggregation, Governance, Impact & ESG, Portfolio Management, Risk Management

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.

Asset ManagementReportingWealth Management

PandaConnect PandaConnect

Denmark
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Governance, Portfolio Management, Risk Management

PandaConnect is a global full-scale investment administration solution servicing clients around the world covering all asset classes both bankable and non-bankable investments.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

Nasdaq for Family Offices Nasdaq for Family Offices

United States of America
Consolidated Reporting, Data Aggregation, Digital Due Diligence, Impact & ESG, Portfolio & Cost Analysis, Portfolio Management, Risk Management

Nasdaq Asset Owner Solutions unites the most comprehensive institutional data from eVestment, with true multi-asset class portfolio analytics and services from Solovis.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

PetakSys PetakSys

Hungary
Accounting, Asset managers, Banking Providers, CRM, Data, Developers, Portfolio Management, 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.

Ability to WhitelabelBanking ProvidersCustom Development ServiceCustom ReportsDigital ExcellenceDiversityFull Multi-Currency SupportVisionary Purpose

Ledgex Ledgex

United States of America
Data Aggregation, Portfolio Management, Technology provider

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

Ability to WhitelabelCustom Development ServiceCustom Reports FundReal EstateReporting

Elysys Elysys

Monaco
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management

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

Custom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

FundCount FundCount

United States of America
Accounting, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management

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

Custom Development ServiceCustom ReportsFull Multi-Currency Support

Carta Carta

United Kingdom
Fund & External Asset Manager, Investment platform, Technology provider

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.

Banking ProvidersFull Multi-Currency SupportMobile App

Overlay Capital 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.

Fund

Landytech Landytech

United Kingdom
Consolidated Reporting, Data Aggregation, Portfolio Management, Risk Management

Landytech is a financial technology company empowering family offices to make informed investment decisions.

Ability to WhitelabelCustom ReportsFull Multi-Currency Support

KeeSystem KeeSystem

Switzerland
Asset managers, Client Portal, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management

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

Ability to WhitelabelBanking ProvidersCustom Development ServiceDigital ExcellenceFull Multi-Currency SupportMobile AppProven AgilitySustainabilityTransparencyVisionary Purpose

Trustworthy 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.

Digital ExcellenceMobile AppTransparencyVisionary Purpose

Copia Wealth Studios Copia Wealth Studios

United States of America
Consolidated Reporting, Data Aggregation, Portfolio Management

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

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

SEI – Archway Platform℠ SEI – Archway Platform℠

United States of America
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Portfolio Management

SEI Archway Platform℠ and outsourced services streamline the accounting, investment data aggregation and reporting operations of family offices and financial institutions.

Ability to WhitelabelFull Multi-Currency SupportMobile App

ClearMacro ClearMacro

United Kingdom
Data Aggregation, Investing technology, Portfolio Management, Risk 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.

Ability to WhitelabelFull Multi-Currency SupportTransparencyVisionary Purpose

Kepler Kepler

United Kingdom
Advisors, Asset managers, Crypto & Blockchain Fund Manager, Digital asset exchange platform, Digital asset trading technology, Digital Assets & Currencies, Portfolio Management, Trading

Kepler is a turnkey Digital Asset Management Platform, providing clients direct market access or via B2B Whitelabel.

Ability to WhitelabelBanking ProvidersCustom Development ServiceCustom ReportsDigital ExcellenceFull Multi-Currency SupportMobile AppTransparency

Impact Partners Impact Partners

France
Impact & ESG, 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.

Asset ManagementCommunication

Ethic Ethic

United States of America
Consolidated Reporting, Data Aggregation, Fund & External Asset Manager, Impact & ESG, Portfolio Management, Reporting, Technology provider

Ethic works with families and wealth advisors to create custom equity portfolios that can be tailored to unique values, tax preferences, and financial goals.

Ability to WhitelabelCustom Reports AdvisoryAsset ManagementManagementMeasurementReportingResearch

Clarity AI Clarity AI

United States of America
Compliance, Data, Impact & ESG, Portfolio Management, Risk Management

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

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services ManagementMeasurementReportingResearch

Orca Orca

Switzerland
Compliance, Consolidated Reporting, Data Aggregation, Governance

Meet Orca: The secure, intuitive way to store and share sensitive financial information and have productive discussion about wealth.

Ability to Whitelabel

Canopy Canopy

United States of America
Accounting, Consolidated Reporting, Portfolio Management

Canopy, is a private & anonymous wealth account aggregation, portfolio analytics and client reporting platform for High Net-Worth Individuals and their Wealth Managers.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency Support

Affinity Affinity

United States of America
CRM, Technology provider

The relationship intelligence platform for dealmakers.

Custom ReportsMobile App

Advisor 360

United States of America
Consolidated Reporting, CRM, Portfolio Management

Advisor360° is a leading innovator for the wealth management industry, delivering a deeply integrated SaaS platform.

WTax

United Kingdom
Technology provider

WTax online client portal gives clients real-time reporting, enabling comprehensive monitoring of each stage of the claims process.

+impact (by Danske Bank)

Denmark
Accelerator, Impact & ESG

+impact is a free platform connecting startups with investors, propelling positive impact in the Nordics. +impact focuses on Nordic startups working to tackle societal challenges within the Sustainable Development Goals (SDGs).

FundFundraisingNon-Financial AdvisoryTraining

Thirty Capital

United States of America
Real estate

Thirty Capital is the leading commercial real estate portfolio of companies focused on delivering value to customers through technology-driven, practical solutions.

IMPACT Accelerator

Spain
Accelerator, Impact & ESG

IMPACT accelerator partners with large corporations and organisations like UNICEF to tackle challenges around issues such as inclusive mobility and social impact. It has successfully propelled a long list of global startups to the next level of growth and impact.

AdvisoryCommunicationFundFundraisingTraining

Mousse Partners

New York City
Fund & External Asset Manager

Mousse Partners is a private investment focusing on making long-term investments in high-growth companies across a range of industries.

Trusted Family

Belgium
Governance

Trusted Family is an award-winning technology platform serving the world’s leading family businesses with a single, secure and centralized governance platform.

Ability to WhitelabelCustom ReportsMobile AppOther Services

Triodos Bank

Netherlands
Banking Providers

Triodos Bank is a world leader in sustainable banking based in the Netherlands. Focusing on the environment, culture, and social impact maintains its independence and mission focus.

Investment BankingManagementReporting

ThinkPlumb

United States of America
Accounting

ThinkPlumb provides an array of customised and effective software and accounting solutions.

Re-Leased

London
Property managers, Real estate

Re-Leased is a mission-critical cloud-based commercial real estate management platform designed for landlords and property managers.

Real Estate

Toniic

United States of America
Impact & ESG, 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.

AdvisoryManagementReportingResearch

KORE Technologies

Switzerland
Custody Provider, Digital Assets & Currencies

KORE Technologies integrates customers' large-scale systems with its extensive experience and Hyper Protect infrastructure.

Cascade

Luxembourg
Governance

Cascade is a software company that provides administrative, compliance, audit, and governance solutions.

Profile Software

Greece
Consolidated Reporting, Portfolio Management

Profile Software is a world-class Financial Software provider of Mission Critical solutions for the modern Banking, FinTech and Investment Management Industries.

Signature Bank

New York City
Banking Providers, Commercial Bank

Signature bank is a New York-based full-service commercial bank with 27 private client offices throughout the New York metropolitan area.

Hatcher - VAAST™ Platform

Singapore
Consolidated Reporting, Data Aggregation, Portfolio Management

Hatcher+ is a venture-as-a-service company that leverages deep learning, process automation, and global partnerships to enable scalable portfolios and index-style investor returns.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

dployai

Consolidated Reporting, CRM, Portfolio Management

DployAI was born out of a clear mission - to usher traditional family offices into the digital age. Harnessing the potential of AI, they developed a suite of services to revolutionize financial management. Their team, a mix of industry veterans and tech enthusiasts, is committed to helping family offices enhance risk management, efficiency, and growth through AI.

Cobalt

United States of America
Technology provider

Cobalt’s crowdsourced SaaS pen test platform delivers actionable results that empower agile teams to pinpoint, track, and remediate software vulnerabilities.

JP Morgan

United States of America
Investment Bank

JPMorgan Chase & Co. is an American multinational investment bank and financial services holding company headquartered in New York City. JPMorgan Chase is ranked by S&P Global as the largest bank in the United States and the 5th largest bank in the world by total assets, with total assets of US$3.213 trillion

Asset ManagementCorporate BankingInvestment BankingTreasury

iPaladin

United States of America
Compliance, CRM, Governance, Risk Management

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.

Ability to WhitelabelCustom Development ServiceCustom ReportsOther Services

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.

Management

LGT

Liechtenstein
Private Bank

LGT Group is one of the largest family-owned private banking and asset management groups in the world.

Asset ManagementWealth Management

Lombard Odier

Switzerland
Banking Providers, 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.

Banking ProvidersDigital ExcellenceSustainabilityVisionary Purpose Asset ManagementWealth Management

Blanco

Netherlands
Asset managers

Blanco provides a comprehensive wealth management platform that comprises two products. The KYC & Compliance Suite streamlines the complex KYC process. In addition, the Investment Suite was developed by the team's extensive knowledge of the asset management sector.

Entole

United States of America
Compliance, Governance

Entole is a modular command centre that centralises and simplifies all private capital functions.

CommunicationGovernanceReporting

DiligenceVault

United States of America
CRM, Data Aggregation, Digital Due Diligence, Portfolio Management, Risk Management

DiligenceVault is a leading two-sided digital diligence platform which streamlines and automates the due diligence process between asset owners and their asset managers.

Custom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

SoftLedger

United States of America
Accounting, Consolidated Reporting, Data, Data Aggregation, Institutional Investor, Portfolio Management

Softledger provides cloud accounting software that empowers investment management firms to operate more efficiently and make smarter decisions.

Ability to WhitelabelBanking ProvidersCustom Development ServiceCustom ReportsFull Multi-Currency SupportProven AgilityTransparency

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.

International BankingInternational FinanceWealth Management

PEG Companies

United States of America
Real estate

PEG is a vertically integrated real estate investment firm focused on opportunistic and value-added opportunities in the Mountain West and the United States.

FutureVault

Canada
Governance

FutureVault is a digital vault and secure document exchange solution helping institutions and firms digitise their business, transform document handling, and improve the digital client experience.

FA Solutions

Finland
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Governance, Impact & ESG, Portfolio Management, Risk Management, Trading

FA Platform is a cutting-edge software platform as a service for running your entire Investment Management business in one platform at any time, anywhere and on any device.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

IQ-EQ - Cosmos

Luxembourg
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Impact & ESG, Portfolio Management

IQ-EQ provides an end-to-end bespoke portfolio monitoring solution to institutional and private wealth investors focusing on alternative and luxury assets.

Ability to WhitelabelCustom Development ServiceCustom ReportsMobile App

AdvisorEngine

United States of America
Advisors

AdvisorEngine builds powerful and intuitive technology for financial advisors. Our team is made up of enterprise technologists, data scientists, designers, futurists, business builders and former financial advisors.

Danske Bank

Denmark
Commercial Bank

Danske Bank is headquartered in Copenhagen and operational throughout the Nordics and Northern Ireland serving personal as well as business and institutional customers in these markets. The largest shareholder is A.P. Moller Holding connected to the Maersk family.

Asset ManagementCorporate BankingRetail BankingWealth Management

Finartis

Switzerland
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management

FINARTIS provides the most comprehensive Family Office administration solution. It offers a unique level of automation of investments from decision-making to financial statements.

Ability to WhitelabelCustom Development ServiceFull Multi-Currency SupportMobile App

AppFolio

United States of America
Property managers, Real estate

Appfolio is an innovative cloud-based solution to enable property management businesses to digitally transform their business.

Real Estate

Celo

United States of America
Digital asset trading technology, Digital Assets & Currencies

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).

Circle

United States of America
Digital asset trading technology, Digital Assets & Currencies

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.

Coutts

United Kingdom
Private Bank

Coutts & Co. is a private bank and wealth manager. Founded in 1692, it is the eighth oldest bank in the world. Today, Coutts forms part of NatWest Group's wealth management division.

Digital Excellence Retail BankingWealth Management

METACO

Switzerland
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.

RSM Family Office Dashboard

United States of America
Accounting, Consolidated Reporting, Data Aggregation, Portfolio Management, Risk Management

RSM's family office dashboard provides families with a personal, holistic and integrated view with unparalleled access to their data. By leveraging cutting edge technology and dynamic industry-leading advisors, clients receive unrivaled insights and value. The dashboard keeps our clients equipped and informed by consolidating key issues, information and needs, including tax; complex partnership tiering and allocation; collection of liquid and illiquid financial assets; outsourced CFO capability; managed IT; cybersecurity and thought leadership.

Ability to WhitelabelCustom ReportsFull Multi-Currency SupportOther Services

The Upright Project

Finland
Data, Impact & ESG, Rating Agency

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.

CommunicationCorporate FinanceGovernanceManagementTraining

Venn by Two Sigma

United States of America
Consolidated Reporting, Portfolio Management, Technology provider

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

Ability to WhitelabelCustom ReportsTransparency

Finlight

United Kingdom
Consolidated Reporting, Data Aggregation, Portfolio Management, Risk Management, Trading

We make investment reporting data easy to analyse and integrate with any tool.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

Royal Bank of Canada

Canada
Commercial Bank

Royal Bank of Canada (RBC) is Canada’s largest bank and one of the largest in the world based on market capitalization. RBC provides personal and commercial banking; private banking; investment management; insurance; investor services; capital markets, investment banking and trading; trust; and family office support.

Corporate FinanceInvestment BankingRetail BankingTreasuryWealth Management

FinFolio

United States of America
Compliance, Consolidated Reporting, CRM, Portfolio Management

FinFolio makes portfolio management software for investment advisors and professional wealth managers.

Voly Group

United Kingdom
Accounting, Consolidated Reporting

Voly offers an accounting software solution to family offices to help them manage valuable assets, including yachts, property, aircraft, fine art, and bloodstock, such as thoroughbred horses.

RealPage

United States of America
Property managers, Real estate

RealPage is a global provider of software and data analytics to the real estate industry. Clients use the platform to improve operating performance and increase capital returns.

Real Estate

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.

Cushman & Wakefield

United States of America
Real estate, Realtors

Cushman & Wakefield is a global real estate services firm that delivers value for real estate occupiers and owners.

essensys

London
Investing technology, Real estate

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.

Diligend

United States of America
CRM, Data Aggregation, Digital Due Diligence, Governance, Impact & ESG, Risk Management

Streamlining fund due diligence and monitoring processes through digitization and automation. Structuring and centralising data. Facilitating analysis. Enabling collaboration.

Ability to WhitelabelMobile App

Innovest Advisory

Channel Islands
Advisors, Impact & ESG

Innovest Advisory is an impact investment advisory firm which supports public and private stakeholders in the creation and scaling of sustainable market-based solutions to global challenges.

AdvisoryManagementMeasurementReporting

RIDDLE&CODE

Austria
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.

Revere

United States of America
Investment platform

Revere provides venture capital data and portfolio management solutions to asset allocators.

Matter

Denmark
Data, Rating Agency

Matter provides ethical investing services for large asset holders across a spectrum of requirements. Starting at exclusionary categories such as fossil fuels, weapons, or tobacco and extending to tools to analyse investments in green energy, health care, and direct investments in green infrastructure, sustainable forestry, and energy-efficient buildings.

AdvisoryReportingResearch

8topuz

United Arab Emirates
Trading

8topuz Wealth Fintech is an award-winning artificial intelligence and machine learning provider, based in Cyprus and in the UAE, offering automated and audited investment solutions

Ability to WhitelabelCustom Development ServiceMobile App

LP Analyst

United States of America
Technology provider

LP Analyst is the source for independent advisory and analysis solutions for the private equity investment community.

Nexo

London
Digital Assets & Currencies, 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.

Pictet

Switzerland
Private Bank

Pictet is a Swiss multinational private bank and financial services company founded in Switzerland. Headquartered in Geneva, it is one of the largest Swiss banks and primarily offers services in wealth management, asset management and asset servicing, to private clients and institutions.

Asset ManagementInvestment BankingWealth Management

REYL & Cie

Switzerland
Private Bank

REYL & Cie Ltd is licensed as a bank in Switzerland and forms part of REYL Group. Founded in 1973, the REYL Group is an independent diversified banking group with offices in Switzerland, Europe and the rest of the world

Asset ManagementWealth Management

UBS

Switzerland
Private Bank

UBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland.

Visionary Purpose Asset ManagementCorporate FinanceInternational BankingWealth Management

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.

Visionary Purpose Asset ManagementCorporate FinanceReal EstateTreasuryWealth Management

Copper.co

London
Custody Provider, Digital Assets & Currencies, Prime Brokerage

Copper is transforming how institutional investors engage with digital assets, providing market-leading infrastructure in addition to custody, trading and prime brokerage solutions.

Abbove

Belgium
Consolidated Reporting, Data Aggregation

Abbove helps patrimonial advisors to serve their clients with a holistic and structured approach on their global wealth.

Ability to WhitelabelCustom ReportsOther Services

Backstop Solutions

United States of America
Accounting, Consolidated Reporting, CRM, Portfolio Management

Backstop Solutions offers the most robust investment management software, supporting the full investment lifecycle for single- and multifamily offices in one integrated platform.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

Unicredit

Italy
Commercial Bank

UniCredit is a simple successful pan-European Commercial Bank, with a fully plugged in CIB, delivering a unique Western, Central and Eastern European network to its extensive client franchise.

Sustainability Corporate BankingInvestment BankingRetail BankingWealth Management

Ellevest

United States of America
Investment platform

Ellevest is a financial management platform created by women to cater to women. Apart from serving individuals, the platform also works with families and organisations to understand their goals and values. It then creates a customised portfolio and holistic investment strategy that is tax-optimised.

Citi

United States of America
Private Bank

The Citi Private Capital Group is dedicated to serving clients who are represented by private investment companies, family offices, and family-owned businesses.

Visionary Purpose International BankingInvestment BankingRetail BankingWealth Management

ATA Risk Station

United States of America
Portfolio Management, Risk Management

ATA Risk Station offers the right balance of comprehensive functionality, ease of use, market coverage and intuitive reporting at a reasonable cost.

ABN Amro MeesPierson

Netherlands
Investment Bank

ABN AMRO is a Dutch bank for retail, corporate and private banking clients. Their focus is on Northwest Europe and hold several top positions in private banking.

Corporate BankingRetail BankingTreasuryWealth Management

GründerAtelier

Germany
Accelerator, Impact & ESG

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.

AdvisoryFundraisingManagementTraining

The ImPact

United States of America
Data, Impact & ESG, Rating Agency

The ImPact is an impact investing network of family offices. Since its inception in 2016, it has grown to over seventy families from around the world that share the goal of aligning their assets with their values. The ImPact focuses on social and environmental investments. It works by facilitating relationships, providing educational opportunities for member families, hosting events, and sharing investments.

AdvisoryCommunicationManagementMeasurementResearchTraining

ANZ Bank

Australia
Commercial Bank

ANZ Bank, headquartered in Melbourne is one of the top 4 Australian commercial banks and holds the dominant market share as the main bank to Australian Family Offices with 15 years of deep specialisation within the Family Office market.

Corporate FinanceRetail Banking

Gemini

New York City
Custody Provider, Digital Assets & Currencies

Gemini Trust Company, LLC is a next-generation cryptocurrency exchange and custodian that allows customers to buy, sell, and store digital assets such as Bitcoin and Ether.

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.

Asset ManagementCorporate BankingInvestment BankingWealth Management

Alex Brown

United States of America
Investment Bank

Alex Brown is a diversified financial services company engaged primarily in financial planning, wealth management, investment banking and other banking services through its parent company Raymond James.

Investment BankingWealth Management

Wealth Spectrum

India
Consolidated Reporting, Portfolio Management

WealthSpectrum is developed and owned by Applied Software Pvt. Ltd., a software product company focused on financial services industry.

Bitcashier

Lithuania
Custody Provider, Digital asset exchange platform

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

Jay Solutions

Switzerland
Consolidated Reporting, Portfolio Management

Jay Solutions is on a mission to transform the management of wealth for individuals and businesses alike. Its cutting-edge solution seamlessly integrates a wide range of financial data and consolidates it into a unified, user-friendly format.

Realized Holdings

United States of America
Real estate

Realized is an end-to-end platform that helps clients exchange 1031 eligible properties for diversified portfolios of tax-efficient property interests customised to your shifting income goals, risk appetite, and investment objectives across generations.

SEBA Bank AG

Switzerland
Custody Provider, Digital Assets & Currencies

SEBA Bank AG is a crypto banking service provider. It offers transaction banking services for crypto and fiat accounts; custody services, including military-grade secure storage of crypto assets; trading and liquidity management services for crypto assets and fiat currency; and asset and investment management services for crypto and traditional equity products.

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.

Aspen Network of Development Entrepreneurs

United States of America
Accelerator, Impact & ESG

FundraisingNon-Financial AdvisoryTraining

Visible Capital

United Kingdom
Consolidated Reporting, Data Aggregation

VisibleCapital uses PSD2/Open Banking data to automate the collection of information required to onboard customers in the wealth sector.

Arabesque

United Kingdom
Data, Impact & ESG

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.

AdvisoryMeasurementReportingResearch

Ruby

United States of America
Compliance, Consolidated Reporting, Data Aggregation, Impact & ESG, Portfolio Management, Risk Management, Trading

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.

Custom Development ServiceCustom ReportsFull Multi-Currency Support

Propine

Singapore
Custody Provider, Digital asset exchange platform, Digital asset trading technology

Propine is a licensed digital asset custodian headquartered in Singapore. The company is transforming how digital assets are stored and traded by providing reliable, secure and scalable solutions for qualified institutional clients.

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

Investment BankingWealth Management

KCK Family investment fund

New York City
Fund & External Asset Manager

KCK Group is a private investment firm that manages a number of investment funds, including the KCK Family Investment Fund.

Fireman Capital Partner

United States of America
Fund & External Asset Manager

Fireman Capital Partners is a private equity firm specialising in buyouts and growth equity based in Massachusetts.

Roofstock

United States of America
Investment platform, Real estate

Roofstock is an online marketplace for investing in leased single-family rental homes in a transparent and low-friction way. The company provides its clients with research and analytics to evaluate and purchase independently certified properties at set prices.

Real Estate

Wecken & Cie

Switzerland
Fund & External Asset Manager

Bitgreen

United States of America
Impact & ESG

Bitgreen is a leading blockchain network built to promote sustainability and green initiatives globally.

BYOB

United Kingdom
Investment platform

BYOB is a centralised online platform designed to automate manual tasks and streamline investment processes, empowering investment professionals to do what they do best - service their clients.

Vanilla

United States of America
Asset managers

Vanilla is an estate planning software company that builds tools that help financial advisors collaborate on the most intimate planning with their clients—and empower everyone to make the most of their life’s work.

Pantera Capital

United States of America
Crypto & Blockchain Fund Manager, Digital Assets & Currencies

Pantera Capital is an investment firm focused exclusively on ventures, tokens, and projects related to blockchain tech, digital currency, and crypto assets acting as the catalyst for widespread blockchain adoption and innovation.

Acumen

New York City
Foundation

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.

Fund

Vidrio

United Kingdom
Portfolio Management

Vidrio is an all-in-one managed data services and portfolio management platform. It's perfect for institutional investors who allocate to hedge funds, private capital markets and traditional asset classes.

Knight Frank

United States of America
Real estate, Realtors

Knight Frank is an independent, global real estate consultancy providing an integrated prime commercial and residential offering.

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.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

Custodigit

Zurich
Custody Provider, Digital Assets & Currencies

CUSTODIGIT AG is a Swiss-based startup backed by key market players such as SIX Digital Exchange and Swisscom.

BitGo

United States of America
Custody Provider, Digital Assets & Currencies

BitGo empowers businesses to integrate digital currencies into their existing financial systems securely and at scale without ever taking custody of the asset.

CA Indosuez

France
Private Bank

Indosuez Wealth Management is managing the needs of some of the most prominent families worldwide for more than 145 years.

Asset ManagementWealth Management

Fincite

Germany
Advisors, Asset managers, Compliance, Consolidated Reporting, Crypto & Blockchain Fund Manager, Data, Data Aggregation, Digital asset exchange platform, Digital asset trading technology, Digital Assets & Currencies, Impact & ESG, Investing technology, Investment platform, Portfolio Management, Prime Brokerage, Technology provider

We empower family offices and their customers to make intelligent financial decisions.

Ability to WhitelabelCustom Development ServiceCustom ReportsDigital ExcellenceFull Multi-Currency SupportMobile AppProven AgilitySustainability

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.

ManagementReporting

Globalance Bank

Switzerland
Private Bank

Globalance was founded in 2011 and is the only Swiss private bank exclusively focused on sustainable investing. Their impressive wealth impact platform, Globalance World, provides extensive information on investments.

Sustainability Wealth Management

Zodia Custody

London
Custody Provider, Digital Assets & Currencies

Zodia Custody is an institutional-grade crypto custody solution that was incubated by Standard Chartered with Northern Trust. The company provides custody for crypto assets, designed to enable institutions to invest safely in emerging assets that are transforming how financial markets operate.

Alphasys AG

Switzerland

Swiss company, Alphasys AG developed a portfolio management system, Netfolio,​ for flexible and in-depth asset management.

Diligent

United States of America
Governance, Portfolio Management

Diligent empower leaders to turn governance into a competitive advantage through unparalleled insight and highly secure, integrated SaaS applications.

Vontobel

Switzerland
Investment Bank, 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.

Digital Excellence Asset ManagementWealth Management

C. Hoare & Co

United Kingdom
Private Bank

C. Hoare & Co., also known as Hoares, is a British private bank, founded in 1672 by Sir Richard Hoare; it remains family-owned and is currently managed by the eleventh generation of his direct descendants.

Sustainability Wealth Management

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.

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.

Bitcoin reserve

Estonia
Digital Assets & Currencies, Prime Brokerage

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

Binance

Remote first
Digital asset exchange platform, Digital Assets & Currencies

Binance is the blockchain and cryptocurrency infrastructure provider with a financial product suite that includes the largest digital asset exchange by volume.

SuisseTechPartners

Switzerland
Consolidated Reporting, CRM, Portfolio Management

SuisseTechPartners is a fully-funded private fintech company managed by industry experts with decades of experience. As a fully-funded private company, it enjoys the independence to allocate resources and expertise to align with its clients' long-term strategy and goals. Ultimately, Suisse TechPartners aims to achieve sustainable mutual success with its clients. The executive team consists of the founder and regional executives with decades of practical industry experience.

HAYVN

United Arab Emirates
Custody Provider, Digital asset trading technology, Digital Assets & Currencies

HAYVN is a digital asset-focused financial Institution delivering payments, trading, custody, asset management and research to its global client base.

Goldman Sachs

United States of America
Investment Bank, Private 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.

Visionary Purpose Asset ManagementInternational BankingInvestment Banking

Paxos

New York City
Custody Provider, Digital Assets & Currencies

Paxos, the parent company of the Bitcoin trading service itBit, is a financial technology company delivering blockchain solutions for global financial institutions.

Tangany

Munich
Custody Provider, Digital Assets & Currencies

Tangany is a white-label blockchain custodian. The German company offers solutions for crypto wallets and infrastructure for the most popular blockchain, including custody for both Bitcoin and Ethereum. Their solution is currently employed by more than 40 institutional customers.

Wealth Wizards

United Kingdom
Consolidated Reporting

Wealth Wizards is the UK’s first online financial adviser.

BIL

Luxembourg
Private Bank

Banque Internationale à Luxembourg S.A. is the oldest private bank in Luxembourg, founded in 1910. It offers commercial and corporate banking services.

Corporate BankingRetail BankingWealth Management

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.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

Cyndx

United States of America
Consolidated Reporting, Data Aggregation, Portfolio Management

Cyndx is an advanced technology platform that provides growing companies, investors, and financial institutions access to a broad spectrum of curated data to enhance capital raising, M&A transactions, and other business opportunities.

Macquarie

Australia
Investment Bank, Private Bank

Macquarie Group Limited is an Australian multinational independent investment bank and financial services company. Headquartered and listed in Australia, Macquarie employs more than 14,000 staff in 25 countries.

Proven Agility Asset ManagementCorporate FinanceInvestment BankingRetail BankingWealth Management

Centtrip

United Kingdom
Accounting, Consolidated Reporting, Governance, Trading

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.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

Vitec Aloc

Denmark
Portfolio Management, Risk 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.

ManagementTreasury

Ycharts

United States of America
Portfolio Management

YCharts is an investment research platform that enables smarter investments and better client communications.

DiversyFund

United States of America
Investment platform, Real estate

DiversyFund offers real estate investments where the platform is both the developer and sponsor, professionally managing every investment.

Real Estate

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.

Asset ManagementInvestment BankingWealth Management

Zerocap

Melbourne
Crypto & Blockchain Fund Manager, Custody Provider, Digital Assets & Currencies, Prime Brokerage

Zerocap provides digital asset execution, insured custody and yield products to forward-thinking investors and institutions globally.

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.

Ability to WhitelabelCustom ReportsFull Multi-Currency SupportOther Services

Colliers

Canada
Real estate, Realtors

Colliers is a diversified professional services and investment management company with operations in 63 countries.

Croesus

Canada
Consolidated Reporting, CRM, Portfolio Management

Founded in 1987, Croesus is a WealthTech offering cutting-edge, easy-to-use wealth management solutions. With over 200 employees in Montréal and Toronto, the company draws on expertise and know-how to provide products and services tailored to the financial services industry's needs. In 2019, Croesus acquired softTarget, a company specialising in portfolio rebalancing, whose flagship software is being integrated with its sophisticated solutions offering.To provide their clients with an unparalleled experience, Croesus actively listens, learns, and engages with them to develop technology solutions that are innovative, flexible, and secure.

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".

Corporate FinanceInvestment BankingRetail BankingWealth Management

Elsen

United States of America
CRM, Portfolio Management

Elsen is the platform-as-a-service company that lets financial institutions harness their data.

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.

Digital ExcellenceSustainabilityVisionary Purpose Corporate FinanceWealth Management

Interactive Brokers

United States of America
Digital Assets & Currencies, Prime Brokerage

Interactive Brokers LLC is an American multinational brokerage firm. It operates the largest electronic trading platform in the U.S. by the number of daily average revenue trades. Interactive Brokers Group (Nasdaq: IBKR) and its predecessor companies have been building trading technology for over 42 years.

CaixaBank

Spain
Commercial Bank

CaixaBank is Spain’s leading retail bank. At the close of 2019, CaixaBank Private Banking had €73.4 billion in assets under management.

Northern Trust

United States of America
Private Bank

Founded in 1982, Northern Trust’s GFO group has a focused commitment to families of significant wealth, their private foundations and the family offices that serve them.

Banking ProvidersDigital Excellence Asset ManagementInvestment BankingWealth Management

Wealthbox

United States of America
CRM

Wealthbox is known for its modern product design that results in a powerful yet simple user-experience for RIA firms of all sizes.

Sharpfin

Sweden
Compliance, Consolidated Reporting, CRM, Data Aggregation, Impact & ESG, Portfolio Management, Risk Management

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

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

Unreasonable Impact

United States of America
Accelerator, Impact & ESG

Unreasonable Impact is the result of a partnership between Barclays and the Unreasonable Group. It runs programs targeting three geographical areas of emphasis: the Americas, Asia Pacific, and UK/Europe.

ManagementTraining

QPLIX GmbH

Germany
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Governance, Impact & ESG, Portfolio Management, Risk Management

QPLIX offers an all in one solution, readily available, consolidating all asset classes, complex owner structures, to enhance high quality investment decisions.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

Asian Venture Philanthropy Network

Singapore
Impact & ESG, Network

The Asian Venture Philanthropy Network is a funders’ network based in Singapore committed to building a vibrant and high impact social investment community. AVPN is in a strategic alliance with the GIIN, gathering global partners to create an impact in Asia.

DealsFundraisingTraining

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.

Sustainability Corporate BankingInternational BankingInternational FinanceRetail Banking

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.

Global MarketsInvestment BankingIslamic Asset ManagementRetail Banking

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.

Impak

Canada
Impact & ESG, 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.

Asset ManagementInvestment BankingReportingResearch

AssetMax

Switzerland
Consolidated Reporting, CRM, Portfolio Management

Assetmax is a trusted solution used by several wealth managers and banks.

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.

AdvisoryManagementReportingResearch

Quantfolio

Norway
Consolidated Reporting, Data Aggregation

Quantfolio Asset Management is a technology driven challenger to the traditional asset management industry.

Impact Frontiers

United States of America
Impact & ESG, Network

Impact Frontiers started as a project led by Root Capital and expanded to become an initiative associated with the Impact Management Project. Now, Impact Frontiers will host the resources developed during IMP’s five years of existence. Impact Frontiers’ mission is to “catalyze and accelerate investors’ integration of impact alongside financial risk and return into their investment practices.”

ManagementMeasurementReportingResearch

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.

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.

Corporate BankingRetail BankingWealth Management

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.

Sustainability Wealth Management

Dynamo

United States of America
Consolidated Reporting, Portfolio Management

Dynamo Software has provided premium industry-specific, configurable asset management, and reporting software for the alternative assets industry since 1998,

Privé

Hong Kong
Consolidated Reporting, Portfolio Management

With connective, quick, and straightforward modules, we are committed to providing WealthTech to clients with exceptional flexibility and ease—better solutions.

Simcorp Coric

Denmark
Consolidated Reporting, CRM, Data Aggregation

SimCorp provides integrated, best-in-class, multi-asset investment management solutions.

Tindeco

Switzerland
Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management, Trading

Tindeco VISION provides the ultimate platform to efficiently manage any type of investment portfolio.

Ability to Whitelabel

Coinbase

Remote first
Custody Provider, Digital asset exchange platform, Digital Assets & Currencies, Prime Brokerage

Coinbase aims to bring more innovation, efficiency, and equal opportunity to the world by building an open financial system.

Itaú Private Bank

Brazil
Commercial Bank, Private 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.

Sustainability Corporate FinanceRetail BankingWealth Management

CORYX

Germany
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Trading

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.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

Tamarac

United States of America
CRM, Portfolio Management

Tamarac is an open platform with a large and growing list of supported integration partners.

OWL Analytics

United States of America
Data, Impact & ESG, Rating Agency

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.

MeasurementReporting

NYDIG

New York City
Custody Provider, Digital Assets & Currencies

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.

DBS

Singapore
Commercial Bank

DBS Bank Ltd is a Singaporean multinational banking and financial services corporation headquartered in Marina Bay, Singapore.

Digital ExcellenceVisionary Purpose Corporate FinanceInternational FinanceRetail BankingWealth Management

Staac Escali

Norway
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Governance, Impact & ESG, Portfolio Management, Risk Management

Escali is a provider of software solutions to family offices, asset managers, pension funds and insurance companies.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

Digital Shape Technologies

Canada
Consolidated Reporting, Portfolio Management

Established in 1999, Digital Shape Technologies Inc. provides Webfolio®, a fully integrated, multi-asset and real-time portfolio management software.

ImpactAssets

United States of America
Advisors, Data, Impact Funds or Deal Platform

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.

Fund

Quantilia

France
Accounting, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management

All the data, analysis, and tools you need in a single place, at a reasonable price.

Custom ReportsFull Multi-Currency SupportOther Services

CoinFLEX

Seychelles
Digital asset exchange platform, Digital Assets & Currencies

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.

Bakkt

United States of America
Custody Provider, Digital Assets & Currencies

Bakkt Holdings, Inc. is an American corporation listed on the New York Stock Exchange. The company operates a technology platform that enables consumers, businesses, and institutions to unlock the value of digital assets.

Wealthworks+

United Kingdom
Consolidated Reporting, CRM, Portfolio Management

WealthWorks+ gives you total control of how and where you access and manage your clients’ wealth

SRL Global

London
Data Aggregation

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.

Asset ManagementGovernanceManagementResearch

Global Impact Investing Network (GIIN)

United States of America
Impact & ESG, Network

One of the largest and most respected is the Global Impact Investing Network (GIIN), a nonprofit membership organisation of impact investors. Hosting events such as the GIIN Investor Forum, gatherings of its Investors’ Council, and conducting the largest global survey of impact investing, the GIIN is both an invaluable information resource and ecosystem facilitator. Its website hosts material for specific needs including a research centre, training programs, a catalogue of impact investing performance metrics, and a hub for faith-based investors. The GIIN also maintains strategic alliances with other network organisations.

Banking Providers FundraisingMeasurementReportingResearchTraining

1fs Wealth

United Kingdom
Consolidated Reporting, CRM, Data Aggregation

We help family offices make smart and timely business decisions through efficient use of data and innovative technology

TechRules

Spain
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.

ManagementWealth Management

MyVest

United States of America
Consolidated Reporting, 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.

Vitech

United States of America
Consolidated Reporting, CRM, Data Aggregation, 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.

Triodos

Netherlands
Investment Bank

Triodos Bank N.V. is a bank based in the Netherlands with branches in Belgium, Germany, France, United Kingdom and Spain.

Sustainability Investment Banking

Sage Intacct

United States of America
Accounting, Consolidated Reporting

Sage Intacct is a cloud-based accounting and financial management software invested in meeting the needs of financial professionals.

Betterment

United States of America
Consolidated Reporting, CRM, Governance

Betterment is built to help you make the most of your money—today, tomorrow, and beyond.

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.

Wealth Management

BBVA

Spain
Commercial Bank

Banco Bilbao Vizcaya Argentaria, S.A., better known by its initialism BBVA, is a Spanish multinational financial services company based in Madrid and Bilbao, Spain.

Corporate FinanceInternational BankingRetail Banking

Crestbridge Family Office Services

United States of America
Accounting, Advisors, Consolidated Reporting, Reporting

Crestbridge recognises that each family office is different, with its own unique needs and characteristics. We offer a suite of ‘a la carte’ services to provide the tailored support you need.

J. Safra Sarasin

Switzerland
Private Bank

Safra Sarasin offers family offices and young entrepreneurs a powerful combination of 180 years building wealth for multiple generations of clients, the principles and values of a family owned bank, a 30+ year track record as the global pioneer in sustainable investing, and a bespoke technology platform.

Sustainability Asset ManagementWealth Management

OSL

Hong Kong
Digital asset exchange platform, Digital Assets & Currencies

OSL is Asia’s most comprehensive digital asset platform, providing Software-as-a-Service, brokerage, exchange and custody services for institutions and professional investors.

Fisglobal

United States of America
Consolidated Reporting, Portfolio Management

We use your browsing data on fisglobal.com to gather analytics to help provide personalized content and an overall better user experience.

Enfusion

United States of America
Portfolio Management, Risk 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.

Management

Cherng Family Trust

Los Angeles
Fund & External Asset Manager

Cherng Family Trust is the multi-billion dollar single-family office investment firm of the founders of Panda Express, based in Los Angeles, California.

EG Capital

Zambia
Impact & ESG

EG Capital makes private equity investments in mid-sized businesses in the Food, Health, and Education sectors, initially within the East African region.

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.

Kraken

Remote first
Digital asset exchange platform, Digital Assets & Currencies

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.

intelliflo portfolio

United States of America
CRM, Portfolio Management

Portfolio Pathway is a robust wealth management platform.

Anywhere Real Estate

United States of America
Real estate, Realtors

Anywhere is the parent company of some of the world's leading real estate brokerage brands and service businesses.

Wealth Objects

United Kingdom
Consolidated Reporting, Data Aggregation, Portfolio Management

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.

CBRE Investment Management

New York City
Developers, Real estate

CBRE delivers sustainable real assets solutions by harnessing extensive data and market insights to execute on all aspects of an investment’s lifecycle.

Yieldstreet

New York City
Investing technology, Investment platform, Real estate

Yieldstreet provides the individual investor with a variety of assets in asset classes once reserved for private institutions and the top 1%.

Advisor Engine

United States of America
Data Aggregation, Portfolio Management

AdvisorEngine provides the tools advisors need to scale more efficiently and compete more effectively.

EstateSpace

United States of America
Property managers, Real estate

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.

ManagementReal Estate

DAPM

Switzerland
Consolidated Reporting, Data Aggregation, Portfolio Management

DAPM combines the best of technology and financial expertise to deliver a best-in-class offering.

Patamar Capital

Indonesia
Impact & ESG, Impact Funds or Deal Platform, Technology provider

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.

AdvisoryManagementTraining

Triodos Investment Management

Netherlands
Impact & ESG, 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.

Asset ManagementFundInvestment BankingReporting

Sygnum Bank

Zurich
Custody Provider, Digital Assets & Currencies, Prime Brokerage

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.

Qredo

New York City
Custody Provider, Digital Assets & Currencies

Qredo, a radical new approach to bring liquidity and capital efficiency to the blockchain economy is rearchitecting digital asset ownership and blockchain connectivity. Qredo has also pioneered the first decentralised trustless multi-party computation (MPC) custodial network, which enables them to offer custody, native cross-chain swaps, and cross-platform liquidity access.

GreenLock

Switzerland
Technology provider

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

Ability to WhitelabelMobile App Reporting

InvestCloud

United States of America
Consolidated Reporting, CRM

InvestCloud creates beautifully designed client experiences and intuitive operations solutions using our ever-expanding library of digital modular apps.

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.

Empaxis

United States of America
Advisors, Consolidated Reporting, Reporting

Empaxis Data Management is a prominent provider of cloud-based financial technology. It offers outsourced services for middle- and back-office and automation services, specifically designed to cater to the needs of investment companies.

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.

Morgan Stanley

United States of America
Investment Bank, Private Bank

Morgan Stanley provides its family office and UHNWI clients with an exclusive boutique experience that leverages the Firm’s global financial resources and delivers bespoke, comprehensive solutions.

Global MarketsInvestment BankingWealth Management

Carnegie

Sweden
Investment Bank, Private Bank

Carnegie is a Nordic investment bank with operations in the UK and USA. In different regions they offer combinations of Investment Banking, Wealth Management, Corporate- & Project Finance and even Private banking in Sweden.

Investment BankingWealth Management

River Financial

United States of America
Digital Assets & Currencies, Prime Brokerage

Based in San Francisco, River Financial is a client-first financial institution dedicated to providing financial products and services that enable our clients to harness the transformative possibilities of Bitcoin.

Sotheby's International Realty

United States of America
Real estate, Realtors

Sotheby's International Realty is a real estate company that specialises in selling and buying houses and estate properties.

AgilLink

United States of America
Accelerator, Accounting, Consolidated Reporting, Data Aggregation, Portfolio Management

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.

Mobile AppTransparency

Qarma Technologies

United Kingdom
Asset managers

Qarma is an AI-powered platform that helps its clients outperform the financial markets. With a proprietary algorithm engine, Qarma measures global market sectors to deliver above-average returns to institutional clients.

Crypto.com

Singapore
Digital asset exchange platform, Digital Assets & Currencies

Crypto.com is a cryptocurrency exchange app that supports trading, investing, staking, wallets, NFTs, and more. This exchange offers more than 250 different currencies, along with minimal fees, and discounts for those who hold a significant stake in Crypto.com Coin (CRO). Its ecosystem of crypto-related products could make it a good choice for those looking to do a lot with their cryptocurrency.

eFront

France
Technology provider

Valuefy

India
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management, Trading

Valuefy provides digital platform for family offices to do real time data aggregation , Investment analytics with powerful visualization and Performance Attribution.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

MSCI

United States of America
Data, Impact & ESG, Rating Agency

MSCI offers comprehensive ESG ratings, data, and analytics, in addition to specific climate investing tools. The company has a comprehensive package of tools and services to support investment decision making around the world. Their clients include many of the world’s largest investors.

FundManagementMeasurementReportingResearch

CoStar Group

United States of America
Asset managers, Real estate

CoStar Group (NASDAQ: CSGP) is the provider of commercial real estate information, analytics and marketing services.

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.

Corporate FinanceInternational BankingRetail BankingWealth Management

Bitcoin Suisse

Switzerland
Crypto & Blockchain Fund Manager, Custody Provider, Digital asset exchange platform, Digital asset trading technology, Digital Assets & Currencies, Prime Brokerage

Bitcoin Suisse AG is a crypto-finance startup providing trading, prime brokerage, custody, lending, and other services.

China Alliance of Social Value Investment

China
Impact & ESG, 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).

ReportingResearch

Amber Group

Singapore
Crypto & Blockchain Fund Manager

Amber Group is a one-stop crypto finance service provider that provides liquidity provision, trading and asset management services 24/7.

Allvue Systems

United States of America
Accounting, CRM

Allvue’s accounting, monitoring and reporting solutions offer a flexible, customized solution to support families of any size or structure.

UBP

Switzerland
Private Bank

UBP is one of Switzerland’s leading private banks, and is among the best-capitalised, with a Tier 1 ratio of 27.7%. The Bank is specialised in the field of wealth management for both private and institutional clients.

Visionary Purpose Asset ManagementTreasuryWealth Management
Simple solutions for complex times.