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Elysys 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.

Custom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

Vauban by Carta 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.

Banking ProvidersFull Multi-Currency SupportMobile App

Landytech Landytech

United Kingdom
Portfolio Management

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

Ability to WhitelabelCustom ReportsFull Multi-Currency Support

GreenLock 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

Aleta 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.

Asset ManagementReportingWealth Management

Private Client Resources (PCR) 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

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

Atalaya Atalaya

Spain
Data Aggregation

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

Ability to Whitelabel

eXeer by Point Group 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.

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

Bill.com 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 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.

Mobile App

iVE.ONE 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.

Ability to WhitelabelCustom ReportsDigital ExcellenceTransparencyVisionary Purpose

Royalty Exchange 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 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.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

SS&C Family Office Services 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.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency Support

SEI – Archway Platform℠ 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.

Ability to WhitelabelFull Multi-Currency SupportMobile App

Asora 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.

Ability to WhitelabelDigital ExcellenceFull Multi-Currency SupportMobile AppProven AgilityVisionary Purpose

ANote Music ANote Music

Luxembourg
Exchange

ANote Music offers diversified, scalable, and flexible music investment opportunities to preserve and grow your wealth.

Addepar 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

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

Giving Place, Inc. 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.

Custom ReportsOther ServicesTransparencyVisionary Purpose AdvisoryAsset ManagementCorporate FinanceFundGovernanceManagementNon-Financial AdvisoryReportingResearch

Private Wealth Systems Private Wealth Systems

United States of America
Consolidated Reporting

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

Affinity Affinity

United States of America
CRM

The relationship intelligence platform for dealmakers.

Custom ReportsMobile App

BVNK BVNK

Spain
Custody Provider

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

Asset Management

Summitas Summitas

United States of America
Portfolio Management

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

Ability to WhitelabelMobile AppOther Services CommunicationManagement

Sensiba Sensiba

United States of America
Accounting

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

Clarity AI 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. 

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

Impact Partners 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.

Asset ManagementCommunication

SoftLedger SoftLedger

United States of America
Accounting

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

KeeSystem 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.

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

Northern Trust Family Office Technology 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.

Ability to WhitelabelCustom Development ServiceCustom ReportsMobile AppOther Services

Masttro 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.

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

Copia Wealth Studios 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.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

Black Diamond Wealth Platform 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.

Ability to WhitelabelCustom Development ServiceCustom ReportsMobile App

Fireblocks 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.

Other Services Asset ManagementGovernance

Etops Etops

Switzerland
Consolidated Reporting

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

WIZE by TeamWork 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.

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

Altoo 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.

Ability to WhitelabelCustom ReportsFull Multi-Currency SupportMobile App

ClearMacro 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.

Ability to WhitelabelFull Multi-Currency SupportTransparencyVisionary Purpose

Global Asset+ by Lombard Odier 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

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

Fincite Fincite

Germany
Portfolio Management

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

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

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

Mirador 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

Kepler Kepler

United Kingdom
Digital Assets & Currencies

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

Orca Orca

Switzerland
Governance

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

Ability to Whitelabel

Canoe Canoe

United States of America
Data Aggregation

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

Digital ExcellenceTransparency

Nines 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.

Custom Development ServiceMobile App ManagementReal Estate

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

Ledgex 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.

Ability to WhitelabelCustom Development ServiceCustom Reports FundReal EstateReporting

FundCount 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.

Custom Development ServiceCustom ReportsFull Multi-Currency Support

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.

Performativ Performativ

Denmark
Portfolio Management

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

Swimbird 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.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency Support

Assure Wealth Assure Wealth

Denmark
Data Aggregation

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

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

PetakSys 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.

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

Canopy 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.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency Support

Wright Partners Wright Partners

Singapore
Fund & External Asset Manager

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

Centtrip 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.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

Ethic 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.

Ability to WhitelabelCustom Reports AdvisoryAsset ManagementManagementMeasurementReportingResearch

Hemonto 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.

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

Sharpfin Sharpfin

Sweden
Consolidated Reporting

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

AgilLink 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.

Mobile AppTransparency

Asset Vantage Asset Vantage

United States of America
Consolidated Reporting

Performance Reporting & General Ledger on demand.

Ability to WhitelabelFull Multi-Currency SupportMobile App

Eton Solutions 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.

Ability to WhitelabelCustom Development ServiceCustom ReportsMobile AppOther Services

PandaConnect 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.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

Abbove Abbove

Belgium
Consolidated Reporting

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

Ability to WhitelabelCustom ReportsOther Services

Arch Arch

United States of America
Data Aggregation

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

Digital ExcellenceTransparency Reporting

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.

AdvisoryFundraisingManagementTraining

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 ManagementWealth Management

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.

Digital ExcellenceVisionary Purpose Corporate FinanceInternational FinanceRetail BankingWealth 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

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.

Asset ManagementInvestment BankingReportingResearch

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.

AdvisoryMeasurementReportingResearch

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.

Global MarketsInvestment BankingIslamic Asset ManagementRetail Banking

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.

Fund

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.

Corporate FinanceInternational BankingRetail BankingWealth Management

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

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.

Sustainability Corporate FinanceRetail BankingWealth Management

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.

Sustainability Wealth Management

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.

Custom Development ServiceCustom ReportsFull Multi-Currency Support

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.

Ability to WhitelabelCustom ReportsTransparency

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.

Digital Excellence Asset ManagementWealth Management

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.

Ability to WhitelabelCustom Development ServiceCustom ReportsOther Services

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

Finlight

United Kingdom
Consolidated Reporting

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

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

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

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.

ManagementTreasury

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

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.

Banking ProvidersDigital ExcellenceSustainabilityVisionary Purpose Asset ManagementWealth Management

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

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

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

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.

Real Estate

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).

ReportingResearch

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.

Custom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

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.

AdvisoryManagementTraining

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.

Aspen Network of Development Entrepreneurs

United States of America
Accelerator

FundraisingNon-Financial AdvisoryTraining

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

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

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.

Asset ManagementInvestment BankingWealth Management

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.

Management

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.

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

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.

AdvisoryManagementReportingResearch

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

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.

Asset ManagementFundInvestment BankingReporting

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

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.

Real Estate

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.

MeasurementReporting

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.

Simple solutions for complex times.