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Results: 301

Performativ Performativ

Denmark
Advisors, Asset managers, Consolidated Reporting, Data Aggregation, Portfolio Management, Risk Management, Technology provider
Ability to WhitelabelBanking ProvidersFull Multi-Currency SupportMobile App

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

Atalaya Atalaya

Spain
Data Aggregation, Governance, Portfolio Management, Real estate
Ability to Whitelabel

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

Canoe Canoe

United States of America
Data, Data Aggregation, Private Markets, Technology provider
Digital ExcellenceTransparency

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

SumIt SumIt

United States of America
Accounting, Consolidated Reporting
Other

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

Way2B1 Way2B1

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

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.

Addepar Addepar

United States of America
Consolidated Reporting, CRM, Data Aggregation, Governance, Impact & ESG, Portfolio Management
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

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

Fireblocks Fireblocks

United States of America
Custody Provider, Digital Assets & Currencies
Other Services Asset ManagementGovernance

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

Black Diamond Wealth Platform Black Diamond Wealth Platform

United States of America
Accounting, Client Portal, Compliance, Consolidated Reporting, Data Aggregation, Portfolio Management, Trading
Ability to WhitelabelCustom Development ServiceCustom ReportsMobile App

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.

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.

Overlay Capital Overlay Capital

United States of America
Fund & External Asset Manager
Fund

Overlay Capital invests at the intersection of private markets and sustainability, offering investment products that span the spectrum from innovation to infrastructure.

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
Custom ReportsOther ServicesTransparencyVisionary Purpose AdvisoryAsset ManagementCorporate FinanceFundGovernanceManagementNon-Financial AdvisoryReportingResearch

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

Canopy Canopy

United States of America
Accounting, Consolidated Reporting, Portfolio Management
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency Support

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

Elysys Elysys

Monaco
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management
Custom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

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

eXeer by Point Group eXeer by Point Group

United Kingdom
Consolidated Reporting, Data Aggregation, Foundation, Technology provider
Ability to WhitelabelCustom Development ServiceCustom ReportsDigital ExcellenceFull Multi-Currency SupportProven Agility

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.

Nines Nines

New York City
CRM, Data, Data Aggregation, Media, Property managers, Real estate, Real-estate related ventures, Realtors
Custom Development ServiceMobile App ManagementReal Estate

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.

SEB Bank SEB Bank

Sweden
Commercial Bank
DiversityTransparency Asset ManagementCorporate FinanceInternational BankingRetail BankingWealth Management

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.

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

United States of America
Accounting, Client Portal, Consolidated Reporting, Data Aggregation, Governance, Portfolio Management
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency Support

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.

FundCount FundCount

United States of America
Accounting, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management
Custom Development ServiceCustom ReportsFull Multi-Currency Support

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

Benaiah Capital Benaiah Capital

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

Benaiah Capital is a boutique investment firm founded in 2021 that is focused exclusively on wealth management strategies in the digital asset market.

Eton Solutions Eton Solutions

United States of America
Compliance, Consolidated Reporting, CRM, Data Aggregation, Governance, Portfolio Management, Risk Management
Ability to WhitelabelCustom Development ServiceCustom ReportsMobile AppOther Services

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

Trustworthy Trustworthy

United States of America
Technology provider
Digital ExcellenceMobile AppTransparencyVisionary Purpose

Trustworthy partners with wealth and family offices to provide a digital vault to secure their clients' most sensitive information.

Etops Etops

Switzerland
Compliance, Consolidated Reporting, CRM, Data Aggregation, Impact & ESG, Portfolio Management, Risk Management
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

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

Orca Orca

Switzerland
Compliance, Consolidated Reporting, Data Aggregation, Governance
Ability to Whitelabel

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

Nasdaq for Family Offices Nasdaq for Family Offices

United States of America
Consolidated Reporting, Data Aggregation, Digital Due Diligence, Impact & ESG, Peer Benchmarking, Portfolio & Cost Analysis, Portfolio Management, Risk Management
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

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

Clarity AI Clarity AI

United States of America
Compliance, Data, Impact & ESG, Portfolio Management, Risk Management
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services ManagementMeasurementReportingResearch

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

Impact Partners Impact Partners

France
Impact & ESG, Impact Funds or Deal Platform
Asset ManagementCommunication

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.

Landytech Landytech

United Kingdom
Consolidated Reporting, Data Aggregation, Portfolio Management, Risk Management
Ability to WhitelabelCustom ReportsFull Multi-Currency Support

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

Concentric Concentric

Denmark
Fund & External Asset Manager
Fund

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

KeeSystem KeeSystem

Switzerland
Asset managers, Client Portal, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management
Ability to WhitelabelBanking ProvidersCustom Development ServiceDigital ExcellenceFull Multi-Currency SupportMobile AppProven AgilitySustainabilityTransparencyVisionary Purpose

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

Hemonto Hemonto

Denmark
Accounting, Consolidated Reporting, Data Aggregation, Governance, Impact & ESG, Outsourced solutions, Portfolio Management, Risk Management
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

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.

WealthArc WealthArc

Switzerland
Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management, Trading
Custom ReportsFull Multi-Currency Support

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

PandaConnect PandaConnect

Denmark
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Governance, Portfolio Management, Risk Management
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

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

Apliqo Apliqo

Switzerland
Data Aggregation, Portfolio Management
Consolidated ViewTransparency

Improve your transparency in Private Markets investments.

Asset Vantage Asset Vantage

United States of America
Accounting, Consolidated Reporting, Data Aggregation, Peer Benchmarking, Portfolio Management
Ability to WhitelabelFull Multi-Currency SupportMobile App

Performance Reporting & General Ledger on demand.

MyFO MyFO

Canada
Consolidated Reporting, Data Aggregation, Investing technology, Portfolio Management, Technology provider
AI PoweredConsolidated ViewDigital ExcellenceProven AgilityTransparency

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

WIZE by TeamWork WIZE by TeamWork

Switzerland
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Governance, Portfolio Management, Risk Management, Trading
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

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.

Aleta Aleta

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

Masttro Masttro

United States of America
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Governance, Portfolio Management, Risk Management
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

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

Altoo Altoo

Switzerland
Consolidated Reporting, Data Aggregation, Governance, Risk Management
Ability to WhitelabelCustom ReportsFull Multi-Currency SupportMobile App

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.

Private Medical Private Medical

United States of America
Health & Wellness Concierge, Lifestyle & Concierge
Other Services

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.

PetakSys PetakSys

Hungary
Accounting, Asset managers, Banking Providers, CRM, Data, Developers, Portfolio Management, Technology provider
Ability to WhitelabelBanking ProvidersCustom Development ServiceCustom ReportsDigital ExcellenceDiversityFull Multi-Currency SupportVisionary Purpose

PetakSys is a digital transformation partner for single- and multi-family offices, asset & wealth managers providing cutting-edge technology solutions tailored to their needs.

PrizmaDesk PrizmaDesk

Slovenia
Consolidated Reporting, Data Aggregation, Portfolio & Cost Analysis, Portfolio Management
Ability to WhitelabelBanking ProvidersConsolidated ViewCustom ReportsFull Multi-Currency SupportMobile AppTransparency

PrizmaDesk is a comprehensive portfolio consolidation platform. We provide a centralised repository of precise, full-picture investment data for family offices and high HNWIs.

Copia Wealth Studios Copia Wealth Studios

United States of America
Consolidated Reporting, Data Aggregation, Portfolio Management
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

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

STP Investment Services STP Investment Services

United States of America
Accounting, Consolidated Reporting, Data Aggregation, Portfolio & Cost Analysis, Portfolio Management, Technology provider
Ability to WhitelabelCustom Development ServiceCustom ReportsDigital ExcellenceFull Multi-Currency SupportProven AgilityTransparencyVisionary Purpose

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.

Ethic Ethic

United States of America
Consolidated Reporting, Data Aggregation, Fund & External Asset Manager, Impact & ESG, Portfolio Management, Reporting, Technology provider
Ability to WhitelabelCustom Reports AdvisoryAsset ManagementManagementMeasurementReportingResearch

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

Northern Trust Northern Trust

United States of America
Private Bank
Banking ProvidersDigital Excellence Asset ManagementInvestment BankingWealth Management

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.

Asora Asora

Ireland
Consolidated Reporting, Data, Data Aggregation, Governance, Portfolio Management
Ability to WhitelabelDigital ExcellenceFull Multi-Currency SupportMobile AppProven AgilityVisionary Purpose

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.

Northern Trust Family Office Technology Northern Trust Family Office Technology

United States of America
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Governance, Outsourced solutions, Portfolio Management, Risk Management, Trading
Ability to WhitelabelCustom Development ServiceCustom ReportsMobile AppOther Services

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.

Swimbird Swimbird

Sweden
Consolidated Reporting, Data Aggregation, Portfolio Management
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency Support

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.

Private Wealth Systems Private Wealth Systems

United States of America
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Impact & ESG, Portfolio Management, Risk Management
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

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

SEI – Archway Platform℠ SEI – Archway Platform℠

United States of America
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Portfolio Management
Ability to WhitelabelFull Multi-Currency SupportMobile App

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

Royal Bank of Canada

Canada
Commercial Bank
Corporate FinanceInvestment BankingRetail BankingTreasuryWealth Management

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.

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.

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.

Triodos Bank

Netherlands
Banking Providers
Investment BankingManagementReporting

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.

Enfusion

United States of America
Portfolio Management, Risk Management
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.

Affinity

United States of America
CRM, Technology provider
Custom ReportsMobile App

The relationship intelligence platform for dealmakers.

Danske Bank

Denmark
Commercial Bank
Asset ManagementCorporate BankingRetail BankingWealth Management

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.

TechRules

Spain
Technology provider
ManagementWealth 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.

Sensiba

United States of America
Accounting, Consolidated Reporting
Custom Development ServiceCustom ReportsDigital ExcellenceVisionary Purpose AdvisoryCorporate FinanceInternational FinanceManagementReportingWealth Management

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

Finartis

Switzerland
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management
Ability to WhitelabelCustom Development ServiceFull Multi-Currency SupportMobile App

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

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.

Guardian

Denmark
Security & Risk

Guardian Security Risk Management, commonly known as Guardian, is a company that specialises in providing security solutions and risk management services to its clients.

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.

8topuz

United Arab Emirates
Trading
Ability to WhitelabelCustom Development ServiceMobile App

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

RealPage

United States of America
Property managers, Real estate
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.

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.

Impak

Canada
Impact & ESG, Rating Agency
Asset ManagementInvestment BankingReportingResearch

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.

Triodos Investment Management

Netherlands
Impact & ESG, Impact Funds or Deal Platform
Asset ManagementFundInvestment BankingReporting

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.

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.

Maybank

Malaysia
Commercial Bank
Global MarketsInvestment BankingIslamic Asset ManagementRetail Banking

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.

BNP Paribas

France
Commercial Bank
Sustainability Corporate BankingInternational BankingInternational FinanceRetail Banking

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.

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.

Acumen

New York City
Foundation
Fund

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.

Wecken & Cie

Switzerland
Fund & External Asset Manager

Carta

United Kingdom
Fund & External Asset Manager, Investment platform, Technology provider
Banking ProvidersFull Multi-Currency SupportMobile App

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.

FinFolio

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

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

Silcube Software

Finland
Technology provider
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.

Realiste

United Arab Emirates
Real estate

Realiste is the world's first real estate exchange. Its mission is to revolutionise the global real estate market by providing social mobility and investment success for hundreds of millions of people.

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.

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.

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.

SoftLedger

United States of America
Accounting, Consolidated Reporting, Data, Data Aggregation, Institutional Investor, Portfolio Management
Ability to WhitelabelBanking ProvidersCustom Development ServiceCustom ReportsFull Multi-Currency SupportProven AgilityTransparency

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

AssetMax

Switzerland
Consolidated Reporting, CRM, Portfolio Management

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

Global Asset+ by Lombard Odier

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

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.

Diligend

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

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

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

Advisor Engine

United States of America
Data Aggregation, Portfolio Management

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

KORE Technologies

Switzerland
Custody Provider, Digital Assets & Currencies

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

Cazenove Capital

United Kingdom
Impact & ESG

Cazenove Capital is a leading provider of wealth management services to private clients, family trusts, companies, charities and pension plans.

IMPACT Accelerator

Spain
Accelerator, Impact & ESG
AdvisoryCommunicationFundFundraisingTraining

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.

QPLIX GmbH

Germany
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Governance, Impact & ESG, Portfolio Management, Risk Management
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

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

Bitgreen

United States of America
Impact & ESG

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

Assure Wealth

Denmark
Accounting, Consolidated Reporting, Data Aggregation, Impact & ESG, Risk Management
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

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

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.

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.

Revere

United States of America
Private Markets

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

ABN Amro MeesPierson

Netherlands
Investment Bank
Corporate BankingRetail BankingTreasuryWealth Management

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.

Balentic

Denmark
Private Markets

Orca by Balentic is a state-of-the-art tech platform designed to facilitate fund formation and capital allocation in Private Markets for General and Limited Partners.

Elsen

United States of America
CRM, Portfolio Management

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

Entole

United States of America
Compliance, Governance
CommunicationGovernanceReporting

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

Venn by Two Sigma

United States of America
Consolidated Reporting, Portfolio Management, Technology provider
Ability to WhitelabelCustom ReportsTransparency

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

Macquarie

Australia
Investment Bank, Private Bank
Proven Agility Asset ManagementCorporate FinanceInvestment BankingRetail BankingWealth Management

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.

Rhone Trust

Switzerland

Rhone provides solutions that are realistic, transparent and focused on the protection and succession of their family wealth.

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.

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.

China Alliance of Social Value Investment

China
Impact & ESG, Network
ReportingResearch

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).

Banca Generali

Italy
Private Bank
Sustainability Wealth Management

Italy's third-largest private bank by assets — now nearing €50 billion — and leading among banks with models focused solely on financial advisors.

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.

Abbove

Belgium
Consolidated Reporting, Data Aggregation
Ability to WhitelabelCustom ReportsOther Services

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

DiversyFund

United States of America
Investment platform, Real estate
Real Estate

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

EstateSpace

United States of America
Property managers, Real estate
ManagementReal 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.

Centtrip

United Kingdom
Accounting, Consolidated Reporting, Governance, Trading
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

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.

UBP

Switzerland
Private Bank
Visionary Purpose Asset ManagementTreasuryWealth Management

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.

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.

FA Solutions

Finland
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Governance, Impact & ESG, Portfolio Management, Risk Management, Trading
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

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.

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.

Custodiex

United Kingdom
Digital Assets & Currencies

Custodiex provides secure cold storage solutions for the custody of digital assets accessible in real-time for banks, governments, custodians and financial institutions

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.

BIL

Luxembourg
Private Bank
Corporate BankingRetail BankingWealth Management

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

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.

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.

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.

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.

Vitec Aloc

Denmark
Portfolio Management, Risk Management
ManagementTreasury

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.

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.

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.

Alex Brown

United States of America
Investment Bank
Investment BankingWealth Management

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.

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.

MSCI

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

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.

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.

SVB Private

United States of America
Private Bank
Digital ExcellenceSustainabilityVisionary Purpose Corporate FinanceWealth Management

Boston Private is a leading provider of integrated wealth management, trust and banking services to individuals, families, businesses and nonprofits.

Aspen Network of Development Entrepreneurs

United States of America
Accelerator, Impact & ESG
FundraisingNon-Financial AdvisoryTraining

BBVA

Spain
Commercial Bank
Corporate FinanceInternational BankingRetail Banking

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.

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.

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.

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.

Equiom provides an unrivalled breadth of bespoke end-to-end wealth protection and business support services to private clients, corporate clients and funds.

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.

DiligenceVault

United States of America
CRM, Data Aggregation, Digital Due Diligence, Portfolio Management, Risk Management
Custom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

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

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.

LGT

Liechtenstein
Private Bank
Asset ManagementWealth Management

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

J. Safra Sarasin

Switzerland
Private Bank
Sustainability Asset ManagementWealth Management

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.

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.

GreenLock

Switzerland
Technology provider
Ability to WhitelabelMobile App Reporting

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

SRL Global

London
Data Aggregation
Asset ManagementGovernanceManagementResearch

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.

Alta Exchange

Singapore
Private Markets

Alta, formerly known as Fundnel, is Southeast Asia’s largest digital securities exchange for alternative investments.

ImpactAssets

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

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.

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.

Hatcher - VAAST™ Platform

Singapore
Consolidated Reporting, Data Aggregation, Portfolio Management
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

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.

Trusted Family

Belgium
Governance
Ability to WhitelabelCustom ReportsMobile AppOther Services

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

Backstop Solutions

United States of America
Accounting, Consolidated Reporting, CRM, Portfolio Management
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

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

iPaladin

United States of America
Compliance, CRM, Governance, Risk Management
Ability to WhitelabelCustom Development ServiceCustom ReportsOther Services

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.

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,

ANZ Bank

Australia
Commercial Bank
Corporate FinanceRetail Banking

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.

ClearMacro

United Kingdom
Data Aggregation, Investing technology, Portfolio Management, Risk Management
Ability to WhitelabelFull Multi-Currency SupportTransparencyVisionary Purpose

ClearMacro provides a lightweight, real-time investment decision-support SaaS that augments human decision-making to generate better investment outcomes and increase client trust.

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.

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.

Ruby

United States of America
Compliance, Consolidated Reporting, Data Aggregation, Impact & ESG, Portfolio Management, Risk Management, Trading
Custom Development ServiceCustom ReportsFull Multi-Currency Support

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.

Edmond de Rothschild

Switzerland
Private Bank
Visionary Purpose Asset ManagementCorporate FinanceReal EstateTreasuryWealth Management

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.

Private Client Resources (PCR)

United States of America
Data Aggregation
Ability to WhitelabelCustom ReportsFull Multi-Currency SupportOther Services

PCR helps family offices achieve data independence by streamlining how their sensitive investment data is aggregated, managed and used in reporting and other operations.

Tindeco

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

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

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.

Global Impact Investing Network (GIIN)

United States of America
Impact & ESG, Network
Banking Providers FundraisingMeasurementReportingResearchTraining

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

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.

Julius Baer

Switzerland
Private Bank
Wealth Management

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.

Patamar Capital

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

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.

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.

Fiduciary Trust

United States of America
Advisors, Security & Risk

Fiduciary Trust surrounds you with a team of portfolio managers, trust officers and tax advisors who work together on all aspects of your wealth.

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).

Goldman Sachs

United States of America
Investment Bank, Private Bank
Visionary Purpose Asset ManagementInternational BankingInvestment Banking

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.

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.

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.

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.

The Upright Project

Finland
Data, Impact & ESG, Rating Agency
CommunicationCorporate FinanceGovernanceManagementTraining

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.

C. Hoare & Co

United Kingdom
Private Bank
Sustainability Wealth Management

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.

intelliflo portfolio

United States of America
CRM, Portfolio Management

Portfolio Pathway is a robust wealth management platform.

Palico

United States of America
Private Markets

Palico is the top online marketplace for the private equity community. It connects buyers with sellers on its secondary platform and LPs with GPs on its primary platform.

Innovest Advisory

Channel Islands
Advisors, Impact & ESG
AdvisoryManagementMeasurementReporting

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.

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.

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.

Ycharts

United States of America
Portfolio Management

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

Quantfolio

Norway
Consolidated Reporting, Data Aggregation

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

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.

Re-Leased

London
Property managers, Real estate
Real Estate

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

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.

DAPM

Switzerland
Consolidated Reporting, Data Aggregation, Portfolio Management

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

Globalance Bank

Switzerland
Private Bank
Sustainability Wealth Management

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.

Quantilia

France
Accounting, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management
Custom ReportsFull Multi-Currency SupportOther Services

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

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%.

REYL & Cie

Switzerland
Private Bank
Asset ManagementWealth Management

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

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.

Ledgex

United States of America
Data Aggregation, Portfolio Management, Technology provider
Ability to WhitelabelCustom Development ServiceCustom Reports FundReal EstateReporting

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

AgilLink

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

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.

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.

Finlight

United Kingdom
Consolidated Reporting, Data Aggregation, Portfolio Management, Risk Management, Trading
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

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

Colliers

Canada
Real estate, Realtors

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

ThinkPlumb

United States of America
Accounting

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

Arabesque

United Kingdom
Data, Impact & ESG
AdvisoryMeasurementReportingResearch

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.

Tamarac

United States of America
CRM, Portfolio Management

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

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.

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.

Triodos

Netherlands
Investment Bank
Sustainability Investment Banking

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

CA Indosuez

France
Private Bank
Asset ManagementWealth Management

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

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.

Jefferies

United States of America
Investment Bank
Asset ManagementInvestment BankingWealth Management

Jefferies Group LLC is an American multinational independent investment bank and financial services company that is headquartered in New York City.

+impact (by Danske Bank)

Denmark
Accelerator, Impact & ESG
FundFundraisingNon-Financial AdvisoryTraining

+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).

Ellevest

United States of America
Fund & External Asset Manager, Impact & ESG

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.

GründerAtelier

Germany
Accelerator, Impact & ESG
AdvisoryFundraisingManagementTraining

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.

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.

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.

UBS

Switzerland
Private Bank
Visionary Purpose Asset ManagementCorporate FinanceInternational BankingWealth Management

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

Valuefy

India
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management, Trading
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

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

Unreasonable Impact

United States of America
Accelerator, Impact & ESG
ManagementTraining

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.

ESSAFIN

Spain
Impact & ESG

ESSAFIN provides a cradle-to-cradle suite of ESG services for investment, sourcing, and purchasing decision makers using verifiable data applications.

Arch

United States of America
Consolidated Reporting, Data Aggregation
Digital ExcellenceTransparency Reporting

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

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.

Itaú Private Bank

Brazil
Commercial Bank, Private Bank
Sustainability Corporate FinanceRetail BankingWealth Management

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.

eFront

France
Technology provider

Summitas

United States of America
Client Portal, Engagement Platform, Technology provider
Ability to WhitelabelMobile AppOther Services CommunicationManagement

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

Merrill

United States of America
Investment Bank
Investment BankingWealth Management

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

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.

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.

AppFolio

United States of America
Property managers, Real estate
Real Estate

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

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.

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.

CORYX

Germany
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Trading
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

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.

Staac Escali

Norway
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Governance, Impact & ESG, Portfolio Management, Risk Management
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

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

ING

Netherlands
Commercial Bank
Corporate FinanceInvestment BankingRetail BankingWealth Management

The ING Group is a Dutch multinational banking and financial services corporation headquartered in Amsterdam. The three letters stand for "Internationale Nederlanden Groep".

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.

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.

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.

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.

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.

Cascade

Luxembourg
Governance

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

DBS

Singapore
Commercial Bank
Digital ExcellenceVisionary Purpose Corporate FinanceInternational FinanceRetail BankingWealth Management

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

Mirador

United States of America
Consolidated Reporting
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

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.

Deutsche Bank

Germany
Commercial Bank
Asset ManagementCorporate BankingInvestment BankingWealth Management

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.

iVE.ONE

Germany
Crypto & Blockchain Fund Manager, Digital asset exchange platform, Digital asset trading technology, Digital Assets & Currencies, Portfolio Management
Ability to WhitelabelCustom ReportsDigital ExcellenceTransparencyVisionary Purpose

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

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.

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.

WTax

United Kingdom
Technology provider

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

Roofstock

United States of America
Investment platform, Real estate
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.

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.

Sprout

United Kingdom
Private Markets

Sprout helps investors deploy better and faster into private markets. Better visibility, processes, and faster connections drive better outcomes.

The ImPact

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

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.

OWL Analytics

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

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.

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.

Carnegie

Sweden
Investment Bank, Private Bank
Investment BankingWealth Management

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.

Morgan Stanley

United States of America
Investment Bank, Private Bank
Global MarketsInvestment BankingWealth Management

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.

Coutts

United Kingdom
Private Bank
Digital Excellence Retail BankingWealth Management

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.

Alphasys AG

Switzerland

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

Quintet

Switzerland
Private Bank
International BankingInternational FinanceWealth Management

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.

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.

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.

Barclays

United Kingdom
Commercial Bank
Corporate BankingRetail BankingWealth Management