Company Finder
Results: 290
Private Wealth Systems
United States of America
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Impact & ESG, Portfolio Management, Risk Management
Private Wealth Systems provides the digital infrastructure that powers modern family offices across the world.
FundCount
United States of America
Accounting, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management
FundCount is a unified accounting and investment analysis solution that improves operational efficiency and brings actionable intelligence to investment management professionals.
Swimbird
Sweden
Consolidated Reporting, Data Aggregation, Portfolio Management
The Swimbird Platform SWIP is a modern portfolio management solution, which gives the client a holistic view of their total portfolio - everything in one place.
Nines
New York City
CRM, Data, Data Aggregation, Media, Property managers, Real estate, Real-estate related ventures, Realtors
Discerning families and family offices use Nines as a centralized household manual and operating system to simplify managing properties, assets, vendors, staff, projects, and more.
Aleta
Denmark
Accounting, Compliance, Consolidated Reporting, Data, Data Aggregation, Governance, Impact & ESG, Portfolio Management, Risk Management
Aleta provides a truly holistic overview of the family wealth and unlocks valuable insights to elevate your wealth strategy. For family offices, by family offices.
Canopy
United States of America
Accounting, Consolidated Reporting, Portfolio Management
Canopy, is a private & anonymous wealth account aggregation, portfolio analytics and client reporting platform for High Net-Worth Individuals and their Wealth Managers.
WealthArc
Switzerland
Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management, Trading
WealthArc is a digital wealth platform that helps wealth managers and family offices to drive workflow automation and client satisfaction.
eXeer by Point Group
United Kingdom
Consolidated Reporting, Data Aggregation, Foundation, Technology provider
The eXeer platform places data at the centre of the family office. eXeer aggregates, analyses and visualises multiple sources of data to create a single source of investment truth.
Orca
Switzerland
Compliance, Consolidated Reporting, Data Aggregation, Governance
Meet Orca: The secure, intuitive way to store and share sensitive financial information and have productive discussion about wealth.
Masttro
United States of America
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Governance, Portfolio Management, Risk Management
Masttro connects the entire wealth management ecosystem, providing a single source of trusted information for family offices to rely on.
Landytech
United Kingdom
Consolidated Reporting, Data Aggregation, Portfolio Management, Risk Management
Landytech is a financial technology company empowering family offices to make informed investment decisions.
Wright Partners
Singapore
Fund & External Asset Manager
Wright Partners build risk-aligned, investable ventures with corporates and single family offices.
Elysys
Monaco
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management
Elysys is a secure, scalable and integrated enterprise software for treasury and investment management professionals working under several regulatory and compliance frameworks.
Copia Wealth Studios
United States of America
Consolidated Reporting, Data Aggregation, Portfolio Management
Copia is a financial intelligence platform that puts you and your family at the helm of their wealth.
PandaConnect
Denmark
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Governance, Portfolio Management, Risk Management
PandaConnect is a global full-scale investment administration solution servicing clients around the world covering all asset classes both bankable and non-bankable investments.
Etops
Switzerland
Compliance, Consolidated Reporting, CRM, Data Aggregation, Impact & ESG, Portfolio Management, Risk Management
Etops is active along the entire value chain of wealth managers and family offices. This includes services, technology and consulting.
SEI – Archway Platform℠
United States of America
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Portfolio Management
SEI Archway Platform℠ and outsourced services streamline the accounting, investment data aggregation and reporting operations of family offices and financial institutions.
MyFO
Canada
Consolidated Reporting, Data Aggregation, Investing technology, Portfolio Management, Technology provider
The most advanced family office experience which merges efficiency and advanced AI to bring family office services to your fingertips.
Atalaya
Spain
Data Aggregation, Governance, Portfolio Management, Real estate
Atalaya empowers family offices with data and technology for wealth structuring.
WIZE by TeamWork
Switzerland
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Governance, Portfolio Management, Risk Management, Trading
The Swiss all-in-one Wealth & Asset Management solution with an integrated portfolio management system including 200+ custodian automatic feeds for multi-asset consolidated reporting.
Kepler
United Kingdom
Advisors, Asset managers, Crypto & Blockchain Fund Manager, Digital asset exchange platform, Digital asset trading technology, Digital Assets & Currencies, Portfolio Management, Trading
Kepler is a turnkey Digital Asset Management Platform, providing clients direct market access or via B2B Whitelabel.
Eton Solutions
United States of America
Compliance, Consolidated Reporting, CRM, Data Aggregation, Governance, Portfolio Management, Risk Management
Eton's platform, AtlasFive, reimagines each intricate process of a family office into one integrated platform that optimizes efficiency, increases transparency, and maximizes accuracy.
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.
AgilLink
United States of America
Accelerator, Accounting, Consolidated Reporting, Data Aggregation, Portfolio Management
AgilLink provides secure bill pay and client accounting technology to firms that serve ultra-high-net-worth individuals, including family offices, business managers, and athletes.
Abbove
Belgium
Consolidated Reporting, Data Aggregation
Abbove helps patrimonial advisors to serve their clients with a holistic and structured approach on their global wealth.
SoftLedger
United States of America
Accounting, Consolidated Reporting, Data, Data Aggregation, Institutional Investor, Portfolio Management
Softledger provides cloud accounting software that empowers investment management firms to operate more efficiently and make smarter decisions.
STP Invesment Services
United States of America
Accounting, Consolidated Reporting, Data Aggregation, Portfolio & Cost Analysis, Portfolio Management, Technology provider
We provide a true partnership with Family Offices and Wealth Management Firms needing to communicate a clear, well organized and professional story to each of their clients.
iVE.ONE
Germany
Crypto & Blockchain Fund Manager, Digital asset exchange platform, Digital asset trading technology, Digital Assets & Currencies, Portfolio Management
iVE.ONE provides a ready-to-use crypto trading platform for investment professionals to get exposure to cryptocurrencies.
Fincite
Germany
Advisors, Asset managers, Compliance, Consolidated Reporting, Crypto & Blockchain Fund Manager, Data, Data Aggregation, Digital asset exchange platform, Digital asset trading technology, Digital Assets & Currencies, Impact & ESG, Investing technology, Investment platform, Portfolio Management, Prime Brokerage, Technology provider
We empower family offices and their customers to make intelligent financial decisions.
Performativ
Denmark
Advisors, Asset managers, Consolidated Reporting, Data Aggregation, Portfolio Management, Risk Management, Technology provider
Providing family offices and their clients with a powerful, secure, affordable wealth management platform, that is fit for the future.
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.
Fireblocks
United States of America
Custody Provider, Digital Assets & Currencies
Fireblocks is an enterprise-grade platform delivering secure infrastructure for moving, storing, and issuing digital assets for funds, family offices, banks and web3 businesses.
Canoe
United States of America
Data, Data Aggregation, Technology provider
Automation of manual workflows related to alternative investment documents and data management, extraction and delivery.
Assure Wealth
Denmark
Accounting, Consolidated Reporting, Data Aggregation, Impact & ESG, Risk Management
Assure Wealth is your independent reporting adviser and makes it easy to manage wealth.
Addepar
United States of America
Consolidated Reporting, CRM, Data Aggregation, Governance, Impact & ESG, Portfolio Management
Addepar is a leading wealth management technology platform for connecting data, technology and people to manage wealth and achieve multigenerational family objectives
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.
Way2B1
United States of America
Accounting, Governance, Impact & ESG, Real estate
Our mission is to enable Family Offices to better manage their complex life by providing a secure, private, and efficient operating environment that connects them with their ecosystem service providers and each other.
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.
Northern Trust Family Office Technology
United States of America
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Governance, Portfolio Management, Risk Management, Trading
Northern Trust is a preeminent global financial institution that provides asset servicing, investment management and wealth management services for institutions, high-net-worth individuals and families.
ClearMacro
United Kingdom
Data Aggregation, Investing technology, Portfolio Management, Risk Management
ClearMacro provides a lightweight, real-time investment decision-support SaaS that augments human decision-making to generate better investment outcomes and increase client trust.
Nasdaq Asset Owner Solutions
United States of America
Consolidated Reporting, Data Aggregation, Digital Due Diligence, Impact & ESG, Portfolio & Cost Analysis, Portfolio Management, Risk Management
Nasdaq Asset Owner Solutions unites the most comprehensive institutional data from eVestment, with true multi-asset class portfolio analytics and services from Solovis.
Clarity AI
United States of America
Compliance, Data, Impact & ESG, Portfolio Management, Risk Management
Clarity AI uses machine learning and artificial intelligence to provide investors and advisors with insights to make sustainably informed decisions.
Asora
Ireland
Consolidated Reporting, Data, Data Aggregation, Governance, Portfolio Management
Asora is a SAAS solution for single and multi-family offices to track and oversee assets, automating data capture and providing digital on demand reporting on web and mobile.
Giving Place, Inc.
United States of America
Compliance, Consolidated Reporting, CRM, Data Aggregation, Digital Due Diligence, Governance, Impact & ESG, Risk Management, Technology provider
Giving Place is the first-ever software solution for optimizing all forms of charitable giving for major donors and their families.
Asset Vantage
United States of America
Accounting, Consolidated Reporting, Data Aggregation, Portfolio Management
Performance Reporting & General Ledger on demand.
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.
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.
Ledgex
United States of America
Data Aggregation, Portfolio Management, Technology provider
Venn helps RIAs, advisors, asset owners and asset managers embrace a quantitative approach to multi-asset portfolio risk and investment decision-making.
PetakSys
Hungary
Accounting, Asset managers, Banking Providers, CRM, Data, Developers, Portfolio Management, Technology provider
PetakSys is a digital transformation partner for single- and multi-family offices, asset & wealth managers providing cutting-edge technology solutions tailored to their needs.
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.
KeeSystem
Switzerland
Asset managers, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management
Our mission is to simplify the daily life of wealth management professionals through KeeSense, our portfolio management solution, automatically connected to your ecosystem.
Arch
United States of America
Consolidated Reporting, Data Aggregation
Intuitive, digital investment admin that tracks data from all private investments in a single platform.
Apliqo
Switzerland
Data Aggregation, Portfolio Management
Improve your transparency in Private Markets investments.
SS&C Family Office Services
United States of America
Accounting, Consolidated Reporting, Data Aggregation, Governance, Portfolio Management
SS&C Family Office Services eliminates cost, risk and time of integrating disparate systems, delivering solutions to single and multi-family offices for their complex needs.
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.
Affinity
United States of America
CRM, Technology provider
The relationship intelligence platform for dealmakers.
Black Diamond Wealth Platform
United States of America
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Portfolio Management, Trading
SS&C’s Black Diamond® Wealth Platform offers family offices a fully-integrated cloud-native solution with customizable and robust household performance reporting, alternative data aggregation, and an immersive client portal.
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.
Sensiba
United States of America
Accounting, Consolidated Reporting
Sensiba leverages best-in-class technology combined with family office services to create elegance out of complexity.
Impact Partners
France
Impact & ESG, Impact Funds or Deal Platform
Impact Partners is Europe’s first impact investing platform. It aligns its portfolio with the United Nations’ SDG with the goal of innovating a sustainable capitalism.
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.
Altoo
Switzerland
Consolidated Reporting, Data Aggregation, Governance, Risk Management
The Altoo Wealth Platform provides simplicity and control to wealthy private individuals and family offices, by aggregating and monitoring wealth data in an intuitive way.
Ethic
United States of America
Consolidated Reporting, Data Aggregation, Fund & External Asset Manager, Impact & ESG, Portfolio Management, Reporting, Technology provider
Ethic works with families and wealth advisors to create custom equity portfolios that can be tailored to unique values, tax preferences, and financial goals.
Carta
United Kingdom
Fund & External Asset Manager, Investment platform, Technology provider
Carta is the easiest way to launch your VC investments via SPVs or VC Funds - all your back office is integrated into a single platform.
Hemonto
Denmark
Accounting, Consolidated Reporting, Data Aggregation, Governance, Impact & ESG, Portfolio Management, Risk Management
As an independent reporting advisor, we deliver state-of-the-art consolidated financial reporting with data you can trust as a strong basis for your financial decisions.
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.
CoinFLEX
Seychelles
Digital asset exchange platform, Digital Assets & Currencies
CoinFLEX (Coin Futures and Lending Exchange) is a physically delivered cryptocurrency future exchange, developed to provide avenues for investors to hedge cryptocurrency exposure with zero index or settlement manipulation risk.
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.
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.
iPaladin
United States of America
Compliance, CRM, Governance, Risk Management
iPaladin’s Digital Family Office is a blockchain platform to orchestrate people, services, documents and activity, as one source of truth, for the modern family office.
QPLIX GmbH
Germany
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Governance, Impact & ESG, Portfolio Management, Risk Management
QPLIX offers an all in one solution, readily available, consolidating all asset classes, complex owner structures, to enhance high quality investment decisions.
WTax
United Kingdom
Technology provider
WTax online client portal gives clients real-time reporting, enabling comprehensive monitoring of each stage of the claims process.
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.
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.
REYL & Cie
Switzerland
Private Bank
REYL & Cie Ltd is licensed as a bank in Switzerland and forms part of REYL Group. Founded in 1973, the REYL Group is an independent diversified banking group with offices in Switzerland, Europe and the rest of the world
Enfusion
United States of America
Portfolio Management, Risk Management
Fireblocks is an all-in-one platform that helps its customers build their digital asset business. They operate as an infrastructure service provider for digital asset custody, transfer and settlement.
Carnegie
Sweden
Investment Bank, Private Bank
Carnegie is a Nordic investment bank with operations in the UK and USA. In different regions they offer combinations of Investment Banking, Wealth Management, Corporate- & Project Finance and even Private banking in Sweden.
CORYX
Germany
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Trading
With CORYX iO, we offer Single and Multi-Family Offices, Asset & Wealth Managers, Fonds, Foundations and Banks an investment management platform tailored to their needs.
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.
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.
CaixaBank
Spain
Commercial Bank
CaixaBank is Spain’s leading retail bank. At the close of 2019, CaixaBank Private Banking had €73.4 billion in assets under management.
AppFolio
United States of America
Property managers, Real estate
Appfolio is an innovative cloud-based solution to enable property management businesses to digitally transform their business.
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.
BBVA
Spain
Commercial Bank
Banco Bilbao Vizcaya Argentaria, S.A., better known by its initialism BBVA, is a Spanish multinational financial services company based in Madrid and Bilbao, Spain.
DAPM
Switzerland
Consolidated Reporting, Data Aggregation, Portfolio Management
DAPM combines the best of technology and financial expertise to deliver a best-in-class offering.
OWL Analytics
United States of America
Data, Impact & ESG, Rating Agency
OWL Analytics is a data and index provider entirely focused on sustainability. Their approach to ESG deploys big data techniques to increase the data across a broader range of ESG parameters through a consensus model that optimises the objective.
TechRules
Spain
Technology provider
Fireblocks is an all-in-one platform that helps its customers build their digital asset business. They operate as an infrastructure service provider for digital asset custody, transfer and settlement.
Bitcoin Suisse
Switzerland
Crypto & Blockchain Fund Manager, Custody Provider, Digital asset exchange platform, Digital asset trading technology, Digital Assets & Currencies, Prime Brokerage
Bitcoin Suisse AG is a crypto-finance startup providing trading, prime brokerage, custody, lending, and other services.
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.
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.
Arabesque
United Kingdom
Data, Impact & ESG
Arabesque is a sustainability intelligence firm that joins ESG and AI to guide the creation of sustainable economic value. Their proprietary AI solutions packaged in a clean UX provide wealth management professionals with usable information to customise their priorities and portfolios.
MSCI
United States of America
Data, Impact & ESG, Rating Agency
MSCI offers comprehensive ESG ratings, data, and analytics, in addition to specific climate investing tools. The company has a comprehensive package of tools and services to support investment decision making around the world. Their clients include many of the world’s largest investors.
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.
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.
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.
Triodos Bank
Netherlands
Banking Providers
Triodos Bank is a world leader in sustainable banking based in the Netherlands. Focusing on the environment, culture, and social impact maintains its independence and mission focus.
Copper.co
London
Custody Provider, Digital Assets & Currencies, Prime Brokerage
Copper is transforming how institutional investors engage with digital assets, providing market-leading infrastructure in addition to custody, trading and prime brokerage solutions.
ABN Amro MeesPierson
Netherlands
Investment Bank
ABN AMRO is a Dutch bank for retail, corporate and private banking clients. Their focus is on Northwest Europe and hold several top positions in private banking.
intelliflo portfolio
United States of America
CRM, Portfolio Management
Portfolio Pathway is a robust wealth management platform.
Wealth Wizards
United Kingdom
Consolidated Reporting
Wealth Wizards is the UK’s first online financial adviser.
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.
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.
Impact Frontiers
United States of America
Impact & ESG, Network
Impact Frontiers started as a project led by Root Capital and expanded to become an initiative associated with the Impact Management Project. Now, Impact Frontiers will host the resources developed during IMP’s five years of existence. Impact Frontiers’ mission is to “catalyze and accelerate investors’ integration of impact alongside financial risk and return into their investment practices.”
LGT
Liechtenstein
Private Bank
LGT Group is one of the largest family-owned private banking and asset management groups in the world.
Jay Solutions
Switzerland
Consolidated Reporting, Portfolio Management
Jay Solutions is on a mission to transform the management of wealth for individuals and businesses alike. Its cutting-edge solution seamlessly integrates a wide range of financial data and consolidates it into a unified, user-friendly format.
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%.
Acumen
New York City
Foundation
Fireblocks is an all-in-one platform that helps its customers build their digital asset business. They operate as an infrastructure service provider for digital asset custody, transfer and settlement.
ThinkPlumb
United States of America
Accounting
ThinkPlumb provides an array of customised and effective software and accounting solutions.
Diligend
United States of America
CRM, Data Aggregation, Digital Due Diligence, Governance, Impact & ESG, Risk Management
Streamlining fund due diligence and monitoring processes through digitization and automation. Structuring and centralising data. Facilitating analysis. Enabling collaboration.
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.
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.
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.
J. Safra Sarasin
Switzerland
Private Bank
Safra Sarasin offers family offices and young entrepreneurs a powerful combination of 180 years building wealth for multiple generations of clients, the principles and values of a family owned bank, a 30+ year track record as the global pioneer in sustainable investing, and a bespoke technology platform.
Royal Bank of Canada
Canada
Commercial Bank
Royal Bank of Canada (RBC) is Canada’s largest bank and one of the largest in the world based on market capitalization. RBC provides personal and commercial banking; private banking; investment management; insurance; investor services; capital markets, investment banking and trading; trust; and family office support.
Quantilia
France
Accounting, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management
All the data, analysis, and tools you need in a single place, at a reasonable price.
Impak
Canada
Impact & ESG, Rating Agency
Impak is an impact assessment, and rating and tracking tool for investors aligned with the solutions standards created by the Impact Management Project and the UN’s Sustainable Development Goals.
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).
DiversyFund
United States of America
Investment platform, Real estate
DiversyFund offers real estate investments where the platform is both the developer and sponsor, professionally managing every investment.
Backstop Solutions
United States of America
Accounting, Consolidated Reporting, CRM, Portfolio Management
Backstop Solutions offers the most robust investment management software, supporting the full investment lifecycle for single- and multifamily offices in one integrated platform.
DiligenceVault
United States of America
CRM, Data Aggregation, Digital Due Diligence, Portfolio Management, Risk Management
DiligenceVault is a leading two-sided digital diligence platform which streamlines and automates the due diligence process between asset owners and their asset managers.
Finlight
United Kingdom
Consolidated Reporting, Data Aggregation, Portfolio Management, Risk Management, Trading
We make investment reporting data easy to analyse and integrate with any tool.
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.
Visible Capital
United Kingdom
Consolidated Reporting, Data Aggregation
VisibleCapital uses PSD2/Open Banking data to automate the collection of information required to onboard customers in the wealth sector.
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.
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.
UBS
Switzerland
Private Bank
UBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland.
Revere
United States of America
Investment platform
Revere provides venture capital data and portfolio management solutions to asset allocators.
ImpactAssets
United States of America
Advisors, Data, Impact Funds or Deal Platform
Fireblocks is an all-in-one platform that helps its customers build their digital asset business. They operate as an infrastructure service provider for digital asset custody, transfer and settlement.
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.
Voly Group
United Kingdom
Accounting, Consolidated Reporting
Voly offers an accounting software solution to family offices to help them manage valuable assets, including yachts, property, aircraft, fine art, and bloodstock, such as thoroughbred horses.
Staac Escali
Norway
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Governance, Impact & ESG, Portfolio Management, Risk Management
Escali is a provider of software solutions to family offices, asset managers, pension funds and insurance companies.
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.
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.
Sage Intacct
United States of America
Accounting, Consolidated Reporting
Sage Intacct is a cloud-based accounting and financial management software invested in meeting the needs of financial professionals.
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.
Blanco
Netherlands
Asset managers
Blanco provides a comprehensive wealth management platform that comprises two products. The KYC & Compliance Suite streamlines the complex KYC process. In addition, the Investment Suite was developed by the team's extensive knowledge of the asset management sector.
SRL Global
London
Data Aggregation
Fireblocks is an all-in-one platform that helps its customers build their digital asset business. They operate as an infrastructure service provider for digital asset custody, transfer and settlement.
RSM Family Office Dashboard
United States of America
Accounting, Consolidated Reporting, Data Aggregation, Portfolio Management, Risk Management
RSM's family office dashboard provides families with a personal, holistic and integrated view with unparalleled access to their data. By leveraging cutting edge technology and dynamic industry-leading advisors, clients receive unrivaled insights and value. The dashboard keeps our clients equipped and informed by consolidating key issues, information and needs, including tax; complex partnership tiering and allocation; collection of liquid and illiquid financial assets; outsourced CFO capability; managed IT; cybersecurity and thought leadership.
Itaú Private Bank
Brazil
Commercial Bank, Private Bank
Banco Itaú Unibanco S.A. is a Brazilian publicly traded bank with headquarters in São Paulo, Brazil. The bank is the result of the merger of Banco Itaú and Unibanco, which occurred on November 4, 2008 to form It is the 10th largest bank in the world by market value.
Venn by Two Sigma
United States of America
Consolidated Reporting, Portfolio Management, Technology provider
Venn helps RIAs, advisors, asset owners and asset managers embrace a quantitative approach to multi-asset portfolio risk and investment decision-making.
DBS
Singapore
Commercial Bank
DBS Bank Ltd is a Singaporean multinational banking and financial services corporation headquartered in Marina Bay, Singapore.
Cobalt
United States of America
Technology provider
Cobalt’s crowdsourced SaaS pen test platform delivers actionable results that empower agile teams to pinpoint, track, and remediate software vulnerabilities.
UBP
Switzerland
Private Bank
UBP is one of Switzerland’s leading private banks, and is among the best-capitalised, with a Tier 1 ratio of 27.7%. The Bank is specialised in the field of wealth management for both private and institutional clients.
Unicredit
Italy
Commercial Bank
UniCredit is a simple successful pan-European Commercial Bank, with a fully plugged in CIB, delivering a unique Western, Central and Eastern European network to its extensive client franchise.
Centtrip
United Kingdom
Accounting, Consolidated Reporting, Governance, Trading
Founded to meet the demands of clients with complex, cross-border affairs, Centtrip supports family offices with a tailored, single solution for expense management and payments.
Colliers
Canada
Real estate, Realtors
Colliers is a diversified professional services and investment management company with operations in 63 countries.
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.
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.
Wealth Objects
United Kingdom
Consolidated Reporting, Data Aggregation, Portfolio Management
We help Wealth Managers, Investment firms, Banks, Insurance companies, Brokerages, and many others to launch modern digital investing and saving propositions, and to improve their existing platforms.
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.
Valuefy
India
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management, Trading
Valuefy provides digital platform for family offices to do real time data aggregation , Investment analytics with powerful visualization and Performance Attribution.
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.
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.
+impact (by Danske Bank)
Denmark
Accelerator, Impact & ESG
+impact is a free platform connecting startups with investors, propelling positive impact in the Nordics. +impact focuses on Nordic startups working to tackle societal challenges within the Sustainable Development Goals (SDGs).
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.
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.
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.
IQ-EQ - Cosmos
Luxembourg
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Impact & ESG, Portfolio Management
IQ-EQ provides an end-to-end bespoke portfolio monitoring solution to institutional and private wealth investors focusing on alternative and luxury assets.
Coutts
United Kingdom
Private Bank
Coutts & Co. is a private bank and wealth manager. Founded in 1692, it is the eighth oldest bank in the world. Today, Coutts forms part of NatWest Group's wealth management division.
C. Hoare & Co
United Kingdom
Private Bank
C. Hoare & Co., also known as Hoares, is a British private bank, founded in 1672 by Sir Richard Hoare; it remains family-owned and is currently managed by the eleventh generation of his direct descendants.
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.
Simcorp Coric
Denmark
Consolidated Reporting, CRM, Data Aggregation
SimCorp provides integrated, best-in-class, multi-asset investment management solutions.
Alphasys AG
Switzerland
Swiss company, Alphasys AG developed a portfolio management system, Netfolio, for flexible and in-depth asset management.
Toniic
United States of America
Impact & ESG, Network
Toniic is a network of particular interest to family offices. It currently has around 500 members of HNWIs, family offices, and foundations. Its global reach is clear with members in more than twenty-five countries in North America, Europe, Asia, and a small representation in East Africa. Membership in Toniic provides access to its global community, investment opportunities, education, and support in measuring impact.
RealPage
United States of America
Property managers, Real estate
RealPage is a global provider of software and data analytics to the real estate industry. Clients use the platform to improve operating performance and increase capital returns.
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.
The Upright Project
Finland
Data, Impact & ESG, Rating Agency
Upright is an innovative fintech that has distinct offerings for investors, companies, public sector, employees, and consumers that quantify impact to enable better decision making.
FinFolio
United States of America
Compliance, Consolidated Reporting, CRM, Portfolio Management
FinFolio makes portfolio management software for investment advisors and professional wealth managers.
FA Solutions
Finland
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Governance, Impact & ESG, Portfolio Management, Risk Management, Trading
FA Platform is a cutting-edge software platform as a service for running your entire Investment Management business in one platform at any time, anywhere and on any device.
Triodos Investment Management
Netherlands
Impact & ESG, Impact Funds or Deal Platform
Triodos Investment Management, a subsidiary of Triodos Bank, has decades of experience in impact investing with over €6B AUM. They have offices in the Netherlands, Belgium, United Kingdom and Germany, and reach globally with their investments.
Sharpfin
Sweden
Compliance, Consolidated Reporting, CRM, Data Aggregation, Impact & ESG, Portfolio Management, Risk Management
We digitize all processes for small to medium size wealth managers within a single cloud service
Zerocap
Melbourne
Crypto & Blockchain Fund Manager, Custody Provider, Digital Assets & Currencies, Prime Brokerage
Zerocap provides digital asset execution, insured custody and yield products to forward-thinking investors and institutions globally.
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.
Roofstock
United States of America
Investment platform, Real estate
Roofstock is an online marketplace for investing in leased single-family rental homes in a transparent and low-friction way. The company provides its clients with research and analytics to evaluate and purchase independently certified properties at set prices.
Cross River
United States of America
Custody Provider, Digital Assets & Currencies
Cross River is a fast-growing financial services organization that merges the forward-thinking offerings of a technology company with the established expertise and traditional services of a bank.
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.
8topuz
United Arab Emirates
Trading
8topuz Wealth Fintech is an award-winning artificial intelligence and machine learning provider, based in Cyprus and in the UAE, offering automated and audited investment solutions
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.
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.
Tangany
Munich
Custody Provider, Digital Assets & Currencies
Tangany is a white-label blockchain custodian. The German company offers solutions for crypto wallets and infrastructure for the most popular blockchain, including custody for both Bitcoin and Ethereum. Their solution is currently employed by more than 40 institutional customers.
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.
Wealthworks+
United Kingdom
Consolidated Reporting, CRM, Portfolio Management
WealthWorks+ gives you total control of how and where you access and manage your clients’ wealth
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.
Fireman Capital Partner
United States of America
Fund & External Asset Manager
Fireman Capital Partners is a private equity firm specialising in buyouts and growth equity based in Massachusetts.
Unreasonable Impact
United States of America
Accelerator, Impact & ESG
Unreasonable Impact is the result of a partnership between Barclays and the Unreasonable Group. It runs programs targeting three geographical areas of emphasis: the Americas, Asia Pacific, and UK/Europe.
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.
Cascade
Luxembourg
Governance
Cascade is a software company that provides administrative, compliance, audit, and governance solutions.
Empaxis
United States of America
Advisors, Consolidated Reporting, Reporting
Empaxis Data Management is a prominent provider of cloud-based financial technology. It offers outsourced services for middle- and back-office and automation services, specifically designed to cater to the needs of investment companies.
BIL
Luxembourg
Private Bank
Banque Internationale à Luxembourg S.A. is the oldest private bank in Luxembourg, founded in 1910. It offers commercial and corporate banking services.
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.
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.
Sopact
United States of America
Impact & ESG
We combine our team’s expertise with our technology, ImpactCloud®, to help your organization improve on the impact measurement process and demonstrate real outcomes.
Ruby
United States of America
Compliance, Consolidated Reporting, Data Aggregation, Impact & ESG, Portfolio Management, Risk Management, Trading
RUBY brings to our clients an unparalleled ability to manage their wealth across all asset classes in a unified, real-time platform, tailored to the unique needs of each family.
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.
Ellevest
United States of America
Investment platform
Ellevest is a financial management platform created by women to cater to women. Apart from serving individuals, the platform also works with families and organisations to understand their goals and values. It then creates a customised portfolio and holistic investment strategy that is tax-optimised.
ANZ Bank
Australia
Commercial Bank
ANZ Bank, headquartered in Melbourne is one of the top 4 Australian commercial banks and holds the dominant market share as the main bank to Australian Family Offices with 15 years of deep specialisation within the Family Office market.
Danske Bank
Denmark
Commercial Bank
Danske Bank is headquartered in Copenhagen and operational throughout the Nordics and Northern Ireland serving personal as well as business and institutional customers in these markets. The largest shareholder is A.P. Moller Holding connected to the Maersk family.
Quantfolio
Norway
Consolidated Reporting, Data Aggregation
Quantfolio Asset Management is a technology driven challenger to the traditional asset management industry.
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,