Companies

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.

Affinity

United States of America

CRM, Technology provider

The relationship intelligence platform for dealmakers.

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.

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.

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.

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.

Wright Partners

Singapore

Fund & External Asset Manager

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

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.

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.

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.

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.

Asset Vantage

United States of America

Accounting, Consolidated Reporting, Data Aggregation, Portfolio Management

Performance Reporting & General Ledger on demand.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Royalty Exchange

United States of America

Exchange

Royalty Exchange is the largest, most trusted, market for royalty investing. The company offers royalty assets from all forms of intellectual property and all investment sizes.

Nasdaq Asset Owner Solutions

United States of America

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.

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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. 

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.

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.

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.

Atalaya

Spain

Data Aggregation, Governance, Portfolio Management, Real estate

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

Arch

United States of America

Consolidated Reporting, Data Aggregation

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

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.

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.

Apliqo

Switzerland

Data Aggregation, Portfolio Management

Improve your transparency in Private Markets investments.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Maybank

Malaysia

Commercial Bank

Maybank is Malaysia's largest bank by market capitalisation and total assets and one of the largest banks in Southeast Asia, with total assets exceeding US$203 billion and having a net profit of US$1.98 billion for 2019.

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.

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%.

Triodos

Netherlands

Investment Bank

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

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.”

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.

intelliflo portfolio

United States of America

CRM, Portfolio Management

Portfolio Pathway is a robust wealth management platform.

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.

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.

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.

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.

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.

Tamarac

United States of America

CRM, Portfolio Management

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

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.

Globalance Bank

Switzerland

Private Bank

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

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.

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.

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.

Finartis

Switzerland

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

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

WTax

United Kingdom

Technology provider

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

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.

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.

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.

Simcorp Coric

Denmark

Consolidated Reporting, CRM, Data Aggregation

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

Quantfolio

Norway

Consolidated Reporting, Data Aggregation

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

Wealthworks+

United Kingdom

Consolidated Reporting, CRM, Portfolio Management

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

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.

Matter

Denmark

Data, Rating Agency

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Allvue Systems

United States of America

Accounting, CRM

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

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.

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.

DAPM

Switzerland

Consolidated Reporting, Data Aggregation, Portfolio Management

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

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.

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.

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.

Wealth Wizards

United Kingdom

Consolidated Reporting

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

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.

EstateSpace

United States of America

Property managers, Real estate

Fireblocks is an all-in-one platform that helps its customers build their digital asset business. They operate as an infrastructure service provider for digital asset custody, transfer and settlement.

Vontobel

Switzerland

Investment Bank, Private Bank

Vontobel Holding AG is a leading Swiss private banking and investment management group headquartered in Zurich. Established in 1924, it has over 2,000 employees across 30 offices in 22 countries.

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.

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.

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.

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.

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.

FutureVault

Canada

Governance

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

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.

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.

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.

eFront

France

Technology provider

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.

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.

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.

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.

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.

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.

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.

China Alliance of Social Value Investment

China

Impact & ESG, Network

China Alliance of Social Value Investment (CASVI) consists of sixty institutional members focused on carbon neutrality, health and elderly care, accessibility and inclusion, fair education, inclusive finance, and intelligent manufacturing. CASVI is a complementary network to The Asian Venture Philanthropy Network (AVPN).

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.

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.

Global Impact Investing Network (GIIN)

United States of America

Impact & ESG, Network

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

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.

Goldman Sachs

United States of America

Investment Bank, Private Bank

Goldman Sachs is an American investment bank headquartered in New York City. It offers services in investment banking, wealth management, securities, asset management, prime brokerage, and securities underwriting. In the US, Goldman Sachs also offers GS Select, a private banking offering.

Julius Baer

Switzerland

Private Bank

Julius Baer, is a private banking corporation founded and based in Switzerland. Headquartered in Zürich The 130 year old bank prides itself on their highly personal service to UHNWIs along with a strong international focus.

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.

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.

JP Morgan

United States of America

Investment Bank

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

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.

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.

GründerAtelier

Germany

Accelerator, Impact & ESG

GründerAtelier runs an impact accelerator with their partner Main Incubator GmbH across a range of topical areas from manufacturing and ICT to housing and education. They have a pan-European lens and are run in Germany.

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.

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.

IMPACT Accelerator

Spain

Accelerator, Impact & ESG

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

Northern Trust

United States of America

Private Bank

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

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.

Hatcher - VAAST™ Platform

Singapore

Consolidated Reporting, Data Aggregation, Portfolio Management

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

Innovest Advisory

Channel Islands

Advisors, Impact & ESG

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

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.

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.

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.

Lombard Odier

Switzerland

Banking Providers, Private Bank

The Swiss, family-owned bank founded in 1796, with roughly 2500 employees and CHF 290 bn AuM may sound like many of the others but in fact has evolved to be quite unique.

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.

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.

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,

ING

Netherlands

Commercial Bank

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

Elsen

United States of America

CRM, Portfolio Management

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

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.

The ImPact

United States of America

Data, Impact & ESG, Rating Agency

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

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.

Privé

Hong Kong

Consolidated Reporting, Portfolio Management

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

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.

BlockFi

United States of America

Digital Assets & Currencies, Prime Brokerage

BlockFi is a crypto-financial services company focused on harnessing the power of cryptocurrencies and blockchain payment rails to create a globally accessible, crypto wealth management platform.

Macquarie

Australia

Investment Bank, Private Bank

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

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.

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.

Pantera Capital

United States of America

Crypto & Blockchain Fund Manager, Digital Assets & Currencies

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

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.

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.

Integrated Portfolio Solutions

Australia

Portfolio Management

IPS offers a truly integrated portfolio administration solution through the incorporation of administration, reporting, SMSF, research, CRM functionality, and instruction management to give advisors, staff and clients a cohesive, branded, genuine fee-for-service solution.

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.

Patamar Capital

Indonesia

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

Patamar Capital focuses on early-stage technology companies in South East Asia from their base in Indonesia. A founding member of the GIIN, it focuses on innovative technology startups in the fields of financial services, SME digitization, education, healthcare, and agriculture.

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.

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.

Vitec Aloc

Denmark

Portfolio Management, Risk Management

Fireblocks is an all-in-one platform that helps its customers build their digital asset business. They operate as an infrastructure service provider for digital asset custody, transfer and settlement.

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.

KORE Technologies

Switzerland

Custody Provider, Digital Assets & Currencies

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

Colliers

Canada

Real estate, Realtors

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

SVB Private

United States of America

Private Bank

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

Re-Leased

London

Property managers, Real estate

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

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.

CA Indosuez

France

Private Bank

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

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.

Abbove

Belgium

Consolidated Reporting, Data Aggregation

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

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.

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.

ThinkPlumb

United States of America

Accounting

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

Quintet

Switzerland

Private Bank

Quintet Private Bank, founded in 1949, is headquartered in Luxembourg with a presence in 50 European cities. Quintet has over 2,000 staff and €72.6 billion in assets under management and custody.

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.

+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).

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.

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.

Morgan Stanley

United States of America

Investment Bank, Private Bank

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

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.

FinFolio

United States of America

Compliance, Consolidated Reporting, CRM, Portfolio Management

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