Company Finder
Results: 356
Highly credentialed team providing executive assistance, concierge services and lifestyle management solutions to family offices and UHNW families.
Presage Global is an intelligence-powered risk management and business advisory firm.
SS&C Family Office Services 
United States of America
Accounting, Client Portal, Consolidated Reporting, Data Aggregation, Governance, Portfolio Management
SS&C Family Office Services eliminates cost, risk and time of integrating disparate systems, delivering solutions to single and multi-family offices for their complex needs.
Our dedicated platform provides family offices access our wide network of lifestyle & travel services solutions that extend beyond your clients’ investment needs.
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.
Black Diamond Wealth Platform
United States of America
Accounting, Client Portal, Compliance, Consolidated Reporting, Data Aggregation, Portfolio Management, Trading
SS&C’s Black Diamond® Wealth Platform offers family offices a fully-integrated cloud-native solution with customizable and robust household performance reporting, alternative data aggregation, and an immersive client portal.
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.
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.
PetakSys
Hungary
Accounting, Asset managers, Banking Providers, CRM, Data, Developers, Outsourced solutions, 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.
Northern Trust Family Office Technology
United States of America
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Governance, Outsourced solutions, 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.
Hemonto
Denmark
Accounting, Consolidated Reporting, Data Aggregation, Governance, Impact & ESG, Outsourced solutions, 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.
MyFO
Canada
Consolidated Reporting, CRM, 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.
TIFIN Give
United States of America
Artificial Intelligence, Client Portal, Engagement Platform, Foundation, Impact & ESG, Philanthropy, Reporting, Technology provider
TIFIN Give's AI-enabled platform empowers wealth enterprises to serve the giving and philanthropy needs of families through a modern, personalised, and community-based approach.
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.
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.
Benaiah Capital
United States of America
Crypto & Blockchain Fund Manager, Digital Assets & Currencies
Benaiah Capital is a boutique investment firm founded in 2021 that is focused exclusively on wealth management strategies in the digital asset market.
Alwy
Sweden
Accelerator, Advisors, Asset managers, Client Portal, Compliance, Consolidated Reporting, CRM, Data, Data Aggregation, Engagement Platform, Investing technology, Investment platform, Portfolio & Cost Analysis, Portfolio Management, Reporting, Risk Management, Security & Risk, Technology provider
Transform your family office with our all-in-one hybrid wealth management tech solution. Seamlessly integrate, optimize, and future-proof your operations today!
Aleta
United States of America
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.
Velvet
United States of America
Asset managers, Consolidated Reporting, Digital Due Diligence, Fund & External Asset Manager, Private Markets, Technology provider
The digital analyst for private markets.
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.
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.
Eton Solutions
United States of America
Artificial Intelligence, Compliance, Consolidated Reporting, CRM, Data Aggregation, Fully Integrated Platform, General Ledger Accounting, Governance, Partnership Accounting, Performance Reporting, Portfolio Management, Risk Management, Transaction Processing, Trust Accounting
Eton's platform, AtlasFive, reimagines each intricate process of a family office into one integrated platform that optimizes efficiency, increases transparency, and maximizes accuracy.
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.
Private Medical is a dedicated and passionate group of physicians who bring humanity, science and a global network to the art of medicine - pioneering the field of private medicine for over twenty years.
Asset Vantage
United States of America
Accounting, Consolidated Reporting, Data Aggregation, Peer Benchmarking, Portfolio Management
Performance Reporting & General Ledger on demand.
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.
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.
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.
Sandbox Wealth
United States of America
Artificial Intelligence, Banking Providers, Commercial Bank, Consolidated Reporting, Data, Data Aggregation, Private Bank, Reporting, Technology provider
Sandbox Wealth is a turnkey banking platform for independent advisors and family offices.
Proof
United States of America
Artificial Intelligence, Asset managers, Data, Data Aggregation, Framework, Impact & ESG, Impact Funds or Deal Platform, Private Markets
Proof is an AI-powered sustainability and impact data platform that simplifies data collection, automates reporting, and integrates with leading frameworks.
KeeSystem
Switzerland
Asset managers, Client Portal, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management
Our mission is to simplify the daily life of wealth management professionals through KeeSense, our portfolio management solution, automatically connected to your ecosystem.
FileForms – The BOI Platform for Family Offices
United States of America
Compliance, Data, Reporting, Technology provider
Beneficial Ownership Information (BOI) reporting for Corporate Transparency Act (CTA) compliance with the Financial Crimes Enforcement Network (FinCEN).
Prismatic
United States of America
Accounting, Artificial Intelligence, Compliance, Consolidated Reporting, Data Aggregation, Digital Assets & Currencies, General Ledger Accounting, Performance Reporting, Portfolio & Cost Analysis, Property managers, Real estate, Real-estate related ventures, Reporting, Security & Risk, Technology provider, Transaction Processing
Prismatic is a unified accounting platform that securely digitises financial management for multi-entity family offices.
Overlay Capital invests at the intersection of private markets and sustainability, offering investment products that span the spectrum from innovation to infrastructure.
WealthSpectrum
India
Accounting, Advisors, Asset managers, Client Portal, Consolidated Reporting, Investment platform, Portfolio & Cost Analysis
WealthSpectrum acts as all-in-one platform designed to streamline and automate complex investment management needs.
Nasdaq for Family Offices
United States of America
Consolidated Reporting, Data Aggregation, Digital Due Diligence, Impact & ESG, Peer Benchmarking, Portfolio & Cost Analysis, Portfolio Management, Risk Management
Nasdaq Asset Owner Solutions unites the most comprehensive institutional data from eVestment, with true multi-asset class portfolio analytics and services from Solovis.
CFO Family Reporting
United States of America
Consolidated Reporting, Reporting, Technology provider
CFO Family Reporting is a comprehensive outsources back office solution for wealth reporting.
Clockwork
United States of America
Consolidated Reporting, Data Aggregation, Digital Due Diligence, Investment platform, Portfolio Management, Private Markets, Reporting
Clockwork offers a robust private investment management platform for family offices and global private investors, to centrally track alternative assets and everything else.
SumIt provides easy-to-use family office technology where accountants can see all their entities in one place and effortlessly create consolidated reports.
Concentric partners with sector-defining founders to create new technologies that disrupt the status quo and solve the problems that matter.
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.
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.
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.
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.
DAPM - Dynamic Assets & Performance Monitoring SA
Switzerland
Accounting, Consolidated Reporting, Data Aggregation, Digital Assets & Currencies, Governance, Impact & ESG, Peer Benchmarking, Portfolio & Cost Analysis, Portfolio Allocation, Private Markets, Real estate, Reporting, Risk Management, Security & Risk
Clients face difficulty overseeing global assets across multiple banks and institutions, leading to a lack of transparency, control, and effective financial consolidation.
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.
TFM provides scalable family governance solutions, combining expert coaching with innovative software for a tailored virtual coaching experience for families.
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.
Meet ORCA: The secure, intuitive way to store and share sensitive financial information and have productive discussion about wealth.
Improve your transparency in Private Markets investments.
The Point Investment Data Intelligence (IDI) platform streamlines data aggregation, analysis and reporting for investment managers.
Alphasys AG
Switzerland
Swiss company, Alphasys AG developed a portfolio management system, Netfolio, for flexible and in-depth asset management.
Entrilia offers a comprehensive software platform for private capital and alternative assets, featuring automated fund operations, robust accounting systems, and seamless integrations.
The relationship intelligence platform for dealmakers.
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.
Betterment is built to help you make the most of your money—today, tomorrow, and beyond.
Appfolio is an innovative cloud-based solution to enable property management businesses to digitally transform their business.
Mousse Partners is a private investment focusing on making long-term investments in high-growth companies across a range of industries.
Alex Brown is a diversified financial services company engaged primarily in financial planning, wealth management, investment banking and other banking services through its parent company Raymond James.
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
SimCorp provides integrated, best-in-class, multi-asset investment management solutions.
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.
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.
Fireman Capital Partners is a private equity firm specialising in buyouts and growth equity based in Massachusetts.
Baker Tilly's family office practice offers customised services to clients of all sizes, ranging from one family to multiple generations.
DiliTrust provides solutions and services for family offices' critical legal activities and corporate governance.
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.
Veracy Partners
United States of America
Advisors, Asset managers, Banking Providers, Client Portal, Consolidated Reporting, Reporting, Technology provider
Veracy Partners offers wealth management services for ultra-high-net-worth individuals, leveraging advanced technology for real-time net worth reporting and more.
WTax online client portal gives clients real-time reporting, enabling comprehensive monitoring of each stage of the claims process.
Montfort is an award-winning reputation management consultancy that delivers data-driven strategic advice to the world’s leading companies, individuals and organisations.
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.
WealthWorks+ gives you total control of how and where you access and manage your clients’ wealth
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.
OSL is Asia’s most comprehensive digital asset platform, providing Software-as-a-Service, brokerage, exchange and custody services for institutions and professional investors.
Hiscox offers tailored insurance solutions to help you across all areas of your life, from business to home. With over 100 years of industry experience and the expertise of our brokers, it's fine-tuned its insurance products to provide the essential cover when things don't go exactly to plan.
Legendary is an online reputation management company. Its team of experts specialise in digital marketing, SEO, social listening, content creation, crisis communications and much more.
The ING Group is a Dutch multinational banking and financial services corporation headquartered in Amsterdam. The three letters stand for "Internationale Nederlanden Groep".
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).
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.
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.
Elsen is the platform-as-a-service company that lets financial institutions harness their data.
Flanks offers a robust API for automated wealth services. Through the digitisation and aggregation of global wealth data across custodians, Flanks provides an unmatched 360° real-time view of investment portfolios.
CaixaBank is Spain’s leading retail bank. At the close of 2019, CaixaBank Private Banking had €73.4 billion in assets under management.
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.
BitGo empowers businesses to integrate digital currencies into their existing financial systems securely and at scale without ever taking custody of the asset.
Miles Software, now an integral part of EbixCash was founded in 1999 with a vision to be a techno-business partner delivering excellence and value to financial services globally.
Taurus Wealth Advisors is a global wealth management firm offering investment advisory, private equity, and real estate opportunities, with offices in Singapore, Dubai, and Zurich.
Discover Mirai Wealth, a UK-based leader in investment management technology, offering advanced analytics and seamless portfolio solutions.
KORE Technologies integrates customers' large-scale systems with its extensive experience and Hyper Protect infrastructure.
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.
ATA Risk Station offers the right balance of comprehensive functionality, ease of use, market coverage and intuitive reporting at a reasonable cost.
Signature bank is a New York-based full-service commercial bank with 27 private client offices throughout the New York metropolitan area.
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.
Cherng Family Trust is the multi-billion dollar single-family office investment firm of the founders of Panda Express, based in Los Angeles, California.
Sotheby's International Realty is a real estate company that specialises in selling and buying houses and estate properties.
CBRE delivers sustainable real assets solutions by harnessing extensive data and market insights to execute on all aspects of an investment’s lifecycle.
Concentric Advisors™ supports clients globally in some of the world’s fastest growing industries to successfully solve security challenges.
Sprout helps investors deploy better and faster into private markets. Better visibility, processes, and faster connections drive better outcomes.
Jefferies Group LLC is an American multinational independent investment bank and financial services company that is headquartered in New York City.
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.
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.
The Global Impact Investing Network (GIIN) is a leading international nonprofit dedicated to advancing and expanding impact investing globally.
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.
Junson Capital is a global investment management firm specialising in real estate, private equity, and capital markets.
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.
Colliers is a diversified professional services and investment management company with operations in 63 countries.
Re-Leased is a mission-critical cloud-based commercial real estate management platform designed for landlords and property managers.
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.
Thirty Capital is the leading commercial real estate portfolio of companies focused on delivering value to customers through technology-driven, practical solutions.
InvestCloud creates beautifully designed client experiences and intuitive operations solutions using our ever-expanding library of digital modular apps.
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.
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.
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.
ESSAFIN provides a cradle-to-cradle suite of ESG services for investment, sourcing, and purchasing decision makers using verifiable data applications.
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.
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.
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
ECI is a leading provider of end-to-end technology solutions tailored for the financial industry. With offices located throughout the United States, Europe, and Asia, it offers personalised and localised service on a global scale.
ReputationDefender is the leading provider of online reputation and digital privacy solutions for individuals and businesses.
Pictet is a Swiss multinational private bank and financial services company founded in Switzerland. Headquartered in Geneva, it is one of the largest Swiss banks and primarily offers services in wealth management, asset management and asset servicing, to private clients and institutions.
Orca by Balentic is a state-of-the-art tech platform designed to facilitate fund formation and capital allocation in Private Markets for General and Limited Partners.
CoStar Group (NASDAQ: CSGP) is the provider of commercial real estate information, analytics and marketing services.
Revere provides venture capital data and portfolio management solutions to asset allocators.
As a leading private client and private office, UMBRA International Group offers a range of bespoke protective and proactive security solutions.
We help family offices make smart and timely business decisions through efficient use of data and innovative technology
WealthSpectrum is developed and owned by Applied Software Pvt. Ltd., a software product company focused on financial services industry.
Cushman & Wakefield is a global real estate services firm that delivers value for real estate occupiers and owners.
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.
Chubb's personal insurance coverages and services are designed for families with more to protect. Whether it's a home that has been in the family for generations, an art or wine collection, heirloom jewellery, or a luxury vehicle, we protect what matters most to families.
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.
Rhone Trust
Switzerland
Rhone provides solutions that are realistic, transparent and focused on the protection and succession of their family wealth.
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
Binance is the blockchain and cryptocurrency infrastructure provider with a financial product suite that includes the largest digital asset exchange by volume.
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.
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.
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.
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.
Tamarac is an open platform with a large and growing list of supported integration partners.
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.
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.
Diligent empower leaders to turn governance into a competitive advantage through unparalleled insight and highly secure, integrated SaaS applications.
Cazenove Capital is a leading provider of wealth management services to private clients, family trusts, companies, charities and pension plans.
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.
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.
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.
AssetMetrix is not an investor, an investment consultant, or a placement agent, but currently administers portfolios with a total volume of over €12 billion and more than 1500 funds.
Custodiex provides secure cold storage solutions for the custody of digital assets accessible in real-time for banks, governments, custodians and financial institutions
Red5 provides comprehensive managed service solutions for threat monitoring, privacy, and intelligence services.
Bitgreen is a leading blockchain network built to promote sustainability and green initiatives globally.
AdvisorEngine provides the tools advisors need to scale more efficiently and compete more effectively.
DiversyFund offers real estate investments where the platform is both the developer and sponsor, professionally managing every investment.
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.
Indosuez Wealth Management is managing the needs of some of the most prominent families worldwide for more than 145 years.
Alta, formerly known as Fundnel, is Southeast Asia’s largest digital securities exchange for alternative investments.
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.
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.
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.
Italy's third-largest private bank by assets — now nearing €50 billion — and leading among banks with models focused solely on financial advisors.
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.
Large enterprises, family offices and high net-worth individuals face near and far-term accounting issues. They turn to EisnerAmper for a comprehensive audit, accounting, advisory, consulting and tax services.
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.
Stacc 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.
PCR helps family offices achieve data independence by streamlining how their sensitive investment data is aggregated, managed and used in reporting and other operations.
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.
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.
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.
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.
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.
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.
Wellworth is a healthcare advisory firm that helps high-net-worth families make informed healthcare choices through a holistic approach. With nearly 100 years of combined patient care experience, its multidisciplinary team works on creating strategies that can decrease risks, covering both physical and behavioural health, addiction treatment, and insurance.
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.
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.
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.
Dynamo Software has provided premium industry-specific, configurable asset management, and reporting software for the alternative assets industry since 1998,
Titanbay offers access to top-tier private market funds for wealth managers, providing an end-to-end investment solution with dedicated support. Based in Luxembourg, the company leverages deep industry relationships to source the best-performing fund managers.
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.
All the data, analysis, and tools you need in a single place, at a reasonable price.
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.
Cascade is a software company that provides administrative, compliance, audit, and governance solutions.
CUSTODIGIT AG is a Swiss-based startup backed by key market players such as SIX Digital Exchange and Swisscom.
Kaufman Rossin understands that each family office is unique and requires personalised attention. That's why they offer outsourcing solutions for wealth preservation, lifestyle management, consolidated reporting, and more.
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.
Zero-Alpha is a network of highly skilled specialists. We undertake work and projects by referral only.
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.
Anywhere is the parent company of some of the world's leading real estate brokerage brands and service businesses.
Circle is a global financial technology firm that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide.
Paxos, the parent company of the Bitcoin trading service itBit, is a financial technology company delivering blockchain solutions for global financial institutions.
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.
Sygnum Bank is the world’s first regulated Digital Asset Bank and a digital asset specialist with global reach. With Sygnum Bank AG’s Swiss banking licence, as well as Sygnum Pte Ltd’s capital markets services (CMS) licence in Singapore.
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.
PEG is a vertically integrated real estate investment firm focused on opportunistic and value-added opportunities in the Mountain West and the United States.
FinFolio makes portfolio management software for investment advisors and professional wealth managers.
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.
Wealth Wizards is the UK’s first online financial adviser.
Tindeco
Switzerland
Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management, Trading
Tindeco VISION provides the ultimate platform to efficiently manage any type of investment portfolio.
Knight Frank is an independent, global real estate consultancy providing an integrated prime commercial and residential offering.
Templum is a leading platform for the primary issuance and secondary trading of alternative assets, providing award-winning capital markets technology and infrastructure.
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.
Established in 1999, Digital Shape Technologies Inc. provides Webfolio®, a fully integrated, multi-asset and real-time portfolio management software.
BYOB is a centralised online platform designed to automate manual tasks and streamline investment processes, empowering investment professionals to do what they do best - service their clients.
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.
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.
LemonEdge offers next-gen fund accounting software for private markets, automating end-to-end processes to unlock scalability and efficiency. It serves sectors like private equity, venture capital, and real estate.
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.
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.
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.
Merrill is an American investing and wealth management division of Bank of America. Along with BofA Securities, the investment banking arm, both firms engage in prime brokerage and broker-dealer activities
Quantfolio Asset Management is a technology driven challenger to the traditional asset management industry.
UBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland.
Qineticare, the world's first Family Health Office (FHO), puts your family's health and well-being first. With the complexity of modern lifestyles, family dynamics, and fragmented healthcare systems, Qineticare takes a multi-dimensional approach to support you and your family to overcome life's challenges and preserve your legacy for future generations.
Vitech’s solutions are built upon a solid foundation of systems engineering and architecture software combined with the experience of our professional services team.
Albertine is a concierge app offering invite-only membership to high-net-wealth individuals. Created by executives from Uber and Quintessentially, the app provides bespoke recommendations, access to unique experiences, and assistance with dining, travel, events, shopping, and more.
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.
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.
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.
DBS Bank Ltd is a Singaporean multinational banking and financial services corporation headquartered in Marina Bay, Singapore.
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.
Concierge Cyber® is a Georgia-based company that provides cybersecurity insurance services to organisations and high-net-worth individuals. Designed similarly to a roadside assistance program, a low-cost annual subscription guarantees a quick response to cyberattacks, business email compromise, or data breaches.
OWNLY Fintech GmbH is a Hamburg-based financial technology company specialising in innovative financial solutions. The team combines expertise in banking, marketing, project management, and legal matters, working closely with a Polish development team.
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.
DAPM combines the best of technology and financial expertise to deliver a best-in-class offering.
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.
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.
TMG Family Office integrates expertise from all aspects of wealth management to simplify your family's lives. Its extensive services include legacy planning, investment advisory and concierge services such as bill pay, family security and buying and selling real estate.
Entole is a modular command centre that centralises and simplifies all private capital functions.
KCK Group is a private investment firm that manages a number of investment funds, including the KCK Family Investment Fund.
LP Analyst is the source for independent advisory and analysis solutions for the private equity investment community.
Ocorian delivers administration and compliance services for funds, corporate, capital markets and family offices.
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.
SuisseTechPartners is a fully-funded private fintech company managed by industry experts with decades of experience. As a fully-funded private company, it enjoys the independence to allocate resources and expertise to align with its clients' long-term strategy and goals. Ultimately, Suisse TechPartners aims to achieve sustainable mutual success with its clients. The executive team consists of the founder and regional executives with decades of practical industry experience.
We use your browsing data on fisglobal.com to gather analytics to help provide personalized content and an overall better user experience.
YCharts is an investment research platform that enables smarter investments and better client communications.
Goulston & Storrs
United States of America
Goulston & Storrs is a modern, vibrant firm where the practice of law is pursued with deep expertise and diligence.
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.
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.
Copper is transforming how institutional investors engage with digital assets, providing market-leading infrastructure in addition to custody, trading and prime brokerage solutions.
Yieldstreet provides the individual investor with a variety of assets in asset classes once reserved for private institutions and the top 1%.
Wealthbox is known for its modern product design that results in a powerful yet simple user-experience for RIA firms of all sizes.
Created for both serious beginners and investors, the Bitcoin Reserve platform provides a user-friendly bitcoin buying experience in Europe.
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.
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.
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
The Citi Private Capital Group is dedicated to serving clients who are represented by private investment companies, family offices, and family-owned businesses.
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.
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.
Venn by Two Sigma
United States of America
Consolidated Reporting, Portfolio Allocation, 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.
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.
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.
Summitas is an award-winning engagement platform to securely exchange confidential information, store sensitive documents, and share ideas — all from one place.
Triodos Bank N.V. is a bank based in the Netherlands with branches in Belgium, Germany, France, United Kingdom and Spain.
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.
Gemini Trust Company, LLC is a next-generation cryptocurrency exchange and custodian that allows customers to buy, sell, and store digital assets such as Bitcoin and Ether.
Fireblocks is an enterprise-grade platform delivering secure infrastructure for moving, storing, and issuing digital assets for funds, family offices, banks and web3 businesses.
Trusted Family is an award-winning technology platform serving the world’s leading family businesses with a single, secure and centralized governance platform.
We combine our team’s expertise with our technology, ImpactCloud®, to help your organization improve on the impact measurement process and demonstrate real outcomes.
Amber Group is a one-stop crypto finance service provider that provides liquidity provision, trading and asset management services 24/7.
