Company Finder
Results: 355
Clockwork 
United States of America
Consolidated Reporting, Data Aggregation, Digital Due Diligence, Investment platform, Portfolio Management, Private Markets, Reporting
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.
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
Asseta
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
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.
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.
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.
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.
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.
Benaiah Capital
United States of America
Crypto & Blockchain Fund Manager, Digital Assets & Currencies
Velvet
United States of America
Asset managers, Consolidated Reporting, Digital Due Diligence, Fund & External Asset Manager, Private Markets, Technology provider
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.
Aleta
United States of America
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.
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.
Asset Vantage
United States of America
Accounting, Consolidated Reporting, Data Aggregation, Peer Benchmarking, Portfolio Management
Performance Reporting & General Ledger on demand.
The Point Investment Data Intelligence (IDI) platform streamlines data aggregation, analysis and reporting for investment managers.
WealthSpectrum
India
Accounting, Advisors, Asset managers, Client Portal, Consolidated Reporting, Investment platform, Portfolio & Cost Analysis
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.
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
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.
Canopy, is a private & anonymous wealth account aggregation, portfolio analytics and client reporting platform for High Net-Worth Individuals and their Wealth Managers.
Proof
United States of America
Artificial Intelligence, Asset managers, Data, Data Aggregation, Framework, Impact & ESG, Impact Funds or Deal Platform, Private Markets
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.
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.
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.
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.
Hatcher+ FAAST® (Funds-as-a-Service Technology) Platform
Singapore
Accelerator, Accounting, Artificial Intelligence, Asset managers, Compliance, Consolidated Reporting, CRM, Digital Due Diligence, Impact & ESG, Portfolio Management, Private Markets, Reporting, Technology provider
CFO Family Reporting
United States of America
Consolidated Reporting, Reporting, Technology provider
FileForms – The State and Federal Compliance Solution for Family Offices
United States of America
Compliance, Data, Reporting, Technology provider
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.
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.
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.
Sandbox Wealth
United States of America
Artificial Intelligence, Banking Providers, Commercial Bank, Consolidated Reporting, Data, Data Aggregation, Private Bank, Reporting, Technology provider
Bourgeois Bohème
Lithuania
Accounting, Consolidated Reporting, Lifestyle & Concierge, Outsourced solutions
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.
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.
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.
Rhone Trust
Switzerland
Celo is a mobile-first blockchain optimized for peer-to-peer payments using only a mobile number. An Ethereum-compatible technology capable of reaching global users at scale, Celo is turning crypto into usable money with a multi-asset system: a governance and staking asset (CELO) and a family of stablecoins (e.g., cUSD, cEUR).
Zerocap
Melbourne
Crypto & Blockchain Fund Manager, Custody Provider, Digital Assets & Currencies, Prime Brokerage
Intuitive, digital investment admin that tracks data from all private investments in a single platform.
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.
FA Solutions
Finland
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Governance, Impact & ESG, Portfolio Management, Risk Management, Trading
Bitcoin Suisse
Switzerland
Crypto & Blockchain Fund Manager, Custody Provider, Digital asset exchange platform, Digital asset trading technology, Digital Assets & Currencies, Prime Brokerage
DiligenceVault
United States of America
CRM, Data Aggregation, Digital Due Diligence, Portfolio Management, Risk Management
QPLIX GmbH
Germany
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Governance, Impact & ESG, Portfolio Management, Risk Management
CORYX
Germany
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Trading
Founded to meet the demands of clients with complex, cross-border affairs, Centtrip supports family offices with a tailored, single solution for expense management and payments.
Diligend
United States of America
CRM, Data Aggregation, Digital Due Diligence, Governance, Impact & ESG, Risk Management
SEBA Bank AG is a crypto banking service provider. It offers transaction banking services for crypto and fiat accounts; custody services, including military-grade secure storage of crypto assets; trading and liquidity management services for crypto assets and fiat currency; and asset and investment management services for crypto and traditional equity products.
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).
Finlight
United Kingdom
Consolidated Reporting, Data Aggregation, Portfolio Management, Risk Management, Trading
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.
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.
Valuefy
India
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management, Trading
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.
Pantera Capital
United States of America
Crypto & Blockchain Fund Manager, Digital Assets & Currencies
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
Backstop Solutions
United States of America
Accounting, Consolidated Reporting, CRM, Portfolio Management
Goulston & Storrs
United States of America
HAYVN
United Arab Emirates
Custody Provider, Digital asset trading technology, Digital Assets & Currencies
Ruby
United States of America
Compliance, Consolidated Reporting, Data Aggregation, Impact & ESG, Portfolio Management, Risk Management, Trading
Venn by Two Sigma
United States of America
Consolidated Reporting, Portfolio Allocation, Portfolio Management, Technology provider
The relationship intelligence platform for dealmakers.
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.
Crestbridge Family Office Services
United States of America
Accounting, Advisors, Consolidated Reporting, Reporting
Tindeco
Switzerland
Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management, Trading
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.
Propine
Singapore
Custody Provider, Digital asset exchange platform, Digital asset trading technology
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 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.”
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.
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
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.
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.
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.
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.
Coinbase
Remote first
Custody Provider, Digital asset exchange platform, Digital Assets & Currencies, Prime Brokerage
Stacc Escali
Norway
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Governance, Impact & ESG, Portfolio Management, Risk Management
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.
IQ-EQ
Luxembourg
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Impact & ESG, Outsourced solutions, 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.
Finartis
Switzerland
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management
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.
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.
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.
iVE.ONE
Germany
Crypto & Blockchain Fund Manager, Digital asset exchange platform, Digital asset trading technology, Digital Assets & Currencies, Portfolio Management
Summitas is an award-winning engagement platform to securely exchange confidential information, store sensitive documents, and share ideas — all from one place.
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.
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.
Veracy Partners
United States of America
Advisors, Asset managers, Banking Providers, Client Portal, Consolidated Reporting, Reporting, Technology provider
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.
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.
Atalaya empowers family offices with data and technology for wealth structuring.
ClearMacro
United Kingdom
Data Aggregation, Investing technology, Portfolio Allocation, 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.
Abbove helps patrimonial advisors to serve their clients with a holistic and structured approach on their global wealth.
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.
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.
Clarity AI
United States of America
Compliance, Data, Impact & ESG, Portfolio Management, Risk Management
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.
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
TIFIN Give
United States of America
Artificial Intelligence, Client Portal, Engagement Platform, Foundation, Impact & ESG, Philanthropy, Reporting, Technology provider
STP Investment 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.
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.
Trustworthy partners with wealth and family offices to provide a digital vault to secure their clients' most sensitive information.
Venn helps RIAs, advisors, asset owners and asset managers embrace a quantitative approach to multi-asset portfolio risk and investment decision-making.
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.
Automation of manual workflows related to alternative investment documents and data management, extraction and delivery.
Meet ORCA: The secure, intuitive way to store and share sensitive financial information and have productive discussion about wealth.
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.
Improve your transparency in Private Markets investments.
PrizmaDesk
Slovenia
Consolidated Reporting, Data Aggregation, Portfolio & Cost Analysis, Portfolio Management
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.
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.
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.
