Company Finder
Results: 262
MyFO 
Canada
Consolidated Reporting
The most advanced family office experience which merges efficiency and advanced AI to bring family office services to your fingertips.
eXeer by Point Group
United Kingdom
Data Aggregation
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.
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.
Wright Partners
Singapore
Fund & External Asset Manager
Wright Partners build risk-aligned, investable ventures with corporates and single family offices.
Abbove
Belgium
Consolidated Reporting
Abbove helps patrimonial advisors to serve their clients with a holistic and structured approach on their global wealth.
Performativ
Denmark
Portfolio Management
Providing family offices and their clients with a powerful, secure, affordable wealth management platform, that is fit for the future.
PandaConnect
Denmark
Consolidated Reporting
PandaConnect is a global full-scale investment administration solution servicing clients around the world covering all asset classes both bankable and non-bankable investments.
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.
Swimbird
Sweden
Consolidated Reporting
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.
Asset Vantage
United States of America
Consolidated Reporting
Performance Reporting & General Ledger on demand.
Northern Trust Family Office Technology
United States of America
Consolidated Reporting
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.
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.
Arch
United States of America
Data Aggregation
Intuitive, digital investment admin that tracks data from all private investments in a single platform.
iVE.ONE
Germany
Digital asset trading technology
iVE.ONE provides a ready-to-use crypto trading platform for investment professionals to get exposure to cryptocurrencies.
Landytech
United Kingdom
Portfolio Management
Landytech is a financial technology company empowering family offices to make informed investment decisions.
Masttro
United States of America
Consolidated Reporting
Masttro connects the entire wealth management ecosystem, providing a single source of trusted information for family offices to rely on.
Altoo
Switzerland
Consolidated Reporting
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
Consolidated Reporting
Etops is active along the entire value chain of wealth managers and family offices. This includes services, technology and consulting.
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.
Ledgex
United States of America
Portfolio Management
Venn helps RIAs, advisors, asset owners and asset managers embrace a quantitative approach to multi-asset portfolio risk and investment decision-making.
Ethic
United States of America
Impact & ESG
Ethic works with families and wealth advisors to create custom equity portfolios that can be tailored to unique values, tax preferences, and financial goals.
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.
Aleta
Denmark
Consolidated Reporting
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.
Elysys
Monaco
Consolidated Reporting
Elysys is a secure, scalable and integrated enterprise software for treasury and investment management professionals working under several regulatory and compliance frameworks.
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.
Clarity AI
United States of America
Impact & ESG
Clarity AI uses machine learning and artificial intelligence to provide investors and advisors with insights to make sustainably informed decisions.
Assure Wealth
Denmark
Data Aggregation
Assure Wealth is your independent reporting adviser and makes it easy to manage wealth.
Nines
New York City
Property managers
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.
Copia Wealth Studios
United States of America
Portfolio Management
Copia is a financial intelligence platform that puts you and your family at the helm of their wealth.
Asora
Ireland
Data Aggregation
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.
Hemonto
Denmark
Consolidated Reporting
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.
Nasdaq Asset Owner Solutions
United States of America
Portfolio Management
Nasdaq Asset Owner Solutions unites the most comprehensive institutional data from eVestment, with true multi-asset class portfolio analytics and services from Solovis.
Centtrip
United Kingdom
Accounting
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.
BVNK
Spain
Custody Provider
BVNK is a banking and payments platform built on digital currecies, for the digital economy.
ANote Music
Luxembourg
Exchange
ANote Music offers diversified, scalable, and flexible music investment opportunities to preserve and grow your wealth.
Sharpfin
Sweden
Consolidated Reporting
We digitize all processes for small to medium size wealth managers within a single cloud service
Addepar
United States of America
Consolidated Reporting
Addepar is a leading wealth management technology platform for connecting data, technology and people to manage wealth and achieve multigenerational family objectives
KeeSystem
Switzerland
Portfolio Management
Our mission is to simplify the daily life of wealth management professionals through KeeSense, our portfolio management solution, automatically connected to your ecosystem.
SEI – Archway Platform℠
United States of America
Consolidated Reporting
SEI Archway Platform℠ and outsourced services streamline the accounting, investment data aggregation and reporting operations of family offices and financial institutions.
PetakSys
Hungary
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.
Canoe
United States of America
Data Aggregation
Automation of manual workflows related to alternative investment documents and data management, extraction and delivery.
AgilLink
United States of America
Accounting
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.
Canopy
United States of America
Consolidated Reporting
Canopy, is a private & anonymous wealth account aggregation, portfolio analytics and client reporting platform for High Net-Worth Individuals and their Wealth Managers.
Eton Solutions
United States of America
Portfolio 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.
ClearMacro
United Kingdom
Portfolio 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.
SoftLedger
United States of America
Accounting
Softledger provides cloud accounting software that empowers investment management firms to operate more efficiently and make smarter decisions.
Vauban by Carta
United Kingdom
Fund & External Asset Manager
Vauban from 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.
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.
Kepler
United Kingdom
Digital Assets & Currencies
Kepler is a turnkey Digital Asset Management Platform, providing clients direct market access or via B2B Whitelabel.
GreenLock
Switzerland
Technology provider
GreenLock is all-in-one platform to analyse, manage and monitor your investment fees and associated costs.
Bill.com
United States of America
Accounting
Bill.com is a leading provider of cloud-based software that simplifies, digitises and automates complex back-office financial operations for wealth management and family office firms.
Fireblocks
United States of America
Custody Provider
Fireblocks is an enterprise-grade platform delivering secure infrastructure for moving, storing, and issuing digital assets for funds, family offices, banks and web3 businesses.
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.
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.
Private Wealth Systems
United States of America
Consolidated Reporting
Private Wealth Systems provides the digital infrastructure that powers modern family offices across the world.
Giving Place, Inc.
United States of America
Technology provider
Giving Place is the first-ever software solution for optimizing all forms of charitable giving for major donors and their families.
Atalaya
Spain
Data Aggregation
Atalaya empowers family offices with data and technology for wealth structuring.
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.
Fincite
Germany
Portfolio Management
We empower family offices and their customers to make intelligent financial decisions.
Impact Partners
France
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.
SS&C Family Office Services
United States of America
Consolidated Reporting
SS&C Family Office Services eliminates cost, risk and time of integrating disparate systems, delivering solutions to single and multi-family offices for their complex needs.
FundCount
United States of America
Portfolio Management
FundCount is a unified accounting and investment analysis solution that improves operational efficiency and brings actionable intelligence to investment management professionals.
Way2B1
United States of America
Governance
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.
Black Diamond Wealth Platform
United States of America
Consolidated Reporting
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.
Orca
Switzerland
Governance
Meet Orca: The secure, intuitive way to store and share sensitive financial information and have productive discussion about wealth.
WIZE by TeamWork
Switzerland
Portfolio Management
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.
Sensiba
United States of America
Accounting
Sensiba leverages best-in-class technology combined with family office services to create elegance out of complexity.
DiligenceVault
United States of America
Digital Due Diligence
DiligenceVault is a leading two-sided digital diligence platform which streamlines and automates the due diligence process between asset owners and their asset managers.
Cascade
Luxembourg
Governance
Cascade is a software company that provides administrative, compliance, audit, and governance solutions.
Digital Shape Technologies
Canada
Portfolio Management
Established in 1999, Digital Shape Technologies Inc. provides Webfolio®, a fully integrated, multi-asset and real-time portfolio management software.
Sotheby's International Realty
United States of America
Realtors
Sotheby's International Realty is a real estate company that specialises in selling and buying houses and estate properties.
Tangany
Munich
Custody Provider
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.
Anywhere Real Estate
United States of America
Realtors
Anywhere is the parent company of some of the world's leading real estate brokerage brands and service businesses.
The Upright Project
Finland
Data
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.
BBH Private Bank & 1818
United States of America
Private Bank
Brown Brothers Harriman & Co. is the oldest and one of the largest private banks in the United States. In 1931, the merger of Brown Brothers & Co. and Harriman Brothers & Co. formed the current BBH.
Circle
United States of America
Digital asset trading technology
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.
Fisglobal
United States of America
Portfolio Management
We use your browsing data on fisglobal.com to gather analytics to help provide personalized content and an overall better user experience.
GründerAtelier
Germany
Accelerator
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.
ANZ Bank
Australia
Commercial Bank
ANZ Bank, headquartered in Melbourne is one of the top 4 Australian commercial banks and holds the dominant market share as the main bank to Australian Family Offices with 15 years of deep specialisation within the Family Office market.
WTax
United Kingdom
Technology provider
WTax online client portal gives clients real-time reporting, enabling comprehensive monitoring of each stage of the claims process.
Silcube Software
Finland
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.
Re-Leased
London
Property managers
Re-Leased is a mission-critical cloud-based commercial real estate management platform designed for landlords and property managers.
MSCI
United States of America
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.
Royal Bank of Canada
Canada
Commercial Bank
Royal Bank of Canada (RBC) is Canada’s largest bank and one of the largest in the world based on market capitalization. RBC provides personal and commercial banking; private banking; investment management; insurance; investor services; capital markets, investment banking and trading; trust; and family office support.
LGT
Liechtenstein
Private Bank
LGT Group is one of the largest family-owned private banking and asset management groups in the world.
Triodos Investment Management
Netherlands
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.
Matter
Denmark
Data
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.
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.
+impact (by Danske Bank)
Denmark
Accelerator
+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).
Quantilia
France
Consolidated Reporting
All the data, analysis, and tools you need in a single place, at a reasonable price.
Vitech
United States of America
Portfolio Management
Vitech’s solutions are built upon a solid foundation of systems engineering and architecture software combined with the experience of our professional services team.
Bitcoin reserve
Estonia
Prime Brokerage
Created for both serious beginners and investors, the Bitcoin Reserve platform provides a user-friendly bitcoin buying experience in Europe.
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.
BNP Paribas
France
Commercial Bank
BNP Paribas S.A. is a French international banking group. It is the world's 8th largest bank by total assets, and currently operates with a presence in 72 countries.
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.
Goldman Sachs
United States of America
Investment 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.
Vontobel
Switzerland
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.
Tindeco
Switzerland
Portfolio Management
Tindeco VISION provides the ultimate platform to efficiently manage any type of investment portfolio.
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.
Patamar Capital
Indonesia
Impact Funds or Deal Platform
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.
Advisor 360
United States of America
Consolidated Reporting
Advisor360° is a leading innovator for the wealth management industry, delivering a deeply integrated SaaS platform.
BlockFi
United States of America
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.
Advisor Engine
United States of America
Data Aggregation
AdvisorEngine provides the tools advisors need to scale more efficiently and compete more effectively.
RSM Family Office Dashboard
United States of America
Consolidated Reporting
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.
Lombard Odier
Switzerland
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.
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.
Quantfolio
Norway
Consolidated Reporting
Quantfolio Asset Management is a technology driven challenger to the traditional asset management industry.
AppFolio
United States of America
Property managers
Appfolio is an innovative cloud-based solution to enable property management businesses to digitally transform their business.
Visible Capital
United Kingdom
Consolidated Reporting
VisibleCapital uses PSD2/Open Banking data to automate the collection of information required to onboard customers in the wealth sector.
Sygnum Bank
Zurich
Custody Provider
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.
Interactive Brokers
United States of America
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.
AssetMax
Switzerland
Consolidated Reporting
Assetmax is a trusted solution used by several wealth managers and banks.
ThinkPlumb
United States of America
Accounting
ThinkPlumb provides an array of customised and effective software and accounting solutions.
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.
Gemini
New York City
Custody Provider
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.
SEBA Bank AG
Switzerland
Custody Provider
SEBA Bank AG is a crypto banking service provider. It offers transaction banking services for crypto and fiat accounts; custody services, including military-grade secure storage of crypto assets; trading and liquidity management services for crypto assets and fiat currency; and asset and investment management services for crypto and traditional equity products.
HAYVN
United Arab Emirates
Custody Provider
HAYVN is a digital asset-focused financial Institution delivering payments, trading, custody, asset management and research to its global client base.
IQ-EQ - Cosmos
Luxembourg
Consolidated Reporting
IQ-EQ provides an end-to-end bespoke portfolio monitoring solution to institutional and private wealth investors focusing on alternative and luxury assets.
Elsen
United States of America
CRM
Elsen is the platform-as-a-service company that lets financial institutions harness their data.
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.
Citi
United States of America
Private Bank
The Citi Private Capital Group is dedicated to serving clients who are represented by private investment companies, family offices, and family-owned businesses.
UBS
Switzerland
Private Bank
UBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland.
KCK Family investment fund
New York City
Fund & External Asset Manager
KCK Group is a private investment firm that manages a number of investment funds, including the KCK Family Investment Fund.
Paxos
New York City
Custody Provider
Paxos, the parent company of the Bitcoin trading service itBit, is a financial technology company delivering blockchain solutions for global financial institutions.
InvestCloud
United States of America
CRM
InvestCloud creates beautifully designed client experiences and intuitive operations solutions using our ever-expanding library of digital modular apps.
Pantera Capital
United States of America
Crypto & Blockchain Fund Manager
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.
METACO
Switzerland
Custody Provider
Fireblocks is an all-in-one platform that helps its customers build their digital asset business. They operate as an infrastructure service provider for digital asset custody, transfer and settlement.
Roofstock
United States of America
Investment platform
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.
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.
Enfusion
United States of America
Portfolio Management
Fireblocks is an all-in-one platform that helps its customers build their digital asset business. They operate as an infrastructure service provider for digital asset custody, transfer and settlement.
Cherng Family Trust
Los Angeles
Fund & External Asset Manager
Cherng Family Trust is the multi-billion dollar single-family office investment firm of the founders of Panda Express, based in Los Angeles, California.
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
Wealth Spectrum
India
Portfolio Management
WealthSpectrum is developed and owned by Applied Software Pvt. Ltd., a software product company focused on financial services industry.
Barclays
United Kingdom
Commercial Bank
Barclays is a British multinational investment bank and financial services company, headquartered in London, England. Apart from investment banking, Barclays is organised into four core businesses: personal banking, corporate banking, wealth management, and investment management.
CaixaBank
Spain
Commercial Bank
CaixaBank is Spain’s leading retail bank. At the close of 2019, CaixaBank Private Banking had €73.4 billion in assets under management.
Finartis
Switzerland
Consolidated Reporting
FINARTIS provides the most comprehensive Family Office administration solution. It offers a unique level of automation of investments from decision-making to financial statements.
Bitcashier
Lithuania
Digital asset exchange platform
Bitcashier is focusing on bringing bespoke digital currency trading services to family offices, wealth management firms, corporate institutions and banks.
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.
Innovest Advisory
Channel Islands
Advisors
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.
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.
Ycharts
United States of America
Portfolio Management
YCharts is an investment research platform that enables smarter investments and better client communications.
Cyndx
United States of America
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.
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.
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".
NYDIG
New York City
Custody Provider
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.
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.
Tamarac
United States of America
CRM
Tamarac is an open platform with a large and growing list of supported integration partners.
Simcorp Coric
Denmark
CRM
SimCorp provides integrated, best-in-class, multi-asset investment management solutions.
Trusted Family
Belgium
Governance
Trusted Family is an award-winning technology platform serving the world’s leading family businesses with a single, secure and centralized governance platform.
In the media
