Companies

Private Wealth Systems

United States of America

Accounting, Compliance, Consolidated Reporting, Data Aggregation, Impact & ESG, Portfolio Management, Risk Management

Private Wealth Systems provides the digital infrastructure that powers modern family offices across the world.

FundCount

United States of America

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

FundCount is a unified accounting and investment analysis solution that improves operational efficiency and brings actionable intelligence to investment management professionals.

Swimbird

Sweden

Consolidated Reporting, Data Aggregation, Portfolio Management

The Swimbird Platform SWIP is a modern portfolio management solution, which gives the client a holistic view of their total portfolio - everything in one place.

Nines

New York City

CRM, Data, Data Aggregation, Media, Property managers, Real estate, Real-estate related ventures, Realtors

Discerning families and family offices use Nines as a centralized household manual and operating system to simplify managing properties, assets, vendors, staff, projects, and more.

Aleta

Denmark

Accounting, Compliance, Consolidated Reporting, Data, Data Aggregation, Governance, Impact & ESG, Portfolio Management, Risk Management

Aleta provides a truly holistic overview of the family wealth and unlocks valuable insights to elevate your wealth strategy. For family offices, by family offices.

Canopy

United States of America

Accounting, Consolidated Reporting, Portfolio Management

Canopy, is a private & anonymous wealth account aggregation, portfolio analytics and client reporting platform for High Net-Worth Individuals and their Wealth Managers.

WealthArc

Switzerland

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

WealthArc is a digital wealth platform that helps wealth managers and family offices to drive workflow automation and client satisfaction.

eXeer by Point Group

United Kingdom

Consolidated Reporting, Data Aggregation, Foundation, Technology provider

The eXeer platform places data at the centre of the family office. eXeer aggregates, analyses and visualises multiple sources of data to create a single source of investment truth.

Orca

Switzerland

Compliance, Consolidated Reporting, Data Aggregation, Governance

Meet Orca: The secure, intuitive way to store and share sensitive financial information and have productive discussion about wealth.

Masttro

United States of America

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

Masttro connects the entire wealth management ecosystem, providing a single source of trusted information for family offices to rely on.

Landytech

United Kingdom

Consolidated Reporting, Data Aggregation, Portfolio Management, Risk Management

Landytech is a financial technology company empowering family offices to make informed investment decisions.

Wright Partners

Singapore

Fund & External Asset Manager

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

Elysys

Monaco

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

Elysys is a secure, scalable and integrated enterprise software for treasury and investment management professionals working under several regulatory and compliance frameworks.

Copia Wealth Studios

United States of America

Consolidated Reporting, Data Aggregation, Portfolio Management

Copia is a financial intelligence platform that puts you and your family at the helm of their wealth.

PandaConnect

Denmark

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

PandaConnect is a global full-scale investment administration solution servicing clients around the world covering all asset classes both bankable and non-bankable investments.

Etops

Switzerland

Compliance, Consolidated Reporting, CRM, Data Aggregation, Impact & ESG, Portfolio Management, Risk Management

Etops is active along the entire value chain of wealth managers and family offices. This includes services, technology and consulting.

SEI – Archway Platform℠

United States of America

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

SEI Archway Platform℠ and outsourced services streamline the accounting, investment data aggregation and reporting operations of family offices and financial institutions.

MyFO

Canada

Consolidated Reporting, Data Aggregation, Investing technology, Portfolio Management, Technology provider

The most advanced family office experience which merges efficiency and advanced AI to bring family office services to your fingertips.

Atalaya

Spain

Data Aggregation, Governance, Portfolio Management, Real estate

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

WIZE by TeamWork

Switzerland

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

The Swiss all-in-one Wealth & Asset Management solution with an integrated portfolio management system including 200+ custodian automatic feeds for multi-asset consolidated reporting.

Kepler

United Kingdom

Advisors, Asset managers, Crypto & Blockchain Fund Manager, Digital asset exchange platform, Digital asset trading technology, Digital Assets & Currencies, Portfolio Management, Trading

Kepler is a turnkey Digital Asset Management Platform, providing clients direct market access or via B2B Whitelabel.

Eton Solutions

United States of America

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

Eton's platform, AtlasFive, reimagines each intricate process of a family office into one integrated platform that optimizes efficiency, increases transparency, and maximizes accuracy.

Private Client Resources (PCR)

United States of America

Data Aggregation

PCR helps family offices achieve data independence by streamlining how their sensitive investment data is aggregated, managed and used in reporting and other operations.

AgilLink

United States of America

Accelerator, Accounting, Consolidated Reporting, Data Aggregation, Portfolio Management

AgilLink provides secure bill pay and client accounting technology to firms that serve ultra-high-net-worth individuals, including family offices, business managers, and athletes.

Abbove

Belgium

Consolidated Reporting, Data Aggregation

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

SoftLedger

United States of America

Accounting, Consolidated Reporting, Data, Data Aggregation, Institutional Investor, Portfolio Management

Softledger provides cloud accounting software that empowers investment management firms to operate more efficiently and make smarter decisions.

STP Invesment Services

United States of America

Accounting, Consolidated Reporting, Data Aggregation, Portfolio & Cost Analysis, Portfolio Management, Technology provider

We provide a true partnership with Family Offices and Wealth Management Firms needing to communicate a clear, well organized and professional story to each of their clients.

iVE.ONE

Germany

Crypto & Blockchain Fund Manager, Digital asset exchange platform, Digital asset trading technology, Digital Assets & Currencies, Portfolio Management

iVE.ONE provides a ready-to-use crypto trading platform for investment professionals to get exposure to cryptocurrencies.

Fincite

Germany

Advisors, Asset managers, Compliance, Consolidated Reporting, Crypto & Blockchain Fund Manager, Data, Data Aggregation, Digital asset exchange platform, Digital asset trading technology, Digital Assets & Currencies, Impact & ESG, Investing technology, Investment platform, Portfolio Management, Prime Brokerage, Technology provider

We empower family offices and their customers to make intelligent financial decisions.

Performativ

Denmark

Advisors, Asset managers, Consolidated Reporting, Data Aggregation, Portfolio Management, Risk Management, Technology provider

Providing family offices and their clients with a powerful, secure, affordable wealth management platform, that is fit for the future.

Bill

United States of America

Accounting, Consolidated Reporting, Data Aggregation

Bill is a leading provider of cloud-based software that simplifies, digitises and automates complex back-office financial operations for wealth management and family office firms.

Fireblocks

United States of America

Custody Provider, Digital Assets & Currencies

Fireblocks is an enterprise-grade platform delivering secure infrastructure for moving, storing, and issuing digital assets for funds, family offices, banks and web3 businesses.

Canoe

United States of America

Data, Data Aggregation, Technology provider

Automation of manual workflows related to alternative investment documents and data management, extraction and delivery.

Assure Wealth

Denmark

Accounting, Consolidated Reporting, Data Aggregation, Impact & ESG, Risk Management

Assure Wealth is your independent reporting adviser and makes it easy to manage wealth.

Addepar

United States of America

Consolidated Reporting, CRM, Data Aggregation, Governance, Impact & ESG, Portfolio Management

Addepar is a leading wealth management technology platform for connecting data, technology and people to manage wealth and achieve multigenerational family objectives

Summitas

United States of America

Portfolio Management

Summitas is an award-winning engagement platform to securely exchange confidential information, store sensitive documents, and share ideas — all from one place.

Way2B1

United States of America

Accounting, Governance, Impact & ESG, Real estate

Our mission is to enable Family Offices to better manage their complex life by providing a secure, private, and efficient operating environment that connects them with their ecosystem service providers and each other.

Royalty Exchange

United States of America

Exchange

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

Northern Trust Family Office Technology

United States of America

Accounting, Compliance, Consolidated Reporting, Data Aggregation, Governance, Portfolio Management, Risk Management, Trading

Northern Trust is a preeminent global financial institution that provides asset servicing, investment management and wealth management services for institutions, high-net-worth individuals and families.

ClearMacro

United Kingdom

Data Aggregation, Investing technology, Portfolio Management, Risk Management

ClearMacro provides a lightweight, real-time investment decision-support SaaS that augments human decision-making to generate better investment outcomes and increase client trust.

Nasdaq Asset Owner Solutions

United States of America

Consolidated Reporting, Data Aggregation, Digital Due Diligence, Impact & ESG, Portfolio & Cost Analysis, Portfolio Management, Risk Management

Nasdaq Asset Owner Solutions unites the most comprehensive institutional data from eVestment, with true multi-asset class portfolio analytics and services from Solovis.

Clarity AI

United States of America

Compliance, Data, Impact & ESG, Portfolio Management, Risk Management

Clarity AI uses machine learning and artificial intelligence to provide investors and advisors with insights to make sustainably informed decisions. 

Asora

Ireland

Consolidated Reporting, Data, Data Aggregation, Governance, Portfolio Management

Asora is a SAAS solution for single and multi-family offices to track and oversee assets, automating data capture and providing digital on demand reporting on web and mobile.

Giving Place, Inc.

United States of America

Compliance, Consolidated Reporting, CRM, Data Aggregation, Digital Due Diligence, Governance, Impact & ESG, Risk Management, Technology provider

Giving Place is the first-ever software solution for optimizing all forms of charitable giving for major donors and their families.

Asset Vantage

United States of America

Accounting, Consolidated Reporting, Data Aggregation, Portfolio Management

Performance Reporting & General Ledger on demand.

Overlay Capital

United States of America

Fund & External Asset Manager

Overlay Capital invests at the intersection of private markets and sustainability, offering investment products that span the spectrum from innovation to infrastructure.

Trustworthy

United States of America

Technology provider

Trustworthy partners with wealth and family offices to provide a digital vault to secure their clients' most sensitive information.

Ledgex

United States of America

Data Aggregation, Portfolio Management, Technology provider

Venn helps RIAs, advisors, asset owners and asset managers embrace a quantitative approach to multi-asset portfolio risk and investment decision-making.

PetakSys

Hungary

Accounting, Asset managers, Banking Providers, CRM, Data, Developers, Portfolio Management, Technology provider

PetakSys is a digital transformation partner for single- and multi-family offices, asset & wealth managers providing cutting-edge technology solutions tailored to their needs.

SEB Bank

Sweden

Commercial Bank

Owned & controlled by the Swedish Wallenberg family since 1856, the bank has an operational presence throughout the Nordics, Baltics, UK and Germany as well other key family office locations such as Singapore and Hong Kong.

KeeSystem

Switzerland

Asset managers, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management

Our mission is to simplify the daily life of wealth management professionals through KeeSense, our portfolio management solution, automatically connected to your ecosystem.

Arch

United States of America

Consolidated Reporting, Data Aggregation

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

Apliqo

Switzerland

Data Aggregation, Portfolio Management

Improve your transparency in Private Markets investments.

SS&C Family Office Services

United States of America

Accounting, Consolidated Reporting, Data Aggregation, Governance, Portfolio Management

SS&C Family Office Services eliminates cost, risk and time of integrating disparate systems, delivering solutions to single and multi-family offices for their complex needs.

Novus Capital Partners

United States of America

Fund & External Asset Manager

Novus Capital Partners is an asset management and hedge fund company that runs fintech + trading strategies, packaged together into fund structures. Our main focus are FX markets.

Affinity

United States of America

CRM, Technology provider

The relationship intelligence platform for dealmakers.

Black Diamond Wealth Platform

United States of America

Accounting, Compliance, Consolidated Reporting, Data Aggregation, Portfolio Management, Trading

SS&C’s Black Diamond® Wealth Platform offers family offices a fully-integrated cloud-native solution with customizable and robust household performance reporting, alternative data aggregation, and an immersive client portal.

Concentric

Denmark

Fund & External Asset Manager

Concetric partners with sector-defining founders to create new technologies that disrupt the status quo and solve the problems that matter.

Sensiba

United States of America

Accounting, Consolidated Reporting

Sensiba leverages best-in-class technology combined with family office services to create elegance out of complexity.

Impact Partners

France

Impact & ESG, Impact Funds or Deal Platform

Impact Partners is Europe’s first impact investing platform. It aligns its portfolio with the United Nations’ SDG with the goal of innovating a sustainable capitalism.

Global Asset+ by Lombard Odier

Switzerland

Consolidated Reporting

Our Global Assets+ solution, catered to professional investors, private clients or family offices, is underpinned by a unique combination of operational capabilities, investment expertise, flexibility and cutting-edge multi-currency banking technology, designed and developed by Lombard Odier.

Altoo

Switzerland

Consolidated Reporting, Data Aggregation, Governance, Risk Management

The Altoo Wealth Platform provides simplicity and control to wealthy private individuals and family offices, by aggregating and monitoring wealth data in an intuitive way.

Ethic

United States of America

Consolidated Reporting, Data Aggregation, Fund & External Asset Manager, Impact & ESG, Portfolio Management, Reporting, Technology provider

Ethic works with families and wealth advisors to create custom equity portfolios that can be tailored to unique values, tax preferences, and financial goals.

Carta

United Kingdom

Fund & External Asset Manager, Investment platform, Technology provider

Carta is the easiest way to launch your VC investments via SPVs or VC Funds - all your back office is integrated into a single platform.

Hemonto

Denmark

Accounting, Consolidated Reporting, Data Aggregation, Governance, Impact & ESG, Portfolio Management, Risk Management

As an independent reporting advisor, we deliver state-of-the-art consolidated financial reporting with data you can trust as a strong basis for your financial decisions.

Mirador

United States of America

Consolidated Reporting

As an independent reporting advisor, Mirador delives state-of-the-art consolidated financial reporting with data you can trust as a strong basis for your financial decisions.

CoinFLEX

Seychelles

Digital asset exchange platform, Digital Assets & Currencies

CoinFLEX (Coin Futures and Lending Exchange) is a physically delivered cryptocurrency future exchange, developed to provide avenues for investors to hedge cryptocurrency exposure with zero index or settlement manipulation risk.

Jefferies

United States of America

Investment Bank

Jefferies Group LLC is an American multinational independent investment bank and financial services company that is headquartered in New York City.

Bambu

Singapore

Portfolio Management

Bambu is a B2B Fintech company that develops tech for financial institutions. Their platform helps users save and invest for their future. Bambu builds solutions that empower financial institutions with technology, intelligence, and insights.

iPaladin

United States of America

Compliance, CRM, Governance, Risk Management

iPaladin’s Digital Family Office is a blockchain platform to orchestrate people, services, documents and activity, as one source of truth, for the modern family office.

QPLIX GmbH

Germany

Accounting, Compliance, Consolidated Reporting, Data Aggregation, Governance, Impact & ESG, Portfolio Management, Risk Management

QPLIX offers an all in one solution, readily available, consolidating all asset classes, complex owner structures, to enhance high quality investment decisions.

WTax

United Kingdom

Technology provider

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

Binance

Remote first

Digital asset exchange platform, Digital Assets & Currencies

Binance is the blockchain and cryptocurrency infrastructure provider with a financial product suite that includes the largest digital asset exchange by volume.

Barclays

United Kingdom

Commercial Bank

Barclays is a British multinational investment bank and financial services company, headquartered in London, England. Apart from investment banking, Barclays is organised into four core businesses: personal banking, corporate banking, wealth management, and investment management.

REYL & Cie

Switzerland

Private Bank

REYL & Cie Ltd is licensed as a bank in Switzerland and forms part of REYL Group. Founded in 1973, the REYL Group is an independent diversified banking group with offices in Switzerland, Europe and the rest of the world

Enfusion

United States of America

Portfolio Management, Risk Management

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

Carnegie

Sweden

Investment Bank, Private Bank

Carnegie is a Nordic investment bank with operations in the UK and USA. In different regions they offer combinations of Investment Banking, Wealth Management, Corporate- & Project Finance and even Private banking in Sweden.

CORYX

Germany

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

With CORYX iO, we offer Single and Multi-Family Offices, Asset & Wealth Managers, Fonds, Foundations and Banks an investment management platform tailored to their needs.

Vanilla

United States of America

Asset managers

Vanilla is an estate planning software company that builds tools that help financial advisors collaborate on the most intimate planning with their clients—and empower everyone to make the most of their life’s work.

Knight Frank

United States of America

Real estate, Realtors

Knight Frank is an independent, global real estate consultancy providing an integrated prime commercial and residential offering.

CaixaBank

Spain

Commercial Bank

CaixaBank is Spain’s leading retail bank. At the close of 2019, CaixaBank Private Banking had €73.4 billion in assets under management.

AppFolio

United States of America

Property managers, Real estate

Appfolio is an innovative cloud-based solution to enable property management businesses to digitally transform their business.

BBH Private Bank & 1818

United States of America

Private Bank

Brown Brothers Harriman & Co. is the oldest and one of the largest private banks in the United States. In 1931, the merger of Brown Brothers & Co. and Harriman Brothers & Co. formed the current BBH.

BBVA

Spain

Commercial Bank

Banco Bilbao Vizcaya Argentaria, S.A., better known by its initialism BBVA, is a Spanish multinational financial services company based in Madrid and Bilbao, Spain.

DAPM

Switzerland

Consolidated Reporting, Data Aggregation, Portfolio Management

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

OWL Analytics

United States of America

Data, Impact & ESG, Rating Agency

OWL Analytics is a data and index provider entirely focused on sustainability. Their approach to ESG deploys big data techniques to increase the data across a broader range of ESG parameters through a consensus model that optimises the objective.

TechRules

Spain

Technology provider

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

Bitcoin Suisse

Switzerland

Crypto & Blockchain Fund Manager, Custody Provider, Digital asset exchange platform, Digital asset trading technology, Digital Assets & Currencies, Prime Brokerage

Bitcoin Suisse AG is a crypto-finance startup providing trading, prime brokerage, custody, lending, and other services.

Coinbase

Remote first

Custody Provider, Digital asset exchange platform, Digital Assets & Currencies, Prime Brokerage

Coinbase aims to bring more innovation, efficiency, and equal opportunity to the world by building an open financial system.

eFront

France

Technology provider

RIDDLE&CODE

Austria

Custody Provider

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

Arabesque

United Kingdom

Data, Impact & ESG

Arabesque is a sustainability intelligence firm that joins ESG and AI to guide the creation of sustainable economic value. Their proprietary AI solutions packaged in a clean UX provide wealth management professionals with usable information to customise their priorities and portfolios.

MSCI

United States of America

Data, Impact & ESG, Rating Agency

MSCI offers comprehensive ESG ratings, data, and analytics, in addition to specific climate investing tools. The company has a comprehensive package of tools and services to support investment decision making around the world. Their clients include many of the world’s largest investors.

CBRE Investment Management

New York City

Developers, Real estate

CBRE delivers sustainable real assets solutions by harnessing extensive data and market insights to execute on all aspects of an investment’s lifecycle.

OSL

Hong Kong

Digital asset exchange platform, Digital Assets & Currencies

OSL is Asia’s most comprehensive digital asset platform, providing Software-as-a-Service, brokerage, exchange and custody services for institutions and professional investors.

Amber Group

Singapore

Crypto & Blockchain Fund Manager

Amber Group is a one-stop crypto finance service provider that provides liquidity provision, trading and asset management services 24/7.

Triodos Bank

Netherlands

Banking Providers

Triodos Bank is a world leader in sustainable banking based in the Netherlands. Focusing on the environment, culture, and social impact maintains its independence and mission focus.

Copper.co

London

Custody Provider, Digital Assets & Currencies, Prime Brokerage

Copper is transforming how institutional investors engage with digital assets, providing market-leading infrastructure in addition to custody, trading and prime brokerage solutions.

ABN Amro MeesPierson

Netherlands

Investment Bank

ABN AMRO is a Dutch bank for retail, corporate and private banking clients. Their focus is on Northwest Europe and hold several top positions in private banking.

intelliflo portfolio

United States of America

CRM, Portfolio Management

Portfolio Pathway is a robust wealth management platform.

Wealth Wizards

United Kingdom

Consolidated Reporting

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

Crypto.com

Singapore

Digital asset exchange platform, Digital Assets & Currencies

Crypto.com is a cryptocurrency exchange app that supports trading, investing, staking, wallets, NFTs, and more. This exchange offers more than 250 different currencies, along with minimal fees, and discounts for those who hold a significant stake in Crypto.com Coin (CRO). Its ecosystem of crypto-related products could make it a good choice for those looking to do a lot with their cryptocurrency.

Bitcoin reserve

Estonia

Digital Assets & Currencies, Prime Brokerage

Created for both serious beginners and investors, the Bitcoin Reserve platform provides a user-friendly bitcoin buying experience in Europe.

Impact Frontiers

United States of America

Impact & ESG, Network

Impact Frontiers started as a project led by Root Capital and expanded to become an initiative associated with the Impact Management Project. Now, Impact Frontiers will host the resources developed during IMP’s five years of existence. Impact Frontiers’ mission is to “catalyze and accelerate investors’ integration of impact alongside financial risk and return into their investment practices.”

LGT

Liechtenstein

Private Bank

LGT Group is one of the largest family-owned private banking and asset management groups in the world.

Jay Solutions

Switzerland

Consolidated Reporting, Portfolio Management

Jay Solutions is on a mission to transform the management of wealth for individuals and businesses alike. Its cutting-edge solution seamlessly integrates a wide range of financial data and consolidates it into a unified, user-friendly format.

Yieldstreet

New York City

Investing technology, Investment platform, Real estate

Yieldstreet provides the individual investor with a variety of assets in asset classes once reserved for private institutions and the top 1%.

Acumen

New York City

Foundation

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

ThinkPlumb

United States of America

Accounting

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

Diligend

United States of America

CRM, Data Aggregation, Digital Due Diligence, Governance, Impact & ESG, Risk Management

Streamlining fund due diligence and monitoring processes through digitization and automation. Structuring and centralising data. Facilitating analysis. Enabling collaboration.

Thirty Capital

United States of America

Real estate

Thirty Capital is the leading commercial real estate portfolio of companies focused on delivering value to customers through technology-driven, practical solutions.

MyVest

United States of America

Consolidated Reporting, Portfolio Management

MyVest builds enterprise wealth management technology for the digital age. Driven by a vision for client-centric advice, we empower firms to deliver personalized portfolios at scale.

Anywhere Real Estate

United States of America

Real estate, Realtors

Anywhere is the parent company of some of the world's leading real estate brokerage brands and service businesses.

J. Safra Sarasin

Switzerland

Private Bank

Safra Sarasin offers family offices and young entrepreneurs a powerful combination of 180 years building wealth for multiple generations of clients, the principles and values of a family owned bank, a 30+ year track record as the global pioneer in sustainable investing, and a bespoke technology platform.

Royal Bank of Canada

Canada

Commercial Bank

Royal Bank of Canada (RBC) is Canada’s largest bank and one of the largest in the world based on market capitalization. RBC provides personal and commercial banking; private banking; investment management; insurance; investor services; capital markets, investment banking and trading; trust; and family office support.

Quantilia

France

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

All the data, analysis, and tools you need in a single place, at a reasonable price.

Impak

Canada

Impact & ESG, Rating Agency

Impak is an impact assessment, and rating and tracking tool for investors aligned with the solutions standards created by the Impact Management Project and the UN’s Sustainable Development Goals.

Celo

United States of America

Digital asset trading technology, Digital Assets & Currencies

Celo is a mobile-first blockchain optimized for peer-to-peer payments using only a mobile number. An Ethereum-compatible technology capable of reaching global users at scale, Celo is turning crypto into usable money with a multi-asset system: a governance and staking asset (CELO) and a family of stablecoins (e.g., cUSD, cEUR).

DiversyFund

United States of America

Investment platform, Real estate

DiversyFund offers real estate investments where the platform is both the developer and sponsor, professionally managing every investment.

Backstop Solutions

United States of America

Accounting, Consolidated Reporting, CRM, Portfolio Management

Backstop Solutions offers the most robust investment management software, supporting the full investment lifecycle for single- and multifamily offices in one integrated platform.

DiligenceVault

United States of America

CRM, Data Aggregation, Digital Due Diligence, Portfolio Management, Risk Management

DiligenceVault is a leading two-sided digital diligence platform which streamlines and automates the due diligence process between asset owners and their asset managers.

Finlight

United Kingdom

Consolidated Reporting, Data Aggregation, Portfolio Management, Risk Management, Trading

We make investment reporting data easy to analyse and integrate with any tool.

BNP Paribas

France

Commercial Bank

BNP Paribas S.A. is a French international banking group. It is the world's 8th largest bank by total assets, and currently operates with a presence in 72 countries.

Visible Capital

United Kingdom

Consolidated Reporting, Data Aggregation

VisibleCapital uses PSD2/Open Banking data to automate the collection of information required to onboard customers in the wealth sector.

SEBA Bank AG

Switzerland

Custody Provider, Digital Assets & Currencies

SEBA Bank AG is a crypto banking service provider. It offers transaction banking services for crypto and fiat accounts; custody services, including military-grade secure storage of crypto assets; trading and liquidity management services for crypto assets and fiat currency; and asset and investment management services for crypto and traditional equity products.

HAYVN

United Arab Emirates

Custody Provider, Digital asset trading technology, Digital Assets & Currencies

HAYVN is a digital asset-focused financial Institution delivering payments, trading, custody, asset management and research to its global client base.

UBS

Switzerland

Private Bank

UBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland.

Revere

United States of America

Investment platform

Revere provides venture capital data and portfolio management solutions to asset allocators.

ImpactAssets

United States of America

Advisors, Data, Impact Funds or Deal Platform

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

Zodia Custody

London

Custody Provider, Digital Assets & Currencies

Zodia Custody is an institutional-grade crypto custody solution that was incubated by Standard Chartered with Northern Trust. The company provides custody for crypto assets, designed to enable institutions to invest safely in emerging assets that are transforming how financial markets operate.

Voly Group

United Kingdom

Accounting, Consolidated Reporting

Voly offers an accounting software solution to family offices to help them manage valuable assets, including yachts, property, aircraft, fine art, and bloodstock, such as thoroughbred horses.

Staac Escali

Norway

Accounting, Compliance, Consolidated Reporting, Data Aggregation, Governance, Impact & ESG, Portfolio Management, Risk Management

Escali is a provider of software solutions to family offices, asset managers, pension funds and insurance companies.

Betterment

United States of America

Consolidated Reporting, CRM, Governance

Betterment is built to help you make the most of your money—today, tomorrow, and beyond.

PEG Companies

United States of America

Real estate

PEG is a vertically integrated real estate investment firm focused on opportunistic and value-added opportunities in the Mountain West and the United States.

Sage Intacct

United States of America

Accounting, Consolidated Reporting

Sage Intacct is a cloud-based accounting and financial management software invested in meeting the needs of financial professionals.

EG Capital

Zambia

Impact & ESG

EG Capital makes private equity investments in mid-sized businesses in the Food, Health, and Education sectors, initially within the East African region.

Blanco

Netherlands

Asset managers

Blanco provides a comprehensive wealth management platform that comprises two products. The KYC & Compliance Suite streamlines the complex KYC process. In addition, the Investment Suite was developed by the team's extensive knowledge of the asset management sector.

SRL Global

London

Data Aggregation

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

RSM Family Office Dashboard

United States of America

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

RSM's family office dashboard provides families with a personal, holistic and integrated view with unparalleled access to their data. By leveraging cutting edge technology and dynamic industry-leading advisors, clients receive unrivaled insights and value. The dashboard keeps our clients equipped and informed by consolidating key issues, information and needs, including tax; complex partnership tiering and allocation; collection of liquid and illiquid financial assets; outsourced CFO capability; managed IT; cybersecurity and thought leadership.

Itaú Private Bank

Brazil

Commercial Bank, Private Bank

Banco Itaú Unibanco S.A. is a Brazilian publicly traded bank with headquarters in São Paulo, Brazil. The bank is the result of the merger of Banco Itaú and Unibanco, which occurred on November 4, 2008 to form It is the 10th largest bank in the world by market value.

Venn by Two Sigma

United States of America

Consolidated Reporting, Portfolio Management, Technology provider

Venn helps RIAs, advisors, asset owners and asset managers embrace a quantitative approach to multi-asset portfolio risk and investment decision-making.

DBS

Singapore

Commercial Bank

DBS Bank Ltd is a Singaporean multinational banking and financial services corporation headquartered in Marina Bay, Singapore.

Cobalt

United States of America

Technology provider

Cobalt’s crowdsourced SaaS pen test platform delivers actionable results that empower agile teams to pinpoint, track, and remediate software vulnerabilities.

UBP

Switzerland

Private Bank

UBP is one of Switzerland’s leading private banks, and is among the best-capitalised, with a Tier 1 ratio of 27.7%. The Bank is specialised in the field of wealth management for both private and institutional clients.

Unicredit

Italy

Commercial Bank

UniCredit is a simple successful pan-European Commercial Bank, with a fully plugged in CIB, delivering a unique Western, Central and Eastern European network to its extensive client franchise.

Centtrip

United Kingdom

Accounting, Consolidated Reporting, Governance, Trading

Founded to meet the demands of clients with complex, cross-border affairs, Centtrip supports family offices with a tailored, single solution for expense management and payments.

Colliers

Canada

Real estate, Realtors

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

Ledger

Paris

Custody Provider

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

Nexo

London

Digital Assets & Currencies, Prime Brokerage

Nexo is an all-in-one platform where you can securely store your digital assets, as well as buy, exchange, and borrow against BTC, ETH and more.

Wealth Objects

United Kingdom

Consolidated Reporting, Data Aggregation, Portfolio Management

We help Wealth Managers, Investment firms, Banks, Insurance companies, Brokerages, and many others to launch modern digital investing and saving propositions, and to improve their existing platforms.

Croesus

Canada

Consolidated Reporting, CRM, Portfolio Management

Founded in 1987, Croesus is a WealthTech offering cutting-edge, easy-to-use wealth management solutions. With over 200 employees in Montréal and Toronto, the company draws on expertise and know-how to provide products and services tailored to the financial services industry's needs. In 2019, Croesus acquired softTarget, a company specialising in portfolio rebalancing, whose flagship software is being integrated with its sophisticated solutions offering.To provide their clients with an unparalleled experience, Croesus actively listens, learns, and engages with them to develop technology solutions that are innovative, flexible, and secure.

Valuefy

India

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

Valuefy provides digital platform for family offices to do real time data aggregation , Investment analytics with powerful visualization and Performance Attribution.

Banca Generali

Italy

Private Bank

Italy's third-largest private bank by assets — now nearing €50 billion — and leading among banks with models focused solely on financial advisors.

Advisor 360

United States of America

Consolidated Reporting, CRM, Portfolio Management

Advisor360° is a leading innovator for the wealth management industry, delivering a deeply integrated SaaS platform.

+impact (by Danske Bank)

Denmark

Accelerator, Impact & ESG

+impact is a free platform connecting startups with investors, propelling positive impact in the Nordics. +impact focuses on Nordic startups working to tackle societal challenges within the Sustainable Development Goals (SDGs).

BitGo

United States of America

Custody Provider, Digital Assets & Currencies

BitGo empowers businesses to integrate digital currencies into their existing financial systems securely and at scale without ever taking custody of the asset.

Bakkt

United States of America

Custody Provider, Digital Assets & Currencies

Bakkt Holdings, Inc. is an American corporation listed on the New York Stock Exchange. The company operates a technology platform that enables consumers, businesses, and institutions to unlock the value of digital assets.

Wealth Spectrum

India

Consolidated Reporting, Portfolio Management

WealthSpectrum is developed and owned by Applied Software Pvt. Ltd., a software product company focused on financial services industry.

IQ-EQ - Cosmos

Luxembourg

Accounting, Compliance, Consolidated Reporting, Data Aggregation, Impact & ESG, Portfolio Management

IQ-EQ provides an end-to-end bespoke portfolio monitoring solution to institutional and private wealth investors focusing on alternative and luxury assets.

Coutts

United Kingdom

Private Bank

Coutts & Co. is a private bank and wealth manager. Founded in 1692, it is the eighth oldest bank in the world. Today, Coutts forms part of NatWest Group's wealth management division.

C. Hoare & Co

United Kingdom

Private Bank

C. Hoare & Co., also known as Hoares, is a British private bank, founded in 1672 by Sir Richard Hoare; it remains family-owned and is currently managed by the eleventh generation of his direct descendants.

Custodigit

Zurich

Custody Provider, Digital Assets & Currencies

CUSTODIGIT AG is a Swiss-based startup backed by key market players such as SIX Digital Exchange and Swisscom.

Simcorp Coric

Denmark

Consolidated Reporting, CRM, Data Aggregation

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

Alphasys AG

Switzerland

Swiss company, Alphasys AG developed a portfolio management system, Netfolio,​ for flexible and in-depth asset management.

Toniic

United States of America

Impact & ESG, Network

Toniic is a network of particular interest to family offices. It currently has around 500 members of HNWIs, family offices, and foundations. Its global reach is clear with members in more than twenty-five countries in North America, Europe, Asia, and a small representation in East Africa. Membership in Toniic provides access to its global community, investment opportunities, education, and support in measuring impact.

RealPage

United States of America

Property managers, Real estate

RealPage is a global provider of software and data analytics to the real estate industry. Clients use the platform to improve operating performance and increase capital returns.

Signature Bank

New York City

Banking Providers, Commercial Bank

Signature bank is a New York-based full-service commercial bank with 27 private client offices throughout the New York metropolitan area.

The Upright Project

Finland

Data, Impact & ESG, Rating Agency

Upright is an innovative fintech that has distinct offerings for investors, companies, public sector, employees, and consumers that quantify impact to enable better decision making.

FinFolio

United States of America

Compliance, Consolidated Reporting, CRM, Portfolio Management

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

FA Solutions

Finland

Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Governance, Impact & ESG, Portfolio Management, Risk Management, Trading

FA Platform is a cutting-edge software platform as a service for running your entire Investment Management business in one platform at any time, anywhere and on any device.

Triodos Investment Management

Netherlands

Impact & ESG, Impact Funds or Deal Platform

Triodos Investment Management, a subsidiary of Triodos Bank, has decades of experience in impact investing with over €6B AUM. They have offices in the Netherlands, Belgium, United Kingdom and Germany, and reach globally with their investments.

Sharpfin

Sweden

Compliance, Consolidated Reporting, CRM, Data Aggregation, Impact & ESG, Portfolio Management, Risk Management

We digitize all processes for small to medium size wealth managers within a single cloud service

Zerocap

Melbourne

Crypto & Blockchain Fund Manager, Custody Provider, Digital Assets & Currencies, Prime Brokerage

Zerocap provides digital asset execution, insured custody and yield products to forward-thinking investors and institutions globally.

Qredo

New York City

Custody Provider, Digital Assets & Currencies

Qredo, a radical new approach to bring liquidity and capital efficiency to the blockchain economy is rearchitecting digital asset ownership and blockchain connectivity. Qredo has also pioneered the first decentralised trustless multi-party computation (MPC) custodial network, which enables them to offer custody, native cross-chain swaps, and cross-platform liquidity access.

Roofstock

United States of America

Investment platform, Real estate

Roofstock is an online marketplace for investing in leased single-family rental homes in a transparent and low-friction way. The company provides its clients with research and analytics to evaluate and purchase independently certified properties at set prices.

Cross River

United States of America

Custody Provider, Digital Assets & Currencies

Cross River is a fast-growing financial services organization that merges the forward-thinking offerings of a technology company with the established expertise and traditional services of a bank.

InvestCloud

United States of America

Consolidated Reporting, CRM

InvestCloud creates beautifully designed client experiences and intuitive operations solutions using our ever-expanding library of digital modular apps.

8topuz

United Arab Emirates

Trading

8topuz Wealth Fintech is an award-winning artificial intelligence and machine learning provider, based in Cyprus and in the UAE, offering automated and audited investment solutions

KCK Family investment fund

New York City

Fund & External Asset Manager

KCK Group is a private investment firm that manages a number of investment funds, including the KCK Family Investment Fund.

Wealthbox

United States of America

CRM

Wealthbox is known for its modern product design that results in a powerful yet simple user-experience for RIA firms of all sizes.

Tangany

Munich

Custody Provider, Digital Assets & Currencies

Tangany is a white-label blockchain custodian. The German company offers solutions for crypto wallets and infrastructure for the most popular blockchain, including custody for both Bitcoin and Ethereum. Their solution is currently employed by more than 40 institutional customers.

NYDIG

New York City

Custody Provider, Digital Assets & Currencies

NYDIG is a subsidiary of Stone Ridge, a holding company that has led the creation of forward-thinking firms across the worlds of technology and finance, including a $13B+ alternatives asset manager.

Wealthworks+

United Kingdom

Consolidated Reporting, CRM, Portfolio Management

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

ATA Risk Station

United States of America

Portfolio Management, Risk Management

ATA Risk Station offers the right balance of comprehensive functionality, ease of use, market coverage and intuitive reporting at a reasonable cost.

Fireman Capital Partner

United States of America

Fund & External Asset Manager

Fireman Capital Partners is a private equity firm specialising in buyouts and growth equity based in Massachusetts.

Unreasonable Impact

United States of America

Accelerator, Impact & ESG

Unreasonable Impact is the result of a partnership between Barclays and the Unreasonable Group. It runs programs targeting three geographical areas of emphasis: the Americas, Asia Pacific, and UK/Europe.

BMO

Canada

Commercial Bank

Serving customers for 200 years and counting, BMO is a highly diversified financial services provider - the 8th largest bank, by assets, in North America.

Cascade

Luxembourg

Governance

Cascade is a software company that provides administrative, compliance, audit, and governance solutions.

Empaxis

United States of America

Advisors, Consolidated Reporting, Reporting

Empaxis Data Management is a prominent provider of cloud-based financial technology. It offers outsourced services for middle- and back-office and automation services, specifically designed to cater to the needs of investment companies.

BIL

Luxembourg

Private Bank

Banque Internationale à Luxembourg S.A. is the oldest private bank in Luxembourg, founded in 1910. It offers commercial and corporate banking services.

SideDrawer

Canada

Governance

SideDrawer develops an online life planning platform intended to organise and share personal and family information and important contacts related to banking, investing and estate.

Solovis

United States of America

Portfolio Management

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

Sopact

United States of America

Impact & ESG

We combine our team’s expertise with our technology, ImpactCloud®, to help your organization improve on the impact measurement process and demonstrate real outcomes.

Ruby

United States of America

Compliance, Consolidated Reporting, Data Aggregation, Impact & ESG, Portfolio Management, Risk Management, Trading

RUBY brings to our clients an unparalleled ability to manage their wealth across all asset classes in a unified, real-time platform, tailored to the unique needs of each family.

Deutsche Bank

Germany

Commercial Bank

Deutsche Bank AG is a German multinational investment bank and financial services company headquartered in Frankfurt, Germany, and dual-listed on the Frankfurt Stock Exchange and the New York Stock Exchange.

Ellevest

United States of America

Investment platform

Ellevest is a financial management platform created by women to cater to women. Apart from serving individuals, the platform also works with families and organisations to understand their goals and values. It then creates a customised portfolio and holistic investment strategy that is tax-optimised.

ANZ Bank

Australia

Commercial Bank

ANZ Bank, headquartered in Melbourne is one of the top 4 Australian commercial banks and holds the dominant market share as the main bank to Australian Family Offices with 15 years of deep specialisation within the Family Office market.

Danske Bank

Denmark

Commercial Bank

Danske Bank is headquartered in Copenhagen and operational throughout the Nordics and Northern Ireland serving personal as well as business and institutional customers in these markets. The largest shareholder is A.P. Moller Holding connected to the Maersk family.

Quantfolio

Norway

Consolidated Reporting, Data Aggregation

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

Dynamo

United States of America

Consolidated Reporting, Portfolio Management

Dynamo Software has provided premium industry-specific, configurable asset management, and reporting software for the alternative assets industry since 1998,