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Results: 262

MyFO MyFO

Canada
Consolidated Reporting

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

AI PoweredConsolidated ViewDigital ExcellenceProven AgilityTransparency

eXeer by Point Group 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.

Ability to WhitelabelCustom Development ServiceCustom ReportsDigital ExcellenceFull Multi-Currency SupportProven Agility

Trustworthy 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.

Digital ExcellenceMobile AppTransparencyVisionary Purpose

Wright Partners Wright Partners

Singapore
Fund & External Asset Manager

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

Abbove Abbove

Belgium
Consolidated Reporting

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

Ability to WhitelabelCustom ReportsOther Services

Performativ Performativ

Denmark
Portfolio Management

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

Ability to WhitelabelBanking ProvidersFull Multi-Currency SupportMobile App

PandaConnect 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.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

Concentric 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.

Fund

Swimbird 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.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency Support

Asset Vantage Asset Vantage

United States of America
Consolidated Reporting

Performance Reporting & General Ledger on demand.

Ability to WhitelabelFull Multi-Currency SupportMobile App

Northern Trust Family Office Technology 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.

Ability to WhitelabelCustom Development ServiceCustom ReportsMobile AppOther Services

Global Asset+ by Lombard Odier 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.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

Arch Arch

United States of America
Data Aggregation

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

Digital ExcellenceTransparency Reporting

iVE.ONE 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.

Ability to WhitelabelCustom ReportsDigital ExcellenceTransparencyVisionary Purpose

Landytech Landytech

United Kingdom
Portfolio Management

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

Ability to WhitelabelCustom ReportsFull Multi-Currency Support

Masttro 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.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

Altoo 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.

Ability to WhitelabelCustom ReportsFull Multi-Currency SupportMobile App

Etops Etops

Switzerland
Consolidated Reporting

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

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

Royalty Exchange 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 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.

Ability to WhitelabelCustom Development ServiceCustom Reports FundReal EstateReporting

Ethic 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.

Ability to WhitelabelCustom Reports AdvisoryAsset ManagementManagementMeasurementReportingResearch

SEB Bank 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.

DiversityTransparency Asset ManagementCorporate FinanceInternational BankingRetail BankingWealth Management

Affinity Affinity

United States of America
CRM

The relationship intelligence platform for dealmakers.

Custom ReportsMobile App

Aleta 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.

Asset ManagementReportingWealth Management

Elysys 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.

Custom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

Overlay Capital 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.

Fund

Clarity AI 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. 

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services ManagementMeasurementReportingResearch

Assure Wealth Assure Wealth

Denmark
Data Aggregation

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

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

Nines 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.

Custom Development ServiceMobile App ManagementReal Estate

Copia Wealth Studios 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.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

Asora 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.

Ability to WhitelabelDigital ExcellenceFull Multi-Currency SupportMobile AppProven AgilityVisionary Purpose

Hemonto 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.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

Nasdaq Asset Owner Solutions 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.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

Centtrip 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.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

BVNK BVNK

Spain
Custody Provider

BVNK is a banking and payments platform built on digital currecies, for the digital economy.

Asset Management

ANote Music ANote Music

Luxembourg
Exchange

ANote Music offers diversified, scalable, and flexible music investment opportunities to preserve and grow your wealth.

Sharpfin Sharpfin

Sweden
Consolidated Reporting

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

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

Addepar 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

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

KeeSystem 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.

Ability to WhitelabelBanking ProvidersCustom Development ServiceDigital ExcellenceFull Multi-Currency SupportMobile AppProven AgilitySustainabilityTransparencyVisionary Purpose

SEI – Archway Platform℠ 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.

Ability to WhitelabelFull Multi-Currency SupportMobile App

PetakSys 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.

Ability to WhitelabelBanking ProvidersCustom Development ServiceCustom ReportsDigital ExcellenceDiversityFull Multi-Currency SupportVisionary Purpose

Canoe Canoe

United States of America
Data Aggregation

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

Digital ExcellenceTransparency

AgilLink 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.

Mobile AppTransparency

Canopy 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.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency Support

Eton Solutions 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.

Ability to WhitelabelCustom Development ServiceCustom ReportsMobile AppOther Services

ClearMacro 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.

Ability to WhitelabelFull Multi-Currency SupportTransparencyVisionary Purpose

SoftLedger SoftLedger

United States of America
Accounting

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

Ability to WhitelabelBanking ProvidersCustom Development ServiceCustom ReportsFull Multi-Currency SupportProven AgilityTransparency

Vauban by Carta 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.

Banking ProvidersFull Multi-Currency SupportMobile App

Novus Capital Partners 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 Kepler

United Kingdom
Digital Assets & Currencies

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

Ability to WhitelabelBanking ProvidersCustom Development ServiceCustom ReportsDigital ExcellenceFull Multi-Currency SupportMobile AppTransparency

GreenLock GreenLock

Switzerland
Technology provider

GreenLock is all-in-one platform to analyse, manage and monitor your investment fees and associated costs.

Ability to WhitelabelMobile App Reporting

Bill.com 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 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.

Other Services Asset ManagementGovernance

Summitas 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.

Ability to WhitelabelMobile AppOther Services CommunicationManagement

Private Client Resources (PCR) 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.

Ability to WhitelabelCustom ReportsFull Multi-Currency SupportOther Services

Private Wealth Systems Private Wealth Systems

United States of America
Consolidated Reporting

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

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

Giving Place, Inc. 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.

Custom ReportsOther ServicesTransparencyVisionary Purpose AdvisoryAsset ManagementCorporate FinanceFundGovernanceManagementNon-Financial AdvisoryReportingResearch

Atalaya Atalaya

Spain
Data Aggregation

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

Ability to Whitelabel

Mirador 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.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

Fincite Fincite

Germany
Portfolio Management

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

Ability to WhitelabelCustom Development ServiceCustom ReportsDigital ExcellenceFull Multi-Currency SupportMobile AppProven AgilitySustainability

Impact Partners 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.

Asset ManagementCommunication

SS&C Family Office Services 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.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency Support

FundCount 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.

Custom Development ServiceCustom ReportsFull Multi-Currency Support

Way2B1 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.

Mobile App

Black Diamond Wealth Platform 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.

Ability to WhitelabelCustom Development ServiceCustom ReportsMobile App

Orca Orca

Switzerland
Governance

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

Ability to Whitelabel

WIZE by TeamWork 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.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

Sensiba Sensiba

United States of America
Accounting

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

Custom Development ServiceCustom ReportsDigital ExcellenceVisionary Purpose AdvisoryCorporate FinanceInternational FinanceManagementReportingWealth Management

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.

Custom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

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.

CommunicationCorporate FinanceGovernanceManagementTraining

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.

AdvisoryFundraisingManagementTraining

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.

Corporate FinanceRetail Banking

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.

Management

Re-Leased

London
Property managers

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

Real Estate

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.

FundManagementMeasurementReportingResearch

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.

Corporate FinanceInvestment BankingRetail BankingTreasuryWealth Management

LGT

Liechtenstein
Private Bank

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

Asset ManagementWealth Management

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.

Asset ManagementFundInvestment BankingReporting

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.

AdvisoryReportingResearch

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.

Digital Excellence Retail BankingWealth Management

+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).

FundFundraisingNon-Financial AdvisoryTraining

Quantilia

France
Consolidated Reporting

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

Custom ReportsFull Multi-Currency SupportOther Services

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.

Sustainability Corporate BankingInternational BankingInternational FinanceRetail Banking

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.

AdvisoryManagementReportingResearch

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.

Visionary Purpose Asset ManagementInternational BankingInvestment Banking

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.

Digital Excellence Asset ManagementWealth Management

Tindeco

Switzerland
Portfolio Management

Tindeco VISION provides the ultimate platform to efficiently manage any type of investment portfolio.

Ability to Whitelabel

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.

AdvisoryManagementTraining

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.

Ability to WhitelabelCustom ReportsFull Multi-Currency SupportOther Services

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.

Banking ProvidersDigital ExcellenceSustainabilityVisionary Purpose Asset ManagementWealth Management

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.

International BankingInternational FinanceWealth Management

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.

Real Estate

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.

Wealth Management

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.

Ability to WhitelabelCustom Development ServiceCustom ReportsMobile App

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.

Asset ManagementWealth Management

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.

Visionary Purpose International BankingInvestment BankingRetail BankingWealth Management

UBS

Switzerland
Private Bank

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

Visionary Purpose Asset ManagementCorporate FinanceInternational BankingWealth Management

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.

Real Estate

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.

Banking ProvidersDigital Excellence Asset ManagementInvestment BankingWealth Management

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.

Management

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

Asset ManagementCorporate BankingInvestment BankingTreasury

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.

Corporate BankingRetail BankingWealth 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.

Ability to WhitelabelCustom Development ServiceFull Multi-Currency SupportMobile App

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.

AdvisoryManagementMeasurementReporting

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.

ManagementWealth Management

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.

Digital ExcellenceSustainabilityVisionary Purpose Corporate FinanceWealth Management

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".

Corporate FinanceInvestment BankingRetail BankingWealth Management

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.

Corporate BankingRetail BankingTreasuryWealth Management

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.

Ability to WhitelabelCustom ReportsMobile AppOther Services
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