Family Office Service, Banking & Technology Providers

Addepar

Consolidated Reporting

HQ

United States of America

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

Accounting

HQ

United States of America

Allvue’s accounting, monitoring and reporting solutions offer a flexible, customized solution to support families of any size or structure.

Consolidated Reporting

HQ

Switzerland

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.

Consolidated Reporting

HQ

United States of America

Families without an integrated investment and accounting system typically do not have a comprehensive and consolidated view of their sophisticated wealth to get control of their data.

Data Aggregation

HQ

Denmark

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.

Consolidated Reporting

HQ

United States of America

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.

Consolidated Reporting

HQ

United States of America

The Black Diamond Wealth Platform is an award-winning, cloud-based solution designed to meet the complete business needs of wealth management professionals and their clients.

Consolidated Reporting

HQ

Singapore

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

Portfolio Management

HQ

United States of America

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.

Portfolio Management

HQ

Germany

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.

Digital Due Diligence

HQ

United States of America

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

Digital Due Diligence

HQ

United States of America

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

Consolidated Reporting

HQ

Monaco

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

Consolidated Reporting

HQ

Norway

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.

Consolidated Reporting

HQ

United States of America

Eton Solution’s platform, AtlasFive, built by a family office for the family office market, is the only fully integrated single source of truth platform in the UHNW market today.

Consolidated Reporting

HQ

Switzerland

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

Portfolio Management

HQ

Finland

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.

Consolidated Reporting

HQ

Switzerland

FINARTIS provides the most comprehensive Family Office administration solution. It offers a unique level of automation of investments from decision-making to financial statements.

Consolidated Reporting

HQ

United Kingdom

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

Consolidated Reporting

HQ

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.

Governance

HQ

United States of America

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.

Consolidated Reporting

HQ

Luxembourg

We provide a end to end bespoke portfolio monitoring solution to institutional and private wealth investors with a focus on alternative and luxury assets.

Consolidated Reporting

HQ

Switzerland

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.

Consolidated Reporting

HQ

United States of America

Masttro is an integrated global wealth technology platform delivering full control through the most comprehensive views and interaction of total net worth.

Portfolio Management

HQ

United States of America

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.

Consolidated Reporting

HQ

Switzerland

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

Consolidated Reporting

HQ

Denmark

A full-scale investment administration covering all asset classes both bankable and non-bankable investments – helping you achieve the twin goals of wealth preservation and growth.

Consolidated Reporting

HQ

Belgium

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

Data Aggregation

HQ

United States of America

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

Consolidated Reporting

HQ

United States of America

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

Consolidated Reporting

HQ

Germany

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

Consolidated Reporting

HQ

United States of America

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.

Portfolio Management

HQ

United States of America

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.

Consolidated Reporting

HQ

United States of America

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

Consolidated Reporting

HQ

United States of America

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

Consolidated Reporting

HQ

Sweden

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.

Portfolio Management

HQ

Switzerland

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

Governance

HQ

United States of America

Trusted Family is an award-winning technology platform serving the world’s leading family businesses with a single, secure and centralized governance platform.

Consolidated Reporting

HQ

India

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

Governance

HQ

United States of America

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.

Portfolio Management

HQ

Switzerland

The Swiss all-in-one Wealth & Asset Management solution with an integrated portfolio management system including 100+ custodian automatic feeds for multi-asset consolidated reporting.

Investment Bank

HQ

Netherlands

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.

Data Aggregation

HQ

United States of America

AdvisorEngine provides the tools advisors need to scale more efficiently and compete more effectively.

Consolidated Reporting

HQ

United States of America

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

Investment Bank

HQ

United States of America

Alex Brown is a diversified financial services company engaged primarily in financial planning, wealth management, investment banking and other banking services through its parent company Raymond James.

Consolidated Reporting

HQ

Switzerland

A full-service offering beyond technology, AM-One was created to take the recent paradigm shift in banking to address the new challenges independent asset managers are facing today.

Commercial Bank

HQ

Australia

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.

Consolidated Reporting

HQ

Germany

AssetMetrix is not an investor, an investment consultant, or a placement agent, but currently administers portfolios with a total volume of over €12 billion and more than 1500 funds.

Consolidated Reporting

HQ

Switzerland

Assetmax is a trusted solution used by several wealth managers and banks.

Risk Management

HQ

United States of America

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

Consolidated Reporting

HQ

Switzerland

We are a strategic advisor leveraging innovative technology and analytics to enable clients to optimally position portfolios of financial and real assets to distinctive risk realities and investment goals.

Private Bank

HQ

Italy

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

Commercial Bank

HQ

United Kingdom

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.

Private Bank

HQ

United States of America

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.

Commercial Bank

HQ

Spain

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

Consolidated Reporting

HQ

United States of America

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

Private Bank

HQ

Luxembourg

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

Commercial Bank

HQ

Canada

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

Commercial Bank

HQ

France

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.

Private Bank

HQ

United States of America

Boston Private is a leading provider of integrated wealth management, trust and banking services to individuals, families, businesses and nonprofits.

Private Bank

HQ

United Kingdom

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.

HQ

France

Indosuez Wealth Management is managing the needs of some of the most prominent families worldwide for more than 145 years.

Commercial Bank

HQ

Spain

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

Consolidated Reporting

HQ

United States of America

Canoe has reimagined the future of alternative investments with cloud-based, machine learning technology for document collection, data extraction and data science initiatives.

Investment Bank

HQ

Sweden

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.

Private Bank

HQ

United States of America

The Citi Private Capital Group is dedicated to serving clients who are represented by private investment companies, family offices, and family-owned businesses.

Private Bank

HQ

United Kingdom

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.

Portfolio Management

HQ

United States of America

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.

Commercial Bank

HQ

Denmark

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.

Data Aggregation

HQ

Switzerland

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

Commercial Bank

HQ

Singapore

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

Commercial Bank

HQ

Germany

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.

Portfolio Management

HQ

Canada

Established in 1999, Digital Shape Technologies Inc. provides Webfolio®, a fully integrated, multi-asset and real-time portfolio management software.

Portfolio Management

HQ

United States of America

Diligent empower leaders to turn governance into a competitive advantage through unparalleled insight and highly secure, integrated SaaS applications.

Portfolio Management

HQ

United States of America

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

Private Bank

HQ

Switzerland

Edmond de Rothschild is a family owned, 250 year old investments house. They provide investment products and advice based on our in-house analysis of macroeconomic trends.

CRM

HQ

United States of America

Elsen is the platform-as-a-service company that lets financial institutions harness their data.

Consolidated Reporting

HQ

Switzerland

Expersoft Systems is a single, configurable, modular product concept suited for RMs, IAs, PMs, Ops, Compliance, and more.

Portfolio Management

HQ

United States of America

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

Portfolio Management

HQ

United States of America

We use your browsing data on fisglobal.com to gather analytics to help provide personalized content and an overall better user experience.

Portfolio Management

HQ

United Kingdom

FundCount’s industry expertise and exceptional customer service combined with its powerful accounting and investment analysis software make it the provider of choice for more than 125 family offices.

Private Bank

HQ

Switzerland

Globalance was founded in 2011 and is the only Swiss private bank exclusively focused on sustainable investing. Their impressive wealth impact platform, Globalance World, provides extensive information on investments.

Investment Bank

HQ

United States of America

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.

Commercial Bank

HQ

Netherlands

The ING Group is a Dutch multinational banking and financial services corporation headquartered in Amsterdam. The three letters stand for "Internationale Nederlanden Groep".

CRM

HQ

United States of America

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

Commercial Bank

HQ

Brazil

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.

Private Bank

HQ

Switzerland

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.

Investment Bank

HQ

United States of America

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

Investment Bank

HQ

United States of America

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

Private Bank

HQ

Switzerland

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.

Private Bank

HQ

Liechtenstein

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

Private Bank

HQ

Switzerland

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.

Investment Bank

HQ

Australia

Macquarie Group Limited is an Australian multinational independent investment bank and financial services company. Headquartered and listed in Australia, Macquarie employs more than 14,000 staff in 25 countries.

Commercial Bank

HQ

Malaysia

Maybank is Malaysia's largest bank by market capitalisation and total assets and one of the largest banks in Southeast Asia, with total assets exceeding US$203 billion and having a net profit of US$1.98 billion for 2019.

Investment Bank

HQ

United States of America

Merrill is an American investing and wealth management division of Bank of America. Along with BofA Securities, the investment banking arm, both firms engage in prime brokerage and broker-dealer activities

Portfolio Management

HQ

United States of America

Miles Software, now an integral part of EbixCash was founded in 1999 with a vision to be a techno-business partner delivering excellence and value to financial services globally.

Investment Bank

HQ

United States of America

Morgan Stanley provides its family office and UHNWI clients with an exclusive boutique experience that leverages the Firm’s global financial resources and delivers bespoke, comprehensive solutions.

Portfolio Management

HQ

United States of America

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.

Private Bank

HQ

United States of America

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.

HQ

Switzerland

Pictet is a Swiss multinational private bank and financial services company founded in Switzerland. Headquartered in Geneva, it is one of the largest Swiss banks and primarily offers services in wealth management, asset management and asset servicing, to private clients and institutions.

Portfolio Management

HQ

United States of America

Portfolio Pathway is a robust wealth management platform.

Portfolio Management

HQ

Thailand

With connective, quick, and straightforward modules, we are committed to providing WealthTech to clients with exceptional flexibility and ease—better solutions.

Portfolio Management

HQ

Greece

Profile Software is a world-class Financial Software provider of Mission Critical solutions for the modern Banking, FinTech and Investment Management Industries.

Consolidated Reporting

HQ

Norway

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

Private Bank

HQ

Switzerland

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.

Commercial Bank

HQ

Canada

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.

HQ

Switzerland

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

Commercial Bank

HQ

Sweden

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.

CRM

HQ

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

Private Bank

HQ

United States of America

Silicon Valley Bank, offer commercial and private banking, asset management, private wealth management, brokerage and investment services and funds management services to companies in the technology, life science and healthcare, private equity and venture capital, and premium wine industries.

CRM

HQ

United States of America

Tamarac is an open platform with a large and growing list of supported integration partners.

Investment Bank

HQ

Netherlands

Triodos Bank N.V. is a bank based in the Netherlands with branches in Belgium, Germany, France, United Kingdom and Spain.

Private Bank

HQ

Switzerland

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.

Private Bank

HQ

Switzerland

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

Commercial Bank

HQ

Italy

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.

Consolidated Reporting

HQ

United Kingdom

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

Portfolio Management

HQ

United States of America

Vitech’s solutions are built upon a solid foundation of systems engineering and architecture software combined with the experience of our professional services team.

Private Bank

HQ

Switzerland

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.

Data Aggregation

HQ

United Kingdom

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.

Portfolio Management

HQ

India

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

Consolidated Reporting

HQ

United Kingdom

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

CRM

HQ

United States of America

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

Portfolio Management

HQ

United Kingdom

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

Portfolio Management

HQ

United States of America

YCharts is an investment research platform that enables smarter investments and better client communications.

Consolidated Reporting

HQ

United Kingdom

We help family offices make smart and timely business decisions through efficient use of data and innovative technology

Trading

HQ

United Arab Emirates

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

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Addepar

Category

Consolidated Reporting

HQ

United States of America

Allvue Systems

Category

Accounting

HQ

United States of America

Altoo

Category

Consolidated Reporting

HQ

Switzerland

Asset Vantage

Category

Consolidated Reporting

HQ

United States of America

Assure Wealth

Category

Data Aggregation

HQ

Denmark

Backstop Solutions

Category

Consolidated Reporting

HQ

United States of America

Black Diamond

Category

Consolidated Reporting

HQ

United States of America

Canopy

Category

Consolidated Reporting

HQ

Singapore

Copia

Category

Portfolio Management

HQ

United States of America

CORYX

Category

Portfolio Management

HQ

Germany

DiligenceVault

Category

Digital Due Diligence

HQ

United States of America

Diligend

Category

Digital Due Diligence

HQ

United States of America

Elysys

Category

Consolidated Reporting

HQ

Monaco

Escali

Category

Consolidated Reporting