Company Finder
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DAPM – Dynamic Assets & Performance Monitoring SA
Switzerland
Accounting, Consolidated Reporting, Data Aggregation, Digital Assets & Currencies, Governance, Impact & ESG, Peer Benchmarking, Portfolio & Cost Analysis, Portfolio Allocation, Private Markets, Real estate, Reporting, Risk Management, Security & Risk
ClearMacro
United Kingdom
Data Aggregation, Investing technology, Portfolio Allocation, Portfolio Management, Risk Management
Featured in:Family Office Software & Technology Review 2023ClearMacro provides a lightweight, real-time investment decision-support SaaS that augments human decision-making to generate better investment outcomes and increase client trust.
Benaiah Capital
United States of America
Crypto & Blockchain Fund Manager, Digital Assets & Currencies
Featured in:Family Office Software & Technology Review 2023Abbove helps patrimonial advisors to serve their clients with a holistic and structured approach on their global wealth.
Asset Vantage
United States of America
Accounting, Consolidated Reporting, Data Aggregation, Peer Benchmarking, Portfolio Management
Featured in:Family Office Software & Technology Review 2023Performance Reporting & General Ledger on demand.
Hatcher+ FAAST® (Funds-as-a-Service Technology) Platform
Singapore
Accelerator, Accounting, Artificial Intelligence, Asset managers, Compliance, Consolidated Reporting, CRM, Digital Due Diligence, Impact & ESG, Portfolio Management, Private Markets, Reporting, Technology provider
Featured in:Family Office Software & Technology Review 2023The Point Investment Data Intelligence (IDI) platform streamlines data aggregation, analysis and reporting for investment managers.
Etops
Switzerland
Compliance, Consolidated Reporting, CRM, Data Aggregation, Impact & ESG, Portfolio Management, Risk Management
Featured in:Family Office Software & Technology Review 2023Etops is active along the entire value chain of wealth managers and family offices. This includes services, technology and consulting.
Featured in:Family Office Software & Technology Review 2023Trustworthy partners with wealth and family offices to provide a digital vault to secure their clients' most sensitive information.
FundCount
United States of America
Accounting, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management
Featured in:Family Office Software & Technology Review 2023FundCount is a unified accounting and investment analysis solution that improves operational efficiency and brings actionable intelligence to investment management professionals.
WealthSpectrum
India
Accounting, Advisors, Asset managers, Client Portal, Consolidated Reporting, Investment platform, Portfolio & Cost Analysis
Featured in:Family Office Software & Technology Review 2023Atalaya empowers family offices with data and technology for wealth structuring.
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.
Private Wealth Systems
United States of America
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Impact & ESG, Portfolio Management, Risk Management
Featured in:Family Office Software & Technology Review 2023Private Wealth Systems provides the digital infrastructure that powers modern family offices across the world.
FileForms – The State and Federal Compliance Solution for Family Offices
United States of America
Compliance, Data, Reporting, Technology provider
Crisis24 Private Strategic Group
United States of America
Artificial Intelligence, Risk Management, Security & Risk
Hemonto
Denmark
Accounting, Consolidated Reporting, Data Aggregation, Governance, Impact & ESG, Outsourced solutions, Portfolio Management, Risk Management
Featured in:Family Office Software & Technology Review 2023As 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.
Elysys
Monaco
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management
Featured in:Family Office Software & Technology Review 2023Elysys is a secure, scalable and integrated enterprise software for treasury and investment management professionals working under several regulatory and compliance frameworks.
Clarity AI
United States of America
Compliance, Data, Impact & ESG, Portfolio Management, Risk Management
IQ-EQ
Luxembourg
Accounting, Client Portal, Compliance, Consolidated Reporting, Data, Data Aggregation, Developers, Fully Integrated Platform, General Ledger Accounting, Investing technology, Outsourced solutions, Partnership Accounting, Performance Reporting, Portfolio & Cost Analysis, Private Markets, Real estate, Reporting, Transaction Processing, Trust Accounting
Mantle
Canada
Artificial Intelligence, Consolidated Reporting, Data Aggregation, Peer Benchmarking, Performance Reporting, Portfolio Management, Reporting, Technology provider
Aleta
United States of America
Compliance, Consolidated Reporting, Data, Data Aggregation, Governance, Impact & ESG, Portfolio Management, Risk Management
Featured in:Family Office Software & Technology Report 2024, Family Office Software & Technology Review 2023Aleta provides a truly holistic overview of the family wealth and unlocks valuable insights to elevate your wealth strategy. For family offices, by family offices.
Trusted Family
Belgium
Advisors, Artificial Intelligence, Client Portal, Engagement Platform, Governance, Security & Risk, Technology provider
Featured in:Family Office Software & Technology Review 2023The Altoo Wealth Platform provides simplicity and control to wealthy private individuals and family offices, by aggregating and monitoring wealth data in an intuitive way.
Nines
New York City
CRM, Data, Data Aggregation, Media, Property managers, Real estate, Real-estate related ventures, Realtors
Featured in:Family Office Software & Technology Review 2023Discerning families and family offices use Nines as a centralized household manual and operating system to simplify managing properties, assets, vendors, staff, projects, and more.
Northern Trust Family Office Technology
United States of America
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Governance, Outsourced solutions, Portfolio Management, Risk Management, Trading
Featured in:Family Office Software & Technology Review 2023Northern 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.
Featured in:Family Office Software & Technology Review 2023Canopy, is a private & anonymous wealth account aggregation, portfolio analytics and client reporting platform for High Net-Worth Individuals and their Wealth Managers.
Eton Solutions
United States of America
Artificial Intelligence, Compliance, Consolidated Reporting, CRM, Data Aggregation, Fully Integrated Platform, General Ledger Accounting, Governance, Partnership Accounting, Performance Reporting, Portfolio Management, Risk Management, Transaction Processing, Trust Accounting
Featured in:Family Office Software & Technology Report 2024Eton's platform, AtlasFive, reimagines each intricate process of a family office into one integrated platform that optimizes efficiency, increases transparency, and maximizes accuracy.
Sandbox Wealth
United States of America
Artificial Intelligence, Banking Providers, Commercial Bank, Consolidated Reporting, Data, Data Aggregation, Private Bank, Reporting, Technology provider
Infront
Norway
Accounting, Client Portal, Consolidated Reporting, CRM, Data, Investing technology, Portfolio & Cost Analysis, Portfolio Management, Reporting, Risk Management, Technology provider, Trading, Transaction Processing
Asseta
United States of America
Accounting, Artificial Intelligence, Compliance, Consolidated Reporting, Data Aggregation, Digital Assets & Currencies, General Ledger Accounting, Performance Reporting, Portfolio & Cost Analysis, Property managers, Real estate, Real-estate related ventures, Reporting, Security & Risk, Technology provider, Transaction Processing
Assure Wealth
Denmark
Accounting, Consolidated Reporting, Data Aggregation, Impact & ESG, Risk Management
Featured in:Family Office Software & Technology Review 2023Assure Wealth is your independent reporting adviser and makes it easy to manage wealth.
STP Investment Services
United States of America
Accounting, Consolidated Reporting, Data Aggregation, Portfolio & Cost Analysis, Portfolio Management, Technology provider
Featured in:Family Office Software & Technology Review 2023We 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.
MyFO
Canada
Consolidated Reporting, CRM, Data Aggregation, Investing technology, Portfolio Management, Technology provider
Featured in:Family Office Software & Technology Review 2023The most advanced family office experience which merges efficiency and advanced AI to bring family office services to your fingertips.
Alwy
Sweden
Accelerator, Advisors, Asset managers, Client Portal, Compliance, Consolidated Reporting, CRM, Data, Data Aggregation, Engagement Platform, Investing technology, Investment platform, Portfolio & Cost Analysis, Portfolio Management, Reporting, Risk Management, Security & Risk, Technology provider
SS&C Family Office Services
United States of America
Accounting, Client Portal, Consolidated Reporting, Data Aggregation, Governance, Portfolio Management
Featured in:Family Office Software & Technology Review 2023SS&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.
Black Diamond Wealth Platform
United States of America
Accounting, Client Portal, Compliance, Consolidated Reporting, Data Aggregation, Portfolio Management, Trading
Featured in:Family Office Software & Technology Review 2023SS&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.
Addepar
United States of America
Consolidated Reporting, CRM, Data Aggregation, Governance, Impact & ESG, Portfolio Management
Featured in:Family Office Software & Technology Review 2023Addepar is a leading wealth management technology platform for connecting data, technology and people to manage wealth and achieve multigenerational family objectives
Featured in:Family Office Software & Technology Review 2023Asora 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.
TIFIN Give
United States of America
Artificial Intelligence, Client Portal, Engagement Platform, Foundation, Impact & ESG, Philanthropy, Reporting, Technology provider
Copia Wealth Studios
United States of America
Consolidated Reporting, Data Aggregation, Portfolio Management
Featured in:Family Office Software & Technology Review 2023Copia is a financial intelligence platform that puts you and your family at the helm of their wealth.
Featured in:Family Office Software & Technology Review 2023The Swimbird Platform SWIP is a modern portfolio management solution, which gives the client a holistic view of their total portfolio - everything in one place.
PetakSys
Hungary
Accounting, Asset managers, Banking Providers, CRM, Data, Developers, Outsourced solutions, Portfolio Management, Technology provider
Featured in:Family Office Software & Technology Review 2023PetakSys is a digital transformation partner for single- and multi-family offices, asset & wealth managers providing cutting-edge technology solutions tailored to their needs.
Bourgeois Bohème
Lithuania
Accounting, Consolidated Reporting, Lifestyle & Concierge, Outsourced solutions
WIZE by TeamWork
Switzerland
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Governance, Portfolio Management, Risk Management, Trading
Featured in:Family Office Software & Technology Review 2023The Swiss all-in-one Wealth & Asset Management solution with an integrated portfolio management system including 200+ custodian automatic feeds for multi-asset consolidated reporting.
WealthArc
Switzerland
Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management, Trading
Featured in:Family Office Software & Technology Review 2023WealthArc is a digital wealth platform that helps wealth managers and family offices to drive workflow automation and client satisfaction.
CFO Family Reporting
United States of America
Consolidated Reporting, Reporting, Technology provider
SEI – Archway Platform℠
United States of America
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Portfolio Management
Featured in:Family Office Software & Technology Review 2023SEI Archway Platform℠ and outsourced services streamline the accounting, investment data aggregation and reporting operations of family offices and financial institutions.
Masttro
United States of America
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Governance, Portfolio Management, Risk Management
Featured in:Family Office Software & Technology Report 2024Masttro connects the entire wealth management ecosystem, providing a single source of trusted information for family offices to rely on.
SoftLedger
United States of America
Accounting, Consolidated Reporting, Data, Data Aggregation, Institutional Investor, Portfolio Management
Featured in:Family Office Software & Technology Review 2023Softledger provides cloud accounting software that empowers investment management firms to operate more efficiently and make smarter decisions.
Landytech
United Kingdom
Consolidated Reporting, Data Aggregation, Portfolio Management, Risk Management
Featured in:Family Office Software & Technology Review 2023Landytech is a financial technology company empowering family offices to make informed investment decisions.
Velvet
United States of America
Asset managers, Consolidated Reporting, Digital Due Diligence, Fund & External Asset Manager, Private Markets, Technology provider
Featured in:Family Office Software & Technology Review 2023Venn helps RIAs, advisors, asset owners and asset managers embrace a quantitative approach to multi-asset portfolio risk and investment decision-making.
Clockwork
United States of America
Consolidated Reporting, Data Aggregation, Digital Due Diligence, Investment platform, Portfolio Management, Private Markets, Reporting
Proof
United States of America
Artificial Intelligence, Asset managers, Data, Data Aggregation, Framework, Impact & ESG, Impact Funds or Deal Platform, Private Markets
+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).
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.
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.
As a leading private client and private office, UMBRA International Group offers a range of bespoke protective and proactive security solutions.
Performativ
Denmark
Advisors, Asset managers, Consolidated Reporting, Data Aggregation, Portfolio Management, Risk Management, Technology provider
Featured in:Family Office Software & Technology Review 2023Providing family offices and their clients with a powerful, secure, affordable wealth management platform, that is fit for the future.
DployAI was born out of a clear mission - to usher traditional family offices into the digital age. Harnessing the potential of AI, they developed a suite of services to revolutionize financial management. Their team, a mix of industry veterans and tech enthusiasts, is committed to helping family offices enhance risk management, efficiency, and growth through AI.
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.
Nasdaq for Family Offices
United States of America
Consolidated Reporting, Data Aggregation, Digital Due Diligence, Impact & ESG, Peer Benchmarking, Portfolio & Cost Analysis, Portfolio Management, Risk Management
Featured in:Family Office Software & Technology Review 2023Nasdaq Asset Owner Solutions unites the most comprehensive institutional data from eVestment, with true multi-asset class portfolio analytics and services from Solovis.
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
Entrilia offers a comprehensive software platform for private capital and alternative assets, featuring automated fund operations, robust accounting systems, and seamless integrations.
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.
Pantera Capital
United States of America
Crypto & Blockchain Fund Manager, Digital Assets & Currencies
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.
CoStar Group (NASDAQ: CSGP) is the provider of commercial real estate information, analytics and marketing services.
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.
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.
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.
Digitalis helps clients protect and advance their online interests using digital intelligence underpinned by proprietary technology.
Large enterprises, family offices and high net-worth individuals face near and far-term accounting issues. They turn to EisnerAmper for a comprehensive audit, accounting, advisory, consulting and tax services.
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.
ThinkPlumb provides an array of customised and effective software and accounting solutions.
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.
Wealthbox is known for its modern product design that results in a powerful yet simple user-experience for RIA firms of all sizes.
Qineticare, the world's first Family Health Office (FHO), puts your family's health and well-being first. With the complexity of modern lifestyles, family dynamics, and fragmented healthcare systems, Qineticare takes a multi-dimensional approach to support you and your family to overcome life's challenges and preserve your legacy for future generations.
DBS Bank Ltd is a Singaporean multinational banking and financial services corporation headquartered in Marina Bay, Singapore.
Featured in:Family Office Software & Technology Review 2023Meet ORCA: The secure, intuitive way to store and share sensitive financial information and have productive discussion about wealth.
KORE Technologies integrates customers' large-scale systems with its extensive experience and Hyper Protect infrastructure.
Mack International is a retained executive search and human capital/talent management consulting firm.
KCK Group is a private investment firm that manages a number of investment funds, including the KCK Family Investment Fund.
Royc provides a digital one-stop shop for private market investments. It enables family offices to source great investments.
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.
Kaufman Rossin understands that each family office is unique and requires personalised attention. That's why they offer outsourcing solutions for wealth preservation, lifestyle management, consolidated reporting, and more.
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.
Re-Leased is a mission-critical cloud-based commercial real estate management platform designed for landlords and property managers.
Alta, formerly known as Fundnel, is Southeast Asia’s largest digital securities exchange for alternative investments.
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.
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.
Indosuez Wealth Management is managing the needs of some of the most prominent families worldwide for more than 145 years.
Featured in:Family Office Software & Technology Review 2023Our 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.
Based in Washington DC, Aspen Network of Development Entrepreneurs is a program of the Aspen Institute that connects entrepreneurs in developing countries to financial, educational, and educational support to help grow their businesses.
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.
LGT Group is one of the largest family-owned private banking and asset management groups in the world.
Vitech’s solutions are built upon a solid foundation of systems engineering and architecture software combined with the experience of our professional services team.
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.
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.
Taurus Wealth Advisors is a global wealth management firm offering investment advisory, private equity, and real estate opportunities, with offices in Singapore, Dubai, and Zurich.
Featured in:Family Office Software & Technology Review 2023Founded 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.
Propine
Singapore
Custody Provider, Digital asset exchange platform, Digital asset trading technology
Propine is a licensed digital asset custodian headquartered in Singapore. The company is transforming how digital assets are stored and traded by providing reliable, secure and scalable solutions for qualified institutional clients.
With connective, quick, and straightforward modules, we are committed to providing WealthTech to clients with exceptional flexibility and ease—better solutions.
Stacc 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.
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.
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.
ReputationDefender is the leading provider of online reputation and digital privacy solutions for individuals and businesses.
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.
The Citi Private Capital Group is dedicated to serving clients who are represented by private investment companies, family offices, and family-owned businesses.
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.
KeeSystem
Switzerland
Asset managers, Client Portal, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management
Featured in:Family Office Software & Technology Review 2023Our mission is to simplify the daily life of wealth management professionals through KeeSense, our portfolio management solution, automatically connected to your ecosystem.
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.
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.
Custodiex provides secure cold storage solutions for the custody of digital assets accessible in real-time for banks, governments, custodians and financial institutions
Cazenove Capital is a leading provider of wealth management services to private clients, family trusts, companies, charities and pension plans.
Chubb's personal insurance coverages and services are designed for families with more to protect. Whether it's a home that has been in the family for generations, an art or wine collection, heirloom jewellery, or a luxury vehicle, we protect what matters most to families.
Featured in:Family Office Software & Technology Review 2023SuisseTechPartners is a fully-funded private fintech company managed by industry experts with decades of experience. As a fully-funded private company, it enjoys the independence to allocate resources and expertise to align with its clients' long-term strategy and goals. Ultimately, Suisse TechPartners aims to achieve sustainable mutual success with its clients. The executive team consists of the founder and regional executives with decades of practical industry experience.
VisibleCapital uses PSD2/Open Banking data to automate the collection of information required to onboard customers in the wealth sector.
Veracy Partners
United States of America
Advisors, Asset managers, Banking Providers, Client Portal, Consolidated Reporting, Reporting, Technology provider
Veracy Partners offers wealth management services for ultra-high-net-worth individuals, leveraging advanced technology for real-time net worth reporting and more.
Sage Intacct is a cloud-based accounting and financial management software invested in meeting the needs of financial professionals.
Betterment is built to help you make the most of your money—today, tomorrow, and beyond.
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.
Allvue’s accounting, monitoring and reporting solutions offer a flexible, customized solution to support families of any size or structure.
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.
Signature bank is a New York-based full-service commercial bank with 27 private client offices throughout the New York metropolitan area.
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.
ATA Risk Station offers the right balance of comprehensive functionality, ease of use, market coverage and intuitive reporting at a reasonable cost.
Binance is the blockchain and cryptocurrency infrastructure provider with a financial product suite that includes the largest digital asset exchange by volume.
Featured in:Family Office Software & Technology Review 2023Automation of manual workflows related to alternative investment documents and data management, extraction and delivery.
Orca by Balentic is a state-of-the-art tech platform designed to facilitate fund formation and capital allocation in Private Markets for General and Limited Partners.
AgilLink
United States of America
Accelerator, Accounting, Consolidated Reporting, Data Aggregation, Portfolio Management
Featured in:Family Office Software & Technology Review 2023AgilLink provides secure bill pay and client accounting technology to firms that serve ultra-high-net-worth individuals, including family offices, business managers, and athletes.
As one of the largest and oldest Bitcoin exchanges in the world, Kraken is consistently named one of the best places to buy and sell crypto online, thanks to their quality service, low fees, versatile funding options and rigorous security standards.
Ocorian delivers administration and compliance services for funds, corporate, capital markets and family offices.
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.
FutureVault is a digital vault and secure document exchange solution helping institutions and firms digitise their business, transform document handling, and improve the digital client experience.
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.
Fireman Capital Partners is a private equity firm specialising in buyouts and growth equity based in Massachusetts.
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.
coc00n provides cyber security services to high value, high risk individuals at a level previously only available to those under government protection.
LemonEdge offers next-gen fund accounting software for private markets, automating end-to-end processes to unlock scalability and efficiency. It serves sectors like private equity, venture capital, and real estate.
SimCorp provides integrated, best-in-class, multi-asset investment management solutions.
Featured in:Family Office Software & Technology Review 2023Our 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.
Defuse Global helps clients feel safer using protective intelligence, behavioural threat management, and forensic psychology.
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.
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.”
ESSAFIN provides a cradle-to-cradle suite of ESG services for investment, sourcing, and purchasing decision makers using verifiable data applications.
Cobalt’s crowdsourced SaaS pen test platform delivers actionable results that empower agile teams to pinpoint, track, and remediate software vulnerabilities.
eFront is an alternative assets software solutions for the private equity, real-estate investment, banking, and insurance sectors. It also software provider of end-to-end solutions dedicated to the financial industry with expertise in alternative investments and enterprise risk management. eFront primary product suites offer tightly integratedsolutions for streamlining the management of alternative investments and corporate risk. […]
We help family offices make smart and timely business decisions through efficient use of data and innovative technology
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.
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.
TMG Family Office integrates expertise from all aspects of wealth management to simplify your family's lives. Its extensive services include legacy planning, investment advisory and concierge services such as bill pay, family security and buying and selling real estate.
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.
OWNLY Fintech GmbH is a Hamburg-based financial technology company specialising in innovative financial solutions. The team combines expertise in banking, marketing, project management, and legal matters, working closely with a Polish development team.
IMPACT accelerator partners with large corporations and organisations like UNICEF to tackle challenges around issues such as inclusive mobility and social impact. It has successfully propelled a long list of global startups to the next level of growth and impact.
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.
Red5 provides comprehensive managed service solutions for threat monitoring, privacy, and intelligence services.
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.
Knight Frank is an independent, global real estate consultancy providing an integrated prime commercial and residential offering.
Sotheby's International Realty is a real estate company that specialises in selling and buying houses and estate properties.
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.
The ING Group is a Dutch multinational banking and financial services corporation headquartered in Amsterdam. The three letters stand for "Internationale Nederlanden Groep".
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.
Templum is a leading platform for the primary issuance and secondary trading of alternative assets, providing award-winning capital markets technology and infrastructure.
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.
AdvisorEngine provides the tools advisors need to scale more efficiently and compete more effectively.
China Alliance of Social Value Investment (CASVI) consists of sixty institutional members focused on carbon neutrality, health and elderly care, accessibility and inclusion, fair education, inclusive finance, and intelligent manufacturing. CASVI is a complementary network to The Asian Venture Philanthropy Network (AVPN).
Zero-Alpha is a network of highly skilled specialists. We undertake work and projects by referral only.
The Asian Venture Philanthropy Network is a funders’ network based in Singapore committed to building a vibrant and high impact social investment community. AVPN is in a strategic alliance with the GIIN, gathering global partners to create an impact in Asia.
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.
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.
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.
PCR helps family offices achieve data independence by streamlining how their sensitive investment data is aggregated, managed and used in reporting and other operations.
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.
CaixaBank is Spain’s leading retail bank. At the close of 2019, CaixaBank Private Banking had €73.4 billion in assets under management.
Realiste is the world's first real estate exchange. Its mission is to revolutionise the global real estate market by providing social mobility and investment success for hundreds of millions of people.
Thirty Capital is the leading commercial real estate portfolio of companies focused on delivering value to customers through technology-driven, practical solutions.
Dynamo Software has provided premium industry-specific, configurable asset management, and reporting software for the alternative assets industry since 1998,
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.
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.
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.
Baker Tilly's family office practice offers customised services to clients of all sizes, ranging from one family to multiple generations.
Finartis
Switzerland
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management
FINARTIS provides the most comprehensive Family Office administration solution. It offers a unique level of automation of investments from decision-making to financial statements.
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.
Montfort is an award-winning reputation management consultancy that delivers data-driven strategic advice to the world’s leading companies, individuals and organisations.
Featured in:Family Office Software & Technology Review 2023Founded 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.
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.
Bitcashier is focusing on bringing bespoke digital currency trading services to family offices, wealth management firms, corporate institutions and banks.
Crestbridge Family Office Services
United States of America
Accounting, Advisors, Consolidated Reporting, Reporting
Crestbridge recognises that each family office is different, with its own unique needs and characteristics. We offer a suite of ‘a la carte’ services to provide the tailored support you need.
CBRE delivers sustainable real assets solutions by harnessing extensive data and market insights to execute on all aspects of an investment’s lifecycle.
DiversyFund offers real estate investments where the platform is both the developer and sponsor, professionally managing every investment.
Yieldstreet provides the individual investor with a variety of assets in asset classes once reserved for private institutions and the top 1%.
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.
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.
Mousse Partners is a private investment focusing on making long-term investments in high-growth companies across a range of industries.
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.
Created for both serious beginners and investors, the Bitcoin Reserve platform provides a user-friendly bitcoin buying experience in Europe.
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.
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
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.
Featured in:Family Office Software & Technology Review 2023Carta is the easiest way to launch your VC investments via SPVs or VC Funds - all your back office is integrated into a single platform.
We use your browsing data on fisglobal.com to gather analytics to help provide personalized content and an overall better user experience.
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).
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.
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.
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.
The ImPact is an impact investing network of family offices. Since its inception in 2016, it has grown to over seventy families from around the world that share the goal of aligning their assets with their values. The ImPact focuses on social and environmental investments. It works by facilitating relationships, providing educational opportunities for member families, hosting events, and sharing investments.
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
InvestCloud creates beautifully designed client experiences and intuitive operations solutions using our ever-expanding library of digital modular apps.
Boston Private is a leading provider of integrated wealth management, trust and banking services to individuals, families, businesses and nonprofits.
OWNLY Fintech GmbH is a Hamburg-based financial technology company specialising in innovative financial solutions. The team combines expertise in banking, marketing, project management, and legal matters, working closely with a Polish development team.
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.
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.
Quantfolio Asset Management is a technology driven challenger to the traditional asset management industry.
Vidrio is an all-in-one managed data services and portfolio management platform. It's perfect for institutional investors who allocate to hedge funds, private capital markets and traditional asset classes.
FinFolio makes portfolio management software for investment advisors and professional wealth managers.
Goulston & Storrs is a modern, vibrant firm where the practice of law is pursued with deep expertise and diligence.
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.
Palico is the top online marketplace for the private equity community. It connects buyers with sellers on its secondary platform and LPs with GPs on its primary platform.
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.
Discover Mirai Wealth, a UK-based leader in investment management technology, offering advanced analytics and seamless portfolio solutions.
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.
Entole is a modular command centre that centralises and simplifies all private capital functions.
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.
Profile Software is a world-class Financial Software provider of Mission Critical solutions for the modern Banking, FinTech and Investment Management Industries.
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.
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.
BYOB is a centralised online platform designed to automate manual tasks and streamline investment processes, empowering investment professionals to do what they do best - service their clients.
The Global Impact Investing Network (GIIN) is a leading international nonprofit dedicated to advancing and expanding impact investing globally.
PassportCard offers comprehensive health insurance solutions for expats worldwide with no out-of-pocket payments for medical costs!
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.
Anywhere is the parent company of some of the world's leading real estate brokerage brands and service businesses.
LP Analyst is the source for independent advisory and analysis solutions for the private equity investment community.
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.
Serving customers for 200 years and counting, BMO is a highly diversified financial services provider - the 8th largest bank, by assets, in North America.
Sharpfin
Sweden
Compliance, Consolidated Reporting, CRM, Data Aggregation, Impact & ESG, Portfolio Management, Risk Management
Featured in:Family Office Software & Technology Review 2023We digitize all processes for small to medium size wealth managers within a single cloud service
PandaConnect
Denmark
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Governance, Portfolio Management, Risk Management
Featured in:Family Office Software & Technology Review 2023PandaConnect is a global full-scale investment administration solution servicing clients around the world covering all asset classes both bankable and non-bankable investments.
Equiom provides an unrivalled breadth of bespoke end-to-end wealth protection and business support services to private clients, corporate clients and funds.
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.
eVestment is a global provider of institutional investment data intelligence and analytic solutions. eVestment delivers extensive data through robust, user-friendly products, with an unparalleled commitment to client service.
Tindeco
Switzerland
Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management, Trading
Tindeco VISION provides the ultimate platform to efficiently manage any type of investment portfolio.
Concentric Advisors™ supports clients globally in some of the world’s fastest growing industries to successfully solve security challenges.
Amber Group is a one-stop crypto finance service provider that provides liquidity provision, trading and asset management services 24/7.
Colliers is a diversified professional services and investment management company with operations in 63 countries.
Fireblocks is an enterprise-grade platform delivering secure infrastructure for moving, storing, and issuing digital assets for funds, family offices, banks and web3 businesses.
Assetmax is a trusted solution used by several wealth managers and banks.
Banque Internationale à Luxembourg S.A. is the oldest private bank in Luxembourg, founded in 1910. It offers commercial and corporate banking services.
Featured in:Family Office Software & Technology Review 2023The relationship intelligence platform for dealmakers.
Elsen is the platform-as-a-service company that lets financial institutions harness their data.
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.
Flanks offers a robust API for automated wealth services. Through the digitisation and aggregation of global wealth data across custodians, Flanks provides an unmatched 360° real-time view of investment portfolios.
Appfolio is an innovative cloud-based solution to enable property management businesses to digitally transform their business.
Rhone provides solutions that are realistic, transparent and focused on the protection and succession of their family wealth.
Featured in:Family Office Software & Technology Review 2023Intuitive, digital investment admin that tracks data from all private investments in a single platform.
Diligent empower leaders to turn governance into a competitive advantage through unparalleled insight and highly secure, integrated SaaS applications.
essensys provides mission-critical software to the global coworking industry that connects and delivers a comprehensive end-to-end solution that helps multi-site flexible workspace providers operate efficiently, deliver tech-driven workspaces, and offer a frictionless customer experience.
Alumia is a partner-led investment firm that specialises in providing investment advice through an innovative approach.
Portfolio Pathway is a robust wealth management platform.
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
Featured in:Family Office Software & Technology Review 2023BILL 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.
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.
Established in 1999, Digital Shape Technologies Inc. provides Webfolio®, a fully integrated, multi-asset and real-time portfolio management software.
Featured in:Family Office Software & Technology Review 2023Improve your transparency in Private Markets investments.
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.
Fiduciary Trust surrounds you with a team of portfolio managers, trust officers and tax advisors who work together on all aspects of your wealth.
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.
Featured in:Family Office Software & Technology Review 2023Summitas is an award-winning engagement platform to securely exchange confidential information, store sensitive documents, and share ideas — all from one place.
EG Capital makes private equity investments in mid-sized businesses in the Food, Health, and Education sectors, initially within the East African region.
Sprout helps investors deploy better and faster into private markets. Better visibility, processes, and faster connections drive better outcomes.
PEG is a vertically integrated real estate investment firm focused on opportunistic and value-added opportunities in the Mountain West and the United States.
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.
OSL is Asia’s most comprehensive digital asset platform, providing Software-as-a-Service, brokerage, exchange and custody services for institutions and professional investors.
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.
WTax online client portal gives clients real-time reporting, enabling comprehensive monitoring of each stage of the claims process.
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.
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.
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
Featured in:Family Office Software & Technology Review 2023We empower family offices and their customers to make intelligent financial decisions.
WealthWorks+ gives you total control of how and where you access and manage your clients’ wealth
Cherng Family Trust is the multi-billion dollar single-family office investment firm of the founders of Panda Express, based in Los Angeles, California.
Realized is an end-to-end platform that helps clients exchange 1031 eligible properties for diversified portfolios of tax-efficient property interests customised to your shifting income goals, risk appetite, and investment objectives across generations.
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.
Based in San Francisco, River Financial is a client-first financial institution dedicated to providing financial products and services that enable our clients to harness the transformative possibilities of Bitcoin.
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.
Triodos Bank N.V. is a bank based in the Netherlands with branches in Belgium, Germany, France, United Kingdom and Spain.
Cascade is a software company that provides administrative, compliance, audit, and governance solutions.
BitGo empowers businesses to integrate digital currencies into their existing financial systems securely and at scale without ever taking custody of the asset.
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.
Italy's third-largest private bank by assets — now nearing €50 billion — and leading among banks with models focused solely on financial advisors.
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.
Venn by Two Sigma
United States of America
Consolidated Reporting, Portfolio Allocation, 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.
Cushman & Wakefield is a global real estate services firm that delivers value for real estate occupiers and owners.
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.
YCharts is an investment research platform that enables smarter investments and better client communications.
UBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland.
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.
Guardian Security Risk Management, commonly known as Guardian, is a company that specialises in providing security solutions and risk management services to its clients.
Concierge Cyber® is a Georgia-based company that provides cybersecurity insurance services to organisations and high-net-worth individuals. Designed similarly to a roadside assistance program, a low-cost annual subscription guarantees a quick response to cyberattacks, business email compromise, or data breaches.
AdvisorEngine builds powerful and intuitive technology for financial advisors. Our team is made up of enterprise technologists, data scientists, designers, futurists, business builders and former financial advisors.
Veltracon Lifestyle is a 24/7 VIP service provider and lifestyle concierge. Their slogan 'anything, anytime, anywhere' says it all about Veltracon.
CUSTODIGIT AG is a Swiss-based startup backed by key market players such as SIX Digital Exchange and Swisscom.
Titanbay offers access to top-tier private market funds for wealth managers, providing an end-to-end investment solution with dedicated support. Based in Luxembourg, the company leverages deep industry relationships to source the best-performing fund managers.
Jefferies Group LLC is an American multinational independent investment bank and financial services company that is headquartered in New York City.
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.
Revere provides venture capital data and portfolio management solutions to asset allocators.
Copper is transforming how institutional investors engage with digital assets, providing market-leading infrastructure in addition to custody, trading and prime brokerage solutions.
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.
We combine our team’s expertise with our technology, ImpactCloud®, to help your organization improve on the impact measurement process and demonstrate real outcomes.
Percent is a private credit platform offering investment opportunities in privately negotiated loans and debt financing. Founded in 2018, the company provides asset-based financing and corporate loans to help businesses grow.
Paxos, the parent company of the Bitcoin trading service itBit, is a financial technology company delivering blockchain solutions for global financial institutions.
Wecken & Cie. is a single family office and an early-stage venture capital investor based in Basel, Switzerland, focused on European fast-growing, disruptive technology companies, with expertise in FinTech and PropTech. Wecken & Cie. invests across other sectors and stages opportunistically. Wecken & Cie offers a range of services to its clients, including investment 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.
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.
Bitgreen is a leading blockchain network built to promote sustainability and green initiatives globally.
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.
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.
Wealth Wizards is the UK’s first online financial adviser.
Ethic
United States of America
Consolidated Reporting, Data Aggregation, Fund & External Asset Manager, Impact & ESG, Portfolio Management, Reporting, Technology provider
Featured in:Family Office Software & Technology Review 2023Ethic works with families and wealth advisors to create custom equity portfolios that can be tailored to unique values, tax preferences, and financial goals.
Legendary is an online reputation management company. Its team of experts specialise in digital marketing, SEO, social listening, content creation, crisis communications and much more.
All the data, analysis, and tools you need in a single place, at a reasonable price.
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.
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.
Wellworth is a healthcare advisory firm that helps high-net-worth families make informed healthcare choices through a holistic approach. With nearly 100 years of combined patient care experience, its multidisciplinary team works on creating strategies that can decrease risks, covering both physical and behavioural health, addiction treatment, and insurance.
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.
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.
GreenLock is all-in-one platform to analyse, manage and monitor your investment fees and associated costs.
Tamarac is an open platform with a large and growing list of supported integration partners.
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.
Hiscox offers tailored insurance solutions to help you across all areas of your life, from business to home. With over 100 years of industry experience and the expertise of our brokers, it's fine-tuned its insurance products to provide the essential cover when things don't go exactly to plan.
ECI is a leading provider of end-to-end technology solutions tailored for the financial industry. With offices located throughout the United States, Europe, and Asia, it offers personalised and localised service on a global scale.
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.
Junson Capital is a global investment management firm specialising in real estate, private equity, and capital markets.
Advisor360° is a leading innovator for the wealth management industry, delivering a deeply integrated SaaS platform.
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.
CIGP is a global private and investment banking group offering wealth and asset management services since 1964, with a focus on tailored, independent solutions.
PrizmaDesk
Slovenia
Consolidated Reporting, Data Aggregation, Portfolio & Cost Analysis, Portfolio Management
PrizmaDesk is a comprehensive portfolio consolidation platform. We provide a centralised repository of precise, full-picture investment data for family offices and high HNWIs.
Trove provides high net worth individuals and their families with highly specialised, bespoke financial and personalised wealth administration services.
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.
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.
