Company Finder

Addepar
Category
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
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Allvue Systems
Category
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.
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Altoo
Category
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.
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Asset Vantage
Category
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.
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Assure Wealth
Category
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.
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Backstop Solutions
Category
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.
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Black Diamond
Category
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.
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Canopy
Category
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.
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Copia
Category
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.
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CORYX
Category
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.
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DiligenceVault
Category
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.
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Diligend
Category
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.
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Elysys
Category
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.
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Escali
Category
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.
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Eton Solutions
Category
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.
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Etops
Category
Consolidated Reporting
HQ
Switzerland
Etops is active along the entire value chain of wealth managers and family offices. This includes services, technology and consulting.
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FA Solutions
Category
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.
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Finartis
Category
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.
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Finlight
Category
Consolidated Reporting
HQ
United Kingdom
We make investment reporting data easy to analyse and integrate with any tool.
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Hemonto
Category
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.
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iPaladin
Category
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.
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IQEQ - Cosmos
Category
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.
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Lombard Odier - Global Assets+
Category
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.
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Masttro
Category
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.
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Orca
Category
Consolidated Reporting
HQ
Switzerland
Meet Orca: The secure, intuitive way to store and share sensitive financial information and have productive discussion about wealth
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PandaConnect
Category
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.
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PaxFamilia
Category
Consolidated Reporting
HQ
Belgium
PaxFamilia helps patrimonial advisors to serve their clients with a holistic and structured approach on their global wealth.
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PCR
Category
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.
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Private Wealth Systems
Category
Consolidated Reporting
HQ
United States of America
Private Wealth Systems provides the digital infrastructure that powers modern family offices across the world.
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QPLIX GmbH
Category
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.
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RSM Family Office Dashboard
Category
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.
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Ruby
Category
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.
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SEI – Archway Platform℠
Category
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.
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SS&C Private Capital Group
Category
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.
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Swimbird
Category
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.
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Tindeco
Category
Portfolio Management
HQ
Switzerland
Tindeco VISION provides the ultimate platform to efficiently manage any type of investment portfolio.
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Trusted Family
Category
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.
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Valuefy
Category
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.
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Way2B1
Category
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.
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WIZE by TeamWork
Category
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.
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ABN Amro MeesPierson
Category
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.
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Advisor Engine
Category
Data Aggregation
HQ
United States of America
AdvisorEngine provides the tools advisors need to scale more efficiently and compete more effectively.
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Advisor 360
Category
Consolidated Reporting
HQ
United States of America
Advisor360° is a leading innovator for the wealth management industry, delivering a deeply integrated SaaS platform.
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Alex Brown
Category
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.
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AM One
Category
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.
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ANZ Bank
Category
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.
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Asset Metrix
Category
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.
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AssetMax
Category
Consolidated Reporting
HQ
Switzerland
Assetmax is a trusted solution used by several wealth managers and banks.
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ATA Risk Station
Category
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.
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AXLE from B&B Analytics
Category
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.
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Banca Generali
Category
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.
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Barclays
Category
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.
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BBH Private Bank & 1818
Category
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.
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BBVA
Category
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.
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Betterment
Category
Consolidated Reporting
HQ
United States of America
Betterment is built to help you make the most of your money—today, tomorrow, and beyond.
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BIL
Category
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.
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BMO
Category
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.
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BNP Paribas
Category
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.
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Boston Private
Category
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.
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C. Hoare & Co
Category
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.
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CA Indosuez
Category
HQ
France
Indosuez Wealth Management is managing the needs of some of the most prominent families worldwide for more than 145 years.
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CaixaBank
Category
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.
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Canoe
Category
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.
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Carnegie
Category
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.
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Citi
Category
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.
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Coutts
Category
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.
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Cyndx
Category
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.
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Danske Bank
Category
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.
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DAPM
Category
Data Aggregation
HQ
Switzerland
DAPM combines the best of technology and financial expertise to deliver a best-in-class offering.
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DBS
Category
Commercial Bank
HQ
Singapore
DBS Bank Ltd is a Singaporean multinational banking and financial services corporation headquartered in Marina Bay, Singapore.
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Deutsche Bank
Category
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.
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Digital Shape Technologies
Category
Portfolio Management
HQ
Canada
Established in 1999, Digital Shape Technologies Inc. provides Webfolio®, a fully integrated, multi-asset and real-time portfolio management software.
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Diligent
Category
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.
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Dynamo
Category
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,
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Edmond de Rothschild
Category
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.
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Elsen
Category
CRM
HQ
United States of America
Elsen is the platform-as-a-service company that lets financial institutions harness their data.
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Expersoft Systems
Category
Consolidated Reporting
HQ
Switzerland
Expersoft Systems is a single, configurable, modular product concept suited for RMs, IAs, PMs, Ops, Compliance, and more.
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Finfolio
Category
Portfolio Management
HQ
United States of America
FinFolio makes portfolio management software for investment advisors and professional wealth managers.
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Fisglobal
Category
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.
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FundCount
Category
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.
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Globalance
Category
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.
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Goldman Sachs
Category
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.
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ING
Category
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".
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InvestCloud
Category
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.
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Itaú Private Bank
Category
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.
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J. Safra Sarasin
Category
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.
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Jefferies
Category
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.
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JP Morgan
Category
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
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Julius Baer
Category
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.
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LGT
Category
Private Bank
HQ
Liechtenstein
LGT Group is one of the largest family-owned private banking and asset management groups in the world.
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Lombard Odier
Category
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.
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Macquarie
Category
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.
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Maybank
Category
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.
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Merrill
Category
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
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Miles Software
Category
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.
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Morgan Stanley
Category
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.
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MyVest
Category
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.
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Northern Trust
Category
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.
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Pictet
Category
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.
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Portfolio Pathway
Category
Portfolio Management
HQ
United States of America
Portfolio Pathway is a robust wealth management platform.
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Privé
Category
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.
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Profile Software
Category
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.
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Quantfolio
Category
Consolidated Reporting
HQ
Norway
Quantfolio Asset Management is a technology driven challenger to the traditional asset management industry.
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Quintet
Category
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.
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Royal Bank of Canada
Category
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.
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REYL & Cie
Category
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
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SEB Bank
Category
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.
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Simcorp Coric
Category
CRM
HQ
SimCorp provides integrated, best-in-class, multi-asset investment management solutions.
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Silicon Valley Bank (SVB)
Category
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.
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Tamarac
Category
CRM
HQ
United States of America
Tamarac is an open platform with a large and growing list of supported integration partners.
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Triodos
Category
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.
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UBP
Category
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.
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UBS
Category
Private Bank
HQ
Switzerland
UBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland.
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Unicredit
Category
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.
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Visible Capital
Category
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.
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Vitech
Category
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.
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Vontobel
Category
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.
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Wealth Objects
Category
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.
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Wealth Spectrum
Category
Portfolio Management
HQ
India
WealthSpectrum is developed and owned by Applied Software Pvt. Ltd., a software product company focused on financial services industry.
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Wealth Wizards
Category
Consolidated Reporting
HQ
United Kingdom
Wealth Wizards is the UK’s first online financial adviser.
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Wealthbox
Category
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.
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Wealthworks+
Category
Portfolio Management
HQ
United Kingdom
WealthWorks+ gives you total control of how and where you access and manage your clients’ wealth
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Ycharts
Category
Portfolio Management
HQ
United States of America
YCharts is an investment research platform that enables smarter investments and better client communications.
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1fs Wealth
Category
Consolidated Reporting
HQ
United Kingdom
We help family offices make smart and timely business decisions through efficient use of data and innovative technology
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8topuz
Category
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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