Atalaya combines technology, data and intelligent analytics to help their clients preserve and grow their wealth. Atalaya complements the day-to-day activities of family offices without interfering with their normal operations, structuring data and applying analytical models to strengthen your family office. All in a secure environment, encrypted to the highest standards.
What sets Atalaya apart?
"Atalaya is a project created by experts in family office to help you make the best decisions to preserve and grow your wealth for generations to come."
Get an overview of what Atalaya does.
- Wealth asset structuring and management
- Monitoring the entire asset portfolio
- Qualified deal flow for venture funds
- Data Aggregation
- Portfolio Management
- Detailed structuring of all asset-related data
- Asset tracking and monitoring
- Dealflow with automatically scoring new deals
- Dataroom for storing all asset-related documentation
- Organisation chart
- Access control and permissions to increase security and control
- Synchronization of bank accounts and assets
- Detection of new investment opportunities
- Global asset visualization
- Compilation of insurance policies
- Portfolio management
- Alternative investments incl. art & collectables, private equity, real estate and cryptocurrency
- Bankable or financial assets & funds
- Private equity & direct investments
- Real estate
Type Of Software
Type of data
Atalaya obtains the data from the client’s ERP or financial custodian
Time to new custodian
Average cost p.a.
Atalaya has a pricing structure based on a fixed monthly fee, which includes all functionalities and technical support. To get started with Atalaya, an onboarding process is required, which has a one-off additional cost. The cost can vary from one onboarding to another.
Key Company Information
Have a look at the company, clients, and references to learn whether this is a match for you.
- External investors (neither clients nor staff)
- Key staff also have ownership
- Owned by management
Single family offices
- Individual wealth owners
- Multi-family offices
- Fund managers
- 5 single family offices
- 3 funds manager
Keith, Elewit, Zubi GroupRequest References
Support & Services
Learn what support and services you can expect
General contact mail or phone
Pricing of support
Most of the software can be customised according to client's needs.
Atalaya can develop new functionalities according to client's needs.
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