Auria

Auria is a modern technology solution that unites essential capabilities—data aggregation, performance reporting, billing, document management, CRM and client portal—into a single, seamless interface, while also empowering wealth managers to handle intricate entities, track alternative investments and more.

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What sets Auria apart?

"We believe Auria’s single data model and source code, combined with an intuitive experience can transform how wealth managers serve their clients."
Kartik Srinivasan

Product

Get an overview of what Auria does.

Main Tasks

  • Consolidated Reporting,
  • CRM,
  • Data Aggregation,
  • Portfolio Management,
  • Trading

Top features

  • Ability to Whitelabel,
  • Custom Reports,
  • Full Multi-Currency Support,
  • Mobile App

Assets supported

  • Alternatives,
  • Art & Collectables,
  • Cash & Equivalents,
  • Bankable or Financial Assets & Funds,
  • Cryptocurrency,
  • Direct Private Equity,
  • Equities,
  • Fixed Income,
  • Hedge Funds,
  • Insurance,
  • Real Estate,
  • REITS,
  • Private Equity,
  • Venture Capital

Whitelabel

  • Yes

Type of software

  • SAAS

Integrations

  • Financial planning,
  • Custodians,
  • Risk,
  • Compliance

Mobile App

  • Yes

Type of data

  • Transaction level

Accuracy

  • Reconcile data with custodian info

Custodians

  • 50+

Time to new custodian

  • 4 weeks

Multi-currency

  • Users can set multiple base currencies

Regulated

  • Yes

Regulated by

  • SEC

Cost structure

  • AUM-based,
  • Flat fee,
  • Other

Rates

  • Pricing depends on factors like AUM, accounts, and entities and can vary based on the type of firm (SFO, MFO, RIA).

Key Company Information

Have a look at the company, clients, and references to learn whether this is a match for you.

Employees

  • 100-500

Founded

  • 2012

Locations

  • Chicago

Top 5 Markets

  • United States of America

Ownership

  • Owned by management,
  • Key staff also have ownership

Focus

  • Investment & Financial Advisors (RIAs/IFAs)

Secondary focus

  • Individual wealth owners,
  • Single-family offices,
  • Multi-family offices,
  • Investment & Financial Advisors (RIAs/IFAs),
  • Banks

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Media

Discover the latest demos, videos, and documents to stay informed on everything Auria.

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Auria, powered by Advyzon

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Auria One-Pager

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Alts with Auria

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Auria, powered by Advyzon

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Auria One-Pager

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Alts with Auria

Auria Reviews

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Support & Services

Learn what support and services you can expect

Support options

Dedicated contact,
General contact mail or phone

Pricing of support

Free support

Onboarding

2-8 weeks

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