Greenlock
The financial intermediaries thrive on opacity — beneficiaries almost never see the true cost of inefficiency. Hidden fees, suboptimal strategies, and conflicts of interest are not exceptions but widespread practices, whether due to oversight or intent.
We implement a comprehensive audit system, using proprietary fee benchmarks on 100+ private wealth datapoints, enabling the recovery of lost capital due to inefficiency and delivering a 10–30x return on the cost of our services.
Have a question regarding Greenlock?
Contact Greenlock directly, or opt for discretion with our private exploration option and take advantage of a free 20-minute consultation with the Simple team to thoroughly explore your service requirements.
What sets Greenlock apart?
"We are dedicated to transparency and a data-driven approach in finance, aiming to eliminate all hidden fees and blind spots for our clients."
Katya Krylova
Products and service
Get an overview of what Greenlock does.
Main Tasks
- Data Aggregation,
- Consolidated Reporting,
- Portfolio & Cost Analysis,
- Risk Management
Top features
- Custom Reports,
- Digital Excellence,
- Full Multi-Currency Support,
- Ability to Whitelabel,
- Transparency,
- Visionary Purpose,
- Proven Agility,
- Custom Development Service
Assets supported
- Alternatives,
- Bankable or Financial Assets & Funds,
- Cash & Equivalents,
- Commercial,
- Commodities,
- Cryptocurrency,
- Digital Assets & Crypto Currency,
- Equities,
- Fixed Income,
- Foreign Exchange,
- Hedge Funds,
- Insurance,
- Private Debt,
- Private Equity,
- Private Equity & Direct Investments,
- Private Equity Funds,
- REITS,
- Real Estate,
- Venture Capital,
- Other
Whitelabel
- Yes
Type Of Software
- Serviced software,
- SAAS
Integrations
- Greenlock is a cloud-based solution, no extra integration is needed.
Mobile App
- No
Type of data
- Holding level
Accuracy
- The client provided us with data from custodians or PMS.
Custodians
- We do not have a direct connection to the custodians; all data is provided to us by the client.
Time to new custodian
- We do not have a direct connection to the custodians; all data is provided to us by the client.
Multi-currency
- Users can set multiple base currencies,
- Based on holding/position data,
- Based on transaction data
Regulated
- No
Cost structure
- AUM-based,
- Feature-based,
- Flat fee
Rates
- We have a two-tier system:
- – Pricing per specific module/solution
- – All-inclusive fee 0.1% p.a.
- See the company website for more info.
Key Company Information
Have a look at the company, clients, and references to learn whether this is a match for you.
Employees
- 0-10
Founded
- 2022
Locations
- Zurich
Top 5 Markets
- Switzerland,
- France,
- United Kingdom,
- United States of America,
- Luxembourg
Ownership
- Owned by management
Focus
- Multi-family offices
Secondary focus
- Individual wealth owners,
- Single-family offices,
- Multi-family offices
Provided by Greenlock directly, upon request.
Request References
Company presentation
Company presentation
Support & Services
Learn what support and services you can expect
Support options
General contact mail or phone,
Dedicated contact,
In person on site support
Pricing of support
Based on SLA
Other
Onboarding
Two weeks, on average
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Artificial Intelligence
The core problem is that managing complex private wealth is a painfully manual and fragmented process.
FAQs
FAQs about Greenlock
What is Greenlock?
Greenlock is a provider of automated solutions for private wealth oversight and auditing, founded in Switzerland in 2022.
What does Greenlock do?
Greenlock tackles hidden fees, suboptimal strategies, and conflicts of interest through independent oversight, recovering lost capital with a 10–30x return on service costs.
How does Greenlock work?
Greenlock uses in-house algorithms and proprietary benchmarks to automate client data processing, enabling continuous auditing and fee optimization. Secured by a Swiss-based zero-knowledge architecture, it delivers customized quarterly reports for full capital transparency.
