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.

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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

Media

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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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FAQs

FAQs about Greenlock

Q

What is Greenlock?

A

Greenlock is a provider of automated solutions for private wealth oversight and auditing, founded in Switzerland in 2022.

Q

What does Greenlock do?

A

Greenlock tackles hidden fees, suboptimal strategies, and conflicts of interest through independent oversight, recovering lost capital with a 10–30x return on service costs.

Q

How does Greenlock work?

A

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.