MyFO

The most advanced family office experience, which merges efficiency and advanced AI to bring family office services to your fingertips. Our platform simplifies and streamlines wealth management, offering comprehensive asset tracking, secure document storage, personalized financial advice, and tools to align long-term goals with stakeholders, ensuring smooth succession planning.

At the heart of MyFO is our advanced AI-powered tool, which revolutionizes investment and estate document management. This tool automates data handling for diverse assets, providing insightful analysis of investment statements for a deeper understanding of your financial portfolio.

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What MyFO believes sets them apart?

Founded by Simran Kang and Alice Chen, veterans in running multi-family offices, we're on a mission to revolutionize family office management. Identifying a market gap and tired of outdated software, we created the most advanced family office solution you've been waiting for.
Jon Ricci

Product

Get an overview of what MyFO does.

Main Tasks

Data Aggregation
Consolidated Reporting
Investing technology
Technology provider
Portfolio Management

Top features

AI Powered
Consolidated View
Digital Excellence
Proven Agility
Transparency

Assets supported

Alternatives
Art & Collectibles
Bankable or Financial Assets & Funds
Cash & Equivalents
Commodities
Cryptocurrency
Digital Assets & Crypto Currency Direct Private Equity
Equities, Fixed Income
Gold & Precious Metals
Lifestyle Assets & Rare Collectibles
Music Royalty
Private Debt
Residential
Developing Markets
Commercial
Real Estate
REITS
Venture Capital
Insurance

Compliance

GDPR

Whitelabel

No

Type Of Software

SAAS

Ecosystem

Custom

Integrations

N/A

Mobile App

Yes

Type of data

Holding level

Accuracy

We receive direct data feeds from financial institutions and reconcile this data on receipt.

Custodians

6000

Time to new custodian

2 weeks

Multi-currency

Based on holding/position data

Cost structure

Seat based (per named user)
Average Single user: $1,500/year
Average single family office: $4,500 depending on the number of seats purchased.

Key Company Information

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

Employees

11-50

Founded

2019

Incorporated

Canada

Top 5 Markets

Canada
United States of America

Ownership

Clients are also owners
Owned by management
External investors (neither clients nor staff)
Key staff also have ownership

Focus

Single family offices

Secondary focus

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

Clients

20 IWO
15 SFO
3 MFO

MyFO cannot disclose any names at this time.

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Support & Services

Learn what support and services you can expect

Added Services

Data entry

Support options

Dedicated contact
General contact mail or phone

Pricing of support

Based on SLA

Onboarding

1-2 weeks

Bespoke development

No

Customisation

No

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