Orca

Category

Governance

Country

Switzerland

Visit website

Get in touch with Orca

family office advisor, family office expert, family office consultant.

Gregor Feichtinger

Contact Gregor Feichtinger

Meet Orca: The secure, intuitive way to store and share sensitive financial information and have productive discussion about wealth.

Orca is a modern governance software that makes talking about wealth easy. Whether it’s between clients and advisors, or amongst family. We are powering productive discussions about wealth structuring, succession planning, tax and compliance, family reporting and much more.

What sets Orca apart?

"We want to make wealth accessable and therefore we use clear, familiar visualisations to ensure everyone can understand everything. No explanation needed."
Gregor Feichtinger

Product

Get an overview of what this software does.

Main tasks

  • Consolidated reporting
  • Compliance
  • Governance
  • Data aggregation

Top features

  • Structured charts
  • Automated way of forwarding documents via Email into software
  • Balance sheet in a simple format
  • Collaboration of readers and editors

Assets supported

  • Private equity
  • Bankable assets
  • Real estate
  • Rare collectibles

Compliance

  • GDPR

Whitelabel

  • Yes

Type Of Software

  • SaaS

Security

  • Encryption and decryption (256-bit) of data takes place in cleint’s browser
  • Encryption and decryption (256-bit) of data is only possible with knowledge of password
  • 2FA process

Ecosystem

  • Own software ecosystem

Mobile App

  • No

Type of data

  • Holding level

Accuracy

  • Daily reconciliation with custodians
  • GAP Analysis

Multi-currency

  • Set multiple base currencies
  • Holding/position data, based on transaction data

Cost structure

  • Flat fee
  • Seat based

Average cost p.a.

CHF 5k

Category

Governance

Country

Switzerland

Visit website

Get in touch with Orca

family office advisor, family office expert, family office consultant.

Gregor Feichtinger

Contact Gregor Feichtinger

Key Company Info

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

Employees

  • 0–10

Founded

  • 2017

Ownership

  • Owned by management
  • Key staff also have ownership
  • External investors (neither clients nor staff)

Incorporated

  • Switzerland

Locations

  • Zurich

Top 5 Markets

  • Germany
  • Liechtenstein
  • Switzerland
  • United Kingdom
  • Austria

Avg. AUM per client

  • $30 million

Focus

Single-family offices

Serves also

  • Multi-family offices
  • Financial advisors
  • Individual wealth owners

Swisspartners (MFO)
Lead (SFO)
Gregor Guggisberg (UHNWI)
Jura Trust

Request References

Support & services

Learn what support and services you can expect

Support options

In person on site support
General contact mail or phone

Pricing of support

Free support

Onboarding

Strongly depends on the complexity of a client (can be between half a day and a week)

Customisation

Colours and logos

Added services

Data entry

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Simple solutions for complex times.