Directory
Family Office Service Provider Directory
Search our comprehensive directory of family office service providers and explore solutions tailored to your needs.
Are you a service provider? Learn about joining Simple →
WIZE by TeamWork
The Swiss all-in-one Wealth & Asset Management solution with an integrated portfolio management system including 200+ custodian automatic feeds for multi-asset consolidated reporting.
Featured in: Family Office Software & Technology Report 2025
QPLIX
QPLIX offers an all in one solution, readily available, consolidating all asset classes, complex owner structures, to enhance high quality investment decisions.
Featured in: Family Office Software & Technology Report 2025
MSCI
We help investors overcome opaque, fragmented private capital data by delivering integrated analytics, transparency and benchmarks for confident, informed decisions.
IQ-EQ
IQ-EQ is a leading investor services group providing a comprehensive range of compliance, administration, asset, and advisory services to investment funds, global companies and family offices.
Featured in: Family Office Software & Technology Report 2025
Flanks
Flanks offers a robust API for automated wealth services. Through the digitisation and aggregation of global wealth data across custodians, Flanks provides an unmatched 360° real-time view of investment portfolios.
Featured in: Family Office Software & Technology Report 2025
DiliTrust
All-in-One Suite for all Your Corporate and Legal Activities
Featured in: Family Office Software & Technology Report 2025
DAPM
Clients face difficulty overseeing global assets across multiple banks and institutions, leading to a lack of transparency, control, and effective financial consolidation.
Featured in: Family Office Software & Technology Report 2025
Canopy
Canopy is a private & anonymous wealth account aggregation, portfolio analytics and client reporting platform for High Net-Worth Individuals and their Wealth Managers.
Featured in: Family Office Software & Technology Report 2025
Auria
Auria simplifies the complexity of family wealth management by unifying essential capabilities into one seamless, intuitive experience.
Featured in: Family Office Software & Technology Report 2025
Alwy
Transform your family office with our all-in-one hybrid wealth management tech solution. Seamlessly integrate, optimize, and future-proof your operations today!
Featured in: Family Office Software & Technology Report 2025
Aleta
Aleta provides a truly holistic overview of the family wealth and unlocks valuable insights to elevate your wealth strategy. For family offices, by family offices.
Featured in: Family Office Software & Technology Report 2025
Masttro
Masttro is a SaaS solution for single- and multi-family offices, wealth professionals serving wealth owners, and larger institutions. We believe modern technology and direct data feeds are critical to unlocking solutions to managing wealth data across structure, asset classes, and a move to unstructured data.
Featured in: Family Office Software & Technology Report 2025
Asset Vantage
Asset Vantage is a family office platform that helps affluent families and their advisors manage, track, and report on their complete wealth portfolio.
Featured in: Family Office Software & Technology Report 2025
Asora
Asora is a multi-asset wealth management platform designed for family offices and wealth managers to consolidate, monitor, and report on diverse portfolios.
Featured in: Family Office Software & Technology Report 2025
Northern Trust
Northern Trust provides asset management, fund administration, banking and fiduciary solutions to corporations, institutions, and affluent individuals worldwide.
Featured in: Family Office Software & Technology Report 2025
FundCount
FundCount is a fully integrated accounting and investment analysis platform for family offices, fund administrators, and hedge funds.
Featured in: Family Office Software & Technology Report 2025
Swimbird
Swimbird provides a comprehensive wealth management platform for family offices and wealth managers, enabling consolidated reporting across all asset classes.
Featured in: Family Office Software & Technology Report 2025
Asseta
Asseta is the intelligent family office suite built to streamline operations, enhance transparency, and optimize investment visibility for FOs and HNWIs.
Featured in: Family Office Software & Technology Report 2025
Nines
Discerning families and family offices use Nines as a centralized household manual and operating system to simplify managing properties, assets, vendors, staff, projects, and more.
Featured in: Family Office Software & Technology Report 2025
Addepar
Addepar is a leading wealth management technology platform for connecting data, technology and people to manage wealth and achieve multigenerational family objectives.
Featured in: Family Office Software & Technology Report 2025
Elysys
Elysys is a secure, scalable and integrated enterprise software for treasury and investment management professionals working under several regulatory and compliance frameworks.
Featured in: Family Office Software & Technology Report 2025
Etops
Technology that empowers family offices, wealth and asset managers, banks, and others to get a compliant consolidated reporting across all asset classes at your fingertips.
Featured in: Family Office Software & Technology Report 2025
Altoo
The Altoo Wealth Platform provides simplicity and control to wealthy private individuals and family offices, by aggregating and monitoring wealth data in an intuitive way.
Featured in: Family Office Software & Technology Report 2025
Eton Solutions
Eton Solutions is an award-winning cloud-based ERP software product (AtlasFive and EtonAI) and services company founded to handle the complexities of servicing Single Family Offices, Multi Family Offices, Wealth Owners, RIAs, Business Managers, Private Equity, Real Estate and Fund of Fund Firms globally.
Featured in: Family Office Software & Technology Report 2025
