Sensiba

Sensiba offers family office services for your distinct needs. Their enterprise-level approach provides family offices with timely, relevant, and accurate reporting, internal controls, accounting support, and CFO insight to make informed decisions.

Sensiba provides best-in-class technology tools suited for each client’s situation, preferences, and needs, backed with robust security and unparallel visibility through custom dashboards. They are a certified Sage Intacct Partner and have deep expertise in cloud-based technology solutions.

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What type of family office are you?

What is your total AUM?

Where are you based?

What sets Sensiba apart?

"We are passionate about reducing the stress families experience due to complexities in their lives. Understanding their full financial picture allows greater impact on their families and communities."
Tom Crotty

Product

Get an overview of what Sensiba does.

Main Tasks

  • Accounting
  • Consolidated Reporting

Top features

  • Custom development service
  • Digital excellence
  • Visionary purpose
  • Custom reports

Assets supported

  • Cash & equivalents
  • Private equity
  • Direct private equity
  • Foreign Exchange
  • Lifestyle Assets & Rare Collectibles
  • Real Estate
  • Residential

Compliance

GDPR

Whitelabel

Yes

Type Of Software

SAAS

Ecosystem

Other

Integrations

  • Bill
  • Knowledger
  • Banking through Sage Banking Cloud
  • Credit Cards

Type of data

Holding level

Accuracy

Sage Intacct is a full functioning accounting system with internal controls, permissions, and roles. Additionally, oversight is provided by highly qualified accountants and CFOs.

Multi-currency

  • Based on holding/position data
  • Based on transaction data
  • Users can separate holding level gain/loss from currency gain/loss
  • Users can set multiple base currencies

Cost structure

  • Flat fee
  • Feature-based
  • Seat based (per named user)

Average cost p.a.

Average single family office Amount: $48,000 to $150,000 annually, occasionally significantly more.

Key Company Information

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

Employees

  • 100-500

Founded

  • 1977

Ownership

Key staff also have ownership

Incorporated

United States of America

Locations

  • Pleasanton, CA
  • Bend, OR
  • Fresno, CA
  • Portland, OR
  • San Jose, CA
  • San Mateo, CA

Top markets

United States of America

Focus

Single family offices

Secondary focus

  • Individual wealth owners
  • Multi-family offices
  • Endowments
  • Foundations
  • Software and technology providers

Number

  • 17 single family offices
  • 2 multi-family offices
  • 3 foundations
  • 6 software

Not disclosed.

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Support & Services

Learn what support and services you can expect

Added Services

Book keeping
Tax advice

Support options

Dedicated contact

Pricing of support

Based on SLA

Onboarding

Two to three months, depending on size, complexity, and historical data.

Customisation

Reports and dashboards can be customized for individual needs. Custom fields and rules are leveraged for better data governance.

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Simple solutions for complex times.