Company Finder

  • Category

  • Focus Segment

  • Asset Types

  • Features

  • Reset

Results: 125

Fireblocks

Fireblocks Fireblocks

United States of America
Custody Provider

Fireblocks is an enterprise-grade platform delivering secure infrastructure for moving, storing, and issuing digital assets for funds, family offices, banks and web3 businesses.

Other Services Asset ManagementGovernance
Abbove

Abbove Abbove

Belgium
Consolidated Reporting

Abbove helps patrimonial advisors to serve their clients with a holistic and structured approach on their global wealth.

Ability to WhitelabelCustom ReportsOther Services
Centtrip

Centtrip Centtrip

United Kingdom
Accounting

Founded to meet the demands of clients with complex, cross-border affairs, Centtrip supports family offices with a tailored, single solution for expense management and payments.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services
PandaConnect

PandaConnect PandaConnect

Denmark
Consolidated Reporting

PandaConnect is a global full-scale investment administration solution servicing clients around the world covering all asset classes both bankable and non-bankable investments.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App
AgilLink

AgilLink AgilLink

United States of America
Accounting

AgilLink provides secure bill pay and client accounting technology to firms that serve ultra-high-net-worth individuals, including family offices, business managers, and athletes.

Mobile AppTransparency
ANote Music

ANote Music ANote Music

Luxembourg
Exchange

ANote Music offers diversified, scalable, and flexible music investment opportunities to preserve and grow your wealth.

SEI – Archway Platform℠

SEI – Archway Platform℠ SEI – Archway Platform℠

United States of America
Consolidated Reporting

SEI Archway Platform℠ and outsourced services streamline the accounting, investment data aggregation and reporting operations of family offices and financial institutions.

Ability to WhitelabelFull Multi-Currency SupportMobile App
KeeSystem

KeeSystem KeeSystem

Switzerland
Portfolio Management

Our mission is to simplify the daily life of wealth management professionals through KeeSense, our portfolio management solution, automatically connected to your ecosystem.

Ability to WhitelabelBanking ProvidersCustom Development ServiceDigital ExcellenceFull Multi-Currency SupportMobile AppProven AgilitySustainabilityTransparencyVisionary Purpose
Nasdaq Asset Owner Solutions

Nasdaq Asset Owner Solutions Nasdaq Asset Owner Solutions

United States of America
Portfolio Management

Nasdaq Asset Owner Solutions unites the most comprehensive institutional data from eVestment, with true multi-asset class portfolio analytics and services from Solovis.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services
Addepar

Addepar Addepar

United States of America
Consolidated Reporting

Addepar is a leading wealth management technology platform for connecting data, technology and people to manage wealth and achieve multigenerational family objectives

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App
1 2 3 4 5 6 7 8 9 10 11 12

In the media

private wealth magazine
nasdaq
Simple solutions for complex times.