Company Finder
Results: 125
WIZE by TeamWork 
Switzerland
Portfolio Management
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.
Aleta
Denmark
Consolidated Reporting
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.
Swimbird
Sweden
Consolidated Reporting
The Swimbird Platform SWIP is a modern portfolio management solution, which gives the client a holistic view of their total portfolio - everything in one place.
Masttro
United States of America
Consolidated Reporting
Masttro connects the entire wealth management ecosystem, providing a single source of trusted information for family offices to rely on.
Assure Wealth
Denmark
Data Aggregation
Assure Wealth is your independent reporting adviser and makes it easy to manage wealth.
Sharpfin
Sweden
Consolidated Reporting
We digitize all processes for small to medium size wealth managers within a single cloud service
Vauban by Carta
United Kingdom
Fund & External Asset Manager
Vauban from Carta is the easiest way to launch your VC investments via SPVs or VC Funds - all your back office is integrated into a single platform.
Abbove
Belgium
Consolidated Reporting
Abbove helps patrimonial advisors to serve their clients with a holistic and structured approach on their global wealth.
GreenLock
Switzerland
Technology provider
GreenLock Is All-In-One Platform To Analyze, Manage And Monitor Your Investment Fees And Associated Costs.
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.
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