Software & Technology
Find and compare software for family offices in one place. This directory lists vetted family office software vendors, spanning consolidated reporting, accounting, portfolio and investment management, data aggregation and CRM, across the United States, Europe, Asia and beyond. Each provider is independently listed and, where available, independently evaluated in the Simple Family Office Software & Technology Report 2025.
Addepar is a wealth management technology platform used by family offices, wealth managers and private banks to aggregate portfolio data across custodians and asset classes, and to deliver consolidated performance reporting for complex, multi-entity wealth. As of Q1 2026 the platform supports over $9 trillion in client assets across more than 1,400 firms in some 60 countries.
Featured in: Family Office Software & Technology Report 2025
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
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
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
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
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
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
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
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
CFO Family is a comprehensive outsources back office solution for wealth reporting.
Featured in: Family Office Software & Technology Report 2025
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
The DoLand Pro software makes is easy to deliver engaging and actionable investment impact reports to clients and stakeholders.
Featured in: Family Office Software & Technology Report 2025
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
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
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
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
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
Landytech is a financial technology company empowering family offices to make informed investment decisions.
Featured in: Family Office Software & Technology Report 2025
Masttro is a wealth management technology platform for single- and multi-family offices, wealth advisors, private banks and institutions. It aggregates data across every asset class, from liquid and illiquid investments to liabilities and passion assets, through 700+ direct custodian feeds, and delivers a secure, consolidated view of total net worth for complex, multi-entity UHNW wealth.
Featured in: Family Office Software & Technology Report 2025
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
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
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
SumIt provides easy-to-use family office technology where accountants can see all their entities in one place and effortlessly create consolidated reports.
Featured in: Family Office Software & Technology Report 2025
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
The core problem is that managing complex private wealth is a painfully manual and fragmented process.
Featured in: Family Office Software & Technology Report 2025
WealthArc is a digital wealth platform that helps wealth managers and family offices to drive workflow automation and client satisfaction.
Featured in: Family Office Software & Technology Report 2025
WealthSpectrum acts as all-in-one platform designed to streamline and automate complex investment management needs.
Featured in: Family Office Software & Technology Report 2025
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
MyFO is built for the next generation of family offices, offering a platform that consolidates wealth, documents, and data. By combining efficiency with advanced AI, it makes managing wealth simpler, smarter, and more seamless.
Featured in: Family Office Software & Technology Report 2025
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
A quick-reference overview of all listed platforms. Click column headers to sort.
| Vendor | HQ | Profile |
|---|---|---|
| Abbove | France | View → |
| Addepar | United States of America | View → |
| Aleta | United States of America | View → |
| Altoo | Switzerland | View → |
| Alwy | Sweden | View → |
| Asora | Switzerland | View → |
| Asset Vantage | United States of America | View → |
| Asseta | United States of America | View → |
| Auria | United States of America | View → |
| Canopy | Singapore | View → |
| CFO Family | United States of America | View → |
| DAPM | Switzerland | View → |
| DoLand | Denmark | View → |
| Duende Ventures | United States of America | View → |
| Elysys | Monaco | View → |
| Eton Solutions | United States of America | View → |
| Etops | Switzerland | View → |
| Flanks | Spain | View → |
| FundCount | United States of America | View → |
| Hatcher+ FAAST® (Funds-as-a-Service Technology) Platform | Singapore | View → |
| Hemonto | Denmark | View → |
| IQ-EQ | Luxembourg | View → |
| IQ-EQ | France | View → |
| Landytech | France | View → |
| Masttro | United States of America | View → |
| MSCI | United States of America | View → |
| MyFO | Canada | View → |
| Nines | United States of America | View → |
| Northern Trust Family Office Technology | United States of America | View → |
| Performativ | Denmark | View → |
| PetakSys | Hungary | View → |
| Point | Germany | View → |
| Pretim | Netherlands | View → |
| QPLIX | Germany (Frankfurt and Munich) | View → |
| SEI – Archway Platform℠ | United Kingdom | View → |
| Stacc Escali | United Kingdom | View → |
| STP Investment Services | United States of America | View → |
| SuisseTechPartners | Switzerland | View → |
| SumIt | United States of America | View → |
| Swimbird | Sweden | View → |
| Tindeco | Netherlands | View → |
| Venn by Two Sigma | United States of America | View → |
| Vyzer | United States of America | View → |
| Wealth Wizards | United Kingdom | View → |
| WealthArc | Luxembourg | View → |
| WealthSpectrum | India | View → |
| Wealthworks+ | United Kingdom | View → |
| WIZE by TeamWork | Luxembourg | View → |
| Ycharts | United States of America | View → |
Simple Select compiles a tailored shortlist from this vetted vendor data, guiding you through assessment, evaluation and negotiation — so you choose with confidence.
