Company Finder
Results: 102
Summitas
United States of America
Portfolio Management
Summitas is an award-winning engagement platform to securely exchange confidential information, store sensitive documents, and share ideas — all from one place. Summitas Platform® gathers information from clients, administrators, advisors,...
IQ-EQ - Cosmos
Luxembourg
Consolidated Reporting
We provide an end to end bespoke portfolio monitoring solution to institutional and private wealth investors with a focus on alternative and luxury assets. IQ-EQ Cosmos combines one of the...
Mirador
United States of America
Consolidated Reporting
Mirador is a service provider delivering operations and financial reporting solutions to the U/HNW wealth management industry. We serve those who serve wealth. Mirador is a team of financial and...
Escali
Norway
Consolidated Reporting
Escali is a provider of software solutions to family offices, asset managers, pension funds and insurance companies. Escali Financials is scalable, cost-effective and cloud-based and includes portfolio management, risk management,...
SEI – Archway Platform℠
United States of America
Consolidated Reporting
SEI’s Archway Platform℠ and outsourced services streamline the accounting, investment data aggregation and reporting operations of family offices and financial institutions. SEI Family Office Services supports the accounting, investment data...
Orca
Switzerland
Governance
Meet Orca: The secure, intuitive way to store and share sensitive financial information and have productive discussion about wealth. Orca is a modern governance software that makes talking about wealth...
Elysys
Monaco
Consolidated Reporting
Elysys is a secure, scalable and integrated enterprise software for treasury and investment management professionals working under several regulatory and compliance frameworks. Elysys is a technology specialist in the treasury...
Canopy
Singapore
Consolidated Reporting
Canopy is a private & anonymous wealth account aggregation, portfolio analytics and client reporting platform for High Net-Worth Individuals and their Wealth Managers....
Bill.com
United States of America
Accounting
Bill.com (NYSE: BILL) is a leading provider of cloud-based software that simplifies, digitizes and automates complex back-office financial operations for small and midsize businesses (SMB). Our tailored offering for wealth...
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. With a real-time, customizable view of the complete balance sheet,...
SS&C Private Capital Group
United States of America
Consolidated Reporting
SS&C’s Private Capital Group eliminates cost, risk and time of integrating disparate systems, delivering solutions to single and multi-family offices for their complex needs. SS&C delivers fully integrated, multi-currency portfolio...
Eton Solutions
United States of America
Consolidated Reporting
Eton’s platform, AtlasFive, reimagines each intricate process of a family office into one integrated platform that optimizes efficiency, increases transparency, and maximizes accuracy. By harnessing the power of automation, best-in-class...
PCR
United States of America
Data Aggregation
PCR helps family offices achieve data independence by streamlining how their sensitive investment data is aggregated, managed and used in reporting and other operations. PCR combines 20 years’ experience and...
Centtrip
United Kingdom
Consolidated Reporting
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. Centtrip provides a flexible and...
Sharpfin
Sweden
Consolidated Reporting
We digitize all processes for small to medium size wealth managers within a single cloud service. Sharpfin digitizes KYC and AML processes for a fully compliant customer lifecycle management. Furthermore...
Altoo
Switzerland
Consolidated Reporting
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. Altoo Wealth Platform empowers wealthy...
Ruby
United States of America
Portfolio Management
RUBY brings to our clients an unparalleled ability to manage their wealth across all asset classes in a unified, real-time platform, tailored to the unique needs of each family. RUBY...
Etops
Switzerland
Consolidated Reporting
Etops offers outsourced services for all back-and mid-office tasks. The combination of electronic interfaces based on a unique machine-learning parser technology developed by Etops, which reads and processes bank statements...
WIZE by TeamWork
Switzerland
Portfolio Management
The Swiss all-in-one Wealth & Asset Management solution with an integrated portfolio management system including 180+ custodian automatic feeds for multi-asset consolidated reporting. WIZE by TeamWork is one of the...
PaxFamilia
Belgium
Consolidated Reporting
PaxFamilia is a wealth planning platform that helps advisors to serve their clients with a holistic and structured approach to their wealth. PaxFamilia aggregates the family’s wealth information in one...
Clarity AI
United States of America
Impact & ESG
Clarity AI aims at contributing to a more socially efficient capital allocation by providing decision-makers with the most reliable and comprehensive tools to understand and optimise social and environmental impact,...
Way2B1
United States of America
Governance
Our vision is to simplify the complex life of families. Our mission is to enable high net worth individuals and families to better manage their complex life by providing a...
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. Our trusted technology provides transparency into complex financial...
Asset Vantage
United States of America
Consolidated Reporting
Performance reporting & general ledger on demand. Families without an integrated investment and accounting system typically do not have a comprehensive and consolidated view of their sophisticated wealth to get...
Backstop Solutions
United States of America
Consolidated Reporting
Backstop Solutions offers the most robust investment management software, supporting the full investment lifecycle for single- and multifamily offices in one integrated platform. Backstop Solutions, an award-winning technology provider, delivers...
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 – helping you achieve the twin goals of...
QPLIX GmbH
Germany
Consolidated Reporting
QPLIX offers an all-in-one solution, readily available, consolidating all asset and owner structures, to enhance high quality investment decisions. QPLIX delivers next-generation SaaS solutions for family and investment offices, wealth...
Hemonto
Denmark
Consolidated Reporting
As an independent reporting advisor, we deliver state-of-the-art consolidated financial reporting with data you can trust as a strong basis for your financial decisions. We combine technology and people to...
Assure Wealth
Denmark
Data Aggregation
Assure Wealth provides clients with simple and understandable overviews of total wealth, risks and returns & reports which may include unlisted shares, private equity and alternative investments. This solution offers...
Lombard Odier - Global Assets+
Switzerland
Consolidated Reporting
As an independent reporting advisor, we deliver state-of-the-art consolidated financial reporting with data you can trust as a strong basis for your financial decisions. Our Global Assets+ solution, catered to...
Copia Wealth Studios
United States of America
Portfolio Management
Copia Wealth Studios is a mobile-first platform for the modern wealth owner, providing their customers with the data needed whenever they need it. Custom and tailored lenses provide the correct...
Tindeco
Switzerland
Portfolio Management
Tindeco VISION provides the ultimate platform to efficiently manage any type of investment portfolio. VISION covers all your workflows from consolidating your holdings, constructing portfolios, implementing orders and managing risk....
FundCount
United States of America
Portfolio Management
FundCount is a unified accounting and investment analysis solution that improves operational efficiency and brings actionable intelligence to investment management professionals. Based on a general ledger, they started in the...
Private Wealth Systems
United States of America
Consolidated Reporting
Private Wealth Systems award-winning innovation has transformed consolidated investment reporting for global family offices and UHNWI’s. UHNWI’s, family offices and private banks rely on Private Wealth Systems to transform how...
Valuefy
India
Consolidated Reporting
Valuefy provides digital platform for family offices to do real time data aggregation , Investment analytics with powerful visualization and Performance Attribution. Valuefy Platform is a powerful suite designed to...
Quantilia
France
Consolidated Reporting
Portfolio monitoring platform dedicated to family offices, with asset consolidation, data collection, cross asset portfolio analysis and document generation. Quantilia platform offers a comprehensive range of solutions enabling family offices...
Hatcher - VAAST™ Platform
Singapore
Portfolio Management
Hatcher+ is a venture-as-a-service company that leverages deep learning, process automation, and global partnerships to enable scalable portfolios and index-style investor returns. Hatcher+ is proud to introduce VAAST™, the multi-award-winning,...
WealthArc
Switzerland
Consolidated Reporting
WealthArc is a digital wealth platform that helps wealth managers and family offices to drive workflow automation and client satisfaction.
Northern Trust Family Office Technology
United States of America
Consolidated Reporting
Northern Trust is a preeminent global financial institution that provides asset servicing, investment management and wealth management services for institutions, high-net-worth individuals and families. For more than 130 years, our...
CORYX
Germany
Portfolio Management
With CORYX iO, we offer single- and multi-family offices, asset & wealth managers, fonds, foundations and banks an investment management platform tailored to their needs. CORYX iO covers all bankable...
Assetgrip
Netherlands
Consolidated Reporting
Assetgrip’s dedicated family office software provides an overview of all assets at a glance as well as insights needed to make disciplined investment decisions....
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.
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. SWIP is a platform...
Black Diamond
United States of America
Consolidated Reporting
The Black Diamond® Wealth Platform is an offering of SS&C Advent, a business unit of SS&C Technologies. An award-winning, cloud-native solution, Black Diamond is designed to manage unique and complex...
Vitech
United States of America
Portfolio Management
V3locity is a powerful investment administration solution that offers fund managers, institutional investors, fund administrators, and advisors alternative investment capabilities in a single, powerful, integrated, cloud-based platform. V3locity’s extensive core...
SRL Global
London
Data Aggregation
SRL Global is a statistical research laboratory providing a cutting edge system, which delivers investment control and management of assets.
iPaladin
United States of America
Governance
iPaladin’s Digital Family Office is a blockchain platform to orchestrate people, services, documents and activity, as one source of truth, for the modern family office. iPaladin’s Digital Family Office™ is...
Vitec Aloc
Denmark
Portfolio Management
Vitec’s solutions meet professional requirements for portfolio and risk management, treasury and stock trading....
intelliflo portfolio
United States of America
Portfolio Management
intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. The company uses open software architectures combined with unmatched industry experience to simplify a complex...
Ledgex
United States of America
Technology provider
Ledgex is the first FinTech platform designed to fix the data quality challenges all multi-asset allocators face. The company enables managing complex portfolios, with major improvements in data accuracy, transparency,...
Wealth Objects
United Kingdom
Data Aggregation
We help Wealth Managers, Investment firms, Banks, Insurance companies, Brokerages, and many others to launch modern digital investing and saving propositions, and to improve their existing platforms using API technology,...
Enfusion
United States of America
Portfolio Management
Founded by developers from the world’s hedge funds, Enfusion was purpose-built to remove key operational and technological barriers faced by all types of asset managers.
Trusted Family
United States of America
Governance
Trusted Family is an award-winning technology platform serving the world’s leading family businesses with a single, secure and centralized governance platform. Founded by two next-generation entrepreneurs from European business families,...
Finfolio
United States of America
Portfolio Management
FinFolio makes portfolio management software for investment advisors and professional wealth managers.
Digital Shape Technologies
Canada
Portfolio Management
Established in 1999, Digital Shape Technologies Inc. provides Webfolio®, a fully integrated, multi-asset and real-time portfolio management software. Webfolio helps investment organizations reduce their operational costs and deliver an increased...
Affinity
United States of America
CRM
Affinity is a relationship intelligence platform built to expand and evolve the traditional CRM.
AXLE from B&B Analytics
Switzerland
Consolidated Reporting
We are a strategic advisor leveraging innovative technology and analytics to enable clients to optimally position portfolios of financial and real assets to distinctive risk realities and investment goals.
DAPM
Switzerland
Data Aggregation
DAPM was established in 2002 and is headquartered in Geneva, Switzerland. The company combines the best of technology and financial expertise to deliver a best-in-class offering. Our software platform has...
Diligent
United States of America
Portfolio Management
Diligent is the pioneer in modern governance. We empower leaders to turn governance into a competitive advantage through unparalleled insight and highly secure, integrated SaaS applications, helping organizations thrive and...
Allvue Systems
United States of America
Accounting
Allvue’s accounting, monitoring and reporting solutions offer a flexible, customized solution to support families of any size or structure. With some of the most complex relationship and reporting needs in...
8topuz
United Arab Emirates
Trading
8topuz Wealth Fintech is an award-winning artificial intelligence and machine learning provider, based in Cyprus and in the UAE, offering automated and audited investment solutions. 8topuz provides an Intelligent, supervised,...
Solovis
United States of America
Portfolio Management
Part of Nasdaq Asset Owner Solutions, Solovis is a fintech innovation for institutional investors with a cloud platform for multi-asset class portfolio management, reporting and analytics – designed for the...
InvestCloud
United States of America
CRM
We’re InvestCloud – California-based with a global presence, known for first-class, financial digital solutions, pre-integrated in the cloud. We create beautifully designed client experiences and intuitive operations solutions using our...
RSM Family Office Dashboard
United States of America
Consolidated Reporting
RSM’s family office dashboard provides families with a personal, holistic and integrated view with unparalleled access to their data. By leveraging cutting edge technology and dynamic industry-leading advisors, clients receive...
Miles Software
United States of America
Portfolio Management
Miles Software, now an integral part of EbixCash was founded in 1999 with a vision to be a techno-business partner delivering excellence and value to financial services globally. We bring...
DiligenceVault
United States of America
Digital Due Diligence
DiligenceVault is a cloud-based digital due diligence ecosystem that connects investor clients with their asset managers through a secure platform to manage due diligence and information exchange flows. This platform...
Canoe
United States of America
Consolidated Reporting
Canoe Intelligence is a first-of-its-kind technology that allows allocators to unlock their data. Canoe reimagines operational workflows and enables clients to transform their processes in order to eliminate manual data...
Wealth Wizards
United Kingdom
Consolidated Reporting
Wealth Wizards is the UK’s first online financial adviser. The company provides its clients with holistic financial health checks, guidance on everyday finances, and financial planning and advice in investments,...
FA Solutions
Finland
Portfolio Management
FA Solutions is a product company offering FA Platform, a cutting-edge software platform as a service for running your entire Investment Management business in one platform at any time, anywhere...
Betterment
United States of America
Consolidated Reporting
Betterment is built to help you make the most of your money—today, tomorrow, and beyond. We help you unify your financial life across spending, saving, investing, and retirement, with personalized,...
Fisglobal
United States of America
Portfolio Management
FIS offers wealth management solutions and services that enhance the client experience, improve advisor productivity and lower operational cost, helping wealth management providers differentiate themselves to retain assets and win...
ATA Risk Station
United States of America
Risk Management
The genesis of the ATA RiskStation™ platform was an unmet need. ATA RiskStation™ was developed by Aladin Abughazaleh, a private investor seeking to more effectively oversee his own third-party managed...
Profile Software
Greece
Portfolio Management
Profile Software is a world-class Financial Software provider of Mission Critical solutions for the modern Banking, FinTech and Investment Management Industries, offering innovative technologies and successful implementations.
eVestment
United States of America
Data Aggregation
eVestment is a global provider of institutional investment data intelligence and analytic solutions. eVestment delivers extensive data through robust, user-friendly products, with an unparalleled commitment to client service.
Quantfolio
Norway
Consolidated Reporting
Quantfolio Asset Management is a technology driven challenger to the traditional asset management industry. We develop and execute investment strategies combining rich data and computational tools with artificial Intelligence and...
MyVest
United States of America
Portfolio Management
MyVest builds enterprise wealth management technology for the digital age. Driven by a vision for client-centric advice, we empower firms to deliver personalized portfolios at scale. A subsidiary of TIAA...
Tamarac
United States of America
CRM
Tamarac is an open platform with a large and growing list of supported integration partners — providing your firm with the flexibility and support you need to automate more of...
Wealthbox
United States of America
CRM
Wealthbox® is a web-and-mobile CRM application for financial professionals, launched on February 11, 2014. Integrated with leading broker-dealers and wealth-tech partners, Wealthbox is known for its modern product design that...
Wealth Spectrum
India
Portfolio Management
WealthSpectrum is developed and owned by Applied Software Pvt. Ltd., a software product company focused on financial services industry. Applied Software has a successful track record of over two decades...
AssetMax
Switzerland
Consolidated Reporting
Assetmax is a leading Swiss software for independent asset managers, family offices, and banks with integrated multi custody portfolio management, client relationship management, invoicing, and reporting. Assetmax is a trusted...
SoftLedger
United States of America
Accounting
SoftLedger is a cloud accounting software. It represents the next generation of ERP/financial management systems.
Finlight
United Kingdom
Consolidated Reporting
We make investment reporting data easy to analyse and integrate with any tool. Investment reporting is a slow and cumbersome process that all stakeholders hate. We make it quicker and...
AM One
Switzerland
Consolidated Reporting
Having contributed substantially in supporting the financial services industry with their technology needs over the last two decades, Expersoft Systems AG has taken the recent paradigm shift in banking to...
Simcorp Coric
CRM
SimCorp provides integrated, best-in-class, multi-asset investment management solutions to the world’s leading asset managers, fund managers, asset servicers, pension and insurance funds, wealth managers, central banks, sovereign wealth funds, and...
Visible Capital
United Kingdom
Consolidated Reporting
VisibleCapital uses PSD2/Open Banking data to automate the collection of information required to onboard customers in the wealth sector (Providers, Platforms & IFA’s); reducing friction for customers, providing accurate insight...
Expersoft Systems
Switzerland
Consolidated Reporting
Single, configurable, modular product concept Suited for RMs, IAs, PMs, Ops, Compliance, and more Full multi-custody consolidation In-time coverage of all major regulations Secure data encryption at all levels API...
EstateSpace
United States of America
Technology provider
EstateSpace helps individuals, businesses and family offices simplify how they manage, communicate and share information.
Ycharts
United States of America
Portfolio Management
YCharts is an investment research platform that enables smarter investments and better client communications, serving a client base of more than 5,000 RIAs, financial planners, and asset managers who oversee...
Advisor Engine
United States of America
Data Aggregation
A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform. Built from the beginning...
Advisor 360
United States of America
Consolidated Reporting
Advisor360° is a leading innovator for the wealth management industry, delivering a deeply integrated SaaS platform that unifies all the systems that Broker/Dealers, roll-up RIAs, and insurance firms and their...
Asset Metrix
Germany
Consolidated Reporting
AssetMetrix is Europe’s leading next generation asset servicer. We offer modular outsourcing solutions for private capital investors: front-, middle- and back-office solutions for Limited Partners and General Partners. Our services...
Cyndx
United States of America
Portfolio Management
Cyndx is an advanced technology platform that provides growing companies, investors, and financial institutions access to a broad spectrum of curated data to enhance capital raising, M&A transactions, and other...
Dynamo
United States of America
Portfolio Management
Dynamo Software, formerly Netage Solutions, has provided premium industry-specific, configurable asset management, and reporting software for the alternative assets industry since 1998, including private equity and venture capital funds, real...
Wealthworks+
United Kingdom
Portfolio Management
Advanced trust and corporate entity management software that looks after the administration and compliance of trusts, companies, partnerships, funds, foundations, individuals, estates and other complex wealth structures.
1fs Wealth
United Kingdom
Consolidated Reporting
We help family offices make smart and timely business decisions through efficient use of data and innovative technology
Diligend
United States of America
Digital Due Diligence
Diligend provides efficiency, transparency and time saving advanced technology tools to due diligence, screening and monitoring processes across all asset classes, whilst decreasing operational risks. Diligend offers within a single...
Arch
United States of America
Data Aggregation
New York-based Arch aims to be the digital admin for private investments, greatly simplifying the workflow for family offices. Arch provides a unified approach to tax documentation, capital calls, and...
TechRules
Spain
Technology provider
TechRules is a B2B consultancy firm that develops technological solutions for financial advice in Spain and internationally.
Finartis
Switzerland
Consolidated Reporting
FINARTIS provides the most comprehensive Family Office administration solution. It offers a unique level of automation of investments from decision-making to financial statements. Prospero was designed for Family Offices that...
Northern Trust
United States of America
Private Bank
Founded in 1982, Northern Trust’s GFO group has a focused commitment to families of significant wealth, their private foundations and the family offices that serve them. Across the globe, the...