Company Finder
Results: 129
Way2B1 
United States of America
Governance
Our mission is to enable Family Offices to better manage their complex life by providing a secure, private, and efficient operating environment that connects them with their ecosystem service providers and each other.
Giving Place, Inc.
United States of America
Technology provider
Giving Place is the first-ever software solution for optimizing all forms of charitable giving for major donors and their families.
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.
Canopy
United States of America
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.
Copia Wealth Studios
United States of America
Portfolio Management
Copia is a financial intelligence platform that puts you and your family at the helm of their wealth.
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.
Asset Vantage
United States of America
Consolidated Reporting
Performance Reporting & General Ledger on demand.
SoftLedger
United States of America
Accounting
Softledger provides cloud accounting software that empowers investment management firms to operate more efficiently and make smarter decisions.
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.
ANote Music
Luxembourg
Exchange
ANote Music offers diversified, scalable, and flexible music investment opportunities to preserve and grow your wealth.
Canoe
United States of America
Data Aggregation
Automation of manual workflows related to alternative investment documents and data management, extraction and delivery.
Private Wealth Systems
United States of America
Consolidated Reporting
Private Wealth Systems provides the digital infrastructure that powers modern family offices across the world.
Arch
United States of America
Data Aggregation
Intuitive, digital investment admin that tracks data from all private investments in a single platform.
GreenLock
Switzerland
Technology provider
GreenLock is all-in-one platform to analyse, manage and monitor your investment fees and associated costs.
Performativ
Denmark
Portfolio Management
Providing family offices and their clients with a powerful, secure, affordable wealth management platform, that is fit for the future.
Royalty Exchange
United States of America
Exchange
Royalty Exchange is the largest, most trusted, market for royalty investing. The company offers royalty assets from all forms of intellectual property and all investment sizes.
ClearMacro
United Kingdom
Portfolio Management
ClearMacro provides a lightweight, real-time investment decision-support SaaS that augments human decision-making to generate better investment outcomes and increase client trust.
Mirador
United States of America
Consolidated Reporting
As an independent reporting advisor, Mirador delives state-of-the-art consolidated financial reporting with data you can trust as a strong basis for your financial decisions.
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.
Fincite
Germany
Portfolio Management
We empower family offices and their customers to make intelligent financial decisions.
Sensiba
United States of America
Accounting
Sensiba leverages best-in-class technology combined with family office services to create elegance out of complexity.
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.
Private Client Resources (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.
Atalaya
Spain
Data Aggregation
Atalaya empowers family offices with data and technology for wealth structuring.
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
Landytech
United Kingdom
Portfolio Management
Landytech is a financial technology company empowering family offices to make informed investment decisions.
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.
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.
Global Asset+ by Lombard Odier
Switzerland
Consolidated Reporting
Our Global Assets+ solution, catered to professional investors, private clients or family offices, is underpinned by a unique combination of operational capabilities, investment expertise, flexibility and cutting-edge multi-currency banking technology, designed and developed by Lombard Odier.
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.
Eton Solutions
United States of America
Portfolio Management
Eton's platform, AtlasFive, reimagines each intricate process of a family office into one integrated platform that optimizes efficiency, increases transparency, and maximizes accuracy.
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.
Orca
Switzerland
Governance
Meet Orca: The secure, intuitive way to store and share sensitive financial information and have productive discussion about 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.
Black Diamond Wealth Platform
United States of America
Consolidated Reporting
SS&C’s Black Diamond® Wealth Platform offers family offices a fully-integrated cloud-native solution with customizable and robust household performance reporting, alternative data aggregation, and an immersive client portal.
Sharpfin
Sweden
Consolidated Reporting
We digitize all processes for small to medium size wealth managers within a single cloud service
PetakSys
Hungary
Technology provider
PetakSys is a digital transformation partner for single- and multi-family offices, asset & wealth managers providing cutting-edge technology solutions tailored to their needs.
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.
SS&C Family Office Services
United States of America
Consolidated Reporting
SS&C Family Office Services eliminates cost, risk and time of integrating disparate systems, delivering solutions to single and multi-family offices for their complex needs.
Abbove
Belgium
Consolidated Reporting
Abbove helps patrimonial advisors to serve their clients with a holistic and structured approach on their global wealth.
Trustworthy
United States of America
Technology provider
Trustworthy partners with wealth and family offices to provide a digital vault to secure their clients' most sensitive information.
Ledgex
United States of America
Portfolio Management
Venn helps RIAs, advisors, asset owners and asset managers embrace a quantitative approach to multi-asset portfolio risk and investment decision-making.
Clarity AI
United States of America
Impact & ESG
Clarity AI uses machine learning and artificial intelligence to provide investors and advisors with insights to make sustainably informed decisions.
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.
Asora
Ireland
Data Aggregation
Asora is a SAAS solution for single and multi-family offices to track and oversee assets, automating data capture and providing digital on demand reporting on web and mobile.
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.
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.
eXeer by Point Group
United Kingdom
Data Aggregation
The eXeer platform places data at the centre of the family office. eXeer aggregates, analyses and visualises multiple sources of data to create a single source of investment truth.
Ethic
United States of America
Impact & ESG
Ethic works with families and wealth advisors to create custom equity portfolios that can be tailored to unique values, tax preferences, and financial goals.
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.
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.
Assure Wealth
Denmark
Data Aggregation
Assure Wealth is your independent reporting adviser and makes it easy to manage wealth.
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.
Bill.com
United States of America
Accounting
Bill.com is a leading provider of cloud-based software that simplifies, digitises and automates complex back-office financial operations for wealth management and family office firms.
Etops
Switzerland
Consolidated Reporting
Etops is active along the entire value chain of wealth managers and family offices. This includes services, technology and consulting.
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.
SideDrawer
Canada
Governance
SideDrawer develops an online life planning platform intended to organise and share personal and family information and important contacts related to banking, investing and estate.
Diligent
United States of America
Portfolio Management
Diligent empower leaders to turn governance into a competitive advantage through unparalleled insight and highly secure, integrated SaaS applications.
Enfusion
United States of America
Portfolio Management
Fireblocks is an all-in-one platform that helps its customers build their digital asset business. They operate as an infrastructure service provider for digital asset custody, transfer and settlement.
1fs Wealth
United Kingdom
Consolidated Reporting
We help family offices make smart and timely business decisions through efficient use of data and innovative technology
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 business opportunities.
WealthArc
Switzerland
Consolidated Reporting
WealthArc is a digital wealth platform that helps wealth managers and family offices to drive workflow automation and client satisfaction.
FA Solutions
Finland
Portfolio Management
FA Platform is a cutting-edge software platform as a service for running your entire Investment Management business in one platform at any time, anywhere and on any device.
Venn by Two Sigma
United States of America
Portfolio Management
Venn helps RIAs, advisors, asset owners and asset managers embrace a quantitative approach to multi-asset portfolio risk and investment decision-making.
Vitech
United States of America
Portfolio Management
Vitech’s solutions are built upon a solid foundation of systems engineering and architecture software combined with the experience of our professional services team.
DiligenceVault
United States of America
Digital Due Diligence
DiligenceVault is a leading two-sided digital diligence platform which streamlines and automates the due diligence process between asset owners and their asset managers.
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.
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.
Cascade
Luxembourg
Governance
Cascade is a software company that provides administrative, compliance, audit, and governance solutions.
Privé
Hong Kong
Portfolio Management
With connective, quick, and straightforward modules, we are committed to providing WealthTech to clients with exceptional flexibility and ease—better solutions.
Integrated Portfolio Solutions
Australia
Portfolio Management
IPS offers a truly integrated portfolio administration solution through the incorporation of administration, reporting, SMSF, research, CRM functionality, and instruction management to give advisors, staff and clients a cohesive, branded, genuine fee-for-service solution.
intelliflo portfolio
United States of America
Portfolio Management
Portfolio Pathway is a robust wealth management platform.
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.
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.
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.
SRL Global
London
Data Aggregation
Fireblocks is an all-in-one platform that helps its customers build their digital asset business. They operate as an infrastructure service provider for digital asset custody, transfer and settlement.
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.
Sage Intacct
United States of America
Accounting
Sage Intacct is a cloud-based accounting and financial management software invested in meeting the needs of financial professionals.
Dynamo
United States of America
Portfolio Management
Dynamo Software has provided premium industry-specific, configurable asset management, and reporting software for the alternative assets industry since 1998,
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
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.
DAPM
Switzerland
Data Aggregation
DAPM combines the best of technology and financial expertise to deliver a best-in-class offering.
IQ-EQ - Cosmos
Luxembourg
Consolidated Reporting
IQ-EQ provides an end-to-end bespoke portfolio monitoring solution to institutional and private wealth investors focusing on alternative and luxury assets.
Betterment
United States of America
Consolidated Reporting
Betterment is built to help you make the most of your money—today, tomorrow, and beyond.
Quantfolio
Norway
Consolidated Reporting
Quantfolio Asset Management is a technology driven challenger to the traditional asset management industry.
Wealthbox
United States of America
CRM
Wealthbox is known for its modern product design that results in a powerful yet simple user-experience for RIA firms of all sizes.
Vitec Aloc
Denmark
Portfolio Management
Fireblocks is an all-in-one platform that helps its customers build their digital asset business. They operate as an infrastructure service provider for digital asset custody, transfer and settlement.
Solovis
United States of America
Portfolio Management
Fireblocks is an all-in-one platform that helps its customers build their digital asset business. They operate as an infrastructure service provider for digital asset custody, transfer and settlement.
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.
FinFolio
United States of America
Portfolio Management
FinFolio makes portfolio management software for investment advisors and professional wealth managers.
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.
Tindeco
Switzerland
Portfolio Management
Tindeco VISION provides the ultimate platform to efficiently manage any type of investment portfolio.
Elsen
United States of America
CRM
Elsen is the platform-as-a-service company that lets financial institutions harness their data.
InvestCloud
United States of America
CRM
InvestCloud creates beautifully designed client experiences and intuitive operations solutions using our ever-expanding library of digital modular apps.
ATA Risk Station
United States of America
Risk Management
ATA Risk Station offers the right balance of comprehensive functionality, ease of use, market coverage and intuitive reporting at a reasonable cost.
Trusted Family
Belgium
Governance
Trusted Family is an award-winning technology platform serving the world’s leading family businesses with a single, secure and centralized governance platform.
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 unrivaled insights and value. The dashboard keeps our clients equipped and informed by consolidating key issues, information and needs, including tax; complex partnership tiering and allocation; collection of liquid and illiquid financial assets; outsourced CFO capability; managed IT; cybersecurity and thought leadership.
ThinkPlumb
United States of America
Accounting
ThinkPlumb provides an array of customised and effective software and accounting solutions.
AssetMax
Switzerland
Consolidated Reporting
Assetmax is a trusted solution used by several wealth managers and banks.
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.
Wealthworks+
United Kingdom
Portfolio Management
WealthWorks+ gives you total control of how and where you access and manage your clients’ wealth
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.
Diligend
United States of America
Digital Due Diligence
Streamlining fund due diligence and monitoring processes through digitization and automation. Structuring and centralising data. Facilitating analysis. Enabling collaboration.
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.
Staac Escali
Norway
Consolidated Reporting
Escali is a provider of software solutions to family offices, asset managers, pension funds and insurance companies.
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.
Silcube Software
Finland
Technology provider
Fireblocks is an all-in-one platform that helps its customers build their digital asset business. They operate as an infrastructure service provider for digital asset custody, transfer and settlement.
EstateSpace
United States of America
Property managers
Fireblocks is an all-in-one platform that helps its customers build their digital asset business. They operate as an infrastructure service provider for digital asset custody, transfer and settlement.
Bambu
Singapore
Portfolio Management
Bambu is a B2B Fintech company that develops tech for financial institutions. Their platform helps users save and invest for their future. Bambu builds solutions that empower financial institutions with technology, intelligence, and insights.
Wealth Wizards
United Kingdom
Consolidated Reporting
Wealth Wizards is the UK’s first online financial adviser.
WTax
United Kingdom
Technology provider
WTax online client portal gives clients real-time reporting, enabling comprehensive monitoring of each stage of the claims process.
QPLIX GmbH
Germany
Consolidated Reporting
QPLIX offers an all in one solution, readily available, consolidating all asset classes, complex owner structures, to enhance high quality investment decisions.
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.
Entole
United States of America
Governance
Entole is a modular command centre that centralises and simplifies all private capital functions.
Quantilia
France
Consolidated Reporting
All the data, analysis, and tools you need in a single place, at a reasonable price.
Asset Metrix
Germany
Consolidated Reporting
AssetMetrix is not an investor, an investment consultant, or a placement agent, but currently administers portfolios with a total volume of over €12 billion and more than 1500 funds.
FutureVault
Canada
Governance
FutureVault is a digital vault and secure document exchange solution helping institutions and firms digitise their business, transform document handling, and improve the digital client experience.
TechRules
Spain
Technology provider
Fireblocks is an all-in-one platform that helps its customers build their digital asset business. They operate as an infrastructure service provider for digital asset custody, transfer and settlement.
Wealth Spectrum
India
Portfolio Management
WealthSpectrum is developed and owned by Applied Software Pvt. Ltd., a software product company focused on financial services industry.
Simcorp Coric
Denmark
CRM
SimCorp provides integrated, best-in-class, multi-asset investment management solutions.
Fisglobal
United States of America
Portfolio Management
We use your browsing data on fisglobal.com to gather analytics to help provide personalized content and an overall better user experience.
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.
Ycharts
United States of America
Portfolio Management
YCharts is an investment research platform that enables smarter investments and better client communications.
Advisor Engine
United States of America
Data Aggregation
AdvisorEngine provides the tools advisors need to scale more efficiently and compete more effectively.
Advisor 360
United States of America
Consolidated Reporting
Advisor360° is a leading innovator for the wealth management industry, delivering a deeply integrated SaaS platform.
Finlight
United Kingdom
Consolidated Reporting
We make investment reporting data easy to analyse and integrate with any tool.
Tamarac
United States of America
CRM
Tamarac is an open platform with a large and growing list of supported integration partners.
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.
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