Directory
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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
WealthSpectrum acts as all-in-one platform designed to streamline and automate complex investment management needs.
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
The core problem is that managing complex private wealth is a painfully manual and fragmented process.
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
We help investors overcome opaque, fragmented private capital data by delivering integrated analytics, transparency and benchmarks for confident, informed decisions.
Our dedicated platform provides family offices access our wide network of lifestyle & travel services solutions that extend beyond your clients’ investment needs.
Landytech is a financial technology company empowering family offices to make informed investment decisions.
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
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
Duende Ventures connects international capital allocators to exclusive investment opportunities in the US Venture market.
All-in-One Suite for all Your Corporate and Legal Activities
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
CFO Family is a comprehensive outsources back office solution for wealth reporting.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
TEAM handles payroll, HR, and compliance for household staff, removing administrative burden and employment risk for families and advisors by acting as Employer of Record.
The Point Investment Data Intelligence (IDI) platform streamlines data aggregation, analysis and reporting for investment managers.
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
IQ-EQ provides an end-to-end bespoke portfolio monitoring solution to institutional and private wealth investors focusing on alternative and luxury assets.
Pretim powers the wealth management industry, aggregating and reconciling post trade data for financial institutions while enabling financial data providers to distribute governed,
Abbove helps patrimonial advisors to serve their clients with a holistic and structured approach on their global wealth.
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
Yieldstreet provides the individual investor with a variety of assets in asset classes once reserved for private institutions and the top 1%.
SEI Archway Platform℠ and outsourced services streamline the accounting, investment data aggregation and reporting operations of family offices and financial institutions.
Cushman & Wakefield is a global real estate services firm that delivers value for real estate occupiers and owners.
Arabesque is a sustainability intelligence firm that joins ESG and AI to guide the creation of sustainable economic value. Their proprietary AI solutions packaged in a clean UX provide wealth management professionals with usable information to customise their priorities and portfolios.
YCharts is an investment research platform that enables smarter investments and better client communications.
WealthWorks+ gives you total control of how and where you access and manage your clients’ wealth
Wealth Wizards is the UK’s first online financial adviser.
Venn helps RIAs, advisors, asset owners and asset managers embrace a quantitative approach to multi-asset portfolio risk and investment decision-making.
Unreasonable Impact is the result of a partnership between Barclays and the Unreasonable Group. It runs programs targeting three geographical areas of emphasis: the Americas, Asia Pacific, and UK/Europe.
Triodos Investment Management, a subsidiary of Triodos Bank, has decades of experience in impact investing with over €6B AUM. They have offices in the Netherlands, Belgium, United Kingdom and Germany, and reach globally with their investments.
Triodos Bank is a world leader in sustainable banking based in the Netherlands. Focusing on the environment, culture, and social impact maintains its independence and mission focus.
Toniic is a network of particular interest to family offices. It currently has around 500 members of HNWIs, family offices, and foundations. Its global reach is clear with members in more than twenty-five countries in North America, Europe, Asia, and a small representation in East Africa. Membership in Toniic provides access to its global community, investment opportunities, education, and support in measuring impact.
Tindeco VISION provides the ultimate platform to efficiently manage any type of investment portfolio.
Upright is an innovative fintech that has distinct offerings for investors, companies, public sector, employees, and consumers that quantify impact to enable better decision making.
The ImPact is an impact investing network of family offices. Since its inception in 2016, it has grown to over seventy families from around the world that share the goal of aligning their assets with their values. The ImPact focuses on social and environmental investments. It works by facilitating relationships, providing educational opportunities for member families, hosting events, and sharing investments.
SuisseTechPartners is a fully-funded private fintech company managed by industry experts with decades of experience. As a fully-funded private company, it enjoys the independence to allocate resources and expertise to align with its clients’ long-term strategy and goals. Ultimately, Suisse TechPartners aims to achieve sustainable mutual success with its clients. The executive team consists of the founder and regional executives with decades of practical industry experience.
We provide a true partnership with Family Offices and Wealth Management Firms needing to communicate a clear, well organized and professional story to each of their clients.
Escali is a provider of software solutions to family offices, asset managers, pension funds and insurance companies.
Private Medical is a dedicated and passionate group of physicians who bring humanity, science and a global network to the art of medicine – pioneering the field of private medicine for over twenty years.
Presage Global is an intelligence-powered risk management and business advisory firm.
PetakSys is a digital transformation partner for single- and multi-family offices, asset & wealth managers providing cutting-edge technology solutions tailored to their needs.
Providing family offices and their clients with a powerful, secure, affordable wealth management platform, that is fit for the future.
The ING Group is a Dutch multinational banking and financial services corporation headquartered in Amsterdam. The three letters stand for “Internationale Nederlanden Groep”.
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.
Hatcher+ solves inefficiencies in deal origination, fund creation, management, & reporting with AI-powered analysis & automation, enabling faster, smarter decisions for investors.
DBS Bank Ltd is a Singaporean multinational banking and financial services corporation headquartered in Marina Bay, Singapore.
Concentric partners with sector-defining founders to create new technologies that disrupt the status quo and solve the problems that matter.