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Key Company Info
Have a look at the company, clients and references to learn whether this is a match for you.
Company
Facts about the company
Employees
11-50
Founded
2015
Ownership
- Owned by management
- Key staff also have ownership
- Clients are also owners
Incorporated
United States of America
Locations
- San Francisco
- California
- Chicago
- Illinois
- Zürich
- Switzerland
Top 5 Markets
- States of America
- Switzerland
- Singapore
- Germany
- Canada
Clients
Facts about the clients
Focus
Single-Family Offices
Serves also
- Individual Wealth Owners
- Banks
What Way2B1`s clients say
"Greenlight has proven to be a fantastic database, giving us ultimate control over how we receive, analyze and process all of our purchase requests. It offers an entirely integrated experience with QuickBooks and has increased our productivity tenfold. I am especially impressed with their customer service team who are always very happy to offer training, advice and eager to listen to our feedback. They are constantly improving and exceeding all of our expectations."
Purser
M/Y Barbara
Product
Get an overview of what this software does.
The basics
Basics about the product
Main tasks
- Governance
- Accounting
- Impact/ESG Reporting
- Family Office Operations
Top features
- Collaboration with anyone across the globe
- secure, single point of access to important information across family operations.
- Keep a variety of information current, organized and accessible from anywhere
- Submission of documents in a secure manner & and automatic backups
- Control of expenditures, investments, philanthropic goals and more.
- Consolidation communication, documentation, and due diligence
- Highly customizable approval processes that adapt to workflows
- Management of repairs and projects
- Scheduling of preventative maintenance ahead of time
- Checklists
Assets supported
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
- Real estate
- Private equity
Compliance
- GDPR
- SOC 2
- Type 2
Whitelabel
No
Download Detailed Feature ListTechnology
Look under the hood
Type Of Software
SaaS
Security
- SOC 2
- Type 2
- Certified
- Client Data Ownership
- Multifactor Authentication
- End-to-End
- Encryption
- Single Tenant Virtual Private Cloud
- Regular 3rd Party Security Audits
- Segmented Network Infrastructure
- Annual Employee Security Training
Ecosystem
Linux
Integrations
- Quick Books Online
- Google Drive
- Google Suite
Mobile App
Yes
Reporting-specific features
They handle reporting like this
Multi-currency
Set exchange rate on a request by request basis
Pricing & Co
Learn about the commercials
Cost structure
Seat based (per named user)
Average cost p.a.
- Average HNWI:$1,800
- Single Family Office (small):$4,500
- Single Family Office (large):$12,000
Support & Services
Learn what support and services you can expect
Support options
Dedicated contact, General contact mail or phone
Pricing of support
Free support
Onboarding
Family Office Admins take 1-2 weeks to onboard. All other users take 30 minutes to onboard.
Customisation
No
Bespoke development
No
