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    Ycharts

    Category
    Portfolio Management
    HQ
    United States of America

    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 more than $750bn in assets.

    Why Family Offices come to Simple

    Buying software should be like testing social media, where you log in and check it out if it works for you. Easy and transparent.

    Chief Investment Officer

    Multi Family Office in the US

    Some companies with in depth profiles

    WIZE by TeamWork

    Category
    Portfolio Management
    HQ
    Switzerland

    The Swiss all-in-one Wealth & Asset Management solution with an integrated portfolio management system including 100+ custodian automatic feeds for multi-asset consolidated reporting.

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    Addepar

    Category
    Consolidated Reporting
    HQ
    United States of America

    Addepar is a leading wealth management technology platform for connecting data, technology and people to manage wealth and achieve multigenerational family objectives

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