Company Finder

Consolidated ReportingData AggregationPortfolio ManagementSecurity & Risk+4 more

Masttro is a SaaS solution for single- and multi-family offices, wealth professionals serving wealth owners, and larger institutions. We believe modern technology and direct data feeds are critical to unlocking solutions to managing wealth data across structure, asset classes, and a move to unstructured data.

Featured in: Family Office Software & Technology Report 2025

Elysys

Monaco

AccountingComplianceConsolidated ReportingCRM+4 more

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

Altoo

Consolidated ReportingData AggregationRisk Management

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 Risk Management Strategies

Lifestyle & ConciergeOutsourced SolutionsRisk Management

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.

ClearMacro

Data AggregationInvesting technologyPortfolio AllocationPortfolio Management+1 more

ClearMacro provides systematic investment research and portfolio construction tools combining macro, fundamental, and technical analysis for institutional investors and family offices.

Featured in: Family Office Software & Technology Review 2023

MyFO

Consolidated ReportingCRMData AggregationInvesting technology+2 more

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

Clarity AI

ComplianceDataImpact & ESGPortfolio Management+1 more

Clarity AI uses machine learning and artificial intelligence to provide investors and advisors with insights to make sustainably informed decisions.

Royalty Exchange

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.

Etops

AdvisorsArtificial IntelligenceAsset managersClient Portal+18 more

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.

Qplix

QPLIX is a SaaS wealth management platform built to bring clarity, control, and structure to complex investment environments. It empowers family offices, wealth owners, and institutional investors to manage multi-asset portfolios and intricate owners

Zero Alpha

Zero-Alpha is a network of highly skilled specialists. We undertake work and projects by referral only.

Montfort

Montfort is an award-winning reputation management consultancy that delivers data-driven strategic advice to the world’s leading companies, individuals and organisations.

Flanks

AdvisorsArtificial IntelligenceComplianceData+4 more

Flanks is a modular wealthtech solution that empowers advisors by transforming fragmented financial data into actionable insights.

DoLand

Data AggregationImpact & ESGPortfolio & Cost AnalysisReporting

The DoLand Pro software makes is easy to deliver engaging and actionable investment impact reports to clients and stakeholders.

DiliTrust

Artificial IntelligenceCompliance

All-in-One Suite for all Your Corporate and Legal Activities

coc00n

coc00n provides cyber security services to high value, high risk individuals at a level previously only available to those under government protection.

Auria

Client PortalConsolidated ReportingCRMData Aggregation+3 more

Auria simplifies the complexity of family wealth management by unifying essential capabilities into one seamless, intuitive experience.

Swimbird

Sweden

Consolidated ReportingData AggregationPortfolio Management

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

AccountingArtificial IntelligenceConsolidated ReportingData Aggregation+3 more

Asseta is the intelligent family office suite built to streamline operations, enhance transparency, and optimize investment visibility for FOs and HNWIs.

Nines

CRMDataData AggregationMedia+2 more

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

AccountingConsolidated Reporting

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

Eton Solutions

AccountingConsolidated ReportingCRMData Aggregation+5 more

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

Zerocap

Crypto & Blockchain Fund ManagerCustody ProviderDigital Assets & CurrenciesPrime Brokerage

Zerocap provides digital asset execution, insured custody and yield products to forward-thinking investors and institutions globally.

WIZE by TeamWork

AccountingComplianceConsolidated ReportingCRM+4 more

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.

WealthSpectrum

India

AccountingAdvisorsAsset managersClient Portal+3 more

WealthSpectrum acts as all-in-one platform designed to streamline and automate complex investment management needs.

WealthArc

ComplianceConsolidated ReportingCRMData Aggregation+3 more

WealthArc is a digital wealth platform that helps wealth managers and family offices to drive workflow automation and client satisfaction.

Way2B1

AccountingGovernance

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.

Vyzer

Artificial IntelligenceClient PortalConsolidated ReportingData+11 more

The core problem is that managing complex private wealth is a painfully manual and fragmented process.

Vidrio

Vidrio is an all-in-one managed data services and portfolio management platform. It’s perfect for institutional investors who allocate to hedge funds, private capital markets and traditional asset classes.

Velvet

Asset managersConsolidated ReportingDigital Due DiligenceFund & External Asset Manager+2 more

The digital analyst for private markets.

Valuefy

AccountingComplianceConsolidated ReportingCRM+4 more

Valuefy provides digital platform for family offices to do real time data aggregation , Investment analytics with powerful visualization and Performance Attribution.

Trustworthy

Trustworthy partners with wealth and family offices to provide a digital vault to secure their clients’ most sensitive information.

Trusted Family

AdvisorsArtificial IntelligenceClient PortalEngagement Platform+3 more

Trusted Family is the leading digital platform for family businesses and offices, designed to secure sensitive information, streamline communication and facilitate decision-making.

Total Family

Total Family provides scalable family governance solutions, combining expert coaching with innovative software for a tailored virtual coaching experience for families.

TIFIN Give

Artificial IntelligenceClient PortalEngagement PlatformFoundation+4 more

TIFIN Give’s AI-enabled platform empowers wealth enterprises to serve the giving and philanthropy needs of families through a modern, personalised, and community-based approach.

ThinkPlumb

Accounting

ThinkPlumb provides an array of customised and effective software and accounting solutions.

Tetrix

Artificial IntelligencePrivate Markets

Founded by Stanford and Harvard alumni with experience at Goldman Sachs and JPMorgan Chase, Tetrix was built in close partnership with more than 200 capital allocators who shared a common frustration: the manual grind of collecting, normalizing, and analyzing alternative investment data. ‍ Tetrix gives family office investment teams what they have always needed but […]

TechRules

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.

Tamarix

Artificial IntelligenceConsolidated ReportingCRMData Aggregation

Purpose-built for Limited Partners, Tamarix streamlines private market operations — from document tracking and data extraction to reporting and portfolio planning — enabling greater efficiency, reduced operational costs, and smarter decisions.

Tamarac

CRMPortfolio Management

Tamarac is an open platform with a large and growing list of supported integration partners.

Summitas

Client PortalEngagement PlatformTechnology provider

Summitas is an award-winning engagement platform to securely exchange confidential information, store sensitive documents, and share ideas — all from one place.

Sopact

Impact & ESG

We combine our team’s expertise with our technology, ImpactCloud®, to help your organization improve on the impact measurement process and demonstrate real outcomes.

SoftLedger

AccountingConsolidated ReportingDataData Aggregation+2 more

Softledger provides cloud accounting software that empowers investment management firms to operate more efficiently and make smarter decisions.

Simcorp Coric

Copenhagen

Consolidated ReportingCRMData Aggregation

SimCorp provides integrated, best-in-class, multi-asset investment management solutions.

Silcube Software

Finland

Signature Bank

Banking ProvidersCommercial Bank

Signature bank is a New York-based full-service commercial bank with 27 private client offices throughout the New York metropolitan area.

SideDrawer

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.

Sharpfin

ComplianceConsolidated ReportingCRMData Aggregation+3 more

We digitize all processes for small to medium size wealth managers within a single cloud service

Sensiba

AccountingConsolidated Reporting

Sensiba leverages best-in-class technology combined with family office services to create elegance out of complexity.

SEB Bank

Owned & controlled by the Swedish Wallenberg family since 1856, the bank has an operational presence throughout the Nordics, Baltics, UK and Germany as well other key family office locations such as Singapore and Hong Kong.

Sandbox Wealth

Artificial IntelligenceBanking ProvidersCommercial BankConsolidated Reporting+5 more

Sandbox Wealth is a turnkey banking platform for independent advisors and family offices.

Sage Intacct

AccountingConsolidated ReportingPeer Benchmarking

Sage Intacct is a cloud-based accounting and financial management software invested in meeting the needs of financial professionals.

Ruby

ComplianceConsolidated ReportingData AggregationImpact & ESG+3 more

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.

Royal Bank of Canada

Royal Bank of Canada (RBC) is Canada’s largest bank and one of the largest in the world based on market capitalization. RBC provides personal and commercial banking; private banking; investment management; insurance; investor services; capital markets, investment banking and trading; trust; and family office support.

Roofstock

Investment platformReal estate

Roofstock is an online marketplace for investing in leased single-family rental homes in a transparent and low-friction way. The company provides its clients with research and analytics to evaluate and purchase independently certified properties at set prices.

River Financial

Digital Assets & CurrenciesPrime Brokerage

Based in San Francisco, River Financial is a client-first financial institution dedicated to providing financial products and services that enable our clients to harness the transformative possibilities of Bitcoin.

REYL & Cie

REYL & Cie Ltd is licensed as a bank in Switzerland and forms part of REYL Group. Founded in 1973, the REYL Group is an independent diversified banking group with offices in Switzerland, Europe and the rest of the world

Revere

Revere provides venture capital data and portfolio management solutions to asset allocators.

Red5

Red5 provides comprehensive managed service solutions for threat monitoring, privacy, and intelligence services.

RealPage

RealPage is a global provider of software and data analytics to the real estate industry. Clients use the platform to improve operating performance and increase capital returns.

Realized Holdings

Real estate

Realized is an end-to-end platform that helps clients exchange 1031 eligible properties for diversified portfolios of tax-efficient property interests customised to your shifting income goals, risk appetite, and investment objectives across generations.

Re-Leased

Re-Leased is a mission-critical cloud-based commercial real estate management platform designed for landlords and property managers.

Quintet

Quintet Private Bank, founded in 1949, is headquartered in Luxembourg with a presence in 50 European cities. Quintet has over 2,000 staff and €72.6 billion in assets under management and custody.

Quantilia

AccountingConsolidated ReportingCRMData Aggregation+1 more

All the data, analysis, and tools you need in a single place, at a reasonable price.

Quantfolio

Norway

Consolidated ReportingData Aggregation

Quantfolio Asset Management is a technology driven challenger to the traditional asset management industry.

Qredo

Health & Wellness Concierge

Qredo, a radical new approach to bring liquidity and capital efficiency to the blockchain economy is rearchitecting digital asset ownership and blockchain connectivity. Qredo has also pioneered the first decentralised trustless multi-party computation (MPC) custodial network, which enables them to offer custody, native cross-chain swaps, and cross-platform liquidity access.

Qineticare

Hong Kong

Qineticare, the world’s first Family Health Office (FHO), puts your family’s health and well-being first. With the complexity of modern lifestyles, family dynamics, and fragmented healthcare systems, Qineticare takes a multi-dimensional approach to support you and your family to overcome life’s challenges and preserve your legacy for future generations.

Propine

Custody ProviderDigital asset exchange platformDigital asset trading technology

Propine is a licensed digital asset custodian headquartered in Singapore. The company is transforming how digital assets are stored and traded by providing reliable, secure and scalable solutions for qualified institutional clients.

Proof

Artificial IntelligenceAsset managersDataData Aggregation+4 more

Proof is an AI-powered sustainability and impact data platform that simplifies data collection, automates reporting, and integrates with leading frameworks.

Profile Software

Greece

Profile Software is a world-class Financial Software provider of Mission Critical solutions for the modern Banking, FinTech and Investment Management Industries.

PrizmaDesk

Slovenia

Consolidated ReportingData AggregationPortfolio & Cost AnalysisPortfolio Management

PrizmaDesk is a comprehensive portfolio consolidation platform. We provide a centralised repository of precise, full-picture investment data for family offices and high HNWIs.

Privé

Hong Kong

With connective, quick, and straightforward modules, we are committed to providing WealthTech to clients with exceptional flexibility and ease—better solutions.

Private Medical

Health & Wellness Concierge

Health & Wellness ConciergeLifestyle & Concierge

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.

Private Client Resources (PCR)

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.

Pretim

Netherlands

Data AggregationData Infrastructure

Pretim powers the wealth management industry, aggregating and reconciling post trade data for financial institutions while enabling financial data providers to distribute governed,

Presage Global

Risk ManagementSecurity & Risk

Presage Global is an intelligence-powered risk management and business advisory firm.

Point

Consolidated ReportingData AggregationFoundationTechnology provider

The Point Investment Data Intelligence (IDI) platform streamlines data aggregation, analysis and reporting for investment managers.

PetakSys

Hungary

AccountingAsset managersBanking ProvidersCRM+5 more

PetakSys is a digital transformation partner for single- and multi-family offices, asset & wealth managers providing cutting-edge technology solutions tailored to their needs.

Performativ

AdvisorsAsset managersConsolidated ReportingData Aggregation+3 more

Providing family offices and their clients with a powerful, secure, affordable wealth management platform, that is fit for the future.

Percent

Percent is a private credit platform offering investment opportunities in privately negotiated loans and debt financing. Founded in 2018, the company provides asset-based financing and corporate loans to help businesses grow.

PEG Companies

Real estate

PEG is a vertically integrated real estate investment firm focused on opportunistic and value-added opportunities in the Mountain West and the United States.

Paxos

Paxos, the parent company of the Bitcoin trading service itBit, is a financial technology company delivering blockchain solutions for global financial institutions.

Patamar Capital

Indonesia

Impact & ESGImpact Funds or Deal PlatformTechnology provider

Patamar Capital focuses on early-stage technology companies in South East Asia from their base in Indonesia. A founding member of the GIIN, it focuses on innovative technology startups in the fields of financial services, SME digitization, education, healthcare, and agriculture.

Pantera Capital

Crypto & Blockchain Fund ManagerDigital Assets & Currencies

Pantera Capital is an investment firm focused exclusively on ventures, tokens, and projects related to blockchain tech, digital currency, and crypto assets acting as the catalyst for widespread blockchain adoption and innovation.

PandaConnect

AccountingComplianceConsolidated ReportingData Aggregation+2 more

PandaConnect is a global full-scale investment administration solution servicing clients around the world covering all asset classes both bankable and non-bankable investments.

Ownly

AdvisorsBanking ProvidersTechnology provider

OWNLY Fintech GmbH is a Hamburg-based financial technology company specialising in innovative financial solutions. The team combines expertise in banking, marketing, project management, and legal matters, working closely with a Polish development team.

OWL Analytics

DataImpact & ESGRating Agency

OWL Analytics is a data and index provider entirely focused on sustainability. Their approach to ESG deploys big data techniques to increase the data across a broader range of ESG parameters through a consensus model that optimises the objective.

Overlay Capital

Fund & External Asset Manager

Overlay Capital invests at the intersection of private markets and sustainability, offering investment products that span the spectrum from innovation to infrastructure.

OSL

Hong Kong

Digital asset exchange platformDigital Assets & Currencies

OSL is Asia’s most comprehensive digital asset platform, providing Software-as-a-Service, brokerage, exchange and custody services for institutions and professional investors.

ORCA

ComplianceConsolidated ReportingData AggregationGovernance

Meet ORCA: The secure, intuitive way to store and share sensitive financial information and have productive discussion about wealth.

Ocorian

AccountingOutsourced solutions

Ocorian delivers administration and compliance services for funds, corporate, capital markets and family offices.

NYDIG

NYDIG is a subsidiary of Stone Ridge, a holding company that has led the creation of forward-thinking firms across the worlds of technology and finance, including a $13B+ alternatives asset manager.

Nexo

Digital Assets & CurrenciesPrime Brokerage

Nexo is an all-in-one platform where you can securely store your digital assets, as well as buy, exchange, and borrow against BTC, ETH and more.

MyVest

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.

MSCI

Data Integration & TransparencyPortfolio Management & AnalyticsPrivate MarketsReporting Automation+1 more

MSCI Total Plan Manager is an integrated portfolio analytics and reporting platform purpose-built for family offices managing complex, multi-asset portfolios that span both public and private investments. The platform provides detailed performance reporting and portfolio analytics, investment data management and advanced risk, forecasting and stress-testing capabilities, all within a single integrated environment. It bridges public […]

Morgan Stanley

Morgan Stanley provides its family office and UHNWI clients with an exclusive boutique experience that leverages the Firm’s global financial resources and delivers bespoke, comprehensive solutions.

Mirai Wealth

Investing technologyInvestment platformPortfolio Management

Discover Mirai Wealth, a UK-based leader in investment management technology, offering advanced analytics and seamless portfolio solutions.

Mirador

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.

Miles Software

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.

Merrill

Merrill is an American investing and wealth management division of Bank of America. Along with BofA Securities, the investment banking arm, both firms engage in prime brokerage and broker-dealer activities

Maybank

Maybank is Malaysia’s largest bank by market capitalisation and total assets and one of the largest banks in Southeast Asia, with total assets exceeding US$203 billion and having a net profit of US$1.98 billion for 2019.

Matter

Copenhagen

DataRating Agency

Matter provides ethical investing services for large asset holders across a spectrum of requirements. Starting at exclusionary categories such as fossil fuels, weapons, or tobacco and extending to tools to analyse investments in green energy, health care, and direct investments in green infrastructure, sustainable forestry, and energy-efficient buildings.

Maritime Capital

Asset managersProperty managersProperty portfolio managementReal estate+1 more

Maritime Capital are family-run property wealth guardians that mentor, nurture and safeguard your assets, whether recently inherited or earned over many decades.

Mantle

Artificial IntelligenceConsolidated ReportingData AggregationPeer Benchmarking+4 more

Mantle is a modern software solution for managing private assets, from cap tables to capital calls.

Maison Benjamin

Lifestyle & ConciergeOutsourced solutionsReal estate

Our dedicated platform provides family offices access our wide network of lifestyle & travel services solutions that extend beyond your clients’ investment needs.

Macquarie

Macquarie Group Limited is an Australian multinational independent investment bank and financial services company. Headquartered and listed in Australia, Macquarie employs more than 14,000 staff in 25 countries.

Mack International LLC

Executive RecruitingRecruitment

Mack International is a retained executive search and human capital/talent management consulting firm.

LP Analyst

LP Analyst is the source for independent advisory and analysis solutions for the private equity investment community.

Longship Invest

Digital asset trading technology

Cryptocurrency investments made easy. At Longship Invest, our mission is to guide you through the world of cryptocurrency with lower volatility and a greater chance of successful investment.

LGT

LGT Group is one of the largest family-owned private banking and asset management groups in the world.

LemonEdge

LemonEdge offers next-gen fund accounting software for private markets, automating end-to-end processes to unlock scalability and efficiency. It serves sectors like private equity, venture capital, and real estate.

Legendary

MediaSecurity & Risk

Legendary is an online reputation management company. Its team of experts specialise in digital marketing, SEO, social listening, content creation, crisis communications and much more.

Ledgex

Data AggregationPortfolio ManagementTechnology provider

Venn helps RIAs, advisors, asset owners and asset managers embrace a quantitative approach to multi-asset portfolio risk and investment decision-making.

Ledger

Paris

Custody Provider

Landytech

Consolidated ReportingData AggregationPortfolio ManagementRisk Management

Landytech is a financial technology company empowering family offices to make informed investment decisions.

Kraken

Remote first

Digital asset exchange platformDigital Assets & Currencies

As one of the largest and oldest Bitcoin exchanges in the world, Kraken is consistently named one of the best places to buy and sell crypto online, thanks to their quality service, low fees, versatile funding options and rigorous security standards.

Knight Frank

Real estateRealtors

Knight Frank is an independent, global real estate consultancy providing an integrated prime commercial and residential offering.

KeeSystem

Asset managersClient PortalComplianceConsolidated Reporting+4 more

Our mission is to simplify the daily life of wealth management professionals through KeeSense, our portfolio management solution, automatically connected to your ecosystem.

KCK Family investment fund

New York City

Fund & External Asset Manager

KCK Group is a private investment firm that manages a number of investment funds, including the KCK Family Investment Fund.

Kaufman Rossin

AccountingOutsourced solutions

Kaufman Rossin understands that each family office is unique and requires personalised attention. That’s why they offer outsourcing solutions for wealth preservation, lifestyle management, consolidated reporting, and more.

Junson Capital

Investing technology

Junson Capital is a global investment management firm specialising in real estate, private equity, and capital markets.

JP Morgan

JPMorgan Chase & Co. is an American multinational investment bank and financial services holding company headquartered in New York City. JPMorgan Chase is ranked by S&P Global as the largest bank in the United States and the 5th largest bank in the world by total assets, with total assets of US$3.213 trillion

Jefferies

Jefferies Group LLC is an American multinational independent investment bank and financial services company that is headquartered in New York City.

Jay Solutions

Jay Solutions is on a mission to transform the management of wealth for individuals and businesses alike. Its cutting-edge solution seamlessly integrates a wide range of financial data and consolidates it into a unified, user-friendly format.

J. Safra Sarasin

Safra Sarasin offers family offices and young entrepreneurs a powerful combination of 180 years building wealth for multiple generations of clients, the principles and values of a family owned bank, a 30+ year track record as the global pioneer in sustainable investing, and a bespoke technology platform.

Itaú Private Bank

Commercial BankPrivate Bank

Banco Itaú Unibanco S.A. is a Brazilian publicly traded bank with headquarters in São Paulo, Brazil. The bank is the result of the merger of Banco Itaú and Unibanco, which occurred on November 4, 2008 to form It is the 10th largest bank in the world by market value.

IQ-EQ

AccountingClient PortalComplianceConsolidated Reporting+15 more

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.

iPaladin

ComplianceCRMGovernanceRisk Management

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.

InvestCloud

Consolidated ReportingCRM

InvestCloud creates beautifully designed client experiences and intuitive operations solutions using our ever-expanding library of digital modular apps.

intelliflo portfolio

CRMPortfolio Management

Portfolio Pathway is a robust wealth management platform.

Integrated Portfolio Solutions

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.

Innovest Advisory

Channel Islands

AdvisorsImpact & ESG

Innovest Advisory is an impact investment advisory firm which supports public and private stakeholders in the creation and scaling of sustainable market-based solutions to global challenges.

ING

Netherlands

The ING Group is a Dutch multinational banking and financial services corporation headquartered in Amsterdam. The three letters stand for “Internationale Nederlanden Groep”.

Infront

Norway

AccountingClient PortalConsolidated ReportingCRM+9 more

Family offices face mounting complexity. Infront addresses this challenge with a solution that combines portfolio oversight, compliance, reporting and engagement in one platform.

ImpactAssets

AdvisorsDataImpact Funds or Deal Platform

Impact Partners

Impact & ESGImpact Funds or Deal Platform

Impact Partners is Europe’s first impact investing platform. It aligns its portfolio with the United Nations’ SDG with the goal of innovating a sustainable capitalism.

Impact Frontiers

Impact Frontiers started as a project led by Root Capital and expanded to become an initiative associated with the Impact Management Project. Now, Impact Frontiers will host the resources developed during IMP’s five years of existence. Impact Frontiers’ mission is to “catalyze and accelerate investors’ integration of impact alongside financial risk and return into their investment practices.”

IMPACT Accelerator

AcceleratorImpact & ESG

IMPACT accelerator partners with large corporations and organisations like UNICEF to tackle challenges around issues such as inclusive mobility and social impact. It has successfully propelled a long list of global startups to the next level of growth and impact.

Hemonto

AccountingConsolidated ReportingData AggregationImpact & ESG+3 more

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+ FAAST® (Funds-as-a-Service Technology) Platform

AcceleratorAccountingArtificial IntelligenceAsset managers+9 more

Hatcher+ solves inefficiencies in deal origination, fund creation, management, & reporting with AI-powered analysis & automation, enabling faster, smarter decisions for investors.

GründerAtelier

AcceleratorImpact & ESG

GründerAtelier runs an impact accelerator with their partner Main Incubator GmbH across a range of topical areas from manufacturing and ICT to housing and education. They have a pan-European lens and are run in Germany.

Greenlock

Consolidated ReportingData AggregationPeer BenchmarkingPortfolio & Cost Analysis+1 more

We provide automated solutions for independent private wealth oversight and audit, which returns control to investors over their capital.

GreenLock

We provide automated solutions for independent private wealth oversight and audit, which returns control to investors over their capital.

Goldman Sachs

Goldman Sachs is an American investment bank headquartered in New York City. It offers services in investment banking, wealth management, securities, asset management, prime brokerage, and securities underwriting. In the US, Goldman Sachs also offers GS Select, a private banking offering.

Globalance Bank

Globalance was founded in 2011 and is the only Swiss private bank exclusively focused on sustainable investing. Their impressive wealth impact platform, Globalance World, provides extensive information on investments.

Global Impact Investing Network (GIIN)

The Global Impact Investing Network (GIIN) is a leading international nonprofit dedicated to advancing and expanding impact investing globally.

Global Asset+ by Lombard Odier

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.

Gemini

Gemini Trust Company, LLC is a next-generation cryptocurrency exchange and custodian that allows customers to buy, sell, and store digital assets such as Bitcoin and Ether.

FutureVault

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.

Flanks

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.

Fisglobal

We use your browsing data on fisglobal.com to gather analytics to help provide personalized content and an overall better user experience.

Fireblocks

Fireblocks is an enterprise-grade platform delivering secure infrastructure for moving, storing, and issuing digital assets for funds, family offices, banks and web3 businesses.

Finlight

Consolidated ReportingData AggregationPortfolio ManagementRisk Management+1 more

We make investment reporting data easy to analyse and integrate with any tool.

FinFolio

ComplianceConsolidated ReportingCRMPortfolio Management

FinFolio makes portfolio management software for investment advisors and professional wealth managers.

Fincite

AdvisorsAsset managersComplianceConsolidated Reporting+12 more

We empower family offices and their customers to make intelligent financial decisions.

Finartis

AccountingComplianceConsolidated ReportingCRM+3 more

FINARTIS provides the most comprehensive Family Office administration solution. It offers a unique level of automation of investments from decision-making to financial statements.

FA Solutions

AccountingComplianceConsolidated ReportingCRM+5 more

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.

Eze Castle Integrations (ECI)

ECI is a leading provider of end-to-end technology solutions tailored for the financial industry. With offices located throughout the United States, Europe, and Asia, it offers personalised and localised service on a global scale.

eVestment

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.

Ethic

Consolidated ReportingData AggregationFund & External Asset ManagerImpact & ESG+3 more

Ethic works with families and wealth advisors to create custom equity portfolios that can be tailored to unique values, tax preferences, and financial goals.

EstateSpace

Entrilia

Private MarketsTechnology provider

Entrilia offers a comprehensive software platform for private capital and alternative assets, featuring automated fund operations, robust accounting systems, and seamless integrations.

Entole

ComplianceGovernance

Entole is a modular command centre that centralises and simplifies all private capital functions.

Enfusion

Portfolio ManagementRisk Management

Empaxis

AdvisorsConsolidated ReportingReporting

Empaxis Data Management is a prominent provider of cloud-based financial technology. It offers outsourced services for middle- and back-office and automation services, specifically designed to cater to the needs of investment companies.

Elsen

CRMPortfolio Management

Elsen is the platform-as-a-service company that lets financial institutions harness their data.

Ellevest

Fund & External Asset ManagerImpact & ESG

Ellevest is a financial management platform created by women to cater to women. Apart from serving individuals, the platform also works with families and organisations to understand their goals and values. It then creates a customised portfolio and holistic investment strategy that is tax-optimised.

EisnerAmper

AccountingOutsourced solutions

Large enterprises, family offices and high net-worth individuals face near and far-term accounting issues. They turn to EisnerAmper for a comprehensive audit, accounting, advisory, consulting and tax services.

EG Capital

Zambia

Impact & ESG

EG Capital makes private equity investments in mid-sized businesses in the Food, Health, and Education sectors, initially within the East African region.

eFront

eFront is an alternative assets software solutions for the private equity, real-estate investment, banking, and insurance sectors. It also software provider of end-to-end solutions dedicated to the financial industry with expertise in alternative investments and enterprise risk management. eFront primary product suites offer tightly integratedsolutions for streamlining the management of alternative investments and corporate risk. […]

Edmond de Rothschild

Edmond de Rothschild is a family owned, 250 year old investments house. They provide investment products and advice based on our in-house analysis of macroeconomic trends.

Dynamo

Dynamo Software has provided premium industry-specific, configurable asset management, and reporting software for the alternative assets industry since 1998,

Duende Ventures

ConsultantFund & External Asset ManagerOutsourced solutionsPrivate Markets

Duende Ventures connects international capital allocators to exclusive investment opportunities in the US Venture market.

dployai

DployAI was born out of a clear mission – to usher traditional family offices into the digital age. Harnessing the potential of AI, they developed a suite of services to revolutionize financial management. Their team, a mix of industry veterans and tech enthusiasts, is committed to helping family offices enhance risk management, efficiency, and growth through AI.

DiversyFund

Investment platformReal estate

DiversyFund offers real estate investments where the platform is both the developer and sponsor, professionally managing every investment.

Diligent

GovernancePortfolio Management

Diligent empower leaders to turn governance into a competitive advantage through unparalleled insight and highly secure, integrated SaaS applications.

DiligenceVault

CRMData AggregationDigital Due DiligencePortfolio Management+1 more

DiligenceVault is a leading two-sided digital diligence platform which streamlines and automates the due diligence process between asset owners and their asset managers.

Digital Shape Technologies

Established in 1999, Digital Shape Technologies Inc. provides Webfolio®, a fully integrated, multi-asset and real-time portfolio management software.

Deutsche Bank

Deutsche Bank AG is a German multinational investment bank and financial services company headquartered in Frankfurt, Germany, and dual-listed on the Frankfurt Stock Exchange and the New York Stock Exchange.

DBS

DBS Bank Ltd is a Singaporean multinational banking and financial services corporation headquartered in Marina Bay, Singapore.

Dasseti (formerly Diligend)

CRMData AggregationDigital Due DiligenceGovernance+2 more

Streamlining fund due diligence and monitoring processes through digitization and automation. Structuring and centralising data. Facilitating analysis. Enabling collaboration.

DAPM – Dynamic Assets & Performance Monitoring SA

AccountingConsolidated ReportingData AggregationDigital Assets & Currencies+10 more

Clients face difficulty overseeing global assets across multiple banks and institutions, leading to a lack of transparency, control, and effective financial consolidation.

Danske Bank

Danske Bank is headquartered in Copenhagen and operational throughout the Nordics and Northern Ireland serving personal as well as business and institutional customers in these markets. The largest shareholder is A.P. Moller Holding connected to the Maersk family.

Cyndx

Consolidated ReportingData AggregationPortfolio 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.

Croesus

Founded in 1987, Croesus is a WealthTech offering cutting-edge, easy-to-use wealth management solutions. With over 200 employees in Montréal and Toronto, the company draws on expertise and know-how to provide products and services tailored to the financial services industry’s needs. In 2019, Croesus acquired softTarget, a company specialising in portfolio rebalancing, whose flagship software is being integrated with its sophisticated solutions offering.To provide their clients with an unparalleled experience, Croesus actively listens, learns, and engages with them to develop technology solutions that are innovative, flexible, and secure.

Crisis24 Private Strategic Group

Health & Wellness Concierge

Artificial IntelligenceRisk ManagementSecurity & Risk

A team of the world’s most distinguished experts in security, medical support and risk management—who work together to carefully tailor solutions to the needs of each client.

Coutts

Coutts & Co. is a private bank and wealth manager. Founded in 1692, it is the eighth oldest bank in the world. Today, Coutts forms part of NatWest Group’s wealth management division.

CORYX

AccountingComplianceConsolidated ReportingCRM+3 more

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.

Copper.co

Custody ProviderDigital Assets & CurrenciesPrime Brokerage

Copper is transforming how institutional investors engage with digital assets, providing market-leading infrastructure in addition to custody, trading and prime brokerage solutions.

Concierge Cyber

Lifestyle & Concierge

Concierge Cyber® is a Georgia-based company that provides cybersecurity insurance services to organisations and high-net-worth individuals. Designed similarly to a roadside assistance program, a low-cost annual subscription guarantees a quick response to cyberattacks, business email compromise, or data breaches.

Concentric

Fund & External Asset Manager

Concentric partners with sector-defining founders to create new technologies that disrupt the status quo and solve the problems that matter.

Colliers

Real estateRealtors

Colliers is a diversified professional services and investment management company with operations in 63 countries.

Coinbase

Remote first

Custody ProviderDigital asset exchange platformDigital Assets & CurrenciesPrime Brokerage

Coinbase aims to bring more innovation, efficiency, and equal opportunity to the world by building an open financial system.

Cobalt

Cobalt’s crowdsourced SaaS pen test platform delivers actionable results that empower agile teams to pinpoint, track, and remediate software vulnerabilities.

Clockwork

Consolidated ReportingData AggregationDigital Due DiligenceInvestment platform+3 more

Clockwork offers a robust private investment management platform for family offices and global private investors, to centrally track alternative assets and everything else.

Clariteer

Belgium

Clariteer helps individual investors consolidate and understand their private equity investments. No scattered reports, no blind spots, no wasted time.

Clade

Purpose-built by experienced investors, Clade empowers family offices to unlock, transform, and harness their wealth of unstructured data. By automating complex workflows and tasks, Clade saves family office teams invaluable time and transforms existing data into actionable insights, enabling smarter and faster decisions.

CitizenX

AdvisorsComplianceInvestment platformSecurity & Risk

The Secure and Private Way to Invest in Citizenship.

Citi

The Citi Private Capital Group is dedicated to serving clients who are represented by private investment companies, family offices, and family-owned businesses.

Circle

Digital asset trading technologyDigital Assets & Currencies

Circle is a global financial technology firm that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide.

CIGP

Asset managersBanking ProvidersInvestment Bank

CIGP is a global private and investment banking group offering wealth and asset management services since 1964, with a focus on tailored, independent solutions.

China Alliance of Social Value Investment

China

China Alliance of Social Value Investment (CASVI) consists of sixty institutional members focused on carbon neutrality, health and elderly care, accessibility and inclusion, fair education, inclusive finance, and intelligent manufacturing. CASVI is a complementary network to The Asian Venture Philanthropy Network (AVPN).

CFO Family

Consolidated ReportingReportingTechnology provider

CFO Family is a comprehensive outsources back office solution for wealth reporting.

Centtrip

AccountingConsolidated ReportingTrading

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.

Celo

Digital asset trading technologyDigital Assets & Currencies

Celo is a mobile-first blockchain optimized for peer-to-peer payments using only a mobile number. An Ethereum-compatible technology capable of reaching global users at scale, Celo is turning crypto into usable money with a multi-asset system: a governance and staking asset (CELO) and a family of stablecoins (e.g., cUSD, cEUR).

Cascade

Cascade is a software company that provides administrative, compliance, audit, and governance solutions.

Carta

Fund & External Asset ManagerInvestment platformTechnology provider

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.

Carnegie

Carnegie is a Nordic investment bank with operations in the UK and USA. In different regions they offer combinations of Investment Banking, Wealth Management, Corporate- & Project Finance and even Private banking in Sweden.

Canopy

AccountingConsolidated ReportingPortfolio Management

Canopy, is a private & anonymous wealth account aggregation, portfolio analytics and client reporting platform for High Net-Worth Individuals and their Wealth Managers.

Canoe

DataData AggregationPrivate MarketsTechnology provider

Automation of manual workflows related to alternative investment documents and data management, extraction and delivery.

CaixaBank

CaixaBank is Spain’s leading retail bank. At the close of 2019, CaixaBank Private Banking had €73.4 billion in assets under management.

CA Indosuez

Indosuez Wealth Management is managing the needs of some of the most prominent families worldwide for more than 145 years.

C. Hoare & Co

C. Hoare & Co., also known as Hoares, is a British private bank, founded in 1672 by Sir Richard Hoare; it remains family-owned and is currently managed by the eleventh generation of his direct descendants.

BYOB

Investment platform

BYOB is a centralised online platform designed to automate manual tasks and streamline investment processes, empowering investment professionals to do what they do best – service their clients.

Bridge

Bridge is an operating system for the new age of private markets. AI-native infrastructure and insights, purpose-built for alts.

Bourgeois Bohème

Lithuania

AccountingConsolidated ReportingLifestyle & ConciergeOutsourced solutions

It’s more than a payment solution. It’s lifestyle

BNP Paribas

BNP Paribas S.A. is a French international banking group. It is the world’s 8th largest bank by total assets, and currently operates with a presence in 72 countries.

BMO

Serving customers for 200 years and counting, BMO is a highly diversified financial services provider – the 8th largest bank, by assets, in North America.

BitGo

BitGo empowers businesses to integrate digital currencies into their existing financial systems securely and at scale without ever taking custody of the asset.

Bitcoin Suisse

Crypto & Blockchain Fund ManagerCustody ProviderDigital asset exchange platformDigital asset trading technology+2 more

Bitcoin Suisse AG is a crypto-finance startup providing trading, prime brokerage, custody, lending, and other services.

Bitcoin reserve

Estonia

Digital Assets & CurrenciesPrime Brokerage

Created for both serious beginners and investors, the Bitcoin Reserve platform provides a user-friendly bitcoin buying experience in Europe.

Bitcashier

Lithuania

Custody ProviderDigital asset exchange platform

Bitcashier is focusing on bringing bespoke digital currency trading services to family offices, wealth management firms, corporate institutions and banks.

Binance

Remote first

Digital asset exchange platformDigital Assets & Currencies

Binance is the blockchain and cryptocurrency infrastructure provider with a financial product suite that includes the largest digital asset exchange by volume.

BILL

AccountingConsolidated ReportingData Aggregation

BILL 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.

BIL

Banque Internationale à Luxembourg S.A. is the oldest private bank in Luxembourg, founded in 1910. It offers commercial and corporate banking services.

Betterment

Consolidated ReportingCRM

Betterment is built to help you make the most of your money—today, tomorrow, and beyond.

BBVA

Banco Bilbao Vizcaya Argentaria, S.A., better known by its initialism BBVA, is a Spanish multinational financial services company based in Madrid and Bilbao, Spain.

BBH Private Bank & 1818

Brown Brothers Harriman & Co. is the oldest and one of the largest private banks in the United States. In 1931, the merger of Brown Brothers & Co. and Harriman Brothers & Co. formed the current BBH.

Barclays

Monaco

Barclays is a British multinational investment bank and financial services company, headquartered in London, England. Apart from investment banking, Barclays is organised into four core businesses: personal banking, corporate banking, wealth management, and investment management.

Banca Generali

Italy’s third-largest private bank by assets — now nearing €50 billion — and leading among banks with models focused solely on financial advisors.

Bambu

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.

Bakkt

Bakkt Holdings, Inc. is an American corporation listed on the New York Stock Exchange. The company operates a technology platform that enables consumers, businesses, and institutions to unlock the value of digital assets.

Baker Tilly

Outsourced solutions

Baker Tilly’s family office practice offers customised services to clients of all sizes, ranging from one family to multiple generations.

Backstop Solutions

AccountingConsolidated ReportingCRMPortfolio Management

Backstop Solutions offers the most robust investment management software, supporting the full investment lifecycle for single- and multifamily offices in one integrated platform.

Atalaya

Data AggregationPortfolio ManagementReal estate

Atalaya empowers family offices with data and technology for wealth structuring.

ATA Risk Station

Portfolio ManagementRisk Management

ATA Risk Station offers the right balance of comprehensive functionality, ease of use, market coverage and intuitive reporting at a reasonable cost.

Assure Wealth

AccountingConsolidated ReportingData AggregationImpact & ESG+1 more

Assure Wealth is your independent reporting adviser and makes it easy to manage wealth.

AssetMax

Assetmax is a trusted solution used by several wealth managers and banks.

Asset Metrix

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.

Asian Venture Philanthropy Network

The Asian Venture Philanthropy Network is a funders’ network based in Singapore committed to building a vibrant and high impact social investment community. AVPN is in a strategic alliance with the GIIN, gathering global partners to create an impact in Asia.

Arch

Consolidated ReportingData AggregationPrivate Markets

Intuitive, digital investment admin that tracks data from all private investments in a single platform.

AppFolio

Appfolio is an innovative cloud-based solution to enable property management businesses to digitally transform their business.

Apliqo

Data AggregationPortfolio Management

Improve your transparency in Private Markets investments.

ANZ Bank

ANZ Bank, headquartered in Melbourne is one of the top 4 Australian commercial banks and holds the dominant market share as the main bank to Australian Family Offices with 15 years of deep specialisation within the Family Office market.

Anywhere Real Estate

Real estateRealtors

Anywhere is the parent company of some of the world’s leading real estate brokerage brands and service businesses.

Amina Group

Amina Group is a crypto banking service provider. It offers transaction banking services for crypto and fiat accounts; custody services, including military-grade secure storage of crypto assets; trading and liquidity management services for crypto assets and fiat currency; and asset and investment management services for crypto and traditional equity products.

Amber Group

Crypto & Blockchain Fund Manager

Amber Group is a one-stop crypto finance service provider that provides liquidity provision, trading and asset management services 24/7.

Alwy

Sweden

AcceleratorAdvisorsAsset managersClient Portal+14 more

Transform your family office with our all-in-one hybrid wealth management tech solution. Seamlessly integrate, optimize, and future-proof your operations today!

Allvue Systems

AccountingCRM

Allvue’s accounting, monitoring and reporting solutions offer a flexible, customized solution to support families of any size or structure.

Alex Brown

Alex Brown is a diversified financial services company engaged primarily in financial planning, wealth management, investment banking and other banking services through its parent company Raymond James.

Aleta

ComplianceConsolidated ReportingDataData Aggregation+3 more

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.

Albertine

Lifestyle & Concierge

Our technology-driven, invitation-only concierge service eases and enhances your international lifestyle while having a positive impact on our planet.

AgilLink

AcceleratorAccountingConsolidated ReportingData Aggregation+1 more

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.

Affinity

CRMTechnology provider

The relationship intelligence platform for dealmakers.

AdvisorEngine

Advisors

AdvisorEngine builds powerful and intuitive technology for financial advisors. Our team is made up of enterprise technologists, data scientists, designers, futurists, business builders and former financial advisors.

Advisor Engine

Data AggregationPortfolio Management

AdvisorEngine provides the tools advisors need to scale more efficiently and compete more effectively.

Advisor 360

Advisor360° is a leading innovator for the wealth management industry, delivering a deeply integrated SaaS platform.

Acumen

New York City

Foundation

Accordant Global Partners

Outsourced solutionsRisk Management

Accordant Global Partners is a boutique Risk Management & Security Advisory firm, we act as your Outsourced Family Office Chief Security Officer, safeguarding your family.

ABN Amro MeesPierson

ABN AMRO is a Dutch bank for retail, corporate and private banking clients. Their focus is on Northwest Europe and hold several top positions in private banking.

8topuz

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

1fs Wealth

Consolidated ReportingCRMData Aggregation

We help family offices make smart and timely business decisions through efficient use of data and innovative technology

+impact (by Danske Bank)

AcceleratorImpact & ESG

+impact is a free platform connecting startups with investors, propelling positive impact in the Nordics. +impact focuses on Nordic startups working to tackle societal challenges within the Sustainable Development Goals (SDGs).

Dynamo Software

CRMPortfolio ManagementPrivate MarketsCompliance+1 more

Dynamo Software provides cloud-based solutions for alternative investment management including CRM, portfolio monitoring, compliance, and investor relations.

Responsive

ComplianceDataEngagement PlatformTechnology provider

Responsive (formerly RFPIO) automates RFP, DDQ, and security questionnaire responses, helping family office service providers streamline business development.

Edda

CRMPortfolio ManagementPrivate MarketsTechnology provider

Edda (formerly Kushim) is the most-adopted dealflow and portfolio management platform for venture capital, private equity, and family offices globally.

Simple

AdvisorsNetworkTechnology provider

Simple (andsimple.co) helps family offices navigate technology, governance, and operations through expert advisory, structured evaluations, and a comprehensive service provider directory.

Taiko

CRMTechnology providerClient Portal

Taiko provides a modern platform designed for family offices to manage workflows, documents, communications, and client relationships in one secure place.

Willis Towers Watson

Risk ManagementAdvisorsCompliance

Willis Towers Watson provides advisory, broking, and solutions to help family offices and institutions grow, manage risk, and motivate their people.

Kroll

Security & RiskComplianceDigital Due Diligence

Kroll provides risk and financial advisory solutions including cyber security, due diligence, valuation, and restructuring services to family offices and corporations.

Dentons Family Office

AdvisorsGovernanceCompliance

Dentons' global Family Office practice provides legal counsel on governance frameworks, succession planning, regulatory compliance, and cross-border structuring.

Pictet

Private BankAsset managersCustody Provider

Pictet is a Swiss private bank and asset manager founded in 1805. It provides wealth management, asset management, and related services to private and institutional clients.

Saxo Bank

TradingTechnology providerInvestment platform

Saxo Bank is a Danish investment bank specialising in online trading and investment. The bank provides trading platforms for trading in equities, forex, futures, options, and more.

Eton Ventures

AdvisorsOutsourced Solutions

Eton Ventures provides outsourced family office solutions and advisory services for ultra-high-net-worth families across Asia.

Agreus Group

AdvisorsExecutive Recruiting

Agreus is a global talent and advisory firm dedicated to the family office and private wealth sector, specialising in executive recruitment and advisory.

Deloitte Private Wealth

AdvisorsComplianceGovernance

Deloitte Private advises families, family offices, and private companies on governance, tax, succession planning, and operational efficiency.

EY Private Client Services

AdvisorsComplianceGovernance

EY's Private Client Services team provides comprehensive advisory to ultra-high-net-worth individuals, families, and their family offices on tax, governance, and structuring.

Highworth Research

DataAdvisors

Highworth Research is the world's leading provider of intelligence on single-family offices, enabling service providers to identify, understand, and engage with this market.

Campden Wealth

AdvisorsNetwork

Campden Wealth is a family-owned, global membership organisation providing education, research, and networking for family offices and wealth owners.

Mirabaud

Private BankAsset managers

Mirabaud is a Swiss banking group founded in 1819, offering wealth management, asset management, and brokerage services to private and institutional clients.

Copia

Impact & ESGPortfolio ManagementReporting

Copia helps family offices and wealth managers measure, manage, and report on the social and environmental impact of their investments.

iLevel Solutions

Data AggregationPortfolio ManagementPrivate MarketsReporting

iLevel, a State Street company, provides portfolio monitoring and data management solutions for private equity, venture capital, and alternative investments.

Archway Technology Partners

AccountingConsolidated ReportingPortfolio ManagementTrust Accounting

Archway provides comprehensive outsourced technology and accounting solutions specifically designed for single and multi-family offices.

Sage Intacct

AccountingGeneral Ledger AccountingComplianceReporting

Sage Intacct is a leading cloud-based financial management platform providing real-time visibility across your entire family office operation.

Asset Vantage

India

AccountingConsolidated ReportingData AggregationPortfolio Management

Asset Vantage is a family office platform that helps affluent families and their advisors manage, track, and report on their complete wealth portfolio.

Asora

Consolidated ReportingData AggregationPortfolio ManagementTechnology provider

Asora is a multi-asset wealth management platform designed for family offices and wealth managers to consolidate, monitor, and report on diverse portfolios.

Northern Trust

Private BankCustody ProviderAsset managers

Northern Trust provides asset management, fund administration, banking and fiduciary solutions to corporations, institutions, and affluent individuals worldwide.

Lombard Odier

Private BankTechnology providerAsset managers

Lombard Odier is a global wealth and asset manager offering innovative banking and technology solutions. Rethink everything — that's been their philosophy since 1796.

Julius Baer

Private BankAsset managers

Julius Baer is a leading Swiss private banking group focused exclusively on serving sophisticated private clients across the world.

BNY Mellon Wealth Management

Private BankCustody ProviderAsset managers

BNY Mellon Wealth Management offers investment management, custody, wealth planning, and family office services to high-net-worth individuals and families.

Credit Suisse

Private BankInvestment BankAsset managers

Credit Suisse (now part of UBS) provided leading private banking, investment banking, and asset management services to wealthy individuals and family offices globally.

UBS Global Wealth Management

Private BankAsset managersInvestment Bank

UBS Global Wealth Management is the world's largest wealth manager, providing comprehensive financial advice, investment solutions, and banking services.

J.P. Morgan Private Bank

Private BankInvestment BankAsset managers

J.P. Morgan Private Bank provides customized financial advice, investment strategies, and banking solutions to ultra-high-net-worth individuals and families.

Citi Private Bank

Private BankInvestment Bank

Citi Private Bank provides customized wealth management solutions to ultra-high-net-worth individuals, families, family offices, and law firms globally.

PCR Insights

CRMClient PortalComplianceTechnology provider

PCR is a leading CRM platform purpose-built for wealth managers, family offices, and financial advisors, providing a complete view of client relationships and compliance.

FundCount

AccountingConsolidated ReportingFund AccountingPortfolio Management+1 more

FundCount is a fully integrated accounting and investment analysis platform for family offices, fund administrators, and hedge funds.

Canoe Intelligence