Company Finder
Results: 299
Overlay Capital
United States of America
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.
Orca
Switzerland
Compliance, Consolidated Reporting, Data Aggregation, Governance
Meet Orca: The secure, intuitive way to store and share sensitive financial information and have productive discussion about wealth.
Addepar
United States of America
Consolidated Reporting, CRM, Data Aggregation, Governance, Impact & ESG, Portfolio Management
Addepar is a leading wealth management technology platform for connecting data, technology and people to manage wealth and achieve multigenerational family objectives
PandaConnect
Denmark
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Governance, Portfolio Management, Risk Management
PandaConnect is a global full-scale investment administration solution servicing clients around the world covering all asset classes both bankable and non-bankable investments.
Aleta
Denmark
Accounting, Compliance, Consolidated Reporting, Data, Data Aggregation, Governance, Impact & ESG, Portfolio Management, Risk Management
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.
Swimbird
Sweden
Consolidated Reporting, Data Aggregation, Portfolio Management
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.
Atalaya
Spain
Data Aggregation, Governance, Portfolio Management, Real estate
Atalaya empowers family offices with data and technology for wealth structuring.
Way2B1
United States of America
Accounting, Governance, Impact & ESG, Real estate
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.
Copia Wealth Studios
United States of America
Consolidated Reporting, Data Aggregation, Portfolio Management
Copia is a financial intelligence platform that puts you and your family at the helm of their wealth.
Nines
New York City
CRM, Data, Data Aggregation, Media, Property managers, Real estate, Real-estate related ventures, Realtors
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.
Summitas
United States of America
Client Portal, Engagement Platform, Portfolio Management, Technology provider
Summitas is an award-winning engagement platform to securely exchange confidential information, store sensitive documents, and share ideas — all from one place.
Fireblocks
United States of America
Custody Provider, Digital Assets & Currencies
Fireblocks is an enterprise-grade platform delivering secure infrastructure for moving, storing, and issuing digital assets for funds, family offices, banks and web3 businesses.
Affinity
United States of America
CRM, Technology provider
The relationship intelligence platform for dealmakers.
SumIt
United States of America
Accounting, Consolidated Reporting
SumIt provides easy-to-use family office technology where accountants can see all their entities in one place and effortlessly create consolidated reports.
Impact Partners
France
Impact & ESG, Impact 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.
STP Invesment Services
United States of America
Accounting, Consolidated Reporting, Data Aggregation, Portfolio & Cost Analysis, Portfolio Management, Technology provider
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.
Benaiah Capital
United States of America
Crypto & Blockchain Fund Manager, Digital Assets & Currencies
Benaiah Capital is a boutique investment firm founded in 2021 that is focused exclusively on wealth management strategies in the digital asset market.
Asset Vantage
United States of America
Accounting, Consolidated Reporting, Data Aggregation, Portfolio Management
Performance Reporting & General Ledger on demand.
Performativ
Denmark
Advisors, Asset managers, Consolidated Reporting, Data Aggregation, Portfolio Management, Risk Management, Technology provider
Providing family offices and their clients with a powerful, secure, affordable wealth management platform, that is fit for the future.
eXeer by Point Group
United Kingdom
Consolidated Reporting, Data Aggregation, Foundation, Technology provider
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.
Clarity AI
United States of America
Compliance, Data, Impact & ESG, Portfolio Management, Risk Management
Clarity AI uses machine learning and artificial intelligence to provide investors and advisors with insights to make sustainably informed decisions.
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.
BILL
United States of America
Accounting, Consolidated Reporting, Data 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.
Altoo
Switzerland
Consolidated Reporting, Data Aggregation, Governance, Risk 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.
Masttro
United States of America
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Governance, Portfolio Management, Risk Management
Masttro connects the entire wealth management ecosystem, providing a single source of trusted information for family offices to rely on.
Private Medical
United States of America
Health & Wellness Concierge, Lifestyle & 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.
MyFO
Canada
Consolidated Reporting, Data Aggregation, Investing technology, Portfolio Management, Technology provider
The most advanced family office experience which merges efficiency and advanced AI to bring family office services to your fingertips.
WIZE by TeamWork
Switzerland
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Governance, Portfolio Management, Risk Management, Trading
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.
Nasdaq for Family Offices
United States of America
Consolidated Reporting, Data Aggregation, Digital Due Diligence, Impact & ESG, Portfolio & Cost Analysis, Portfolio Management, Risk Management
Nasdaq Asset Owner Solutions unites the most comprehensive institutional data from eVestment, with true multi-asset class portfolio analytics and services from Solovis.
Asora
Ireland
Consolidated Reporting, Data, Data Aggregation, Governance, Portfolio Management
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.
Elysys
Monaco
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management
Elysys is a secure, scalable and integrated enterprise software for treasury and investment management professionals working under several regulatory and compliance frameworks.
Black Diamond Wealth Platform
United States of America
Accounting, Client Portal, Compliance, Consolidated Reporting, Data Aggregation, Portfolio Management, Trading
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.
Assure Wealth
Denmark
Accounting, Consolidated Reporting, Data Aggregation, Impact & ESG, Risk Management
Assure Wealth is your independent reporting adviser and makes it easy to manage wealth.
Giving Place, Inc.
United States of America
Compliance, Consolidated Reporting, CRM, Data Aggregation, Digital Due Diligence, Governance, Impact & ESG, Risk Management, Technology provider
Giving Place is the first-ever software solution for optimizing all forms of charitable giving for major donors and their families.
Canopy
United States of America
Accounting, Consolidated Reporting, Portfolio Management
Canopy, is a private & anonymous wealth account aggregation, portfolio analytics and client reporting platform for High Net-Worth Individuals and their Wealth Managers.
ClearMacro
United Kingdom
Data Aggregation, Investing technology, Portfolio Management, Risk 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.
Etops
Switzerland
Compliance, Consolidated Reporting, CRM, Data Aggregation, Impact & ESG, Portfolio Management, Risk Management
Etops is active along the entire value chain of wealth managers and family offices. This includes services, technology and consulting.
Concentric
Denmark
Fund & External Asset Manager
Concetric partners with sector-defining founders to create new technologies that disrupt the status quo and solve the problems that matter.
Wright Partners
Singapore
Fund & External Asset Manager
Wright Partners build risk-aligned, investable ventures with corporates and single family offices.
Landytech
United Kingdom
Consolidated Reporting, Data Aggregation, Portfolio Management, Risk Management
Landytech is a financial technology company empowering family offices to make informed investment decisions.
SEI – Archway Platform℠
United States of America
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Portfolio Management
SEI Archway Platform℠ and outsourced services streamline the accounting, investment data aggregation and reporting operations of family offices and financial institutions.
Novus Capital Partners
United States of America
Fund & External Asset Manager
Novus Capital Partners is an asset management and hedge fund company that runs fintech + trading strategies, packaged together into fund structures. Our main focus are FX markets.
SS&C Family Office Services
United States of America
Accounting, Client Portal, Consolidated Reporting, Data Aggregation, Governance, Portfolio Management
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.
Ethic
United States of America
Consolidated Reporting, Data Aggregation, Fund & External Asset Manager, Impact & ESG, Portfolio Management, Reporting, Technology provider
Ethic works with families and wealth advisors to create custom equity portfolios that can be tailored to unique values, tax preferences, and financial goals.
PetakSys
Hungary
Accounting, Asset managers, Banking Providers, CRM, Data, Developers, Portfolio Management, 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.
Eton Solutions
United States of America
Compliance, Consolidated Reporting, CRM, Data Aggregation, Governance, Portfolio Management, Risk 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.
SEB Bank
Sweden
Commercial 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.
PrizmaDesk
Slovenia
Consolidated Reporting, Data Aggregation, Portfolio & Cost Analysis, Portfolio 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.
WealthArc
Switzerland
Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management, Trading
WealthArc is a digital wealth platform that helps wealth managers and family offices to drive workflow automation and client satisfaction.
Hemonto
Denmark
Accounting, Consolidated Reporting, Data Aggregation, Governance, Impact & ESG, Portfolio Management, Risk Management
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.
FundCount
United States of America
Accounting, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management
FundCount is a unified accounting and investment analysis solution that improves operational efficiency and brings actionable intelligence to investment management professionals.
KeeSystem
Switzerland
Asset managers, Client Portal, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management
Our mission is to simplify the daily life of wealth management professionals through KeeSense, our portfolio management solution, automatically connected to your ecosystem.
Private Wealth Systems
United States of America
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Impact & ESG, Portfolio Management, Risk Management
Private Wealth Systems provides the digital infrastructure that powers modern family offices across the world.
Apliqo
Switzerland
Data Aggregation, Portfolio Management
Improve your transparency in Private Markets investments.
Canoe
United States of America
Data, Data Aggregation, Private Markets, Technology provider
Automation of manual workflows related to alternative investment documents and data management, extraction and delivery.
Unicredit
Italy
Commercial Bank
UniCredit is a simple successful pan-European Commercial Bank, with a fully plugged in CIB, delivering a unique Western, Central and Eastern European network to its extensive client franchise.
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.
REYL & Cie
Switzerland
Private Bank
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
Global Impact Investing Network (GIIN)
United States of America
Impact & ESG, Network
One of the largest and most respected is the Global Impact Investing Network (GIIN), a nonprofit membership organisation of impact investors. Hosting events such as the GIIN Investor Forum, gatherings of its Investors’ Council, and conducting the largest global survey of impact investing, the GIIN is both an invaluable information resource and ecosystem facilitator. Its website hosts material for specific needs including a research centre, training programs, a catalogue of impact investing performance metrics, and a hub for faith-based investors. The GIIN also maintains strategic alliances with other network organisations.
Vontobel
Switzerland
Investment Bank, Private Bank
Vontobel Holding AG is a leading Swiss private banking and investment management group headquartered in Zurich. Established in 1924, it has over 2,000 employees across 30 offices in 22 countries.
Custodiex
United Kingdom
Digital Assets & Currencies
Custodiex provides secure cold storage solutions for the custody of digital assets accessible in real-time for banks, governments, custodians and financial institutions
Anywhere Real Estate
United States of America
Real estate, Realtors
Anywhere is the parent company of some of the world's leading real estate brokerage brands and service businesses.
essensys
London
Investing technology, Real estate
essensys provides mission-critical software to the global coworking industry that connects and delivers a comprehensive end-to-end solution that helps multi-site flexible workspace providers operate efficiently, deliver tech-driven workspaces, and offer a frictionless customer experience.
Lombard Odier
Switzerland
Banking Providers, Private Bank
The Swiss, family-owned bank founded in 1796, with roughly 2500 employees and CHF 290 bn AuM may sound like many of the others but in fact has evolved to be quite unique.
MyVest
United States of America
Consolidated Reporting, 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.
Crestbridge Family Office Services
United States of America
Accounting, Advisors, Consolidated Reporting, Reporting
Crestbridge recognises that each family office is different, with its own unique needs and characteristics. We offer a suite of ‘a la carte’ services to provide the tailored support you need.
Quintet
Switzerland
Private Bank
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.
Sotheby's International Realty
United States of America
Real estate, Realtors
Sotheby's International Realty is a real estate company that specialises in selling and buying houses and estate properties.
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.
Tamarac
United States of America
CRM, Portfolio Management
Tamarac is an open platform with a large and growing list of supported integration partners.
ABN Amro MeesPierson
Netherlands
Investment Bank
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.
SEBA Bank AG
Switzerland
Custody Provider, Digital Assets & Currencies
SEBA Bank AG 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.
Coutts
United Kingdom
Private Bank
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.
Triodos
Netherlands
Investment Bank
Triodos Bank N.V. is a bank based in the Netherlands with branches in Belgium, Germany, France, United Kingdom and Spain.
Ycharts
United States of America
Portfolio Management
YCharts is an investment research platform that enables smarter investments and better client communications.
ANZ Bank
Australia
Commercial 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.
AppFolio
United States of America
Property managers, Real estate
Appfolio is an innovative cloud-based solution to enable property management businesses to digitally transform their business.
Pantera Capital
United States of America
Crypto & Blockchain Fund Manager, Digital 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.
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.
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.
Vitec Aloc
Denmark
Portfolio Management, Risk 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.
Equiom Group
Isle of Man
Trading
Equiom provides an unrivalled breadth of bespoke end-to-end wealth protection and business support services to private clients, corporate clients and funds.
Cascade
Luxembourg
Governance
Cascade is a software company that provides administrative, compliance, audit, and governance solutions.
China Alliance of Social Value Investment
China
Impact & ESG, Network
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).
Abbove
Belgium
Consolidated Reporting, Data Aggregation
Abbove helps patrimonial advisors to serve their clients with a holistic and structured approach on their global wealth.
MSCI
United States of America
Data, Impact & ESG, Rating Agency
MSCI offers comprehensive ESG ratings, data, and analytics, in addition to specific climate investing tools. The company has a comprehensive package of tools and services to support investment decision making around the world. Their clients include many of the world’s largest investors.
Sage Intacct
United States of America
Accounting, Consolidated Reporting
Sage Intacct is a cloud-based accounting and financial management software invested in meeting the needs of financial professionals.
Carta
United Kingdom
Fund & External Asset Manager, Investment platform, Technology 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.
Ledgex
United States of America
Data Aggregation, Portfolio Management, Technology provider
Venn helps RIAs, advisors, asset owners and asset managers embrace a quantitative approach to multi-asset portfolio risk and investment decision-making.
Blanco
Netherlands
Asset managers
Blanco provides a comprehensive wealth management platform that comprises two products. The KYC & Compliance Suite streamlines the complex KYC process. In addition, the Investment Suite was developed by the team's extensive knowledge of the asset management sector.
Dynamo
United States of America
Consolidated Reporting, Portfolio Management
Dynamo Software has provided premium industry-specific, configurable asset management, and reporting software for the alternative assets industry since 1998,
OWL Analytics
United States of America
Data, Impact & ESG, Rating 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.
Roofstock
United States of America
Investment platform, Real 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.
AgilLink
United States of America
Accelerator, Accounting, Consolidated Reporting, Data Aggregation, Portfolio Management
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.
SVB Private
United States of America
Private Bank
Boston Private is a leading provider of integrated wealth management, trust and banking services to individuals, families, businesses and nonprofits.
Venn by Two Sigma
United States of America
Consolidated Reporting, Portfolio Management, Technology provider
Venn helps RIAs, advisors, asset owners and asset managers embrace a quantitative approach to multi-asset portfolio risk and investment decision-making.
Custodigit
Zurich
Custody Provider, Digital Assets & Currencies
CUSTODIGIT AG is a Swiss-based startup backed by key market players such as SIX Digital Exchange and Swisscom.
Signature Bank
New York City
Banking Providers, Commercial Bank
Signature bank is a New York-based full-service commercial bank with 27 private client offices throughout the New York metropolitan area.
Ledger
Paris
Custody 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.
Advisor Engine
United States of America
Data Aggregation, Portfolio Management
AdvisorEngine provides the tools advisors need to scale more efficiently and compete more effectively.
Qarma Technologies
United Kingdom
Asset managers
Qarma is an AI-powered platform that helps its clients outperform the financial markets. With a proprietary algorithm engine, Qarma measures global market sectors to deliver above-average returns to institutional clients.
Sprout
United Kingdom
Private Markets
Sprout helps investors deploy better and faster into private markets. Better visibility, processes, and faster connections drive better outcomes.
Wealth Spectrum
India
Consolidated Reporting, Portfolio Management
WealthSpectrum is developed and owned by Applied Software Pvt. Ltd., a software product company focused on financial services industry.
PEG Companies
United States of America
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.
METACO
Switzerland
Custody 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.
DBS
Singapore
Commercial Bank
DBS Bank Ltd is a Singaporean multinational banking and financial services corporation headquartered in Marina Bay, Singapore.
CORYX
Germany
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Trading
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.
RealPage
United States of America
Property managers, Real estate
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.
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.
Morgan Stanley
United States of America
Investment Bank, Private Bank
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.
Wealth Objects
United Kingdom
Consolidated Reporting, Data Aggregation, Portfolio Management
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.
1fs Wealth
United Kingdom
Consolidated Reporting, CRM, Data Aggregation
We help family offices make smart and timely business decisions through efficient use of data and innovative technology
C. Hoare & Co
United Kingdom
Private Bank
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.
ThinkPlumb
United States of America
Accounting
ThinkPlumb provides an array of customised and effective software and accounting solutions.
Finartis
Switzerland
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management
FINARTIS provides the most comprehensive Family Office administration solution. It offers a unique level of automation of investments from decision-making to financial statements.
Backstop Solutions
United States of America
Accounting, Consolidated Reporting, CRM, Portfolio Management
Backstop Solutions offers the most robust investment management software, supporting the full investment lifecycle for single- and multifamily offices in one integrated platform.
Coinbase
Remote first
Custody Provider, Digital asset exchange platform, Digital Assets & Currencies, Prime Brokerage
Coinbase aims to bring more innovation, efficiency, and equal opportunity to the world by building an open financial system.
Finlight
United Kingdom
Consolidated Reporting, Data Aggregation, Portfolio Management, Risk Management, Trading
We make investment reporting data easy to analyse and integrate with any tool.
Impact Frontiers
United States of America
Impact & ESG, Network
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.”
Pictet
Switzerland
Private Bank
Pictet is a Swiss multinational private bank and financial services company founded in Switzerland. Headquartered in Geneva, it is one of the largest Swiss banks and primarily offers services in wealth management, asset management and asset servicing, to private clients and institutions.
Banca Generali
Italy
Private Bank
Italy's third-largest private bank by assets — now nearing €50 billion — and leading among banks with models focused solely on financial advisors.
Tindeco
Switzerland
Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management, Trading
Tindeco VISION provides the ultimate platform to efficiently manage any type of investment portfolio.
CBRE Investment Management
New York City
Developers, Real estate
CBRE delivers sustainable real assets solutions by harnessing extensive data and market insights to execute on all aspects of an investment’s lifecycle.
Edmond de Rothschild
Switzerland
Private Bank
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.
Crypto.com
Singapore
Digital asset exchange platform, Digital Assets & Currencies
Crypto.com is a cryptocurrency exchange app that supports trading, investing, staking, wallets, NFTs, and more. This exchange offers more than 250 different currencies, along with minimal fees, and discounts for those who hold a significant stake in Crypto.com Coin (CRO). Its ecosystem of crypto-related products could make it a good choice for those looking to do a lot with their cryptocurrency.
Deutsche Bank
Germany
Commercial 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.
LGT
Liechtenstein
Private Bank
LGT Group is one of the largest family-owned private banking and asset management groups in the world.
CA Indosuez
France
Private Bank
Indosuez Wealth Management is managing the needs of some of the most prominent families worldwide for more than 145 years.
Croesus
Canada
Consolidated Reporting, CRM, Portfolio Management
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.
Cushman & Wakefield
United States of America
Real estate, Realtors
Cushman & Wakefield is a global real estate services firm that delivers value for real estate occupiers and owners.
Sensiba
United States of America
Accounting, Consolidated Reporting
Sensiba leverages best-in-class technology combined with family office services to create elegance out of complexity.
Bitcoin Suisse
Switzerland
Crypto & Blockchain Fund Manager, Custody Provider, Digital asset exchange platform, Digital asset trading technology, Digital Assets & Currencies, Prime Brokerage
Bitcoin Suisse AG is a crypto-finance startup providing trading, prime brokerage, custody, lending, and other services.
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.
Carnegie
Sweden
Investment Bank, Private Bank
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.
Digital Shape Technologies
Canada
Consolidated Reporting, Portfolio Management
Established in 1999, Digital Shape Technologies Inc. provides Webfolio®, a fully integrated, multi-asset and real-time portfolio management software.
CoStar Group
United States of America
Asset managers, Real estate
CoStar Group (NASDAQ: CSGP) is the provider of commercial real estate information, analytics and marketing services.
AssetMax
Switzerland
Consolidated Reporting, CRM, Portfolio Management
Assetmax is a trusted solution used by several wealth managers and banks.
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.
Sopact
United States of America
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.
Sygnum Bank
Zurich
Custody Provider, Digital Assets & Currencies, Prime Brokerage
Sygnum Bank is the world’s first regulated Digital Asset Bank and a digital asset specialist with global reach. With Sygnum Bank AG’s Swiss banking licence, as well as Sygnum Pte Ltd’s capital markets services (CMS) licence in Singapore.
BYOB
United Kingdom
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.
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.
Innovest Advisory
Channel Islands
Advisors, Impact & 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.
Qredo
New York City
Custody Provider, Digital Assets & Currencies
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.
Sharpfin
Sweden
Compliance, Consolidated Reporting, CRM, Data Aggregation, Impact & ESG, Portfolio Management, Risk Management
We digitize all processes for small to medium size wealth managers within a single cloud service
Entole
United States of America
Compliance, Governance
Entole is a modular command centre that centralises and simplifies all private capital functions.
HAYVN
United Arab Emirates
Custody Provider, Digital asset trading technology, Digital Assets & Currencies
HAYVN is a digital asset-focused financial Institution delivering payments, trading, custody, asset management and research to its global client base.
Copper.co
London
Custody Provider, Digital Assets & Currencies, Prime Brokerage
Copper is transforming how institutional investors engage with digital assets, providing market-leading infrastructure in addition to custody, trading and prime brokerage solutions.
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.
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.
SuisseTechPartners
Switzerland
Consolidated Reporting, CRM, Portfolio Management
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.
RIDDLE&CODE
Austria
Custody 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.
Zodia Custody
London
Custody Provider, Digital Assets & Currencies
Zodia Custody is an institutional-grade crypto custody solution that was incubated by Standard Chartered with Northern Trust. The company provides custody for crypto assets, designed to enable institutions to invest safely in emerging assets that are transforming how financial markets operate.
Rhone Trust
Switzerland
Trust & Fiduciary
Rhone provides solutions that are realistic, transparent and focused on the protection and succession of their family wealth.
Wealthworks+
United Kingdom
Consolidated Reporting, CRM, Portfolio Management
WealthWorks+ gives you total control of how and where you access and manage your clients’ wealth
Itaú Private Bank
Brazil
Commercial Bank, Private 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.
Allvue Systems
United States of America
Accounting, CRM
Allvue’s accounting, monitoring and reporting solutions offer a flexible, customized solution to support families of any size or structure.
Vanilla
United States of America
Asset managers
Vanilla is an estate planning software company that builds tools that help financial advisors collaborate on the most intimate planning with their clients—and empower everyone to make the most of their life’s work.
Merrill
United States of America
Investment Bank
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
GründerAtelier
Germany
Accelerator, Impact & 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.
Alphasys AG
Switzerland
Swiss company, Alphasys AG developed a portfolio management system, Netfolio, for flexible and in-depth asset management.
iPaladin
United States of America
Compliance, CRM, Governance, Risk 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.
BBH Private Bank & 1818
United States of America
Private Bank
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.
Triodos Investment Management
Netherlands
Impact & ESG, Impact Funds or Deal Platform
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.
Arabesque
United Kingdom
Data, Impact & ESG
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.
Cobalt
United States of America
Technology provider
Cobalt’s crowdsourced SaaS pen test platform delivers actionable results that empower agile teams to pinpoint, track, and remediate software vulnerabilities.
dployai
Consolidated Reporting, CRM, Portfolio Management
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.
J. Safra Sarasin
Switzerland
Private Bank
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.
Ruby
United States of America
Compliance, Consolidated Reporting, Data Aggregation, Impact & ESG, Portfolio Management, Risk Management, Trading
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.
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.
Realiste
United Arab Emirates
Real estate
Realiste is the world's first real estate exchange. Its mission is to revolutionise the global real estate market by providing social mobility and investment success for hundreds of millions of people.
Paxos
New York City
Custody Provider, Digital Assets & Currencies
Paxos, the parent company of the Bitcoin trading service itBit, is a financial technology company delivering blockchain solutions for global financial institutions.
Centtrip
United Kingdom
Accounting, Consolidated Reporting, Governance, Trading
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.
Voly Group
United Kingdom
Accounting, Consolidated Reporting
Voly offers an accounting software solution to family offices to help them manage valuable assets, including yachts, property, aircraft, fine art, and bloodstock, such as thoroughbred horses.
Diligent
United States of America
Governance, Portfolio Management
Diligent empower leaders to turn governance into a competitive advantage through unparalleled insight and highly secure, integrated SaaS applications.
Advisor 360
United States of America
Consolidated Reporting, CRM, Portfolio Management
Advisor360° is a leading innovator for the wealth management industry, delivering a deeply integrated SaaS platform.
DiversyFund
United States of America
Investment platform, Real estate
DiversyFund offers real estate investments where the platform is both the developer and sponsor, professionally managing every investment.
IMPACT Accelerator
Spain
Accelerator, Impact & 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.
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
Matter
Denmark
Data, Rating 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.
Fincite
Germany
Advisors, Asset managers, Compliance, Consolidated Reporting, Crypto & Blockchain Fund Manager, Data, Data Aggregation, Digital asset exchange platform, Digital asset trading technology, Digital Assets & Currencies, Impact & ESG, Investing technology, Investment platform, Portfolio Management, Prime Brokerage, Technology provider
We empower family offices and their customers to make intelligent financial decisions.
WTax
United Kingdom
Technology provider
WTax online client portal gives clients real-time reporting, enabling comprehensive monitoring of each stage of the claims process.
BNP Paribas
France
Commercial Bank
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.
iVE.ONE
Germany
Crypto & Blockchain Fund Manager, Digital asset exchange platform, Digital asset trading technology, Digital Assets & Currencies, Portfolio Management
iVE.ONE provides a ready-to-use crypto trading platform for investment professionals to get exposure to cryptocurrencies.
Bitcoin reserve
Estonia
Digital Assets & Currencies, Prime Brokerage
Created for both serious beginners and investors, the Bitcoin Reserve platform provides a user-friendly bitcoin buying experience in Europe.
Valuefy
India
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management, Trading
Valuefy provides digital platform for family offices to do real time data aggregation , Investment analytics with powerful visualization and Performance Attribution.
Citi
United States of America
Private Bank
The Citi Private Capital Group is dedicated to serving clients who are represented by private investment companies, family offices, and family-owned businesses.
Celo
United States of America
Digital asset trading technology, Digital 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).
Northern Trust Family Office Technology
United States of America
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Governance, Portfolio Management, Risk Management, Trading
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.
Goldman Sachs
United States of America
Investment Bank, Private Bank
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.
Staac Escali
Norway
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Governance, Impact & ESG, Portfolio Management, Risk Management
Escali is a provider of software solutions to family offices, asset managers, pension funds and insurance companies.
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.
Vidrio
United Kingdom
Portfolio Management
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.
Gemini
New York City
Custody Provider, Digital Assets & Currencies
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.
Knight Frank
United States of America
Real estate, Realtors
Knight Frank is an independent, global real estate consultancy providing an integrated prime commercial and residential offering.
Nexo
London
Digital Assets & Currencies, Prime 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.
Danske Bank
Denmark
Commercial 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.
InvestCloud
United States of America
Consolidated Reporting, CRM
InvestCloud creates beautifully designed client experiences and intuitive operations solutions using our ever-expanding library of digital modular apps.
+impact (by Danske Bank)
Denmark
Accelerator, Impact & 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).
Kraken
Remote first
Digital asset exchange platform, Digital 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.
Quantfolio
Norway
Consolidated Reporting, Data Aggregation
Quantfolio Asset Management is a technology driven challenger to the traditional asset management industry.
Impak
Canada
Impact & ESG, Rating Agency
Impak is an impact assessment, and rating and tracking tool for investors aligned with the solutions standards created by the Impact Management Project and the UN’s Sustainable Development Goals.
Vitech
United States of America
Consolidated Reporting, CRM, Data Aggregation, 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.
Unreasonable Impact
United States of America
Accelerator, Impact & ESG
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.
Acumen
New York City
Foundation
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.
Visible Capital
United Kingdom
Consolidated Reporting, Data Aggregation
VisibleCapital uses PSD2/Open Banking data to automate the collection of information required to onboard customers in the wealth sector.
FinFolio
United States of America
Compliance, Consolidated Reporting, CRM, Portfolio Management
FinFolio makes portfolio management software for investment advisors and professional wealth managers.
Cherng Family Trust
Los Angeles
Fund & External Asset Manager
Cherng Family Trust is the multi-billion dollar single-family office investment firm of the founders of Panda Express, based in Los Angeles, California.
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.
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.
Bitgreen
United States of America
Impact & ESG
Bitgreen is a leading blockchain network built to promote sustainability and green initiatives globally.
LP Analyst
United States of America
Technology provider
LP Analyst is the source for independent advisory and analysis solutions for the private equity investment community.
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.
FA Solutions
Finland
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Governance, Impact & ESG, Portfolio Management, Risk Management, Trading
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.
Cazenove Capital
United Kingdom
Impact & ESG
Cazenove Capital is a leading provider of wealth management services to private clients, family trusts, companies, charities and pension plans.
ATA Risk Station
United States of America
Portfolio Management, Risk Management
ATA Risk Station offers the right balance of comprehensive functionality, ease of use, market coverage and intuitive reporting at a reasonable cost.
Realized Holdings
United States of America
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.
Jay Solutions
Switzerland
Consolidated Reporting, Portfolio Management
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.
Yieldstreet
New York City
Investing technology, Investment platform, Real estate
Yieldstreet provides the individual investor with a variety of assets in asset classes once reserved for private institutions and the top 1%.
BBVA
Spain
Commercial Bank
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.
Jefferies
United States of America
Investment Bank
Jefferies Group LLC is an American multinational independent investment bank and financial services company that is headquartered in New York City.
Bakkt
United States of America
Custody Provider, Digital Assets & Currencies
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.
OSL
Hong Kong
Digital asset exchange platform, Digital 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.
DAPM
Switzerland
Consolidated Reporting, Data Aggregation, Portfolio Management
DAPM combines the best of technology and financial expertise to deliver a best-in-class offering.
Triodos Bank
Netherlands
Banking Providers
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.
Ellevest
United States of America
Fund & External Asset Manager, Impact & 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.
Profile Software
Greece
Consolidated Reporting, Portfolio Management
Profile Software is a world-class Financial Software provider of Mission Critical solutions for the modern Banking, FinTech and Investment Management Industries.
Fisglobal
United States of America
Consolidated Reporting, Portfolio Management
We use your browsing data on fisglobal.com to gather analytics to help provide personalized content and an overall better user experience.
Colliers
Canada
Real estate, Realtors
Colliers is a diversified professional services and investment management company with operations in 63 countries.
ImpactAssets
United States of America
Advisors, Data, Impact Funds or Deal Platform
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.
DiligenceVault
United States of America
CRM, Data Aggregation, Digital Due Diligence, Portfolio Management, Risk Management
DiligenceVault is a leading two-sided digital diligence platform which streamlines and automates the due diligence process between asset owners and their asset managers.
Mousse Partners
New York City
Fund & External Asset Manager
Mousse Partners is a private investment focusing on making long-term investments in high-growth companies across a range of industries.
IQ-EQ - Cosmos
Luxembourg
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Impact & ESG, Portfolio Management
IQ-EQ provides an end-to-end bespoke portfolio monitoring solution to institutional and private wealth investors focusing on alternative and luxury assets.
JP Morgan
United States of America
Investment Bank
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
Globalance Bank
Switzerland
Private 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.
SoftLedger
United States of America
Accounting, Consolidated Reporting, Data, Data Aggregation, Institutional Investor, Portfolio Management
Softledger provides cloud accounting software that empowers investment management firms to operate more efficiently and make smarter decisions.
UBP
Switzerland
Private Bank
UBP is one of Switzerland’s leading private banks, and is among the best-capitalised, with a Tier 1 ratio of 27.7%. The Bank is specialised in the field of wealth management for both private and institutional clients.
CoinFLEX
Seychelles
Digital asset exchange platform, Digital Assets & Currencies
CoinFLEX (Coin Futures and Lending Exchange) is a physically delivered cryptocurrency future exchange, developed to provide avenues for investors to hedge cryptocurrency exposure with zero index or settlement manipulation risk.
Zerocap
Melbourne
Crypto & Blockchain Fund Manager, Custody Provider, Digital Assets & Currencies, Prime Brokerage
Zerocap provides digital asset execution, insured custody and yield products to forward-thinking investors and institutions globally.
Enfusion
United States of America
Portfolio Management, Risk 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.
CaixaBank
Spain
Commercial Bank
CaixaBank is Spain’s leading retail bank. At the close of 2019, CaixaBank Private Banking had €73.4 billion in assets under management.
Circle
United States of America
Digital asset trading technology, Digital 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.
Patamar Capital
Indonesia
Impact & ESG, Impact Funds or Deal Platform, Technology 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.
Interactive Brokers
United States of America
Digital Assets & Currencies, Prime Brokerage
Interactive Brokers LLC is an American multinational brokerage firm. It operates the largest electronic trading platform in the U.S. by the number of daily average revenue trades. Interactive Brokers Group (Nasdaq: IBKR) and its predecessor companies have been building trading technology for over 42 years.
Macquarie
Australia
Investment Bank, Private Bank
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.
Tangany
Munich
Custody Provider, Digital Assets & Currencies
Tangany is a white-label blockchain custodian. The German company offers solutions for crypto wallets and infrastructure for the most popular blockchain, including custody for both Bitcoin and Ethereum. Their solution is currently employed by more than 40 institutional customers.
NYDIG
New York City
Custody Provider, Digital Assets & Currencies
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.
Diligend
United States of America
CRM, Data Aggregation, Digital Due Diligence, Governance, Impact & ESG, Risk Management
Streamlining fund due diligence and monitoring processes through digitization and automation. Structuring and centralising data. Facilitating analysis. Enabling collaboration.
Asian Venture Philanthropy Network
Singapore
Impact & ESG, 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.
UBS
Switzerland
Private Bank
UBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland.
The ImPact
United States of America
Data, Impact & ESG, Rating Agency
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.
Balentic
Denmark
Private Markets
Orca by Balentic is a state-of-the-art tech platform designed to facilitate fund formation and capital allocation in Private Markets for General and Limited Partners.
Hatcher - VAAST™ Platform
Singapore
Consolidated Reporting, Data Aggregation, 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.
Empaxis
United States of America
Advisors, Consolidated Reporting, Reporting
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.
Simcorp Coric
Denmark
Consolidated Reporting, CRM, Data Aggregation
SimCorp provides integrated, best-in-class, multi-asset investment management solutions.
AdvisorEngine
United States of America
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.
Revere
United States of America
Private Markets
Revere provides venture capital data and portfolio management solutions to asset allocators.
Privé
Hong Kong
Consolidated Reporting, Portfolio Management
With connective, quick, and straightforward modules, we are committed to providing WealthTech to clients with exceptional flexibility and ease—better solutions.
Alta Exchange
Singapore
Private Markets
Alta, formerly known as Fundnel, is Southeast Asia’s largest digital securities exchange for alternative investments.
Re-Leased
London
Property managers, Real estate
Re-Leased is a mission-critical cloud-based commercial real estate management platform designed for landlords and property managers.
BMO
Canada
Commercial Bank
Serving customers for 200 years and counting, BMO is a highly diversified financial services provider - the 8th largest bank, by assets, in North America.
Alex Brown
United States of America
Investment Bank
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.
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.
QPLIX GmbH
Germany
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Governance, Impact & ESG, Portfolio Management, Risk Management
QPLIX offers an all in one solution, readily available, consolidating all asset classes, complex owner structures, to enhance high quality investment decisions.
Barclays
United Kingdom
Commercial Bank
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.
Bitcashier
Lithuania
Custody Provider, Digital asset exchange platform
Bitcashier is focusing on bringing bespoke digital currency trading services to family offices, wealth management firms, corporate institutions and banks.
Elsen
United States of America
CRM, Portfolio Management
Elsen is the platform-as-a-service company that lets financial institutions harness their data.
Fiduciary Trust
United States of America
Trust & Fiduciary
Fiduciary Trust surrounds you with a team of portfolio managers, trust officers and tax advisors who work together on all aspects of your wealth.
ING
Netherlands
Commercial Bank
The ING Group is a Dutch multinational banking and financial services corporation headquartered in Amsterdam. The three letters stand for "Internationale Nederlanden Groep".
GreenLock
Switzerland
Technology provider
GreenLock is all-in-one platform to analyse, manage and monitor your investment fees and associated costs.
KORE Technologies
Switzerland
Custody Provider, Digital Assets & Currencies
KORE Technologies integrates customers' large-scale systems with its extensive experience and Hyper Protect infrastructure.
BIL
Luxembourg
Private Bank
Banque Internationale à Luxembourg S.A. is the oldest private bank in Luxembourg, founded in 1910. It offers commercial and corporate banking services.
Toniic
United States of America
Impact & ESG, Network
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.
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.
Royal Bank of Canada
Canada
Commercial Bank
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.
Maybank
Malaysia
Commercial Bank
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.
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.
BitGo
United States of America
Custody Provider, Digital Assets & Currencies
BitGo empowers businesses to integrate digital currencies into their existing financial systems securely and at scale without ever taking custody of the asset.
Fireman Capital Partner
United States of America
Fund & External Asset Manager
Fireman Capital Partners is a private equity firm specialising in buyouts and growth equity based in Massachusetts.
Julius Baer
Switzerland
Private Bank
Julius Baer, is a private banking corporation founded and based in Switzerland. Headquartered in Zürich The 130 year old bank prides itself on their highly personal service to UHNWIs along with a strong international focus.
Amber Group
Singapore
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.
Thirty Capital
United States of America
Real estate
Thirty Capital is the leading commercial real estate portfolio of companies focused on delivering value to customers through technology-driven, practical solutions.
RSM Family Office Dashboard
United States of America
Accounting, Consolidated Reporting, Data Aggregation, Portfolio Management, Risk Management
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.
The Upright Project
Finland
Data, Impact & ESG, Rating Agency
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.
Wealth Wizards
United Kingdom
Consolidated Reporting
Wealth Wizards is the UK’s first online financial adviser.
Cyndx
United States of America
Consolidated Reporting, Data Aggregation, 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.
ESSAFIN
Spain
Impact & ESG
ESSAFIN provides a cradle-to-cradle suite of ESG services for investment, sourcing, and purchasing decision makers using verifiable data applications.
intelliflo portfolio
United States of America
CRM, Portfolio Management
Portfolio Pathway is a robust wealth management platform.
Quantilia
France
Accounting, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management
All the data, analysis, and tools you need in a single place, at a reasonable price.
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.
River Financial
United States of America
Digital Assets & Currencies, Prime 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.
EstateSpace
United States of America
Property managers, Real estate
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.
Binance
Remote first
Digital asset exchange platform, Digital Assets & Currencies
Binance is the blockchain and cryptocurrency infrastructure provider with a financial product suite that includes the largest digital asset exchange by volume.
Arch
United States of America
Consolidated Reporting, Data Aggregation
Intuitive, digital investment admin that tracks data from all private investments in a single platform.
Propine
Singapore
Custody Provider, Digital asset exchange platform, Digital 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.
Betterment
United States of America
Consolidated Reporting, CRM, Governance
Betterment is built to help you make the most of your money—today, tomorrow, and beyond.