CFO Family Reporting vs Venn by Two Sigma
You are looking for alternatives to CFO Family Reporting. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

CFO Family Reporting
Category
Reporting
USA based company, CFO Family is an independent back-office reporting service that leverages third-party technology to deliver the most comprehensive and interactive views of total net worth to wealth owners and their advisors.
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Venn by Two Sigma
Category
Portfolio Management
Venn applies Two Sigma’s expertise in research, data science and technology to modernize the analytics experience and help institutional investors embrace a quantitative approach to multi-asset portfolio risk and investment decision making.
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Employees
- 0-10
Revenue
-
Founded
- 2021
Incorporated
-
Locations
- United States of America
Top 5 Markets
-
Total AUM
-
Avg. AUM per client
-
Ownership
- Owned by management
11-50
–
2017
Owned by a larger corporation
- United States of America
- New York City
- United States of America
- United Kingdom
- Hong Kong
$10 trillion
–
Client
Focus
- Individual wealth owners
- Single-family offices
- Multi-family offices
Secondary focus
- Banks
- Endowments
- Foundations
- Investment & Financial Advisors (RIAs/IFAs)
- Multi-family offices
- Pensions
- Software and technology providers
- Investment & Financial Advisors (RIA/IFAs)
- Single family offices
- Multi-family offices
- Investment & Financial Advisors (RIAs/IFAs)
- Asset Managers
- Brokers/Broker-Dealers
- Wealth Managers
Venn has hundreds of clients of all sizes
Product
Main Tasks
- Holistic View of Net Worth
- 24/7 Monitoring & Alerting
- Document Storage & Management
- Portfolio Analytics and Reporting
Top features
- Family Communication Portal
- Accounting, Tax and General Ledger
- AI-Powered Automation
- Global Financial Aggregation
- Estate and Trust Management
- Military Grade Security
Assets supported
- Art & Collectibles
- Direct Investments
- Private Equity
- Real Estate
- Venture Capital
Assets supported
- Alternatives
- Art & Collectibles
- Commodities
- Cryptocurrency
- Gold & Precious Metals
- Hedge Funds
- Infrastructure
- Insurance
- Music Royalty
- Private Debt
- Private Equity
- Direct Private Equity
- Private Equity Funds
- Venture Capital
- Real Estate
- Commercial
- REITS
- Residential
- Warehousing & Industrial
- Bankable or Financial Assets & Funds
- Cash & Equivalents
- Digital Assets & Crypto Currency
- Equities
- Developed Markets
- Developing Markets
- Fixed Income
- Developed Markets Fixed Income
- Developing Markets Fixed Income
- Foreign Exchange
- Lifestyle Assets & Rare Collectibles
- Other
- Private Equity & Direct Investments
- Real Estate
White Label
- No
- Portfolio management & reporting
- Transparency
- Ability to Whitelabel
- Custom Reports
- Bankable or Financial Assets & Funds
- Foreign Exchange
- Private Equity & Direct Investments
- Real Estate
–
Yes
Technology
SaaS
–
–
–
No