Greenlock vs Auria

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Greenlock logo

Greenlock

Category
Consolidated Reporting

The financial intermediaries thrive on opacity — beneficiaries almost never see the true cost of inefficiency. Hidden fees, suboptimal strategies, and conflicts of interest are not exceptions but widespread practices, whether due to oversight or intent. We implement a comprehensive audit system, using proprietary fee benchmarks on 100+ private wealth datapoints, enabling the recovery of lost capital due to inefficiency and delivering a 10–30x return on the cost of our services.

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atalya logo

Atalaya

Category
Data Aggregation

Auria is a modern technology solution that unites essential capabilities—data aggregation, performance reporting, billing, document management, CRM and client portal—into a single, seamless interface, while also empowering wealth managers to handle intricate entities, track alternative investments and more.

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Company
Employees

  • 0-10

Founded

  • 2022

Locations

  • Zurich

Top 5 Markets

  • Switzerland,
  • France,
  • United Kingdom,
  • United States of America,
  • Luxembourg

Ownership

  • Owned by management


11-50


-


2020


  • External investors (neither clients nor staff)
  • Key staff also have ownership
  • Owned by management


  • Spain


  • Valencia


Spain


-


-

Client
Focus

  • Multi-family offices

Secondary focus

  • Individual wealth owners,
  • Single-family offices,
  • Multi-family offices


Single family offices


  • Individual wealth owners
  • Multi-family offices
  • Fund managers


  • 5 single family offices
  • 3 funds manager

Product
Main Tasks

  • Data Aggregation,
  • Consolidated Reporting,
  • Portfolio & Cost Analysis,
  • Risk Management

Top features

  • Custom Reports,
  • Digital Excellence,
  • Full Multi-Currency Support,
  • Ability to Whitelabel,
  • Transparency,
  • Visionary Purpose,
  • Proven Agility,
  • Custom Development Service

Assets supported

  • Alternatives,
  • Bankable or Financial Assets & Funds,
  • Cash & Equivalents,
  • Commercial,
  • Commodities,
  • Cryptocurrency,
  • Digital Assets & Crypto Currency,
  • Equities,
  • Fixed Income,
  • Foreign Exchange,
  • Hedge Funds,
  • Insurance,
  • Private Debt,
  • Private Equity,
  • Private Equity & Direct Investments,
  • Private Equity Funds,
  • REITS,
  • Real Estate,
  • Venture Capital,
  • Other

Whitelabel

  • Yes


  • Wealth asset structuring and management
  • Monitoring the entire asset portfolio
  • Qualified deal flow for venture funds
  • Data Aggregation
  • Governance
  • Portfolio Management


  • Detailed structuring of all asset-related data
  • Asset tracking and monitoring
  • Cashflow
  • Dealflow with automatically scoring new deals
  • Dataroom for storing all asset-related documentation
  • Organisation chart
  • Access control and permissions to increase security and control
  • Synchronization of bank accounts and assets
  • Detection of new investment opportunities
  • Global asset visualization
  • Compilation of insurance policies
  • Notifications
  • Portfolio management


  • Alternative investments incl. art & collectables, private equity, real estate and cryptocurrency
  • Bankable or financial assets & funds
  • Private equity & direct investments
  • Real estate
  • CSR


-


Yes

Technology
Type Of Software

  • Serviced software,
  • SAAS

Integrations

  • Greenlock is a cloud-based solution, no extra integration is needed.

Mobile App

  • No


SaaS


-


ERP integrations


No