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Unlimited.ai vs WIZE
Side-by-side comparison of Unlimited.ai and WIZE for family office teams — provider type, services, regions served, and related attributes drawn from each Simple directory listing.
Unlimited.ai
WIZE
Provider Type
Technology Providers
Technology Providers
Tagline
The Intelligent Operating System for the World’s Most Sophisticated Investors
The all-in-one Wealth & Asset management IT platform
Founded
2025
2010
Location
United States of America
Luxembourg
Verified
Verified
Verified
Categories
Consolidated ReportingData AggregationPortfolio ManagementArtificial IntelligenceDue DiligenceDocument ManagementTax & ReportingTechnology ProviderClient Portal
AccountingComplianceConsolidated ReportingCRMData AggregationPortfolio ManagementRisk ManagementTrading
Services
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Target Segments
Single-family officeMulti-family officePrivate wealth ownerIndependent financial or investment advisorInstitutional investor
Fund managerIndependent financial or investment advisorMulti-family officePrivate bankPrivate wealth ownerSingle-family office
Regions Served
—
—
Client Types
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—
Provider Type
Technology ProvidersTagline
The Intelligent Operating System for the World’s Most Sophisticated InvestorsFounded
2025Location
United States of AmericaVerified
VerifiedCategories
Consolidated ReportingData AggregationPortfolio ManagementArtificial IntelligenceDue DiligenceDocument ManagementTax & ReportingTechnology ProviderClient Portal
Services
—Target Segments
Single-family officeMulti-family officePrivate wealth ownerIndependent financial or investment advisorInstitutional investor
Regions Served
—Client Types
—Website
Visit WebsiteProvider Type
Technology ProvidersTagline
The all-in-one Wealth & Asset management IT platformFounded
2010Location
LuxembourgVerified
VerifiedCategories
AccountingComplianceConsolidated ReportingCRMData AggregationPortfolio ManagementRisk ManagementTrading
Services
—Target Segments
Fund managerIndependent financial or investment advisorMulti-family officePrivate bankPrivate wealth ownerSingle-family office
Regions Served
—Client Types
—Website
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