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Masttro
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

Addepar
Addepar is a leading wealth management technology platform for connecting data, technology and people to manage wealth and achieve multigenerational family objectives.
Featured in: Family Office Software & Technology Report 2025

Black Diamond Wealth Platform
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.
Featured in: Family Office Software & Technology Report 2025

Elysys
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
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

ClearMacro
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
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

Swimbird
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

Nines
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
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
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



















































































































































































































































































































