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Aleta
WIZE by TeamWork
Provider Type
Technology Providers
Technology Providers
Tagline
Family Office Software for Forward-Thinking Families
The all-in-one Wealth & Asset management IT platform
Founded
2006
2010
Location
United States of America
Luxembourg
Verified
Verified
Verified
Categories
ComplianceConsolidated ReportingDataData AggregationImpact & ESGPortfolio ManagementRisk Management
AccountingComplianceConsolidated ReportingCRMData AggregationPortfolio ManagementRisk ManagementTrading
Services
Consolidated ReportingPortfolio ManagementRisk ManagementImpact & ESGData AggregationGovernanceComplianceFinancial Statements
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Target Segments
Independent financial or investment advisorIndividual wealth ownersMulti-family officeSingle-family office
Fund managerIndependent financial or investment advisorMulti-family officePrivate bankPrivate wealth ownerSingle-family office
Regions Served
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—
Client Types
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Provider Type
Technology ProvidersTagline
Family Office Software for Forward-Thinking FamiliesFounded
2006Location
United States of AmericaVerified
VerifiedCategories
ComplianceConsolidated ReportingDataData AggregationImpact & ESGPortfolio ManagementRisk Management
Services
Consolidated ReportingPortfolio ManagementRisk ManagementImpact & ESGData AggregationGovernanceComplianceFinancial Statements
Target Segments
Independent financial or investment advisorIndividual wealth ownersMulti-family officeSingle-family office
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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