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Provider Type

Technology Providers

Tagline

Your Total Wealth. One Platform.

Founded

2017

Location

Switzerland

Verified

Verified

Categories

Consolidated ReportingData AggregationRisk Management

Services

Wealth Management

Target Segments

Multi-family officeSingle-family officePrivate wealth owner

Regions Served

Europe - WesternEurope - EasternAsia - South EastMiddle East

Client Types

Single-family officeMulti-family officePrivate wealth ownerExternal Asset Manager

Provider Type

Technology Providers

Tagline

Founded

Location

United States of America

Verified

Not verified

Categories

Portfolio Management

Services

Target Segments

Regions Served

Client Types

Website

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