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WIZE by TeamWork
Provider Type
Technology Providers
Technology Providers
Tagline
The most important financial tools for managing complex wealth in a single place.
The all-in-one Wealth & Asset management IT platform
Founded
2002
2010
Location
Indianapolis, Indiana
Luxembourg
Verified
Verified
Verified
Categories
—
AccountingComplianceConsolidated ReportingCRMData AggregationPortfolio ManagementRisk ManagementTrading
Services
Consolidated ReportingPortfolio ManagementWealth Management
—
Target Segments
Single-family officeMulti-family officeHigh Net WorthUltra High Net WorthPrivate Investment OfficeFamily Foundation
Fund managerIndependent financial or investment advisorMulti-family officePrivate bankPrivate wealth ownerSingle-family office
Regions Served
North America
—
Client Types
Private Investment OfficeFamily FoundationUHNW IndividualsInstitutionalSFOMFO
—
Provider Type
Technology ProvidersTagline
The most important financial tools for managing complex wealth in a single place.Founded
2002Location
Indianapolis, IndianaVerified
VerifiedCategories
—Services
Consolidated ReportingPortfolio ManagementWealth Management
Target Segments
Single-family officeMulti-family officeHigh Net WorthUltra High Net WorthPrivate Investment OfficeFamily Foundation
Regions Served
North America
Client Types
Private Investment OfficeFamily FoundationUHNW IndividualsInstitutionalSFOMFO
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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