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Provider Type

Technology Providers

Tagline

Software for the modern family office

Founded

2020

Location

Switzerland

Verified

Verified

Categories

Consolidated ReportingData AggregationPortfolio ManagementTechnology provider

Services

Wealth Management

Target Segments

Multi-family officeSingle-family office

Regions Served

Client Types

Wealthworks+
Wealthworks+
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Provider Type

Technology Providers

Tagline

Founded

Location

United Kingdom

Verified

Not verified

Categories

Consolidated ReportingCRMPortfolio Management

Services

Target Segments

Independent financial or investment advisorMulti-family officePrivate bankService provider

Regions Served

Client Types

Website

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