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Auria
WIZE by TeamWork
Provider Type
Technology Providers
Technology Providers
Tagline
Simplify the complexities of wealth with a unified solution
The all-in-one Wealth & Asset management IT platform
Founded
2012
2010
Location
United States of America
Luxembourg
Verified
Verified
Verified
Categories
Client PortalConsolidated ReportingCRMData AggregationPerformance ReportingPortfolio ManagementTrading
AccountingComplianceConsolidated ReportingCRMData AggregationPortfolio ManagementRisk ManagementTrading
Services
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Target Segments
Fund managerMulti-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
Simplify the complexities of wealth with a unified solutionFounded
2012Location
United States of AmericaVerified
VerifiedCategories
Client PortalConsolidated ReportingCRMData AggregationPerformance ReportingPortfolio ManagementTrading
Services
—Target Segments
Fund managerMulti-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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