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Provider Type

Technology Providers

Tagline

A Smarter Way to Track and Manage Wealth

Founded

2020

Location

United States of America

Verified

Verified

Categories

Artificial IntelligenceClient PortalConsolidated ReportingDataData AggregationDevelopersInvesting technologyOutsourced solutionsPeer BenchmarkingPerformance ReportingPortfolio AllocationPortfolio ManagementPrivate MarketsReportingTechnology provider

Services

Target Segments

Multi-family officeIndividual wealth ownersSingle-family officesMulti-family officesInvestment & Financial Advisors (RIAs/IFAs)Endowments

Regions Served

Client Types

WIZE by TeamWork
WIZE by TeamWork
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Provider Type

Technology Providers

Tagline

The all-in-one Wealth & Asset management IT platform

Founded

2010

Location

Luxembourg

Verified

Verified

Categories

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

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