Greenlock

Switzerland

Technology Providers

We provide automated solutions for independent private wealth oversight and audit, which returns control to investors over their capital.

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About Greenlock

The financial intermediaries thrive on opacity — beneficiaries almost never see the true cost of inefficiency. Hidden fees, suboptimal strategies, and conflicts of interest are not exceptions but widespread practices, whether due to oversight or intent.

We implement a comprehensive audit system, using proprietary fee benchmarks on 100+ private wealth datapoints, enabling the recovery of lost capital due to inefficiency and delivering a 10–30x return on the cost of our services.

More Details

Attribute	Details
Categories	Consolidated Reporting, Data Aggregation, Peer Benchmarking, Portfolio & Cost Analysis, Risk Management
Features	Ability to Whitelabel, Consolidated View, Custom Development Service, Custom Reports, Digital Excellence, Full Multi-Currency Support, Proven Agility, Transparency, Visionary Purpose

Insights from Greenlock

Exposing hidden costs of management fees

In this article, Sergey Borzenko, COO of Greenlock, identifies four key areas of silent wealth erosion. Then discusses how to protect wealth from hidden costs.

Unpacking investment fees: A guide for family offices

Family offices and high-net-worth individuals often face significant challenges when it comes to understanding and managing investment fees, which can be complex and opaque. However, with the right software and expertise, family offices can take steps towards navigating investment costs more efficiently.