Service Providers Providers – Simple Directory

All Providers66 companies Consultant1 company Data Providers3 companies Service Providers4 companies Outsourced Solutions4 companies Lifestyle & Concierge4 companies Fund & Asset Managers2 companies Banking3 companies Private Markets6 companies Software & Technology44 companies

4 companies found

DAPM

Switzerland

Technology Providers

Accounting Consolidated ReportingData AggregationDigital Assets & Currencies+10 more

Clients face difficulty overseeing global assets across multiple banks and institutions, leading to a lack of transparency, control, and effective financial consolidation.

Featured in: Family Office Software & Technology Report 2025

CFO Family

United States of America

Outsourced Solutions

Consolidated Reporting ReportingTechnology provider

CFO Family is a comprehensive outsources back office solution for wealth reporting.

Featured in: Family Office Software & Technology Report 2025

Northern Trust Family Office Technology

United States of America

Banking Providers

AccountingComplianceConsolidated ReportingData Aggregation+4 more

Northern Trust provides asset management, fund administration, banking and fiduciary solutions to corporations, institutions, and affluent individuals worldwide.

Featured in: Family Office Software & Technology Report 2025

TEAM Risk Management Strategies

United States of America

Service Providers

Lifestyle & ConciergeOutsourced SolutionsRisk Management

TEAM handles payroll, HR, and compliance for household staff, removing administrative burden and employment risk for families and advisors by acting as Employer of Record.