Family Office Software Directory

Addepar

United States of America

Technology Providers

Addepar is a wealth management technology platform used by family offices, wealth managers and private banks to aggregate portfolio data across custodians and asset classes, and to deliver consolidated performance reporting for complex, multi-entity wealth. As of Q1 2026 the platform supports over $9 trillion in client assets across more than 1,400 firms in some 60 countries.

Aleta

United States of America

Technology Providers

Aleta provides a truly holistic overview of the family wealth and unlocks valuable insights to elevate your wealth strategy. For family offices, by family offices.

Altoo

Switzerland

Technology Providers

The Altoo Wealth Platform provides simplicity and control to wealthy private individuals and family offices, by aggregating and monitoring wealth data in an intuitive way.

Alwy

Sweden

Technology Providers

Transform your family office with our all-in-one hybrid wealth management tech solution. Seamlessly integrate, optimize, and future-proof your operations today!

Archway

United States of America

Technology Providers

Archway is a software and services partner for ultra-high wealth management supporting single and multi-family offices, private banks, and private funds. Founded in 2002, Archway combines an integrated technology platform with dedicated accounting and operations teams to support complex partnership accounting, investment reporting, cash and expense management, fund operations, and related financial workflows. Archway supports more than 550 families and over $850 billion in assets.

Asora

Switzerland

Technology Providers

Asora is a multi-asset wealth management platform designed for family offices and wealth managers to consolidate, monitor, and report on diverse portfolios.

Asset Vantage

United States of America

Technology Providers

Asset Vantage is a family office platform that helps affluent families and their advisors manage, track, and report on their complete wealth portfolio.

Asseta

United States of America

Technology Providers

Asseta is the intelligent family office suite built to streamline operations, enhance transparency, and optimize investment visibility for FOs and HNWIs.

Auria

United States of America

Technology Providers

Auria simplifies the complexity of family wealth management by unifying essential capabilities into one seamless, intuitive experience.

Black Diamond Wealth Platform

Technology Providers

SS&C's Black Diamond Wealth Platform offers family offices a fully-integrated cloud-native solution with customizable and robust household performance reporting, alternative data aggregation, and an immersive client portal.

Canopy

Singapore

Technology Providers

Canopy is a private & anonymous wealth account aggregation, portfolio analytics and client reporting platform for High Net-Worth Individuals and their Wealth Managers.

CFO Family

United States of America

Outsourced Solutions

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

DAPM

Switzerland

Technology Providers

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

DoLand

Denmark

Technology Providers

The DoLand Pro software makes is easy to deliver engaging and actionable investment impact reports to clients and stakeholders.

Duende Ventures

United States of America

Fund & Asset Managers

Duende Ventures connects international capital allocators to exclusive investment opportunities in the US Venture market.

Elysys

Monaco

Technology Providers

Elysys is a secure, scalable and integrated enterprise software for treasury and investment management professionals working under several regulatory and compliance frameworks.

Etops

Switzerland

Technology Providers

Technology that empowers family offices, wealth and asset managers, banks, and others to get a compliant consolidated reporting across all asset classes at your fingertips.

Flanks

Spain

Technology Providers

Flanks offers a robust API for automated wealth services. Through the digitisation and aggregation of global wealth data across custodians, Flanks provides an unmatched 360° real-time view of investment portfolios.

FundCount

United States of America

Technology Providers

FundCount is a fully integrated accounting and investment analysis platform for family offices, fund administrators, and hedge funds.

Greenlock

Technology Providers

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

IQ-EQ

Luxembourg

Technology Providers

IQ-EQ is a leading investor services group providing a comprehensive range of compliance, administration, asset, and advisory services to investment funds, global companies and family offices.

Landytech

United Kingdom

Technology Providers

Landytech is a financial technology company empowering family offices to make informed investment decisions.

Masttro

United States of America

Technology Providers

Masttro is a wealth management technology platform for single- and multi-family offices, wealth advisors, private banks and institutions. It aggregates data across every asset class, from liquid and illiquid investments to liabilities and passion assets, through 700+ direct custodian feeds, and delivers a secure, consolidated view of total net worth for complex, multi-entity UHNW wealth.

MSCI

United States of America

Technology Providers

We help investors overcome opaque, fragmented private capital data by delivering integrated analytics, transparency and benchmarks for confident, informed decisions.

Nines

United States of America

Technology Providers

Discerning families and family offices use Nines as a centralized household manual and operating system to simplify managing properties, assets, vendors, staff, projects, and more.

Northern Trust Family Office Technology

United States of America

Banking Providers

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

QPLIX

Germany (Frankfurt and Munich)

Technology Providers

QPLIX offers an all in one solution, readily available, consolidating all asset classes, complex owner structures, to enhance high quality investment decisions.

SumIt

United States of America

Technology Providers

SumIt provides easy-to-use family office technology where accountants can see all their entities in one place and effortlessly create consolidated reports.

Swimbird

Sweden

Technology Providers

Swimbird provides a comprehensive wealth management platform for family offices and wealth managers, enabling consolidated reporting across all asset classes.

Unlimited.ai

United States of America

Technology Providers

Unlimited.ai is an AI-native investment management platform for family offices, ultra-high-net-worth individuals, and the RIAs who serve them. It orchestrates the full private markets lifecycle — document retrieval, consolidated reporting, due diligence, liquidity forecasting, and tax document management — across integrated financial institutions and a proprietary database of 500,000+ funds and investments.

Vyzer

United States of America

Technology Providers

The core problem is that managing complex private wealth is a painfully manual and fragmented process.

WealthArc

Switzerland

Technology Providers

WealthArc is a digital wealth platform that helps wealth managers and family offices to drive workflow automation and client satisfaction.

WealthSpectrum

India

Technology Providers

WealthSpectrum acts as all-in-one platform designed to streamline and automate complex investment management needs.

WIZE

Luxembourg

Technology Providers

The Swiss all-in-one Wealth & Asset Management solution with an integrated portfolio management system including 200+ custodian automatic feeds for multi-asset consolidated reporting.

Clarity AI

Impact & Sustainability

Clarity AI uses machine learning and artificial intelligence to provide investors and advisors with insights to make sustainably informed decisions.

MyFO

Technology Providers

MyFO is built for the next generation of family offices, offering a platform that consolidates wealth, documents, and data. By combining efficiency with advanced AI, it makes managing wealth simpler, smarter, and more seamless.

Point

Technology Providers

The Point Investment Data Intelligence (IDI) platform streamlines data aggregation, analysis and reporting for investment managers.

Abbove

Technology Providers

Abbove helps patrimonial advisors to serve their clients with a holistic and structured approach on their global wealth.

Eton Solutions

United States of America

Technology Providers

Eton Solutions is an award-winning cloud-based ERP software product (AtlasFive and EtonAI) and services company founded to handle the complexities of servicing Single Family Offices, Multi Family Offices, Wealth Owners, RIAs, Business Managers, Private Equity, Real Estate and Fund of Fund Firms globally.

Pretim

Netherlands

Technology Providers

Pretim powers the wealth management industry, aggregating and reconciling post trade data for financial institutions while enabling financial data providers to distribute governed,

1fs Wealth

Technology Providers

We help family offices make smart and timely business decisions through efficient use of data and innovative technology

Affinity

Service Providers

The relationship intelligence platform for dealmakers.

Arch

Private Markets

Intuitive, digital investment admin that tracks data from all private investments in a single platform.

Assure Wealth

Technology Providers

Assure Wealth is your independent reporting adviser and makes it easy to manage wealth.

Atalaya

Service Providers

Atalaya empowers family offices with data and technology for wealth structuring.

BILL

Technology Providers

BILL is a leading provider of cloud-based software that simplifies, digitises and automates complex back-office financial operations for wealth management and family office firms.

Canoe

Private Markets

Automation of manual workflows related to alternative investment documents and data management, extraction and delivery.

Clockwork

Private Markets

Clockwork offers a robust private investment management platform for family offices and global private investors, to centrally track alternative assets and everything else.

Copia

Impact & Sustainability

Copia helps family offices and wealth managers measure, manage, and report on the social and environmental impact of their investments.

Dynamo Software provides cloud-based solutions for alternative investment management including CRM, portfolio monitoring, compliance, and investor relations.

Ethic

Fund & Asset Managers

Ethic works with families and wealth advisors to create custom equity portfolios that can be tailored to unique values, tax preferences, and financial goals.

FA Solutions

Technology Providers

FA Platform is a cutting-edge software platform as a service for running your entire Investment Management business in one platform at any time, anywhere and on any device.

Fincite

Service Providers

We empower family offices and their customers to make intelligent financial decisions.

Hatcher+ FAAST® (Funds-as-a-Service Technology) Platform

Technology Providers

Hatcher+ solves inefficiencies in deal origination, fund creation, management, & reporting with AI-powered analysis & automation, enabling faster, smarter decisions for investors.

Hemonto

Denmark

Outsourced Solutions

As an independent reporting advisor, we deliver state-of-the-art consolidated financial reporting with data you can trust as a strong basis for your financial decisions.

Infront

Technology Providers

Family offices face mounting complexity. Infront addresses this challenge with a solution that combines portfolio oversight, compliance, reporting and engagement in one platform.

iPaladin

Governance

iPaladin’s Digital Family Office is a blockchain platform to orchestrate people, services, documents and activity, as one source of truth, for the modern family office.

Jay Solutions

Technology Providers

Jay Solutions is on a mission to transform the management of wealth for individuals and businesses alike. Its cutting-edge solution seamlessly integrates a wide range of financial data and consolidates it into a unified, user-friendly format.

KeeSystem

Technology Providers

Our mission is to simplify the daily life of wealth management professionals through KeeSense, our portfolio management solution, automatically connected to your ecosystem.

Mantle

Private Markets

Mantle is a modern software solution for managing private assets, from cap tables to capital calls.

ORCA

Governance

Meet ORCA: The secure, intuitive way to store and share sensitive financial information and have productive discussion about wealth.

Performativ

Denmark

Technology Providers

Providing family offices and their clients with a powerful, secure, affordable wealth management platform, that is fit for the future.

PetakSys

Technology Providers

PetakSys is a digital transformation partner for single- and multi-family offices, asset & wealth managers providing cutting-edge technology solutions tailored to their needs.

Private Client Resources (PCR)

Technology Providers

PCR helps family offices achieve data independence by streamlining how their sensitive investment data is aggregated, managed and used in reporting and other operations.

Private Wealth Systems

Technology Providers

Private Wealth Systems provides the digital infrastructure that powers modern family offices across the world.

Sage Intacct

Technology Providers

Sage Intacct is a cloud-based accounting and financial management software invested in meeting the needs of financial professionals.

Sandbox Wealth

Banking Providers

Sandbox Wealth is a turnkey banking platform for independent advisors and family offices.

SoftLedger

Technology Providers

Softledger provides cloud accounting software that empowers investment management firms to operate more efficiently and make smarter decisions.

Stacc Escali

Technology Providers

Escali is a provider of software solutions to family offices, asset managers, pension funds and insurance companies.

STP Investment Services

Technology Providers

We provide a true partnership with Family Offices and Wealth Management Firms needing to communicate a clear, well organized and professional story to each of their clients.

SuisseTechPartners

Technology Providers

SuisseTechPartners is a fully-funded private fintech company managed by industry experts with decades of experience. As a fully-funded private company, it enjoys the independence to allocate resources and expertise to align with its clients’ long-term strategy and goals. Ultimately, Suisse TechPartners aims to achieve sustainable mutual success with its clients. The executive team consists of the founder and regional executives with decades of practical industry experience.

Summitas

Technology Providers

Summitas is an award-winning engagement platform to securely exchange confidential information, store sensitive documents, and share ideas — all from one place.

TIFIN Give

Impact & Sustainability

TIFIN Give’s AI-enabled platform empowers wealth enterprises to serve the giving and philanthropy needs of families through a modern, personalised, and community-based approach.

Tindeco

Technology Providers

Tindeco VISION provides the ultimate platform to efficiently manage any type of investment portfolio.

Venn by Two Sigma

Service Providers

Venn helps RIAs, advisors, asset owners and asset managers embrace a quantitative approach to multi-asset portfolio risk and investment decision-making.

Way2B1

Governance

Our mission is to enable Family Offices to better manage their complex life by providing a secure, private, and efficient operating environment that connects them with their ecosystem service providers and each other.

Wealth Wizards

Technology Providers

Wealth Wizards is the UK’s first online financial adviser.

Wealthworks+

Technology Providers

WealthWorks+ gives you total control of how and where you access and manage your clients’ wealth

Ycharts

Technology Providers

YCharts is an investment research platform that enables smarter investments and better client communications.