Family Office Management Software

WIZE by TeamWork

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.

WealthArc

Luxembourg

Technology Providers

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

Vyzer

United States of America

Technology Providers

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

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.

Landytech

France

Technology Providers

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

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.

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.

Auria

United States of America

Technology Providers

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

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!

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.

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.

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.

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.

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.

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.

Swimbird

Sweden

Technology Providers

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

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.

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.

MyFO

Canada

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.

IQ-EQ

France

Outsourced Solutions

IQ-EQ provides an end-to-end bespoke portfolio monitoring solution to institutional and private wealth investors focusing on alternative and luxury assets.

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.

SEI – Archway Platform℠

United Kingdom

Technology Providers

SEI Archway Platform℠ and outsourced services streamline the accounting, investment data aggregation and reporting operations of family offices and financial institutions.

Ycharts

United States of America

Technology Providers

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

Wealthworks+

United Kingdom

Technology Providers

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

Venn by Two Sigma

United States of America

Service Providers

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

Tindeco

Netherlands

Technology Providers

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

SuisseTechPartners

Switzerland

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.

STP Investment Services

United States of America

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.

Stacc Escali

United Kingdom

Technology Providers

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

PetakSys

Hungary

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.

Performativ

Denmark

Technology Providers

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

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.

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

Singapore

Technology Providers

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