
Swimbird
All assets in one place
Swimbird provides a comprehensive wealth management platform for family offices and wealth managers, enabling consolidated reporting across all asset classes.
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About Swimbird
Swimbird offers a cutting-edge platform that integrates, aggregates, validates, and enriches financial data across all asset types. Built on this foundation of clean, reliable data, we provide modern analytical and reporting tools.
Our platform empowers family offices, multi-family offices, wealth managers, and banks with a unified view of all assets, from listed securities, alternative investments and collectables, to enable deeper analysis, faster data-driven decision-making, and high-quality cross-entity reporting. All of this is delivered through an intuitive platform that is continuously enhanced in close collaboration with our clients.
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More Details
| Attribute | Details |
|---|---|
| Categories | Consolidated Reporting, Data Aggregation, Portfolio Management |
| Features | Ability to Whitelabel, Custom Development Service, Custom Reports, Full Multi-Currency Support |
| Target Segments | Multi-family office, Single-family office |
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At a Glance
Deployment
Cloud-native SaaS + on-premises option
Security
ISO 27001 certified, GDPR compliant, MFA/SSO
Data Hosting
On-premises or cloud (Sweden HQ)
Custodian Feeds
Source-agnostic via Swimbird NEST (no named list)
Asset Classes
All asset classes
AI Capabilities
AI-driven data mapping and PDF ingestion via Swimbird NEST
Contact
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Family Office Software & Technology Report 2025
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