Family Office Reviews

Family Office Service Providers

Etops, family office software, portfolio management software, consolidated reporting software

Etops Etops

Consolidated Reporting

Etops is active along the entire value chain of wealth managers and family offices. This includes services, technology and consulting.

Mirador Logo

Mirador Mirador

United States of America
Consolidated Reporting

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

Financial reporting system

Elysys Elysys

Consolidated Reporting

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


Copia Wealth Studios Copia Wealth Studios

United States of America
Portfolio Management

Copia is a financial intelligence platform that puts you and your family at the helm of their wealth.


Summitas Summitas

United States of America
Portfolio Management

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


Fincite Fincite

Portfolio Management

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


GreenLock GreenLock

Technology provider

GreenLock Is All-In-One Platform To Analyze, Manage And Monitor Your Investment Fees And Associated Costs.

venn by two sigma

Venn by Two Sigma Venn by Two Sigma

United States of America
Portfolio Management

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

United States of America
Accounting 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.

Altoo, family office software, portfolio management software, consolidated reporting software

Altoo Altoo

Consolidated Reporting

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.

Sharpfin Logo

Sharpfin Sharpfin

Consolidated Reporting

We digitize all processes for small to medium size wealth managers within a single cloud service



Custody Provider

BVNK is a banking and payments platform built on crypto, for the digital economy.


Bitcashier Bitcashier

Digital asset exchange platform

Bitcashier is focusing on bringing a bespoke cryptocurrency trading services to family offices, wealth management firms, corporate institutions and banks.


Fireblocks Fireblocks

United States of America
Custody Provider

Fireblocks is an enterprise-grade platform delivering secure infrastructure for moving, storing, and issuing digital assets for funds, family offices, banks and web3 businesses.

Goldman Sachs, US family office private bank

Goldman Sachs Goldman Sachs

United States of America
Investment Bank

Goldman Sachs is an American investment bank headquartered in New York City. It offers services in investment banking, wealth management, securities, asset management, prime brokerage, and securities underwriting. In the US, Goldman Sachs also offers GS Select, a private banking offering.

Lombard Odier

Lombard Odier Lombard Odier

Private Bank

The Swiss, family-owned bank founded in 1796, with roughly 2500 employees and CHF 290 bn AuM may sound like many of the others but in fact has evolved to be quite unique.

Julius Baer, Swiss family office private bank

Julius Baer Julius Baer

Private Bank

Julius Baer, is a private banking corporation founded and based in Switzerland. Headquartered in Zürich The 130 year old bank prides itself on their highly personal service to UHNWIs along with a strong international focus.

Sopact Logo

Sopact Sopact

United States of America
Impact & ESG

We combine our team’s expertise with our technology, ImpactCloud®, to help your organization improve on the impact measurement process and demonstrate real outcomes.


Clarity AI Clarity AI

United States of America
Impact & ESG

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


Ethic Ethic

United States of America
Impact & ESG

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

Our network of leading experts provide us with fresh perspectives on the family office industry.

family office accounting

The evolution of family office accounting - And the innovative service providers leading the charge


As within any business including family offices, accounting and bill payment are two of the most critical responsibilities.

venture due diligence family offices

Venture due diligence for family offices: Balancing thorough analysis with gut feel

Venture Capital

'Gut feel' is a big part of venture investment, but that doesn’t preclude the need for thorough due diligence to assess the business fundamentals. Doing so is even more important in the current climate and particularly for those with less experience in the VC space.

family office technology changes

How family offices can ensure successful adoption of technology changes


An illustration of the potential decision bottlenecks, managing the onboarding process, discuss the drivers of change in how family offices are utilising new investment technology and how to manage the current office dynamics for a new regime.

human rights investments

Using Human Rights and a rights-based approach for investor engagement


A rights-based approach is a conscious and systematic integration of human rights and rights principles into all aspects of activities and policies of a business. It also means considering how activities and internal policies influence the enjoyment of rights of the societies.

Our case studies dissect the success stories of family offices, their clients and service providers.


We also profile success stories between family offices and their providers. Do you think you have a case worth sharing?

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Our guides provide easy-to-use resources for various family office needs.

Our experts help wealth owners to use their capital to create the world they would like to live in.

simple family office
Who are we?

Simple is a next-generation company focussed on helping family offices and their service providers to professionalize and be future-ready through our insights, services and data. Our platform members include key individuals from family offices, service providers as well as various industry professionals, academic institutions or interested parties.

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In the media

Simple solutions for complex times.