Company Finder
Results: 123
Addepar 
United States of America
Consolidated Reporting
Addepar is a leading wealth management technology platform for connecting data, technology and people to manage wealth and achieve multigenerational family objectives. Our trusted technology provides transparency into complex financial...
Global Asset+ by Lombard Odier
Switzerland
Consolidated Reporting
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. Our Global Assets+ solution, catered to...
FundCount
United States of America
Portfolio Management
FundCount is a unified accounting and investment analysis solution that improves operational efficiency and brings actionable intelligence to investment management professionals. Based on a general ledger, they started in the...
Elysys
Monaco
Consolidated Reporting
Elysys is a secure, scalable and integrated enterprise software for wealth management professionals working under several regulatory and compliance frameworks. Elysys is a technology specialist in the wealth management and...
GreenLock
Switzerland
Technology provider
GreenLock has a focus on analyzing, benchmarking, managing and monitoring fees. Our recent pilot for a client discovered a savings potential of over 40% for managing their assets.
Hemonto
Denmark
Consolidated Reporting
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. We combine technology and people to...
Ledgex
United States of America
Portfolio Management
Ledgex Pro is comprehensive portfolio management and accounting suite designed specifically for family offices to help them with data quality & control, portfolio accounting, general ledger, performance & analytics reporting,...
ANote Music
Luxembourg
Exchange
ANote Music is the main stage for music investment, facilitating access to investment opportunities characterised by attractive recurring cash yields paid directly in investors’ portfolios, and low correlation to global...
AgilLink
United States of America
Accounting
AgilLink enables firms to scale their bill pay and client accounting operations while adding more control and security. Our solution automates the bill payment lifecycle by integrating document imaging, approval...
Black Diamond Wealth Platform
United States of America
Consolidated Reporting
The SS&C Black Diamond® Wealth Platform is an offering of SS&C Advent, a business unit of SS&C Technologies. An award-winning, cloud-native solution, Black Diamond is designed to manage unique and...
SS&C Family Office Services
United States of America
Consolidated Reporting
SS&C’s Family Office Services eliminates cost, risk and time of integrating disparate systems, delivering solutions to single and multi-family offices for their complex needs. SS&C delivers fully integrated, multi-currency portfolio...
Venn by Two Sigma
United States of America
Portfolio Management
Venn applies Two Sigma’s expertise in research, data science and technology to modernize the analytics experience and help institutional investors embrace a quantitative approach to multi-asset portfolio risk and investment...
Asora
Ireland
Data Aggregation
Asora is a SAAS solution for single and multi-family offices to track and oversee assets, automating data capture and providing digital on-demand reporting on the web and mobile. Asora provides...
Northern Trust Family Office Technology
United States of America
Consolidated Reporting
Northern Trust is a preeminent global financial institution that provides asset servicing, investment management and wealth management services for institutions, high-net-worth individuals and families. For more than 130 years, our...
Eton Solutions
United States of America
Portfolio Management
Eton’s platform, AtlasFive, reimagines each intricate process of a family office into one integrated platform that optimizes efficiency, increases transparency, and maximizes accuracy. By harnessing the power of automation, best-in-class...
PandaConnect
Denmark
Consolidated Reporting
PandaConnect is a global full-scale investment administration solution servicing clients around the world covering all asset classes both bankable and non-bankable investments – helping you achieve the twin goals of...
Bill.com
United States of America
Accounting
Bill.com (NYSE: BILL) is a leading provider of cloud-based software that simplifies, digitizes and automates complex back-office financial operations for small and midsize businesses (SMB). Our tailored offering for wealth...
Private Client Resources (PCR)
United States of America
Data Aggregation
Private Client Resources (PCR) helps family offices achieve data independence by streamlining how their sensitive investment data is aggregated, managed and used in reporting and other operations. PCR combines 20...
Copia Wealth Studios
United States of America
Portfolio Management
Copia Wealth Studios is a mobile-first platform for the modern wealth owner, providing their customers with the data needed whenever they need it. Custom and tailored lenses provide the correct...
Altoo
Switzerland
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. Altoo Wealth Platform empowers wealthy...
SEI – Archway Platform℠
United States of America
Consolidated Reporting
SEI’s Archway Platform℠ and outsourced services streamline the accounting, investment data aggregation and reporting operations of family offices and financial institutions. SEI Family Office Services supports the accounting, investment data...
Way2B1
United States of America
Governance
Our vision is to simplify the complex life of families. Our mission is to enable high net worth individuals and families to better manage their complex life by providing a...
Asset Vantage
United States of America
Consolidated Reporting
Performance reporting & general ledger on demand. Families without an integrated investment and accounting system typically do not have a comprehensive and consolidated view of their sophisticated wealth to get...
Masttro
United States of America
Consolidated Reporting
Masttro is The WealthData company: a SaaS solution for single- and multi-family offices, wealth professionals serving wealth owners, and larger institutions. The company runs on the philosophy that modern technology...
Arch
United States of America
Data Aggregation
Intuitive, digital investment admin that tracks data from all private investments in a single platform. Arch’s automated system collects K-1s, manages cash flows, and provides reporting ready data, removing the...
Canoe
United States of America
Data Aggregation
Canoe redefines alternative investment data processes for family offices and wealth managers by combining industry expertise with the most sophisticated data capture technologies. Canoe’s technology automates the highly-frustrating, time-consuming, and...
SoftLedger
United States of America
Accounting
SoftLedger provides real-time visibility to critical financial data. Our cloud-native accounting platform and APIs help family offices manage multiple entities and investments. This includes a full-featured general ledger, multi-entity consolidation,...
Private Wealth Systems
United States of America
Consolidated Reporting
Private Wealth Systems’ award-winning innovation has transformed consolidated investment reporting for global family offices and UHNWIs. UHNWIs, family offices and private banks rely on Private Wealth Systems to transform how...
Ethic
United States of America
Impact & ESG
Ethic is working toward a future where all investing is sustainable investing. Ethic works with families and wealth advisors to create custom equity portfolios that can be tailored to unique...
Clarity AI
United States of America
Impact & ESG
Clarity AI aims at contributing to a more socially efficient capital allocation by providing decision-makers with the most reliable and comprehensive tools to understand and optimise social and environmental impact,...
Landytech
United Kingdom
Portfolio Management
Landytech is a financial technology company empowering family offices to make informed investment decisions on a single version of the truth. Its solution, Sesame, is the investment reporting platform that...
WIZE by TeamWork
Switzerland
Portfolio Management
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. WIZE by TeamWork is one of the...
Assure Wealth
Denmark
Data Aggregation
Assure Wealth provides clients with simple and understandable overviews of total wealth, risks and returns & reports which may include unlisted shares, private equity and alternative investments. This solution offers...
Centtrip
United Kingdom
Accounting
Founded to meet the demands of clients with complex, cross-border affairs, Centtrip supports family offices with a tailored, single solution for expense management and payments. Centtrip provides a flexible and...
Nasdaq Asset Owner Solutions
United States of America
Portfolio Management
Nasdaq Asset Owner Solutions helps family offices modernize their workstreams through unparalleled analytics & data-driven intelligence across all asset classes, without driving up staff costs. Selecting the best asset managers...
Ruby
United States of America
Portfolio Management
RUBY brings to our clients an unparalleled ability to manage their wealth across all asset classes in a unified, real-time platform, tailored to the unique needs of each family. RUBY...
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. Summitas Platform® gathers information from clients, administrators, advisors,...
Etops
Switzerland
Consolidated Reporting
Etops offers outsourced services for all back-and mid-office tasks. The combination of electronic interfaces based on a unique machine-learning parser technology developed by Etops, which reads and processes bank statements...
Performativ
Denmark
Portfolio Management
Providing family offices and their clients with a powerful, secure, affordable wealth management platform, that is fit for the future. SaaS Front-to-back wealth management system. Powerful performance and risk analytics...
Fincite
Germany
Portfolio Management
Fincite solves challenges family offices are facing within their wealth management, advisory, or even self-execution services with the means of intelligent software. From onboarding (risk profile, sustainability preferences, KYC, AML,...
Canopy
United States of America
Consolidated Reporting
New York based Canopy is a turnkey and fully customizable software solution, offering private & anonymous wealth account aggregation, portfolio analytics and client reporting. Covering all kinds of asset classes,...
Sharpfin
Sweden
Consolidated Reporting
We digitize all processes for small to medium size wealth managers within a single cloud service. Sharpfin digitizes KYC and AML processes for a fully compliant customer lifecycle management. Furthermore...
eXeer by Point Group
United Kingdom
Data Aggregation
The eXeer platform places data at the centre of the family office. eXeer aggregates, analyses and visualises multiple sources of data to create a single source of investment truth. eXeer...
Orca
Switzerland
Governance
Get the perfect legal entity & asset overview tool. Orca is a Swiss-based asset and wealth overview software company that helps hundreds of Family Offices, Trusts, and Investment Companies in...
Swimbird
Sweden
Consolidated Reporting
The Swimbird Platform SWIP is a modern portfolio management solution, which gives the client a holistic view of their total portfolio – everything in one place. SWIP is a platform...
Aleta
Denmark
Consolidated Reporting
Gone are the struggles with inflexible portfolio systems and error-prone Excel sheets. We transform complex data into clear and crisp reports to unlock valuable insights that elevate your wealth strategy....
Fireblocks
United States of America
Custody Provider
Fireblocks is an enterprise-grade platform delivering secure infrastructure for moving, storing, and issuing digital assets. Fireblocks enables funds, family offices, banks, and web3 businesses to securely scale operations through the...
KeeSystem
Switzerland
Portfolio Management
KeeSystem is a fintech company specialized in the wealth management digitalization. Thanks to our KeeSense software, our clients get access to an enhanced version of their business, automatically connected to...
Trusted Family
United States of America
Governance
Trusted Family is an award-winning technology platform serving the world’s leading family businesses with a single, secure and centralized governance platform. Founded by two next-generation entrepreneurs from European business families,...
Vauban by Carta
United Kingdom
Fund & External Asset Manager
Family Offices are taking an active role in making venture capital investments. With Vauban from Carta, we’re able to create, structure, and administer SPVs and VC Funds to deploy your...
Abbove
Belgium
Consolidated Reporting
Abbove (PaxFamilia) develops a collaborative wealth planning platform uniting advisors, their clients, wealth data and technology in one place. Abbove’s goal is to help advisors serve their clients with a...
Royalty Exchange
United States of America
Exchange
Royalty Exchange is the largest, most trusted, market for royalty investing. The company offers royalty assets from all forms of intellectual property and all investment sizes. Investors are always looking...
Mirador
United States of America
Consolidated Reporting
Mirador is a service provider delivering operations and financial reporting solutions to the U/HNW wealth management industry. We serve those who serve wealth. Mirador is a team of financial and...
Enfusion
United States of America
Portfolio Management
Founded by developers from the world’s hedge funds, Enfusion was purpose-built to remove key operational and technological barriers faced by all types of asset managers.
Wealthworks+
United Kingdom
Portfolio Management
An advanced trust and corporate entity management software that looks after the administration and compliance of trusts, companies, partnerships, funds, foundations, individuals, estates and other complex wealth structures.
Fisglobal
United States of America
Portfolio Management
FIS offers wealth management solutions and services that enhance the client experience, improve advisor productivity and lower operational cost, helping wealth management providers differentiate themselves to retain assets and win...
FutureVault
Canada
Governance
FutureVault is a digital vault and secure document exchange solution helping institutions and firms digitise their business, transform document handling, and improve the digital client experience....
Wealthbox
United States of America
CRM
Wealthbox is a web-and-mobile CRM application for financial professionals. Integrated with leading broker-dealers and wealth-tech partners, Wealthbox is known for its modern product design that results in a powerful yet...
Hatcher - VAAST™ Platform
Singapore
Portfolio Management
Hatcher+ is a venture-as-a-service company that leverages deep learning, process automation, and global partnerships to enable scalable portfolios and index-style investor returns. Hatcher+ is proud to introduce VAAST™, the multi-award-winning,...
Cyndx
United States of America
Portfolio Management
Cyndx is an advanced technology platform that provides growing companies, investors, and financial institutions access to a broad spectrum of curated data to enhance capital raising, merger and acquisition transactions,...
Bambu
Singapore
Portfolio Management
Bambu is a B2B Fintech company that develops tech for financial institutions. Their platform helps users save and invest for their future. Bambu builds solutions that empower financial institutions with...
Finartis
Switzerland
Consolidated Reporting
Finartis is a developer of financial software intended to serve the wealth management industry. The company offers modular and multi-channel front-to-back solutions for asset, wealth as well as fund management...
Vitec Aloc
Denmark
Portfolio Management
Vitec offers solutions that meet professional requirements for portfolio and risk management, treasury and stock trading....
Backstop Solutions
United States of America
Consolidated Reporting
Backstop Solutions offers the most robust investment management software, supporting the full investment lifecycle for single- and multifamily offices in one integrated platform. Backstop Solutions, an award-winning technology provider, delivers...
ATA Risk Station
United States of America
Risk Management
ATA RiskStation™ is a financial services company that offers a web-based platform for risk-reporting of funds.
Diligend
United States of America
Digital Due Diligence
Diligend provides efficiency, transparency and time-saving advanced technology tools for due diligence, screening and monitoring processes across all asset classes, whilst decreasing operational risks.
Advisor 360
United States of America
Consolidated Reporting
Advisor360° is a wealth management platform that streamlines advisor workflow, increases productivity and drives enterprise growth.
Elsen
United States of America
CRM
Elsen is the platform-as-a-service company that lets financial institutions harness their data to get faster access, better insights, and greater ROI.
Diligent
United States of America
Portfolio Management
Diligent seeks to create a modern governance movement. As a governance, risk and compliance (GRC) SaaS company, they serve 1 million users from over 25,000 customers around the globe. The...
FinFolio
United States of America
Portfolio Management
FinFolio makes portfolio management software for investment advisors and professional wealth managers....
SRL Global
London
Data Aggregation
SRL Global is a statistical research laboratory providing a cutting-edge system, which delivers investment control and management of assets.
eVestment
United States of America
Data Aggregation
eVestment is a global provider of institutional investment data intelligence and analytic solutions. eVestment delivers extensive data through robust, user-friendly products, with an unparalleled commitment to client service....
Allvue Systems
United States of America
Accounting
Allvue Systems provides investment management solutions for fund managers, investors, and administrators in the alternative investments industry.
WTax
United Kingdom
Technology provider
WTax online client portal gives clients real-time reporting, enabling comprehensive monitoring of each stage of the claims process. Their services include Institutional Service Offering where it assists pension funds, provident...
Wealth Spectrum
India
Portfolio Management
Applied Software is a software product company in the WealthTech space. Applied Software’s flagship product WealthSpectrum is an enterprise investment management software for asset management companies, investment managers, wealth managers,...
Ycharts
United States of America
Portfolio Management
YCharts is a financial software company that provides investment research tools including stock charts, stock ratings, and economic indicators.
Silcube Software
Finland
Technology provider
Silcube Software is a cloud-based fund and investment management company.
Valuefy
India
Consolidated Reporting
Valuefy provides digital platform for family offices to do real time data aggregation , Investment analytics with powerful visualization and Performance Attribution. Valuefy Platform is a powerful suite designed to...
TechRules
Spain
Technology provider
TechRules is a B2B consultancy firm that develops technological solutions for financial advice in Spain as well as internationally.
Quantfolio
Norway
Consolidated Reporting
Quantfolio is a Norway-based Fintech company providing B2B(2C) advisory technology for banks and wealth managers across the Nordics. The company delivers omni-channel robo-advisory/advisor platform & API modules for major FIs...
1fs Wealth
United Kingdom
Consolidated Reporting
1fs Wealth is an easy-to-use sophisticated platform which allows you to control all your investments and collectables in one place.
Miles Software
United States of America
Portfolio Management
Miles Software provides wealth and asset management on-demand software to banks, asset managers and wealth management firms across 18 countries in Europe, the Middle East, and Southeast Asia.
SideDrawer
Canada
Governance
SideDrawer develops an online life planning platform intended to organise and share personal and family information and important contacts related to banking, investing and estate.
Visible Capital
United Kingdom
Consolidated Reporting
Visible Capital uses PSD2/Open Banking data to automate the collection of information required to onboard clients in the wealth sector (Providers, Platforms & IFAs). The benefits include reducing friction for...
Tindeco
Switzerland
Portfolio Management
Tindeco VISION provides the ultimate platform to efficiently manage any type of investment portfolio. VISION covers all your workflows from consolidating your holdings, constructing portfolios, implementing orders and managing risk....
Quantilia
France
Consolidated Reporting
Portfolio monitoring platform dedicated to family offices, with asset consolidation, data collection, cross asset portfolio analysis and document generation. Quantilia platform offers a comprehensive range of solutions enabling family offices...
IQ-EQ - Cosmos
Luxembourg
Consolidated Reporting
We provide an end to end bespoke portfolio monitoring solution to institutional and private wealth investors with a focus on alternative and luxury assets. IQ-EQ Cosmos combines one of the...
8topuz
United Arab Emirates
Trading
8topuz offers an easy to access AI-based automated investment system to effectively help you grow your wealth regardless of your knowledge in trading.
EstateSpace
United States of America
Property managers
EstateSpace helps individuals, businesses and family offices simplify how they manage, communicate and share information.
iPaladin
United States of America
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.
FA Solutions
Finland
Portfolio Management
FA Solutions is a product company offering FA Platform, a single cloud-based platform for running asset & investment management business with secure access to data globally.
Wealth Wizards
United Kingdom
Consolidated Reporting
Wealth Wizards is the UK’s first online independent financial adviser and offers digital regulated financial advice and guidance.
QPLIX GmbH
Germany
Consolidated Reporting
QPLIX offers an all-in-one solution, readily available, consolidating all asset and owner structures, to enhance high quality investment decisions. QPLIX delivers next-generation SaaS solutions for family and investment offices, wealth...
Integrated Portfolio Solutions
Australia
Portfolio Management
IPS offers a truly integrated portfolio administration solution through the incorporation of administration, reporting, SMSF, research, CRM functionality, and instruction management to give advisors, staff and clients a cohesive, branded,...
Asset Metrix
Germany
Consolidated Reporting
AssetMetrix is Europe’s leading next-generation asset servicer. We offer modular outsourcing solutions for private capital investors: front-, middle- and back-office solutions for Limited Partners and General Partners. Our services enable...
Sage Intacct
United States of America
Accounting
Sage Intacct is a cloud-based accounting and financial management software invested in meeting the needs of financial professionals focused on customer success. Customers ranging from startups to public companies and...
intelliflo portfolio
United States of America
Portfolio Management
Intelliflo offers a business management and cash flow planning software intended for the financial advisory industry.
Cascade
Luxembourg
Governance
Cascade is a software company that provides administrative, compliance, audit, and governance solutions.
Entole
United States of America
Governance
Entole is a modular command centre that centralises and simplifies all private capital functions.
WealthArc
Switzerland
Consolidated Reporting
WealthArc is a digital wealth platform that helps wealth managers and family offices to drive workflow automation and client satisfaction.
Staac Escali
Norway
Consolidated Reporting
Staac Escali is a software solution for management and performance measurement of financial instruments, leasing, debt, cash, and liquidity. They deliver software solutions and consulting services to family offices, shipping...
Northern Trust
United States of America
Private Bank
Global Family and Private Investment Office Services (GFO) group serves the needs of family offices, family foundations, high-net-worth individuals, private trust companies and private investment companies around the world. Across...
InvestCloud
United States of America
CRM
We’re InvestCloud – California-based with a global presence, known for first-class, financial digital solutions, pre-integrated in the cloud. We create beautifully designed client experiences and intuitive operations solutions using our...
Digital Shape Technologies
Canada
Portfolio Management
Digital Shape Technologies Inc. provides Webfolio®, a fully integrated, multi-asset and real-time portfolio management software. Webfolio governs the entire investment process in one seamless flow from front office and sales...
ThinkPlumb
United States of America
Accounting
Founded in 1996, Plumb’s mission is to help companies and individuals achieve their business and financial goals by providing an unparalleled array of customised and effective software and accounting solutions....
Affinity
United States of America
CRM
Affinity is a relationship intelligence platform built to expand and evolve the traditional CRM.
Wealth Objects
United Kingdom
Data Aggregation
WealthObjects helps Wealth Managers, Investment firms, Banks, Insurance companies, Brokerages, and many others to launch modern digital investing and saving propositions and to improve their existing platforms using API technology,...
DAPM
Switzerland
Data Aggregation
DAPM provides financial consolidation and monitoring services intended to offer clients transparency, control and oversight of their assets.
CORYX
Germany
Portfolio Management
With CORYX iO, we offer single- and multi-family offices, asset & wealth managers, fonds, foundations and banks an investment management platform tailored to their needs. CORYX iO covers all bankable...
Finlight
United Kingdom
Consolidated Reporting
A fintech focused on providing all investors with secure access to top decile VCs funds, across the Globe and with none of the constraints.
Tamarac
United States of America
CRM
Tamarac is a provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers. Envestnet | Tamarac enables investment advisors to run...
Betterment
United States of America
Consolidated Reporting
Betterment is built to help you make the most of your money—today, tomorrow, and beyond. They help you unify your financial life across spending, saving, investing, and retirement, with personalised,...
Dynamo
United States of America
Portfolio Management
Dynamo Software, formerly Netage Solutions, has provided premium industry-specific, configurable asset management, and reporting software for the alternative assets industry since 1998, including private equity and venture capital funds, real...
Solovis
United States of America
Portfolio Management
Part of Nasdaq Asset Owner Solutions, Solovis is a fintech innovation for institutional investors with a cloud platform for multi-asset class portfolio management, reporting and analytics – designed for the...
Advisor Engine
United States of America
Data Aggregation
AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform. Built from the beginning specifically for financial advisors.
Privé
Hong Kong
Portfolio Management
Privé Technologies is a Software as a Service (SaaS) provider, helping financial institutions to digitise their wealth management offerings using the modular platform.
DiligenceVault
United States of America
Digital Due Diligence
DiligenceVault is a cloud-based digital due diligence ecosystem that connects investor clients with their asset managers through a secure platform to manage due diligence and information exchange flows. This platform...
AssetMax
Switzerland
Consolidated Reporting
Assetmax is a Swiss software for independent asset managers, family offices, and banks with integrated multi-custody portfolio management, client relationship management, invoicing and reporting.
RSM Family Office Dashboard
United States of America
Consolidated Reporting
RSM’s family office dashboard provides families with a personal, holistic and integrated view with unparalleled access to their data. By leveraging cutting-edge technology and dynamic industry-leading advisors, clients receive unrivalled...
Profile Software
Greece
Portfolio Management
Profile Software is an international solutions provider for the Banking and Investment Management industry. With offices in Geneva, Dubai, London, Singapore, Athens, and Nicosia, the company consistently invests in the...
Simcorp Coric
Denmark
CRM
SimCorp Coric’s Client Reporting Solution simplifies operations and enables business teams to efficiently and consistently manage the investment reporting process.
MyVest
United States of America
Portfolio Management
MyVest builds enterprise wealth management technology for the digital age. Driven by a vision for client-centric advice, they empower firms to deliver personalised portfolios at scale.
Vitech
United States of America
Portfolio Management
Vitech is a global provider of cloud-native benefit and investment administration software. They help insurance, retirement, and investment clients expand their offerings and capabilities, streamline their operations, gain analytical insights,...
