Access leading Family Office software providers
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Search our comprehensive directory of family office software providers and explore solutions tailored to your needs.
In the intricate world of family offices, efficient and accurate management of financial and investment affairs is essential. With the advent of sophisticated family office software, these entities can now navigate complex financial landscapes more effectively than ever. Such tools have become indispensable for high-net-worth families seeking control, clarity, and compliance.
From accounting to investment management, family office software addresses unique and specialised needs such as consolidated financial reporting, bespoke asset management, and complex tax planning. These systems enable offices to manage diverse portfolios of assets and investments while maintaining efficiency and compliance.
Best family office software solutions: from accounting to wealth management
Family office software solutions have evolved far beyond record-keeping. The most effective platforms now integrate accounting, investment tracking, compliance, and performance reporting under one roof. Whether managing a single family or operating as a multi-family office, the right software provides visibility and control across all assets and entities.
Family office accounting software: ensuring financial precision
Accounting forms the backbone of every financial operation, and family offices are no exception. The best family office accounting software provides multi-currency support, customised reporting, and seamless integration with banking systems, ensuring that all activities are tracked accurately.
Similarly, investment management software supports portfolio analysis, risk assessment, and performance trackingโempowering offices to make informed decisions, balance risks, and maximise returns on investments. Popular platforms include Addepar, Asset Vantage, and Sage Intacct, each catering to different scales and requirements within the family office sector.
Multi-family office software: streamlining complex operations
Multi-family offices, which manage assets across multiple families, require robust, scalable software solutions. These platforms support bulk transaction processing, detailed client reporting, and comprehensive asset allocation modelsโensuring smooth, secure, and transparent operations. By centralising these processes, MFOs can maintain operational efficiency and deliver higher levels of service to each family they represent.
Family office technology and AI integration
The latest family office technology combines automation, data visualisation, and artificial intelligence to transform reconciliation, document management, and reporting workflows. By embedding AI within daily processes, modern platforms enable faster insights, improve accuracy, and reduce manual effortโfreeing teams to focus on strategy and stewardship.
The rise of data visualisation and automation in family offices
Modern family office software now integrates automation and advanced data visualisation tools, transforming how offices interpret and act on information. These innovations enable real-time financial insights, simplify workflows, and support more strategic decision-making across all levels.
Factors to consider when choosing the right software
Selecting the best software depends on factors such as user-friendliness, customisation, scalability, and security. The right platform should align with the officeโs unique structure, goals, and governance requirements. Itโs also worth evaluating implementation support, data security protocols, and the degree of AI or automation built into the platform.
Choosing well can significantly improve operational efficiencyโhelping family offices manage accounting, investments, and reporting with greater precision and less effort. As the landscape continues to evolve, staying current with the latest advancements will be essential to maintaining a competitive edge.
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Search our directory of family office software providers and discover solutions tailored to your needs.
Results: 170
Eton Solutions 
United States of America
Artificial Intelligence, Compliance, Consolidated Reporting, CRM, Data Aggregation, Fully Integrated Platform, Fund Accounting, General Ledger Accounting, Partnership Accounting, Performance Reporting, Portfolio Management, Risk Management, Transaction Processing, Trust Accounting
Eton's platform, AtlasFive, reimagines each intricate process of a family office into one integrated platform that optimizes efficiency, increases transparency, and maximizes accuracy.
Aleta
United States of America
Compliance, Consolidated Reporting, Data, Data Aggregation, Impact & ESG, Portfolio Management, Risk Management
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.
Etops
Switzerland
Advisors, Artificial Intelligence, Asset managers, Client Portal, Compliance, Consolidated Reporting, CRM, Data, Data Aggregation, Fully Integrated Platform, Outsourced solutions, Performance Reporting, Portfolio & Cost Analysis, Portfolio Allocation, Portfolio Management, Private Bank, Reporting, Risk Management, Security & Risk, Technology provider, Trading, Transaction Processing
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.
Hemonto
Denmark
Accounting, Consolidated Reporting, Data Aggregation, Impact & ESG, Outsourced solutions, Portfolio Management, Risk Management
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.
Northern Trust Family Office Technology
United States of America
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Outsourced solutions, Portfolio Management, Risk Management, Trading
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.
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.
Asseta
United States of America
Accounting, Artificial Intelligence, Consolidated Reporting, Data Aggregation, General Ledger Accounting, Performance Reporting, Reporting
Asseta is the intelligent family office suite built to streamline operations, enhance transparency, and optimize investment visibility for FOs and HNWIs.
Canopy, is a private & anonymous wealth account aggregation, portfolio analytics and client reporting platform for High Net-Worth Individuals and their Wealth Managers.
FundCount
United States of America
Accounting, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management
FundCount is a unified accounting and investment analysis solution that improves operational efficiency and brings actionable intelligence to investment management professionals.
PetakSys
Hungary
Accounting, Asset managers, Banking Providers, CRM, Data, Developers, Outsourced solutions, Portfolio Management, Technology provider
PetakSys is a digital transformation partner for single- and multi-family offices, asset & wealth managers providing cutting-edge technology solutions tailored to their needs.
Elysys
Monaco
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Fully Integrated Platform, Portfolio Management, Risk Management
Elysys is a secure, scalable and integrated enterprise software for treasury and investment management professionals working under several regulatory and compliance frameworks.
Hatcher+ FAASTยฎ (Funds-as-a-Service Technology) Platform
Singapore
Accelerator, Accounting, Artificial Intelligence, Asset managers, Compliance, Consolidated Reporting, CRM, Digital Due Diligence, Impact & ESG, Portfolio Management, Private Markets, Reporting, Technology provider
Hatcher+ solves inefficiencies in deal origination, fund creation, management, & reporting with AI-powered analysis & automation, enabling faster, smarter decisions for investors.
WIZE by TeamWork
Switzerland
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management, Trading
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.
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.
SS&C Family Office Services
United States of America
Accounting, Client Portal, Consolidated Reporting, Data Aggregation, Portfolio Management
SS&C Family Office Services eliminates cost, risk and time of integrating disparate systems, delivering solutions to single and multi-family offices for their complex needs.
Pretim powers the wealth management industry, aggregating and reconciling post trade data for financial institutions while enabling financial data providers to distribute governed,
Nines
New York City
CRM, Data, Data Aggregation, Media, Property managers, Real estate, Real-estate related ventures, Realtors
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.
Auria
United States of America
Client Portal, Consolidated Reporting, CRM, Data Aggregation, Performance Reporting, Portfolio Management, Trading
Auria simplifies the complexity of family wealth management by unifying essential capabilities into one seamless, intuitive experience.
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 web and mobile.
Landytech
United Kingdom
Consolidated Reporting, Data Aggregation, Portfolio Management, Risk Management
Landytech is a financial technology company empowering family offices to make informed investment decisions.
SumIt provides easy-to-use family office technology where accountants can see all their entities in one place and effortlessly create consolidated reports.
Alwy
Sweden
Accelerator, Advisors, Asset managers, Client Portal, Compliance, Consolidated Reporting, CRM, Data, Data Aggregation, Engagement Platform, Investing technology, Investment platform, Portfolio & Cost Analysis, Portfolio Management, Reporting, Risk Management, Security & Risk, Technology provider
Transform your family office with our all-in-one hybrid wealth management tech solution. Seamlessly integrate, optimize, and future-proof your operations today!
Masttro
United States of America
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management
Masttro connects the entire wealth management ecosystem, providing a single sourceย of trusted information for family offices to rely on.
Infront
Norway
Accounting, Client Portal, Consolidated Reporting, CRM, Data, Investing technology, Portfolio & Cost Analysis, Portfolio Management, Reporting, Risk Management, Technology provider, Trading, Transaction Processing
Family offices face mounting complexity. Infront addresses this challenge with a solution that combines portfolio oversight, compliance, reporting and engagement in one platform.
Greenlock
Switzerland
Consolidated Reporting, Data Aggregation, Peer Benchmarking, Portfolio & Cost Analysis, Risk Management
We provide automated solutions for independent private wealth oversight and audit, which returns control to investors over their capital.
The Point Investment Data Intelligence (IDI) platform streamlines data aggregation, analysis and reportingย for investment managers.
The DoLand Pro software makes is easy to deliver engaging and actionable investment impact reports to clients and stakeholders.
All-in-One Suite for all Your Corporate and Legal Activities
Asset Vantage
United States of America
Accounting, Asset managers, Compliance, Consolidated Reporting, Data Aggregation, Fully Integrated Platform, General Ledger Accounting, Partnership Accounting, Performance Reporting, Portfolio Allocation, Portfolio Management, Real estate, Reporting, Technology provider, Transaction Processing
Performance Reporting & General Ledger on demand.
Copia Wealth Studios
United States of America
Consolidated Reporting, Data Aggregation, Portfolio Management
Copia is a financial intelligence platform that puts you and your family at the helm of their wealth.
WealthArc
Switzerland
Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management, Trading
WealthArc is a digital wealth platform that helps wealth managers and family offices to drive workflow automation and client satisfaction.
Black Diamond Wealth Platform
United States of America
Accounting, Client Portal, Compliance, Consolidated Reporting, Data Aggregation, Portfolio Management, Trading
SS&Cโs Black Diamondยฎ 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.
FA Solutions
Finland
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Impact & ESG, Portfolio Management, Risk Management, Trading
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.
Backstop Solutions
United States of America
Accounting, Consolidated Reporting, CRM, Portfolio Management
Backstop Solutions offers the most robust investment management software, supporting the full investment lifecycle for single- and multifamily offices in one integrated platform.
Wealthbox is known for its modern product design that results in a powerful yet simple user-experience for RIA firms of all sizes.
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.
DployAI was born out of a clear mission - to usher traditional family offices into the digital age. Harnessing the potential of AI, they developed a suite of services to revolutionize financial management. Their team, a mix of industry veterans and tech enthusiasts, is committed to helping family offices enhance risk management, efficiency, and growth through AI.
Flanks offers a robust API for automated wealth services. Through the digitisation and aggregation of global wealth data across custodians, Flanks provides an unmatched 360ยฐ real-time view of investment portfolios.
Miles Software, now an integral part of EbixCash was founded in 1999 with a vision to be a techno-business partner delivering excellence and value to financial services globally.
Fireblocks is an enterprise-grade platform delivering secure infrastructure for moving, storing, and issuing digital assets for funds, family offices, banks and web3 businesses.
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, M&A transactions, and other business opportunities.
Sprout helps investors deploy better and faster into private markets. Better visibility, processes, and faster connections drive better outcomes.
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.
Fireblocks is an all-in-one platform that helps its customers build their digital asset business. They operate as an infrastructure service provider for digital asset custody, transfer and settlement.
Fireblocks is an all-in-one platform that helps its customers build their digital asset business. They operate as an infrastructure service provider for digital asset custody, transfer and settlement.
LP Analyst is the source for independent advisory and analysis solutions for the private equity investment community.
ThinkPlumb provides an array of customised and effective software and accounting solutions.
QPLIX GmbH
Germany
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Impact & ESG, Portfolio Management, Risk Management
QPLIX offers an all in one solution, readily available, consolidating all asset classes, complex owner structures, to enhance high quality investment decisions.
Venn by Two Sigma
United States of America
Consolidated Reporting, Portfolio Allocation, Portfolio Management, Technology provider
Venn helps RIAs, advisors, asset owners and asset managers embrace a quantitative approach to multi-asset portfolio risk and investment decision-making.
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 technology, intelligence, and insights.
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.
ECI is a leading provider of end-to-end technology solutions tailored for the financial industry. With offices located throughout the United States, Europe, and Asia, it offers personalised and localised service on a global scale.
Portfolio Pathway is a robust wealth management platform.
Finartis
Switzerland
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management
FINARTIS provides the most comprehensive Family Office administration solution. It offers a unique level of automation of investments from decision-making to financial statements.
We help 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.
InvestCloud creates beautifully designed client experiences and intuitive operations solutions using our ever-expanding library of digital modular apps.
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.
We use your browsing data on fisglobal.com to gather analytics to help provide personalized content and an overall better user experience.
Founded in 1987, Croesus is a WealthTech offering cutting-edge, easy-to-use wealth management solutions. With over 200 employees in Montrรฉal and Toronto, the company draws on expertise and know-how to provide products and services tailored to the financial services industry's needs. In 2019, Croesus acquired softTarget, a company specialising in portfolio rebalancing, whose flagship software is being integrated with its sophisticated solutions offering.To provide their clients with an unparalleled experience, Croesus actively listens, learns, and engages with them to develop technology solutions that are innovative, flexible, and secure.
Allvueโs accounting, monitoring and reporting solutions offer a flexible, customized solution to support families of any size or structure.
AdvisorEngine provides the tools advisors need to scale more efficiently and compete more effectively.
CORYX
Germany
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Trading
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.
WealthWorks+ gives you total control of how and where you access and manage your clientsโ wealth
WTax online client portal gives clients real-time reporting, enabling comprehensive monitoring of each stage of the claims process.
AgilLink
United States of America
Accelerator, Accounting, Consolidated Reporting, Data Aggregation, Portfolio Management
AgilLink provides secure bill pay and client accounting technology to firms that serve ultra-high-net-worth individuals, including family offices, business managers, and athletes.
Equiom provides an unrivalled breadth of bespoke end-to-end wealth protection and business support services to private clients, corporate clients and funds.
Advisor360ยฐ is a leading innovator for the wealth management industry, delivering a deeply integrated SaaS platform.
Betterment is built to help you make the most of your moneyโtoday, tomorrow, and beyond.
Our Global Assets+ solution, catered to professional investors, private clients or family offices, is underpinned by a unique combination of operational capabilities, investment expertise, flexibility and cutting-edge multi-currency banking technology, designed and developed by Lombard Odier.
Tamarac is an open platform with a large and growing list of supported integration partners.
Wealth Wizards is the UKโs first online financial adviser.
Veracy Partners
United States of America
Advisors, Asset managers, Banking Providers, Client Portal, Consolidated Reporting, Reporting, Technology provider
Veracy Partners offers wealth management services for ultra-high-net-worth individuals, leveraging advanced technology for real-time net worth reporting and more.
Propine
Singapore
Custody Provider, Digital asset exchange platform, Digital asset trading technology
Propine is a licensed digital asset custodian headquartered in Singapore. The company is transforming how digital assets are stored and traded by providing reliable, secure and scalable solutions for qualified institutional clients.
Profile Software is a world-class Financial Software provider of Mission Critical solutions for the modern Banking, FinTech and Investment Management Industries.
MyVest builds enterprise wealth management technology for the digital age. Driven by a vision for client-centric advice, we empower firms to deliver personalized portfolios at scale.
OWNLY Fintech GmbH is a Hamburg-based financial technology company specialising in innovative financial solutions. The team combines expertise in banking, marketing, project management, and legal matters, working closely with a Polish development team.
Carta is the easiest way to launch your VC investments via SPVs or VC Funds - all your back office is integrated into a single platform.
Empaxis Data Management is a prominent provider of cloud-based financial technology. It offers outsourced services for middle- and back-office and automation services, specifically designed to cater to the needs of investment companies.
AssetMetrix is not an investor, an investment consultant, or a placement agent, but currently administers portfolios with a total volume of over โฌ12 billion and more than 1500 funds.
iPaladinโs Digital Family Office is a blockchain platform to orchestrate people, services, documents and activity, as one source of truth, for the modern family office.
Elsen is the platform-as-a-service company that lets financial institutions harness their data.
Dasseti (formerly Diligend)
United States of America
CRM, Data Aggregation, Digital Due Diligence, Governance, Impact & ESG, Risk Management
Streamlining fund dueย diligenceย and monitoring processes through digitization and automation. Structuring and centralising data. Facilitating analysis. Enabling collaboration.
Fireblocks is an all-in-one platform that helps its customers build their digital asset business. They operate as an infrastructure service provider for digital asset custody, transfer and settlement.
Fireblocks is an all-in-one platform that helps its customers build their digital asset business. They operate as an infrastructure service provider for digital asset custody, transfer and settlement.
Crestbridge Family Office Services
United States of America
Accounting, Advisors, Consolidated Reporting, Reporting
Crestbridge recognises that each family office is different, with its own unique needs and characteristics. We offer a suite of โa la carteโ services to provide the tailored support you need.
Entole is a modular command centre that centralises and simplifies all private capital functions.
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.
Entrilia offers a comprehensive software platform for private capital and alternative assets, featuring automated fund operations, robust accounting systems, and seamless integrations.
Vidrio is an all-in-one managed data services and portfolio management platform. It's perfect for institutional investors who allocate to hedge funds, private capital markets and traditional asset classes.
Templum is a leading platform for the primary issuance and secondary trading of alternative assets, providing award-winning capital markets technology and infrastructure.
Vitechโs solutions are built upon a solid foundation of systems engineering and architecture software combined with the experience of our professional services team.
PCR helps family offices achieve data independence by streamlining how their sensitive investment data is aggregated, managed and used in reporting and other operations.
ATA Risk Station offers the right balance of comprehensive functionality, ease of use, market coverage and intuitive reporting at a reasonable cost.
SimCorp provides integrated, best-in-class, multi-asset investment management solutions.
With connective, quick, and straightforward modules, we are committed to providing WealthTech to clients with exceptional flexibility and easeโbetter solutions.
Established in 1999, Digital Shape Technologies Inc. provides Webfolioยฎ, a fully integrated, multi-asset and real-time portfolio management software.
Alta, formerly known as Fundnel, is Southeast Asiaโs largest digital securities exchange for alternative investments.
Valuefy
India
Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management, Trading
Valuefy provides digital platform for family offices to do real time data aggregation , Investment analytics with powerful visualization and Performance Attribution.
Fireblocks is an all-in-one platform that helps its customers build their digital asset business. They operate as an infrastructure service provider for digital asset custody, transfer and settlement.
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, genuine fee-for-service solution.
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.
Summitas is an award-winning engagement platform to securely exchange confidential information, store sensitive documents, and share ideas โ all from one place.
Ruby
United States of America
Compliance, Consolidated Reporting, Data Aggregation, Impact & ESG, Portfolio Management, Risk Management, Trading
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.
DiligenceVault
United States of America
CRM, Data Aggregation, Digital Due Diligence, Portfolio Management, Risk Management
DiligenceVault is a leading two-sided digital diligence platform which streamlines and automates the due diligence process between asset owners and their asset managers.
Quantfolio Asset Management is a technology driven challenger to the traditional asset management industry.
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.
Sage Intacct is a cloud-based accounting and financial management software invested in meeting the needs of financial professionals.
We provide automated solutions for independent private wealth oversight and audit, which returns control to investors over their capital.
Cobaltโs crowdsourced SaaS pen test platform delivers actionable results that empower agile teams to pinpoint, track, and remediate software vulnerabilities.
Assetmax is a trusted solution used by several wealth managers and banks.
BYOB is a centralised online platform designed to automate manual tasks and streamline investment processes, empowering investment professionals to do what they do best - service their clients.
8topuzย Wealth Fintech is an award-winning artificial intelligence and machine learning provider, based in Cyprus and in the UAE, offering automated and audited investment solutions
All the data, analysis, and tools you need in a single place, at a reasonable price.
Intuitive, digital investment admin that tracks data from all private investments in a single platform.
Dynamo Software has provided premium industry-specific, configurable asset management, and reporting software for the alternative assets industry since 1998,
Sharpfin
Sweden
Compliance, Consolidated Reporting, CRM, Data Aggregation, Impact & ESG, Portfolio Management, Risk Management
We digitize all processes for small to medium size wealth managers within a single cloud service
Voly offers an accounting software solution to family offices to help them manage valuable assets, including yachts, property, aircraft, fine art, and bloodstock, such as thoroughbred horses.
Tindeco
Switzerland
Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management, Trading
Tindeco VISION provides the ultimate platform to efficiently manage any type of investment portfolio.
OWNLY Fintech GmbH is a Hamburg-based financial technology company specialising in innovative financial solutions. The team combines expertise in banking, marketing, project management, and legal matters, working closely with a Polish development team.
Fireblocks is an all-in-one platform that helps its customers build their digital asset business. They operate as an infrastructure service provider for digital asset custody, transfer and settlement.
Junson Capital is a global investment management firm specialising in real estate, private equity, and capital markets.
AdvisorEngine builds powerful and intuitive technology for financial advisors. Our team is made up of enterprise technologists, data scientists, designers, futurists, business builders and former financial advisors.
VisibleCapital uses PSD2/Open Banking data to automate the collection of information required to onboard customers in the wealth sector.
Cascade
Luxembourg
Cascade is a software company that provides administrative, compliance, audit, and governance solutions.
Discover Mirai Wealth, a UK-based leader in investment management technology, offering advanced analytics and seamless portfolio solutions.
We help family offices make smart and timely business decisions through efficient use of data and innovative technology
Diligent empower leaders to turn governance into a competitive advantage through unparalleled insight and highly secure, integrated SaaS applications.
The relationship intelligence platform for dealmakers.
Stacc Escali
Norway
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Impact & ESG, Portfolio Management, Risk Management
Escali is a provider of software solutions to family offices, asset managers, pension funds and insurance companies.
Finlight
United Kingdom
Consolidated Reporting, Data Aggregation, Portfolio Management, Risk Management, Trading
We make investment reporting data easy to analyse and integrate with any tool.
FinFolio makes portfolio management software for investment advisors and professional wealth managers.
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.
YCharts is an investment research platform that enables smarter investments and better client communications.
LemonEdge offers next-gen fund accounting software for private markets, automating end-to-end processes to unlock scalability and efficiency. It serves sectors like private equity, venture capital, and real estate.
STP Investment Services
United States of America
Accounting, Consolidated Reporting, Data Aggregation, Portfolio & Cost Analysis, Portfolio Management, Technology provider
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.
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.
Venn helps RIAs, advisors, asset owners and asset managers embrace a quantitative approach to multi-asset portfolio risk and investment decision-making.
Trustworthy partners with wealth and family offices to provide a digital vault to secure their clients' most sensitive information.
Addepar
United States of America
Consolidated Reporting, CRM, Data Aggregation, Impact & ESG, Portfolio Management
Addepar is a leading wealth management technology platform for connecting data, technology and people to manage wealth and achieve multigenerational family objectives
Assure Wealth
Denmark
Accounting, Consolidated Reporting, Data Aggregation, Impact & ESG, Risk Management
Assure Wealth is your independent reporting adviser and makes it easy to manage wealth.
SoftLedger
United States of America
Accounting, Consolidated Reporting, Data, Data Aggregation, Institutional Investor, Portfolio Management
Softledger provides cloud accounting software that empowers investment management firms to operate more efficiently and make smarter decisions.
Atalaya empowers family offices with data and technology for wealth structuring.
RSM Family Office Dashboard
United States of America
Accounting, Consolidated Reporting, Data Aggregation, Portfolio Management, Risk Management
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 unrivaled insights and value. The dashboard keeps our clients equipped and informed by consolidating key issues, information and needs, including tax; complex partnership tiering and allocation; collection of liquid and illiquid financial assets; outsourced CFO capability; managed IT; cybersecurity and thought leadership.
Abbove helps patrimonial advisors to serve their clients with a holistic and structured approach on their global wealth.
Clarity AI
United States of America
Compliance, Data, Impact & ESG, Portfolio Management, Risk Management
Clarity AI uses machine learning and artificial intelligence to provide investors and advisors with insights to make sustainably informed decisions.ย
Sensiba leverages best-in-class technology combined with family office services to create elegance out of complexity.
ClearMacro
United Kingdom
Data Aggregation, Investing technology, Portfolio Allocation, Portfolio Management, Risk Management
ClearMacro provides a lightweight, real-time investment decision-support SaaS that augments human decision-making to generate better investment outcomes and increase client trust.
Sandbox Wealth
United States of America
Artificial Intelligence, Banking Providers, Commercial Bank, Consolidated Reporting, Data, Data Aggregation, Private Bank, Reporting, Technology provider
Sandbox Wealth is a turnkey banking platform for independent advisors and family offices.
Fincite
Germany
Advisors, Asset managers, Compliance, Consolidated Reporting, Crypto & Blockchain Fund Manager, Data, Data Aggregation, Digital asset exchange platform, Digital asset trading technology, Digital Assets & Currencies, Impact & ESG, Investing technology, Investment platform, Portfolio Management, Prime Brokerage, Technology provider
We empower family offices and their customers to make intelligent financial decisions.
MyFO
Canada
Consolidated Reporting, CRM, Data Aggregation, Investing technology, Portfolio Management, Technology provider
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.
Performativ
Denmark
Advisors, Asset managers, Consolidated Reporting, Data Aggregation, Portfolio Management, Risk Management, Technology provider
Providing family offices and their clients with a powerful, secure, affordable wealth management platform, that is fit for the future.
Purpose-built by experienced investors, Clade empowers family offices to unlock, transform, and harness their wealth of unstructured data. By automating complex workflows and tasks, Clade saves family office teams invaluable time and transforms existing data into actionable insights, enabling smarter and faster decisions.
Automation of manual workflows related to alternative investment documents and data management, extraction and delivery.
Nasdaq for Family Offices
United States of America
Consolidated Reporting, Data Aggregation, Digital Due Diligence, Impact & ESG, Peer Benchmarking, Portfolio & Cost Analysis, Portfolio Management, Risk Management
Nasdaq Asset Owner Solutions unites the most comprehensive institutional data from eVestment, with true multi-asset class portfolio analytics and services from Solovis.
Bridge is an operating system for the new age of private markets. AI-native infrastructure and insights, purpose-built for alts.
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.
PrizmaDesk
Slovenia
Consolidated Reporting, Data Aggregation, Portfolio & Cost Analysis, Portfolio Management
PrizmaDesk is a comprehensive portfolio consolidation platform. We provide a centralised repository of precise, full-picture investment data for family offices and high HNWIs.
Orca by Balentic is a state-of-the-art tech platform designed to facilitate fund formation and capital allocation in Private Markets for General and Limited Partners.
PandaConnect
Denmark
Accounting, Compliance, Consolidated Reporting, Data Aggregation, Portfolio Management, Risk Management
PandaConnect is a global full-scale investment administration solution servicing clients around the world covering all asset classes both bankable and non-bankable investments.
Clariteer helps individual investors consolidate and understand their private equity investments. No scattered reports, no blind spots, no wasted time.
Trusted Family
Belgium
Advisors, Artificial Intelligence, Client Portal, Engagement Platform, Governance, Security & Risk, Technology provider
Trusted Family is the leading digital platform for family businesses and offices, designed to secure sensitive information, streamline communication and facilitate decision-making.
Clockwork
United States of America
Consolidated Reporting, Data Aggregation, Digital Due Diligence, Investment platform, Portfolio Management, Private Markets, Reporting
Clockwork offers a robust private investment management platform for family offices and global private investors, to centrally track alternative assets and everything else.
Ethic
United States of America
Consolidated Reporting, Data Aggregation, Fund & External Asset Manager, Impact & ESG, Portfolio Management, Reporting, Technology provider
Ethic works with families and wealth advisors to create custom equity portfolios that can be tailored to unique values, tax preferences, and financial goals.
Managing Family Office compliance with the U.S. government through modern technology. Their all-in-one solution handles Annual Reporting, Registered Agent Services, Entity Formations, EINs and FBARs โ ensuring compliance in all 50 states.
Improve your transparency in Private Markets investments.
Bourgeois Bohรจme
Lithuania
Accounting, Consolidated Reporting, Lifestyle & Concierge, Outsourced solutions
It's more than a payment solution. It's lifestyle
Meetย ORCA: The secure, intuitive way to store and share sensitive financial information and have productive discussion about wealth.
KeeSystem
Switzerland
Asset managers, Client Portal, Compliance, Consolidated Reporting, CRM, Data Aggregation, Portfolio Management, Risk Management
Our mission is to simplify the daily life of wealth management professionals through KeeSense, our portfolio management solution, automatically connected to your ecosystem.