1875 FINANCE is an independent wealth management firm with operations in Switzerland and Europe, focusing on private and...

1fs Wealth provides a digital platform for wealth management, aimed at family offices, high net worth individuals, wealth...

Addepar is a multi-product software and data platform designed for complex investment portfolios. It serves investment professionals worldwide...

AgilLink provides secure bill payment and specialized cloud accounting solutions designed for family offices, business managers, and sports...

Aleta is a wealth technology company offering a next-generation wealth management platform for family offices, wealth managers, and...

Allvue Systems provides AI-enabled software and data solutions for private markets, offering back, middle, and front-office capabilities across...

AlTi Global is a holding group offering private wealth management services through its global family office network. The...

Asora is a modern family office operating platform that centralises data aggregation, portfolio management, and reporting in a...

Aspiriant is a leading independent wealth management firm in the United States that is employee owned, offering financial...

Asset Metrix Limited is a global investment management group offering a range of high-performance investment packages across multiple...

Asset Vantage is a family office software platform that unifies accounting, portfolio performance, data aggregation, and document management...

Asseta AI is the intelligent family office suite designed to unify accounting, banking, and investments for single and...

Backstop Solutions Group, LLC is a privately held Software-as-a-Service platform company, providing cutting-edge software to hedge funds, funds...

Ballentine Partners is an independent multi-family office dedicated to providing holistic wealth management and fiduciary guidance to high-net-worth...

Bank of America is a leading financial services company offering retail banking, credit cards, mortgages, auto lending, investing,...

Barclays is a British universal bank offering a broad range of financial services, including consumer banking and a...

BBR Partners is a boutique wealth management firm providing highly customized investment strategies, holistic family wealth advisory, and...

BBVA is a multinational retail bank in Spain offering a wide range of financial products for individuals, including...

Bessemer Trust is a U.S.-based private wealth management firm providing personalized wealth planning, investment management, and family office...

BNP Paribas Wealth Management is a leading international private bank offering wealth management, private banking, and related advisory...

BNY Wealth is a wealth management firm that has been assisting clients in building, managing, and sustaining their...

Brown Brothers Harriman is a global financial services firm that provides premium service and specialist expertise to sophisticated...

Canoe Intelligence provides automated data capture and management for alternative investments, delivering structured alts data from diverse document...

Canopy provides portfolio management software for wealth managers and family offices, offering seamless portfolio aggregation, consolidation, and reporting...

Centtrip redefines treasury for global businesses by providing technology-driven solutions that optimize corporate treasury operations. The company focuses...

Cerity Partners provides comprehensive wealth management and financial advisory services for individuals, families, corporations, and nonprofit organizations across...

Corient Private Wealth provides wealth management with a client-centric, 360-degree approach through comprehensive family office services and investment...

Coutts is a private bank and wealth management firm with a long history, offering personalised wealth management, private...

Cresset is a private wealth management and family office firm that serves entrepreneurs, founders, and ultra-high-net-worth families. It...

Crestbridge Family Office Services provides fiduciary and family office support for ultra-high-net-worth families, including trust, company incorporation and...

DBS Bank is a Singapore-based financial institution with a strong presence across Asia, offering consumer, corporate, and investment...

Deloitte Deutschland is a leading professional services firm offering advisory, audit and assurance, tax, and consulting services to...

Dynamo Software is a global provider of cloud-based software for the alternative investments ecosystem, serving private equity, hedge...

Empaxis provides technology and operations outsourcing for the investment industry, focusing on financial technology, data management, and AI-driven...

Entrilia is a cloud-native, API-first operations platform tailored for private capital and alternative assets. The company offers an...

Equiom is a global company providing a range of services including private wealth and family office services, luxury...

Eton Solutions delivers an integrated wealth intelligence platform designed for family offices, private equity firms, and multi-asset managers....

EY is a global professional services firm offering assurance, consulting, tax and transaction advisory services. Leveraging data and...

FA Solutions provides a cloud-based wealth management platform designed to run the entire investment management business with secure...

FundCount provides unified accounting and investment analysis software for fund administration, family offices, and asset managers. The platform...

FutureVault is a leading provider of AI-powered digital vaults and intelligent document processing for financial services and enterprise...

Glenmede is a boutique wealth management firm offering personalized financial planning and tailored investment strategies for private clients,...

Hawksford is an international provider of corporate, private client and fund services, delivering administrative and governance solutions for...

HSBC Global Private Banking provides wealth management services to high net worth individuals and families, offering expertise in...

iPaladin offers The Digital Family Office, a unified operating system built by fiduciaries for fiduciaries to govern family...

IQ-EQ is a global investor services group providing a comprehensive range of compliance, administration, asset servicing and advisory...

JTC is a global professional services firm owned by its people, delivering fund, corporate, and private client solutions...

Julius Baer is an international wealth manager with a long Swiss heritage, focused on helping clients achieve their...

KeeSystem provides portfolio management software and wealth management technology designed for independent asset managers, family offices, private banks,...

KPMG is a global network of professional services firms delivering audit, tax, and advisory services to clients across...

Landytech provides an investment management platform that consolidates investment data, automates reporting, and delivers institutional-grade analytics for multi-asset...

Ledgex Books provides full-service bookkeeping for small businesses in the Los Osos area and beyond, offering transaction categorization,...

LGT is a private banking group offering wealth management and investment services with a focus on sustainability and...

Lido Advisors is a private wealth management and advisory firm focused on high-net-worth individuals, families, charities, and institutions....

Lombard Odier is a Swiss private bank specializing in wealth and asset management, private banking services, and technology...

Masttro is a financial technology company that specializes in wealth management solutions by aggregating, analyzing, and reporting net...

Meeschaert is a French financial group specializing in private wealth management and family office services. The firm operates...

Mirador combines powerful data science with deep financial expertise to provide best-of-breed services to those who serve significant...

The Motley Fool is a financial media company offering investing insights, market news, and premium investing guidance. It...

MyFO is a leading family office technology platform designed to simplify wealth management for modern family offices and...

Northern Trust is a global financial services company that serves the UK market with guidance across wealth management,...

Ocorian is a global provider of fund administration, capital markets, corporate and regulatory compliance and fiduciary services. The...

Oxford Financial Group is a wealth management firm focused on retirement planning and risk-managed wealth strategies. They address...

Pathstone is a wealth advisory and family-office services firm that partners with individuals, families, and institutions to manage...

PCR is the leading provider of Private Wealth Aggregation solutions delivering consolidated investment data to world’s wealthiest families...

Performativ is a white-labeled wealth management platform that consolidates clients’ holdings from multiple sources into a single interface,...

Pictet is an independent Swiss private bank and asset manager founded in 1805 and headquartered in Geneva. With...

Pitcairn is a wealth management firm offering The Shared Single-Family Office®, a comprehensive model that serves multigenerational families...

Point is a productivity software designed to help users save and quickly reuse snippets of text, links, images,...

Practifi is a financial advisor CRM purpose-built for wealth management. The platform focuses on relationship-centric operations, enabling wealth...

Private Wealth Systems provides award-winning portfolio management and performance reporting software designed for ultra-high-net-worth individuals, family offices, investment...

PwC is a global professional services firm delivering auditing, assurance, consulting, tax, and advisory services across a wide...

QPLIX GmbH offers ESR-compliant wealth management software with seamless integration capabilities, designed to manage investments, reporting, and accounting...

RBC Wealth Management is the wealth management arm of the Royal Bank of Canada, providing tailored strategies to...

Rockefeller Capital Management is a multi-disciplinary financial services firm serving families, individuals, institutional investors, and corporations. The company...

Sage Intacct is a cloud-based ERP software provider focused on serving financial professionals and driving customer success. Headquartered...

Santander is a global financial services group offering a wide range of banking and financial services across retail,...

Skandinaviska Enskilda Banken is a leading Nordic financial institution focused on corporate banking and financial services for businesses...

SEI is a fintech company and global provider of investment processing and technology solutions that connect the financial...

SideDrawer provides a secure, enterprise-grade digital vault and collaboration platform designed for financial services firms to securely collect,...

SoftLedger is a cloud-based multi-entity accounting platform that provides real-time financial visibility, automated consolidation, and API-first integrations for...

Salentica is a leading provider of integrated Customer Relationship Management (CRM) solutions and software with over 30 years...

SS&C Technologies is a leading cloud-based provider of financial services technology solutions that power investment operations for asset...

Stanhope Capital is a global investment firm that combines the intelligence and resources of a large, worldwide operation...

Summitas is an award-winning engagement platform that brings family offices, wealth advisors, and clients together through a single...

Swimbird develops and offers a modern, cloud-native wealth management platform that integrates and aggregates data from multiple sources...

The Wealth Mosaic is a digital marketplace designed to support the wealth management sector by providing a comprehensive,...

TMF Group is a leading provider of administrative services, helping clients invest and operate safely around the world....

Trident Trust is a leading independent provider of corporate, fiduciary and fund administration services for the financial services...

Trusted Family is a governance and collaboration platform designed for family businesses and family offices. It provides centralized...

UBP is a family‑owned Swiss private bank focusing on wealth and asset management for private and institutional clients....

Vistra is a Fortune 500 integrated energy company focused on the competitive electricity and power generation markets in...

Vontobel is a globally operating investment house with Swiss roots, specializing in wealth management and asset management for...

WE Family Offices partners with UHNW families to manage, preserve and grow intergenerational wealth. The firm positions wealth...

WealthArc provides a data-driven wealth management platform designed for independent asset managers, banks, family offices, and investor services....

Whittier Trust is a private wealth management firm offering family office services, investments and alternatives, philanthropy, real estate,...

ZEDRA is a global provider of private client services, focusing on corporate and global expansion, active wealth, pension...