644 providers.
Six firm-type
constellations.
The tools, firms and service providers behind a family office, charted as one sky — assessed for fit, and beholden to no one who sells them. Select a constellation to bring it into focus, or search for any provider by name.
Seven Landytech Alternatives and the Work Each Could Take On
Compare seven Landytech alternatives by the work each could add or replace, then test records, books and reporting with one controlled correction.
Read the analysis →The useful Landytech alternatives depend on which job a US family office needs to change. For custodial data and family reporting, investigate Addepar, Asora or Masttro. For a specific analytics or ownership-view gap, also test Asset Vantage without assuming its ledger must replace the existing books. If the proposed change includes legal-entity accounting, investigate Archway, Asset Vantage, Eton AtlasFive or FundCount. These seven are conditional starting points. No vendor demo or independent ranking informed the shortlist; the detailed comparison below is alphabetical.
Analysis · Knowledge & Decision · 12 Jul 2026
Compare Asora Alternatives by the Records They Maintain and Reports They Deliver
Compare seven Asora alternatives by the records they maintain, reports they deliver and work a US family office would need to move or retain.
Analysis · Knowledge & Decision · 5 Jul 2026
Where Does a Correction Go After FundCount? Compare Alternatives Through the First Close
Compare seven FundCount alternatives by the job each could take over. Follow one NAV correction through the books, family report and first close.
Analysis · Knowledge & Decision · 5 Jul 2026
Which Asset Vantage Alternatives Could Replace the Books, and Which Add Reporting?
Compare Asset Vantage alternatives for US family offices by the job they need to do: replace accounting books, add reporting, or connect both. Use one entity-to-report case to test the proposed role.
Analysis · Knowledge & Decision · 5 Jul 2026
Masttro Software Alternatives: Why Each Is Listed and What to Test
Compare ten Masttro alternatives by the family-office job they may serve, then test candidates with the same demo and written scope.
Analysis · Knowledge & Decision · 24 Jun 2026
Compare Investment Proposal Software Using One Worked Proposal
Compare investment proposal software for a US family office through one dated portfolio case, a stale-value hold and a proof-led shortlist.
Analysis · Investment & Portfolio · 24 Jun 2026
Financial Software Solutions for Family Offices: Map Records, Systems and Reports
Map each financial job to its record, system and owner, then test a proposed family-office software stack with an illustrative capital call.Informed views on the trends and forces shaping family-office operations — strategy, technology and structure.
Perspective · Accounting & Reporting
The aggregation trap: why "single source of truth" keeps failing
Most platforms aggregate data and call it truth. The families who actually reconcile do the opposite — and it changes what you buy. Original analysis · The editors
Perspective · Operations & Governance
Direct deals are eating the allocation. Can the back office keep up?
As families shift from funds to direct and co-investments, the operating stack — not the thesis — becomes the quiet bottleneck. Original analysis · The editors
Perspective · Tax & compliance
Tax & Compliance in Family Offices: Where Structure Meets Scrutiny
Tax is often approached as an outcome. Calculate liability. File returns. Optimize where possible. In a family office, that framing breaks down. Because tax is not just a year-end event. It is embedded in: Compliance is not separate from this system. It is the external validation of whether the system holds together. The real question […] Original analysis · The editors
Perspective · Investment & Portfolio
Investment & Portfolio in Family Offices: Where Allocation Meets Reality
Investment conversations in family offices tend to start at the visible layer. Asset allocation, manager selection, performance. What remains less examined is whether the portfolio, as reported and understood, actually reflects reality. Because in a family office, a portfolio is not a list of holdings. It is a system shaped by structure, cash flows, time […] Original analysis · The editors
Perspective · Legal & Structuring
Legal & Structuring in Family Offices: Where Control Is Designed, Not Assumed
Most families focus on investments first. Allocation, returns, managers. Structure comes later. Often after complexity has already built up. That sequence is backwards. Because in a family office, legal structure defines control, ownership, taxation, and continuity. Investments simply operate within it. If the structure is unclear or inconsistent, even well-performing portfolios can create confusion, disputes, […] Original analysis · The editors
Perspective · Accounting & Reporting
Accounting in Family Offices: Where Control Actually Comes From
Most conversations around family offices start with investments. Asset allocation, manager selection, returns. That’s visible. That’s discussed. Original analysis · The editorsDeep-dive studies on how leading family offices actually structure their operations — anonymised, with the decisions and the numbers.
Forward-looking commentary on what's changing across the family-office stack — and what to build for it now.
The embedded OCIO and your reporting stack
Outsourcing the investment office is increasingly common. What it does to your data, your independence, and your book of record is less understood. → 2026HorizonRegulation is catching up with the family office
The private, lightly regulated family office is under slow but steady pressure. The operational answer is the same one good governance always required. → 2026HorizonThe coming shake-out in family-office software
The category has never been more crowded. Consolidation is coming — and the firms that survive will be the ones that own the book of record. →A standing register of the providers behind the family-office stack — each placed in one firm-type constellation, assessed for mandate and coverage, and marked when reviewed against primary sources. Nothing here is paid for, ranked for pay, or resold by us.
| Provider | Constellation | Coverage | Reviewed | Locator |
|---|
✦ reviewed against primary sources on the date shown · locators are catalogue positions within the atlas · see method →
Most directories are advertisements wearing the costume of research. A vendor pays, and a logo rises to the top. We built the opposite: a register where placement cannot be bought, because nothing is for sale but the rigour.
Every provider is placed in one of six firm-type constellations and assessed for mandate, coverage and family-office fit. The register is re-surveyed every quarter as providers are added, change hands, or shut down.
When we don't know, we say so. When a position is carried on an estimate, it is marked as one. The point is not to flatter the sky — it is to give you a chart you can actually navigate by.
Independent by default
Providers are mapped and assessed for family-office fit — never ranked for pay, never sold a placement.
Assessed for fit
Placed by function, then judged on mandate, coverage and integration surface.
Refreshed quarterly
Re-surveyed every quarter; drift is re-plotted, and the edition number ticks up.
Guides, reports and frameworks to build your family-office stack — free.
Report
Vendor Landscape Report 2026
644 providers mapped across six firm-type groups — the definitive guide to the family-office tech stack.
Download free →
Framework
Tech Selection Framework
A structured approach to evaluating, shortlisting and selecting technology providers for your family office.
Download free →
Checklist
Governance Checklist
Operational and governance best practices for single and multi-family offices — 48 checkpoints across six domains.
Download free →The stack is changing fast.
Don’t navigate it blind.
Weekly intelligence on tools, providers and strategy — curated for family-office professionals. No noise, no spam.