Greenlock is a cloud-based portfolio auditing and cost analysis platform designed for multi-family offices and high-net-worth individuals. The company addresses the pervasive challenge of opacity in private wealth management by conducting comprehensive fee audits using proprietary benchmarks derived from 100+ private wealth datapoints, aiming to recover capital lost to inefficient strategies and hidden costs.
Core capabilities include data aggregation, consolidated reporting, portfolio analysis, and risk management across alternatives, private equity, real estate, hedge funds, cryptocurrency, and 15+ additional asset classes. The platform supports multi-currency reporting at holding and transaction levels, offers white-label deployment, and provides custom development services. Greenlock operates on a SaaS model with holding-level data accuracy dependent on client-provided custodian information.
Pricing uses a two-tier structure: module-specific fees or an all-inclusive 0.1% per annum charge. The platform requires no direct custodian integration. Standard onboarding takes two weeks on average, with support available via dedicated contacts and on-site assistance structured around service-level agreements.
We are dedicated to transparency and a data-driven approach in finance, aiming to eliminate all hidden fees and blind spots for our clients.