Ownly

Family offices managing wealth across multiple banks, custodians, and asset classes typically face a fragmented picture: accounts held at different institutions, illiquid assets sitting outside any reporting framework, and no single view of total net worth. Ownly, a Hamburg-based fintech regulated by BaFin as an account information service under the German Payment Services Act (ZAG), addresses this by aggregating all holdings into one web-based platform. The offering splits into two tracks: Ownly Family, aimed at wealthy families and their principals, and Ownly Advisor, designed for wealth managers and advisors to oversee client portfolios without manual data gathering.

The platform covers several distinct functions that matter to family office teams:

• Multibanking aggregation across German banks, consolidating accounts and securities deposits in one view
• Real estate valuation through third-party partner integrations, pulling illiquid assets into the overall picture
• Portfolio structure analysis showing allocation and performance across the total wealth base
• PDF report generation directly from the web app, formatted for use in meetings with tax advisors or wealth managers
• An OWNLY Club providing access to market reports and vetted partner products

Data is stored exclusively on German servers certified to ISO 27001 by the BSI, and the firm explicitly positions discretion and data security as core commitments. Pricing is not disclosed publicly, and the platform appears focused on the German market, with no indication of multi-language or international bank connectivity beyond Germany. The advisor module positions Ownly as a tool for wealth managers serving clients rather than a pure internal family office operating system. Teams requiring deep portfolio analytics, multi-currency consolidation, or integration with custodians outside Germany may find the scope limited.

• Aggregate accounts and securities deposits across multiple German banks
• Incorporate real estate and illiquid asset valuations into total wealth view
• Generate portfolio structure and allocation reporting
• Produce downloadable PDF reports for advisor and tax meetings
• Provide advisors with a consolidated client wealth overview

• Multibanking aggregation across German banks
• Portfolio structure and allocation dashboard
• Illiquid asset inclusion with partner-based real estate valuation
• PDF report download from web app
• OWNLY Club access to market reports and vetted partner products
• Granular access rights and multi-user permission management
• Ownly Family module for family-level wealth oversight
• Ownly Advisor module for wealth manager client portfolio management

Built for Single Family Office (SFO), Multi Family Office (MFO), Private Wealth Owners / Principals, Advisors / Wealth Advisors (RIA).