The Atlas

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The Atlas — 644 providers

Technology

+impact — Impact.com is a partnership management platform built for brands that run affiliate, creator, and customer referral programs.
1fs Wealth — Most wealth aggregation platforms were built around publicly traded securities.
Abbove — Family offices managing complex multi-generational wealth often struggle with a fragmented advisory picture: assets held across multiple…
Accrete — Accrete builds autonomous AI agents for government agencies and large enterprises, with no stated offering for family offices, private we…
Addepar — Family offices running complex, multi-entity portfolios across liquid and illiquid assets often hit a wall with legacy reporting tools: d…
Adenza — their website for Adenza returned only invalid URL errors across all pages, providing no substantive information about the company's prod…
Advisor 360 — Advisor360° positions itself as a Wealth Operating System for broker-dealers, RIAs, and independent advisors, built on a proprietary Unif…
Advisor Engine: Digital Wealth Management Technology — Advisory firms running on disconnected tools often find that CRM, portfolio management, reporting, and client portals create parallel wor…
Affinity — Family offices sourcing direct investments and co-investments face a structural problem: the relationships that unlock proprietary deal f…
AgilLink — Managing bill payments and accounting across multiple high-net-worth clients requires controls that general-purpose accounting tools were…
Agio — their website for agio.com resolves entirely to Netrio, a managed IT services provider focused on mid-market enterprises.
Aleta — Most wealth platforms are built for finance professionals first, then handed to the principal as an afterthought.
Allvue Systems — Alternative investment managers running multi-strategy portfolios face a persistent friction: front, middle, and back office teams operat…
Altoo — Family offices managing wealth across multiple banks, asset classes, and generations face a structural problem: the data lives everywhere…
Altvia — Private capital firms running fundraises on spreadsheets and email chains face a structural problem: LP data lives in too many places, fo…
Alwy — Swedish advisory firms managing client portfolios across multiple instruments face a persistent operational problem: separate systems for…
Apex Fintech Solutions — Building a digital investing experience from scratch typically requires assembling custody, clearing, trade execution, data warehousing…
Apliqo — Apliqo is a financial planning and analysis platform built on IBM Planning Analytics / TM1, the OLAP engine widely used by finance teams…
AppFolio — Property managers and real estate operators handling investor capital face a structural problem: the tools for property operations and in…
Appway — Appway, now operating as part of FNZ, focuses on digital client onboarding for banks and wealth managers serving private investors.
Arcesium — Arcesium was built from a specific institutional lineage: the platform originated from technology developed and tested within the D.
Arch Investments — Managing a portfolio of alternative investments means dealing with dozens of GP portals, inconsistent document delivery, scattered K-1s…
Asora — Family office teams that still compile monthly reports by pulling PDFs from bank portals, exporting CSVs, and reconciling in spreadsheets…
Asset Vantage — Asset Vantage was built from inside a family office, not sold into one.
Asseta — Most family offices running multi-entity structures eventually outgrow QuickBooks but find that enterprise ERP systems were never built f…
Atalaya — Family offices managing diverse asset classes across real estate, financial assets, and alternative investments often spend significant t…
Auria — Auria is a wealth management platform built specifically for ultra-high-net-worth clients and family offices, developed by Advyzon, a fir…
Backstop Solutions — Family office investment teams spend significant time managing data across disconnected systems, chasing documents from fund portals, and…
Bakkt — Bakkt is a publicly listed digital asset infrastructure firm founded in 2018 that sold its loyalty business in late 2025 to focus entirel…
Balentic — Private markets fundraising has long relied on personal networks, email threads, and unstructured data in spreadsheets.
Banyan Infrastructure — Sustainable infrastructure project finance runs on spreadsheets, email chains, and disconnected data sources that create version control…
Betterment — Betterment is a consumer-focused automated investing platform targeting retail investors and independent RIAs, not family offices or priv…
BILL — Family offices running operational accounting through disconnected tools face a familiar problem: invoice approvals sit in email threads…
Bitcashier — Family offices holding cryptocurrency face a specific operational problem: converting digital assets into fiat for real-world purchases w…
Black Diamond — Family offices managing ultra-high-net-worth portfolios face a structural problem: the tools that handle portfolio reporting rarely talk…
Blend — Blend is a digital origination platform built for banks, credit unions, independent mortgage banks, and mortgage servicers.
Bloomberg — Bloomberg Professional Services is a global financial data and analytics provider whose Terminal platform has long served as the referenc…
Bourgeois Bohème — Managing finances across a principal household, multiple family members, and household staff typically requires stitching together separa…
Bridge — Managing alternative investment portfolios generates a volume of documents, capital call notices, and fund-level data that most generalis…
Broadridge — Broadridge Financial Solutions is a publicly listed fintech infrastructure provider whose wealth management offering targets broker-deale…
Burgiss — Family offices with significant private markets exposure face a persistent measurement problem: public and private assets live in separat…
BYOB — Financial services firms spend significant staff hours on tasks that follow predictable rules: generating onboarding decks, logging compl…
Canoe Intelligence — Canoe Intelligence was built inside a single-family office.
Canopy — Multi-custodian data consolidation is a persistent operational burden for family offices managing assets across private banks, brokers, a…
Capitolis — Capitolis is a financial technology firm built for capital markets infrastructure, not family office operations.
Carta — Fund of Funds managers and VC/PE firms operating across multi-layered capital structures face a chronic problem: data lives in disconnect…
Cascade — Family offices managing multi-generational structures across jurisdictions face a specific compliance burden: mapping beneficial ownershi…
Centtrip — Managing money across multiple currencies, jurisdictions, and fast-moving operational teams is a persistent headache for family offices w…
Circle — Circle is a regulated stablecoin issuer and financial infrastructure provider, most relevant to family offices that hold or transact in digital assets.
CitizenX — Citizenship by investment has long been managed through fragmented advisory firms that quote low headline numbers and reveal the full cos…
Clariteer — Private equity investors at the individual and small family office level face a persistent data problem: fund documents arrive as PDFs ac…
Clarity AI — ESG and sustainability data have a well-documented quality problem: legacy providers show discrepancies greater than 20% in roughly one i…
ClearMacro — Family offices often spend significant time and budget sourcing macro research, managing data feeds, and translating analysis into action…
Clearwater Analytics — Investment teams running multi-asset portfolios across custodians, geographies, and asset classes often spend as much time reconciling da…
Clio — Clio is a cloud-based legal practice management platform built for law firms ranging from solo practitioners to large multi-office organizations.
Clockwork — Family offices with meaningful private market allocations often wrestle with fragmented data spread across fund documents, capital call n…
CloudMargin — Managing collateral across multiple counterparties, instruments, and margin regimes is a manual-intensive process that strains operations…
Cobalt — Private equity and venture capital firms managing portfolio company data at scale face a familiar problem: critical information spread ac…
Code42 — Code42 was acquired by Mimecast and its core product, Incydr, now operates as Mimecast's insider risk management offering.
Cognizant — their website returned a 404-equivalent error page for Cognizant's financial services section, providing no substantive information about…
Colmore — their website for colmore.com redirects entirely to eFront, a BlackRock-owned alternative investment technology platform.
Confluence Technologies — Regulatory reporting for investment managers operates under a contradiction: the volume of filings grows each year, but the tolerance for…
Copia Wealth Studios — Family offices managing complex alternative investment portfolios often spend more time chasing data than acting on it.
Coryx — Family offices managing assets across multiple custodians, ownership structures, and asset classes face a persistent aggregation problem:…
Croesus — Croesus positions itself as Canada's dominant portfolio management platform for financial institutions, with over $2.3 trillion in client…
Cyndx — Cyndx was built by an investment banker with over 20 years of experience at Salomon Brothers, DLJ, Credit Suisse, and Bank of America Merrill Lynch.
Dasseti — Collecting and reviewing DDQs, RFPs, and ESG questionnaires across dozens of managers is one of the most time-intensive operational tasks…
Digital Shape Technologies — Family offices that rely on multiple disconnected systems for portfolio tracking, reporting, and compliance often face a familiar problem…
DiligenceVault — Family offices managing private markets allocations face a compounding problem: as deal flow grows and manager rosters expand, the due di…
Diligent — Most organizations managing board governance and regulatory compliance run these functions through disconnected processes, where risk reg…
DiliTrust — Family offices sitting at the intersection of corporate governance and multigenerational wealth often find their legal and governance ope…
DocuSign — Docusign is the dominant name in electronic signatures and agreement management, serving over 1.7 million customers across industries inc…
DoLand — Family offices and wealth managers committed to impact investing face a persistent communication gap: portfolio data exists, but translat…
dployai — Deploai is a DevOps automation platform built for engineering teams that want to deploy applications to Kubernetes and Docker without wri…
Droit — Regulatory complexity in capital markets compounds every year, and institutions that rely on manual interpretation of disclosure rules ac…
DXC Technology — their website for DXC Technology's financial services page returned a 404 error, providing no substantive information about their offerin…
Dynamo Software — Family offices investing in private markets often manage data across fund managers, portals, emails, and spreadsheets simultaneously.
eFront — eFront, a BlackRock company, is a private markets technology platform built for institutional-grade alternative investment management.
Elysys — Family offices running on spreadsheets or disconnected systems face a recurring problem: investment accounting, portfolio reporting, and…
Enfusion — CWAN (formerly Clearwater Analytics) is a publicly traded investment management technology firm that operates across the full investment…
Entrilia — Fund managers and administrators running private equity, venture capital, or private debt strategies often stitch together multiple disco…
Envestnet — Advisors managing high-net-worth and ultra-high-net-worth clients face a recurring structural problem: multiple investment strategies, mu…
ESSAFIN — ESG analysis in investment contexts suffers from a chronic data credibility problem: ratings diverge, methodologies differ, and much of w…
EstateSpace — Family offices managing physical assets across multiple properties, vehicles, art, and collections typically piece together operations fr…
Eton Solutions — Eton Solutions was founded by family office professionals who found that existing software was not built for the structural complexity of…
eVestment — Nasdaq eVestment occupies a specific position in institutional investing: it is the data network through which asset managers, consultant…
Eze Castle Integrations (ECI) — Alternative investment firms running lean operations face a recurring tension: sophisticated regulatory and cybersecurity demands require…
FA Solutions — Most investment operations platforms force firms to stitch together separate tools for portfolio management, compliance, accounting, and…
FactSet — Investment teams that rely on a single workstation for research, portfolio analytics, and client reporting face a recurring problem: data…
Fenergo — KYC compliance at financial institutions is chronically slow, manual, and fragmented across jurisdictions.
FileForms — Family offices managing wealth across multiple generations and jurisdictions typically hold dozens of legal entities spanning several states.
Finartis — Family offices managing assets across multiple custodians and asset classes face a familiar problem: data sits in disconnected systems, m…
Fincite — Family offices running assets across multiple custodians, accounts, and family members face a familiar problem: the data exists, but it lives in silos.
FinFolio — Most advisory back offices run on a patchwork of disconnected tools: one system for reporting, another for trading, a third for billing…
FintechOS — Banks and insurers building new financial products typically face a choice between waiting months for core system teams to act or accepti…
Fireblocks — Securing digital assets during transit is a different problem than securing them at rest, and Fireblocks was built specifically around th…
First Rate — First Rate has operated in wealth technology since 1993, which means it predates most of its current competitors by a decade or more.
Fiserv — Fiserv is a large-scale financial technology company whose primary clients are banks, credit unions, fintechs, and enterprises.
Fisglobal — FIS is a large-scale financial technology company whose product catalog spans core banking, payments infrastructure, treasury automation…
Five Sigma — Five Sigma is an AI-native claims management platform built for insurers, managing general agents (MGAs), and third-party administrators (TPAs).
Flanks — When a family office holds assets across a dozen banks, several custodians, and a mix of private and alternative investments, the daily r…
Flanks — Flanks is a WealthTech platform that consolidates fragmented wealth data into actionable intelligence for financial institutions.
Flint — Flint is an AI-powered landing page builder that autonomously generates custom pages matched to specific keywords, ad campaigns, and audience segments.
Forma — Forma is an employee benefits administration platform built for employers who want to replace fragmented point solutions with a single, c…
Forwardlane — Forwardlane's website provided no substantive content at the time of extraction.
FundCount — Family offices running complex multi-entity structures often find that portfolio reporting and accounting live in separate systems, requi…
FundGuard — Legacy investment accounting systems were designed for a world where batch-processing overnight was acceptable and asset classes stayed n…
Fundipedia — Asset managers and fund operators consistently struggle with product data scattered across multiple vendors, systems, and formats, with n…
FutureVault — Family offices have long struggled with documents scattered across shared drives, email threads, advisor portals, and physical storage.
Global Relay — Regulated financial firms face a persistent problem: business communications happen across dozens of channels, and capturing all of them…
GreenKey Technologies — The website for greenkeytech.com, as , belongs to a Madrid-based NLP and artificial intelligence firm founded in 2019.
Greenlock — Greenlock is a cloud-based portfolio auditing and cost analysis platform designed for multi-family offices and high-net-worth individuals.
Gresham Technologies — Buy-side and investment management firms running large volumes of position, transaction, and reference data across multiple custodians an…
Hatcher+ FAAST® (Funds-as-a-Service Technology) Platform — Family offices that want to invest in venture and private equity typically face a fragmented stack: separate tools for deal sourcing, fun…
Hazeltree — Family offices managing complex counterparty relationships across prime brokers, custodians, and global banks face a chronic problem: cas…
HiddenLevers — HiddenLevers was a risk analytics platform for investment advisors and wealth managers, focused on scenario analysis and portfolio stress testing.
iLevel (iLEVEL Solutions) — iLevel Solutions built its platform specifically for the data management and reporting challenges that arise in private markets investing…
Infront — Wealth managers and family offices operating across European markets often face a fragmented data landscape: market prices, portfolio ana…
Integrated Portfolio Solutions — Most portfolio administration platforms impose custody constraints on investment choice, forcing advisers and family offices to work arou…
IntelliCheck — Synthetic identity fraud has become the defining threat for financial institutions and wealth managers opening new accounts.
intelliflo — Intelliflo builds practice management software for financial advisers and registered investment advisors, with a platform that powers the…
InvestCloud CRM — InvestCloud positions itself as a wealth technology platform serving private banks, wealth managers, broker-dealers, and TAMPs through a…
iPaladin Digital Family Office — When a key person leaves a family office, they take with them the context behind decisions, the history of advisor relationships, and the…
Jacobi — Multi-asset investment teams often find themselves managing portfolio construction through a patchwork of spreadsheets, siloed analytics…
Jay Solutions — Jay Solutions originated inside a wealth management firm — JAM Advisors, founded in 2012 — before being spun off in 2021 to focus exclusi…
Jubilee Ace — Jubilee Ace is a BVI-registered arbitrage platform founded in 2018 that operates A.Q.U.A (Ace Quantum Universal Arbitrage), a Python-base…
Juniper Square — Private market GPs managing investor relations across fundraising, onboarding, compliance, and reporting typically juggle disconnected sy…
KeeSystem- Family office portfolio management software — KeeSense is a portfolio management platform built by KeeSystem, a firm founded in 2009 and headquartered in Monaco with offices in Geneva…
Landytech — Landytech was founded by Benjamin Mouté, a former Head of Investment at Schroders NFC, and Gregory Chouette, former Head of Multi Asset I…
Ledger — Securing private keys is the central vulnerability in any digital asset holding strategy.
Ledgex — Family offices managing alternative-heavy portfolios face a recurring problem: investment data arrives late, in inconsistent formats, fro…
LemonEdge — Family offices running complex multi-generational structures across private equity, real assets, and personal holdings often find that le…
Liberis — Liberis is an embedded finance provider that enables payment platforms, marketplaces, and software companies to offer revenue-based fundi…
Linedata — Private capital investment teams spend significant time chasing data locked in PDFs, credit agreements, and quarterly reports from portfolio companies.
LP Analyst — Private market investors managing LP portfolios face a persistent operational problem: investment data arrives in inconsistent formats ac…
Lumiant — Most financial advisory software focuses on portfolio performance as the central measure of value.
Macrobond — Investment teams that rely on macroeconomic data spend a disproportionate share of their time collecting, formatting, and manually refres…
Mantle — Family offices managing private fund investments face a persistent operational burden: manually logging into dozens of GP portals, downlo…
Masttro — Masttro was founded in 2010 by practitioners working inside a complex, multigenerational single-family office.
Matter — Most ESG ratings tell investors whether a company manages sustainability risks to its own financials.
Miles Software — Family offices running across multiple entities, custodians, and asset classes typically face a fragmented operational stack: reconciliat…
Mintegral — Mintegral is a mobile marketing platform owned by Mobvista that operates in user acquisition, retargeting, and in-app monetization for mo…
Mirai Wealth — Portfolio construction for wealth management and asset management firms has long required either large specialist teams or accepting gene…
Monetago — Duplicate financing fraud is a persistent and costly problem in trade finance: the same invoice or receivable gets financed multiple time…
Morningstar Office — their website for morningstar.com represents the public-facing retail and editorial website of Morningstar, Inc., a publicly traded inves…
Mortgage Automator — Private lending operations often collapse under manual processes: loan files built in Excel, documents generated in Word, payments tracke…
Mosaic — their website for mosaic.tech resolves entirely to HiBob, an HR and workforce management platform with a finance planning module called Bob Finance.
MSCI — Family offices managing across public equities, private funds, direct investments, and real assets face a structural data problem: each a…
MuleSoft — Family offices running multiple systems across portfolio management, CRM, accounting, and reporting often find that data sits in silos, f…
MyFO — Family offices running on spreadsheets, Outlook reminders, and scattered document folders are the exact client MyFO was built to replace.
MyVest Wealth Management Technology| Simple — MyVest is a San Francisco-based wealth management technology firm, acquired by TIAA in 2016, that sells its Strategic Portfolio System (S…
Nasdaq Financial Technology — The URL for Nasdaq Financial Technology returned a 404 error, meaning the page no longer exists or has been moved.
Nasdaq for Family Offices — Family offices and institutional investors managing multi-asset class portfolios routinely face the same problem: portfolio data lives in…
Nines — Family offices managing multiple residences typically juggle property details across spreadsheets, text chains, and disconnected file sto…
Nirvana Solutions — Family offices that have outgrown spreadsheets and fragmented point solutions typically face the same bottleneck: clean, consolidated dat…
Ntropy — Raw bank transaction data is notoriously difficult to work with: inconsistent merchant names, missing context, and incompatible formats a…
Omega Point — Most investment teams running multi-manager or multi-strategy structures face the same problem: risk and performance data live in separat…
Ondas Networks — Ondas Networks is a business unit of Ondas Inc.
Oracle Financial Services — Oracle Financial Services targets banks, insurers, and large financial institutions with a broad suite of applications covering core bank…
ORCA — Entity management for complex family structures involves tracking dozens of legal entities, ownership percentages, compliance deadlines…
Orion — Multi-entity reporting is one of the most persistent operational headaches for family offices: assets spread across custodians, trusts, L…
OWL Analytics — Owl Analytics was acquired by Collibra and now operates as Collibra Data Quality and Observability, a platform built to detect, diagnose…
Ownly — Family offices managing wealth across multiple banks, custodians, and asset classes typically face a fragmented picture: accounts held at…
PactSafe — PactSafe, now operating as part of Ironclad, is a contract lifecycle and eSignature platform built around the idea that different contrac…
Pagaya — their website for Pagaya returned only an SSL certificate error, providing no substantive information about the company's products, servi…
Panorama — Panorama Education is a K-12 education technology company that builds data platforms for school districts, superintendents, teachers, and students.
PayScale — Payscale is a compensation data and technology provider serving HR teams and compensation managers at mid-market and enterprise organizations.
Paysign — Paysign is a financial technology company focused on prepaid card programs, corporate disbursements, pharmaceutical patient affordability…
Performativ — Multi-family offices managing clients across multiple custodians, holding structures, and asset classes routinely face the same problem:…
PetakSys — Family offices handling multi-custodian data aggregation spend hours each week logging into banks, extracting files, and manually reconci…
Plansmith — Plansmith serves community banks and credit unions, not family offices or private wealth clients.
Point — Most wealth and asset managers carry a structural data problem that gets worse as the business grows: investment data sits fragmented acr…
Practifi — Practifi is a CRM built specifically for RIAs, broker-dealers, and wealth management firms, running on Salesforce's infrastructure.
Pretim — Family offices running multi-custodian portfolios spend disproportionate time chasing clean data: logging into bank portals, reconciling…
Private Client Resources — For family offices with significant alternatives exposure, the operational burden of tracking capital calls, distributions, and manager s…
Privé — Family offices running multi-currency, multi-custodian portfolios across complex ownership structures often find that their technology st…
Privé Technologies — Priv Technologies is a German custom software development firm building bespoke business applications across a range of industries.
PrizmaDesk — Family offices managing assets across multiple custodians, banks, and private holdings face a persistent data problem: no single view of total wealth.
Profile Software — Profile Software is a publicly listed financial technology firm founded in 1990 and headquartered in Greece, with 15,000 users across 650…
Proof — Family offices and funds increasingly face LP pressure to demonstrate sustainability credentials, but most lack the internal infrastructu…
Prove — Nine of the top ten US banks rely on Prove for identity verification, which tells you something about where this technology sits in the f…
QPLIX — QPLIX was founded in 2012 by three investment professionals who were working inside a German single-family office.
Qredo — Holding digital assets through a centralized custodian introduces a specific and well-documented problem: the custodian retains control o…
Quantfolio Asset Management — Financial institutions across Europe spend a disproportionate share of advisor time on administrative tasks rather than client interaction.
Quantilia — Family offices with complex, cross-asset portfolios often spend disproportionate time chasing data from custodians, managers, and fund ad…
Quantrisk — QuantRisk is an AI forecasting and trading optimization platform built exclusively for electricity markets.
Re-Leased — Family offices managing commercial real estate portfolios often run into a specific operational problem: lease data, maintenance workflow…
Realiste — Realiste is a white-label AI platform for real estate professionals who want to launch their own branded property search and analytics marketplace.
RealPage — RealPage is a property management software company built exclusively for the rental real estate industry, with its product suite centered…
Redtail — Redtail Technology positions itself as a CRM built specifically for financial advisors, with compliance and workflow management as centra…
Refinitiv — Refinitiv, now operating as LSEG Data & Analytics following the London Stock Exchange Group's acquisition, serves over 40,000 customers a…
Relay — Relay is a financial technology company built for small businesses that need structured control over operational cash.
RetireUp — RetireUp is a retirement income planning tool built for financial advisors, now operating as part of the InvestCloud platform following an acquisition.
Revere — Private market allocators typically spend hours each quarter manually keying capital call notices, K-1s, and NAV statements into spreadsh…
Ridgeline — Most investment management firms running on legacy infrastructure stitch together five to ten separate systems to cover trading, complian…
Riskalyze — Risk tolerance quantification has long been a weak point in advisory workflows: advisors rely on vague questionnaires that clients forget…
Riskified — Riskified is an ecommerce fraud prevention platform built for online merchants, not family offices or private wealth clients.
Robora — Robora is a Romanian IT services firm founded by two Managing Directors with backgrounds in cybernetics, statistics, and SAP enterprise systems.
Rook — their website at rooksecurity.com resolves to the Sophos website, a general-purpose enterprise cybersecurity vendor with no identifiable…
Royc — Most wealth managers wanting to build a private markets program face the same bottleneck: the operational and legal infrastructure requir…
Sage Intacct — Family offices running on spreadsheets or legacy on-premise systems often spend weeks each month consolidating financials across a tangle…
SAI360 — Family offices with formal compliance functions, internal audit programs, or multi-jurisdictional regulatory exposure face a common opera…
SalesPage Technologies — Asset managers distributing funds across intermediary channels face a chronic problem: data arriving from dozens of sources in incompatib…
Salsify — Salsify is a product experience management (PXM) platform built for consumer goods brands, retailers, and B2B manufacturers that need to…
Sandbox Wealth — Family offices and RIAs that refer clients to outside banks for cash management and credit face a structural conflict: they lose visibili…
SAS Institute — their website for SAS Institute's financial services URL returned a 404 error, meaning no substantive content about their financial servi…
Scorechain — Asset managers and wealth offices adding digital assets to their portfolios face a compliance gap that traditional AML tools cannot close…
Seismic — Seismic is a sales enablement platform built for revenue teams at large enterprises, with a dedicated offering for financial services fir…
Self — Self (self.inc) is a consumer credit-building fintech targeted at individuals with no credit history or damaged credit scores.
Sharegain — Securities lending has historically been the domain of large institutional players with the operational infrastructure to run it.
Sharpfin — Sharpfin is a Swedish SaaS platform built for wealth managers, fund companies, and family offices that need a single system to handle por…
SideDrawer — Family offices managing sensitive client documents across multiple advisors, accountants, and legal professionals face a persistent probl…
Silcube Software — Private debt managers running on spreadsheets and disconnected point solutions face a familiar problem: covenant monitoring happens manua…
SimCorp Coric — Large institutional investment managers often run disconnected front, middle, and back office systems that create reconciliation gaps, de…
Smartleaf — Portfolio rebalancing at wealth advisory firms typically consumes hours of advisor time per week, with tax-sensitive transitions requirin…
SoftLedger — Family offices managing holdings across multiple entities, currencies, and asset classes often find themselves stitching together spreads…
Soldo — Family office COOs managing multi-entity structures know the cost of decentralised spending: finance teams chasing receipts, month-end re…
Sopact — Sopact serves nonprofits, foundations, corporate giving teams, and impact-focused organizations that need to collect stakeholder data, me…
Sora Finance — Wealth advisors working with high-net-worth clients often watch mortgage business migrate to banks and wirehouses, where institutions use…
Sprout — Fund managers fielding repetitive investor questions face a familiar bottleneck: the same data sits across hundreds of pages of legal doc…
SRL Global — SRL Global originated from a statistical research background and built its entire product suite exclusively for family offices, with no r…
SS&C Family Office Services — SS&C Technologies operates across financial services and healthcare technology, but its family office and private wealth offering sits wi…
Stacc Escali — Nordic investment companies and family offices managing diverse asset portfolios often run treasury, risk, and portfolio functions across…
Stockopedia — Stockopedia was founded after CEO Ed Croft, a former Goldman Sachs wealth manager, lost more than half his portfolio in 2007 by concentra…
SuisseTechPartners — Family and multi-family offices running on legacy systems often face a fundamental mismatch: their operational complexity outgrows the to…
SumIt — Most family office accounting problems trace back to the same root cause: generic software that was never designed for layered entity structures.
Summitas — Family offices and wealth advisors routinely juggle data from portfolio systems, document repositories, custodians, and internal tools, w…
SumSub — KYC and AML compliance presents a recurring operational burden for any financial institution that onboards clients at scale.
Swimbird — Family offices managing a mix of listed securities, private equity stakes, real estate, and fund investments face a persistent data probl…
Tamarac — Tamarac, now fully integrated under the Envestnet brand, is a technology platform built for registered investment advisors managing clien…
Tamarix — Family offices managing private markets allocations typically operate with a patchwork of email inboxes, GP portals, spreadsheets, and po…
TechRules — TechRules is a Madrid-based wealthtech firm with over 20 years of history building modular software for financial institutions.
Templum — Private markets investing has historically been burdened by manual workflows, fragmented systems, and high operational overhead that slow…
Tetrix — Tetrix addresses a core operational friction for family offices: the manual collection, normalization, and analysis of alternative invest…
The Upright Project — Most sustainability metrics tell investors how well companies talk about their impact, not what that impact actually is.
Theorem — Theorem.com redirects entirely to Tech Soft 3D, a software company specialising in CAD data translation, visualisation, and extended real…
Tier1 Financial Solutions — Capital markets firms that run on generic CRM platforms often lack the workflow depth needed for complex sell-side operations: interactio…
TIFIN Give — Family offices managing philanthropic activity across multiple vehicles, generations, and compliance requirements typically patch togethe…
Tigerspike — Tigerspike's domain has redirected to Concentrix, a large-scale enterprise technology and customer experience firm that serves roughly 2…
Tindeco Vision — Tindeco Vision addresses a specific tension in wealth management: investment teams that need to offer genuinely personalised portfolios a…
Titanbay — Wealth managers and private banks trying to offer private market funds to clients typically face a fragmented stack: separate providers f…
Total Family Management Solutions — Most wealth transfer planning stops at documents and structures.
Transcend — Transcend is an enterprise data compliance platform built around a single architectural premise: consent and privacy rules should be enfo…
Trustap — Trustap is an escrow-style payment infrastructure company built for eCommerce and online marketplaces, not for family offices or private…
Trusted Family — Family offices serving multi-generational families often contend with a specific operational problem: communication and documents scatter…
TrustQuay — TrustQuay built its identity around digitising the trust and corporate services provider industry, targeting the operational complexity t…
Trustworthy — Advisors managing wealthy families often face a common operational problem: critical client documents live in email threads, scattered fo…
Upvest — Banks, neobanks, and fintechs building retail investment products across Europe have historically faced a hard choice: build regulated br…
Valuefy — Wealth managers at institutions like Barclays, HDFC, and ICICI rely on Valuefy as a single platform covering portfolio analytics, client…
Vanilla — Estate plans go stale. Clients forget what they signed, attorneys draft documents that sit untouched for a decade, and advisors rarely ha…
Vega Platforms — Vega Platforms is a Texas-based technology services firm offering managed services, system integrations, and migration tools.
Velvet — Velvet provides an AI-powered copilot designed to consolidate fragmented investment data sources and automate associated workflows for ve…
Venn by Two Sigma — Factor-based portfolio analytics occupy a narrow but consequential position in the family office toolkit: most offices either lack the to…
Verint — Verint targets banks, credit unions, and capital markets firms with AI-powered tools for contact center automation, workforce management…
Vestmark — Most wealth management platforms force advisors to choose between tax intelligence and portfolio flexibility.
Vidrio — Managing a multi-manager alternatives portfolio means dealing with fragmented data pipelines, inconsistent fund reporting formats, and in…
Viima — Viima, now marketed as HYPE Boards, is an idea and innovation management platform built for organizations that want to collect, evaluate…
Visible Capital — their website for visiblecapital.io presents two distinct and conflicting identities.
Vitec Aloc — Family offices running complex, multi-asset portfolios often find themselves reconciling data across disconnected systems, producing besp…
Vitech — Vitech builds and sells V3locity, a cloud-native administration platform aimed at group insurance carriers, pension funds, and pension ri…
Voly Group — Family offices managing assets across yachts, aircraft, property, and fine art face a consistent accounting problem: operational expendit…
Vyzer — Family offices managing dozens of private investments across LLCs, trusts, and IRAs often carry a quiet operational tax: reconciling capi…
Way2B1 — Way2B1 was built by practitioners who ran family offices before building software for them.
Wealth Objects — WealthObjects, founded in London in 2015, builds its platform entirely in-house as an independent, employee-owned firm.
WealthArc — Family offices managing assets across multiple custodians face a persistent operational drag: reconciling data from disparate banks befor…
Wealthbox Web-And-Mobile CRM App — CRM adoption failure is a chronic problem at advisory firms.
Wealthify — Wealthify is a UK retail investment platform owned by Aviva, launched in 2016 and serving over 130,000 customers.
Wealthsimple — Wealthsimple is a Canadian digital financial platform built for retail investors, with a secondary offering for families with over $500,000 in assets.
WealthSpectrum — Family offices managing assets across multiple banks, brokers, and entity structures often lack a single source of truth.
Wealthworks+ — Family offices managing multi-entity structures across multiple jurisdictions face a persistent administrative burden: maintaining accura…
WIZE by TeamWork — Family offices and external asset managers running across multiple custodians know the reconciliation problem well: data arrives late, in…
Xceptor — Financial operations teams at banks, custodians, and asset managers spend significant time managing data that arrives in inconsistent for…
Yardi — Family offices with meaningful allocations to real estate face a structural problem: property operations data and investment performance…
Ycharts — Investment teams at advisory firms spend significant time assembling data from multiple sources before they can generate a client-ready p…
Zafin — Zafin is a technology firm built specifically for banks and credit unions, not for family offices or private wealth managers.
Zelros — Zelros was acquired by Earnix, an AI-driven decisioning platform for insurers and banks.
Zesty — Zesty is a cloud infrastructure cost optimization platform built for engineering and DevOps teams running Kubernetes workloads on AWS.
Zywave — Zywave is an insurance technology firm built around three proprietary data assets that took 30 years to accumulate: a commercial lines ra…

Banks

+impact (by Danske Bank) — +impact (by Danske Bank) is Danske Bank's internal corporate sustainability strategy, specifically how the bank manages its own societal…
ABN Amro MeesPierson — ABN AMRO MeesPierson positions its Private Wealth Management offering as a service for clients with assets of 25 million euros or more, w…
Amina Group — Family offices adding digital assets to their balance sheets face a structural problem: most banks cannot custody crypto, and most crypto…
ANZ Bank — Family offices managing substantial assets across generations typically need a banking partner that understands both the complexity of mu…
Axys — Schwab Wealth Advisory is the premier managed advisory program within Charles Schwab, designed for clients with at least $500,000 in inve…
Banca Generali Private Bank — Banca Generali Private Bank is a listed Italian private bank, majority-owned by the Generali Group, with a stated focus on protecting and…
Bank of America Private Bank — Bank of America Private Bank is the ultra-high-net-worth division of Bank of America, sitting within the broader Global Wealth and Invest…
Barclays Investment Bank — Barclays Investment Bank operates as the institutional and corporate division of Barclays plc, offering advisory, markets, and research s…
Barclays Private Bank — Barclays Private Bank sits within one of the world's most established banking groups, with over 330 years of institutional history behind it.
BB&T Wealth — Truist is one of the ten largest commercial banks in the United States, formed through the 2019 merger of BB&T and SunTrust Banks.
BBH Private Bank & 1818 — Brown Brothers Harriman (BBH) is one of the oldest privately held banks in the United States, with a history stretching back to 1818.
BBVA — BBVA is a Spain-headquartered global bank with operations in approximately 25 countries that serves private banking clients as part of it…
BIL Bank — Founded in 1856, Banque Internationale à Luxembourg (BIL) is one of the oldest banks in Luxembourg and operates a dedicated Wealth Manage…
BMO Bank — BMO Wealth Management U.S. Operates a dedicated family office division, BMO Family Office, that targets ultra-affluent individuals and fa…
BNP Paribas — BNP Paribas is one of Europe's largest banking groups, operating across 64 countries with a presence spanning retail, corporate, and private banking.
BNP Paribas Wealth — BNP Paribas Wealth Management sits at the intersection of a global banking group and a private client practice, which creates a specific…
C. Hoare & Co Prinate Bank — C. Hoare & Co. Occupies a structurally unusual position in private banking: it has been owned by the same family for 12 generations since…
CaixaBank — CaixaBank Wealth Management Luxembourg positions itself as the first bank in Luxembourg to offer an independent advisory-only service, a…
Carnegie — Carnegie is a Nordic investment bank with a private banking division sitting alongside its dominant investment banking and securities businesses.
CIGP — Founded in Geneva in 1964 by a small group of entrepreneurial families, CIGP (Compagnie d'Investissements et de Gestion Privée) has opera…
Citi Private Capital Group — Citi Private Bank sits within one of the oldest and largest banking institutions in the world, with roots in private wealth and trust ser…
Coutts & Co. Private Bank — Founded in 1692, Coutts occupies a structurally distinct position in the UK private banking market: a bank with centuries of relationship…
Custodia — Custodia Bank sits at an unusual intersection: it holds a Wyoming special purpose depository institution (SPDI) charter, which classifies…
Danske Bank — Families with large and often complex fortunes face a persistent challenge: coordinating banking, investment, legal, and structural advic…
DBS — Asian families building multigenerational wealth across borders face a structural problem: their financial, legal, and succession needs r…
DBS Bank Ltd — DBS Private Bank operates as the private banking division of DBS Bank Ltd, a Singapore-headquartered institution with over 40 years of pr…
Degroof Petercam — Degroof Petercam is a Belgian private bank with roots dating to 1871, now operating as part of the Indosuez Wealth Management group, whic…
Deutsche Bank — Family offices navigating cross-border complexity often find that a single banking relationship cannot cover investment management, struc…
Edmond de Rothschild — Edmond de Rothschild is a family-controlled private banking group with roots tracing back to the Rothschild dynasty, and that ownership s…
FlowBank — FlowBank SA, a Geneva-headquartered Swiss bank, ceased operations on 13 June 2024 after the Swiss Financial Market Supervisory Authority…
Fluidly — their website for fluidly.com does not resolve to a family office or private wealth platform.
Globalance Swiss Private Bank — Globalance is a Swiss private bank that has built its entire investment model around a thesis most banks treat as secondary: that future-…
Goldman Sachs Ayco — Goldman Sachs Ayco occupies a specific niche that most wealth management firms ignore: the intersection of corporate benefit plans, execu…
Goldman Sachs Bank — Goldman Sachs operates one of the largest private wealth management franchises in the world, sitting within its Asset & Wealth Management division.
HSBC Private Bank — HSBC Global Private Banking positions itself as the private banking arm of one of the world's largest financial institutions, with a stat…
ICBC — ICBC (Industrial and Commercial Bank of China) operates one of the largest private banking divisions in China, offering high-net-worth an…
iFAST — iFAST Corporation is a Singapore-headquartered, SGX-listed fintech group that has built a multi-market investment platform spanning Asia…
Indosuez Wealth Management — Indosuez Wealth Management is the private banking arm of Crédit Agricole Group, operating across 15 locations globally with €233 billion…
ING — ING is a publicly listed global bank headquartered in the Netherlands, with over 60,000 employees providing retail and wholesale banking…
Itaú Private Bank — Itaú Family Office operates as a dedicated advisory unit within one of Latin America's largest banking groups, explicitly limiting its cl…
J. Safra Sarasin — Family offices managing multi-generational wealth typically need a private bank that can hold complex mandates, provide discretionary man…
Jefferies Group LLC Investment Bank — Jefferies Wealth Management sits inside a full-service global investment bank, and that positioning is its defining characteristic.
JP Morgan Private Bank — J.P. Morgan Private Bank operates at a scale that few private wealth providers can match: $2.7 trillion in client assets globally, over 7…
JPMorgan Chase & Co. Investment Bank — J.P. Morgan's Investment Banking division operates at the intersection of corporate advisory, capital markets, and transaction execution…
Julius Baer — Julius Baer traces its origins to 1890 and has spent over 130 years focused exclusively on private wealth management, which shapes every…
Julius Baer Private Bank — Julius Baer is a pure-play private bank with over 130 years of history serving high and ultra-high net worth individuals and their families.
LGT — LGT Private Bank is owned by the Princely Family of Liechtenstein, a fact that shapes its positioning more than any marketing claim could.
Lombard Odier — Lombard Odier was founded in Geneva in 1796 and has operated as a privately owned partnership ever since.
Lombard Odier Family Owned Bank — Lombard Odier has operated as a privately owned Swiss bank since 1796, structured as a partnership with no outside shareholders.
Lombard Odier Global Asset — Family offices managing assets across multiple custodians, managers, and legal structures routinely face a fragmentation problem: data si…
Maybank — Maybank Private is the private wealth division of Maybank, one of Southeast Asia's largest banking groups.
Merrill, A Bank Of America — Merrill, the wealth management division of Bank of America, directs the bofaml.com domain primarily toward corporate and institutional cl…
Morgan Stanley Investment Bank — Morgan Stanley's Wealth Management division serves individuals, families, and institutions seeking to build, preserve, and manage capital…
Morgan Stanley Private Wealth — Morgan Stanley Private Wealth Management sits within one of the largest financial institutions in the world, offering ultra-high-net-wort…
Northern Trust Family Office Technology — Northern Trust has served wealthy families and institutions since 1889, and its family office offering reflects that depth.
NWM — The domain nwm.com redirects to NatWest's corporate banking portal, a division of NatWest Group serving large corporate and institutional…
Pictet — Pictet's ownership structure sets it apart from most private banks competing for family office relationships.
Quintet Private Bank — Quintet Private Bank operates as a group of boutique private banks across Europe and the UK, with local brands including Brown Shipley in…
Raymond James — Raymond James is a full-service financial firm founded in 1962, offering wealth management, investment banking, and capital markets services.
REYL & Cie — Multi-family offices and independent asset managers operating in Switzerland often face a fragmented set of counterparties for custody, f…
Royal Bank of Canada (RBC) — RBC Wealth Management's Asia operation is built around a specific client profile: high-net-worth and ultra-high-net-worth families in Gre…
Santander Private Banking — Santander Private Banking operates within one of the world's largest retail and commercial banking groups, serving high net worth clients…
SEB Bank — SEB is a Swedish bank offering retail banking, corporate banking, and private wealth services across the Nordic region and beyond.
Signature Bank — Signature Chicago Wealth Management is the investment advisory arm of Signature Bank, a community bank serving clients primarily in Illin…
Standard Chartered Private — Standard Chartered Private Banking sits within the Wealth and Retail Banking division of a FTSE100 international bank with a presence in…
Standard Chartered Private Bank — Standard Chartered Private Bank is the private banking division of Standard Chartered, a publicly listed international banking group with…
SVB Private — SVB Private sits inside Silicon Valley Bank, a division of First Citizens Bank, and its private wealth offering is built around the speci…
Sygnum Bank — Most crypto custodians and exchanges operate outside the traditional banking framework, leaving institutional clients to manage counterpa…
Triodos Bank — Triodos Bank was founded on a premise most banks avoid: that every lending decision is a values decision.
UBP Private Bank — Union Bancaire Privée (UBP) is a Swiss private bank founded in 1969 by Edgar de Picciotto and remains family-owned today.
UBS Group AG — UBS operates as the world's largest global wealth manager, with $7 trillion in invested assets and 160 years of client relationships.
Ubs Wealth Management — UBS Wealth Management sits at the intersection of global scale and private banking tradition, a combination that matters when a family of…
Unicredit pan-European Commercial Bank — UniCredit is a pan-European commercial bank headquartered in Milan, with a stated presence across Italy, Germany, Austria, and Central an…
Vontobel — Founded in 1924 and still majority family-owned, Vontobel occupies an unusual position among Swiss private banks: a firm that has remaine…
Wells Fargo Wealth Management — Wells Fargo's Private Wealth Management division targets high-net-worth and ultra-high-net-worth clients, sitting within one of the large…

Asset Managers

8topuz — 8topuz positions itself as an AI-driven automated investment system focused on foreign exchange trading.
Acumen — Acumen is a global nonprofit founded on the concept of "Patient Capital" -- philanthropic funding deployed like venture investment to bac…
AlTi Global — AlTi Global positions itself as a multi-family office built for clients who have already solved the capital accumulation problem and are…
Amber Group — Family offices allocating to digital assets face a structural problem: the crypto market operates 24/7, requires institutional-grade cust…
Andreessen Horowitz — Andreessen Horowitz (a16z) is a venture capital firm, not a vendor serving family offices.
Apollo — Apollo Global Management operates a dedicated wealth channel, Apollo Wealth, that gives financial professionals and family offices access…
Archway (SEI) — SEI is a publicly traded financial services company with a dedicated Private Wealth Management division that serves high-net-worth indivi…
Ares Management — Ares Management, founded in 1997 and publicly traded, operates as a global alternative investment manager with over two decades of perfor…
Arsenal Capital Partners — Arsenal Capital Partners is a New York-based private equity firm that has operated for 25 years building and growing companies in two con…
Azimut — Azimut Group is an independent, publicly listed asset and wealth management group headquartered in Milan, with management and distributio…
Bain Capital — Bain Capital is a global private investment firm founded in 1984, operating as a private partnership with approximately $215 billion in a…
Blackstone — Blackstone is the world's largest alternative asset manager, with $1.3 trillion in assets under management across private equity, real es…
Brookfield — Brookfield Asset Management is one of the largest alternative asset managers in the world, with over $1 trillion in assets under manageme…
Capital Group — Capital Group is one of the world's largest privately owned active asset managers, with over $3.3 trillion in assets under management and…
Carlyle — Carlyle is one of the world's largest private markets asset managers, with $477 billion in assets under management across three primary b…
Cazenove Capital — Cazenove Capital is the high-net-worth wealth management division of Schroders, the global investment firm, operating exclusively in the UK.
Concentric — Concentric is a London-based venture capital firm that describes its approach as "Activist Ventures" -- a hands-on model in which the fir…
Crossroads — Crossroads Impact Corp is a Dallas-based holding company focused on impact lending and community development finance.
Dimensional Fund Advisors — Dimensional Fund Advisors was founded in 1981 with a specific thesis: that academic research on asset pricing could be translated into re…
DiversyFund — DiversyFund positions itself as a real estate-backed income platform for accredited investors allocating between $100,000 and $1,000,000…
Duende Ventures — Duende Ventures presents itself as a vehicle for accessing venture capital, but the website content contains almost no substantive inform…
EdgePoint Wealth — EdgePoint Wealth was founded in November 2008 in Canada with a stated commitment to putting investors first and co-investing alongside them.
EG Capital — EG Capital is a private debt impact firm focused exclusively on Eastern and Southern Africa, deploying capital into SMEs operating in foo…
Ethic — Most direct indexing platforms require advisors to choose between personalization and tax efficiency.
Franklin Templeton — Franklin Templeton is a publicly traded global asset manager offering mutual funds, target-date funds, retirement accounts, 529 college s…
Galaxy Digital — Family offices seeking institutional-grade access to digital assets face a fragmented market: custody risk sits apart from trading, lendi…
General Atlantic — General Atlantic was founded in 1980 as a family office vehicle for entrepreneur and philanthropist Chuck Feeney, whose original mandate…
Geneva Trading — Geneva Trading is a proprietary trading firm founded in 1999, deploying its own capital across listed derivatives, OTC energy, equity ind…
Golden Gate Capital — Golden Gate Capital is a San Francisco-based private equity firm that acquires and builds market-leading businesses across specialized in…
Greenlight Capital — Greenlight Capital is a New York-based hedge fund known for its long/short equity strategy and the public investment positions taken by f…
Gyroscope Capital Management — their website for gyroscopecapital.com redirected entirely to First Trust Advisors L.P.
Hellman & Friedman — Hellman & Friedman is a San Francisco-based private equity firm that has operated with a deliberately narrow investment mandate since its founding.
ICONIQ Capital — ICONIQ Capital is structured as a multi-business diversified financial services firm built around a closed network of highly influential…
Illuminate Financial — Illuminate Financial is a specialist venture capital firm focused on early-stage Enterprise AI and Fintech companies.
Impact Partners — Impact Partners has operated as an impact investing fund manager since 2007, making it one of the earliest dedicated impact investors in Europe.
ImpactAssets — Family offices oriented toward impact investing face a structural problem: most platforms treat philanthropy and investment as separate t…
Junson Capital — Junson Capital is a family-office-originated investment firm built around diversified asset management across public and private markets.
KCK Family investment fund — KCK Financial Services is the financial services investment arm of the KCK Group, a family office that deploys capital across multiple as…
KKR — KKR operates a dedicated Family Capital team specifically designed to serve families and entrepreneurs with complex, multi-generational i…
LeapFrog Investments — LeapFrog Investments is a specialist private equity firm focused on growth-stage companies in Africa and Asia that deliver essential fina…
Longship Invest — Longship Invest is a Copenhagen-based firm offering algorithm-driven cryptocurrency investment accounts to individuals and institutions.
Macquarie — Macquarie Asset Management's wealth channel was built on a specific premise: that individual investors, including family offices, have hi…
Mako Global — Mako Global is a proprietary trading firm, not a vendor or service provider for family offices.
Oaktree Capital — Oaktree Capital Management was founded in 1995 around a single thesis: superior returns come from controlling risk first, not chasing return.
Overlay Capital — Overlay Capital is a private investment firm founded in 2022 with a specific thesis: deploy structured capital into energy, waste, and th…
Pantera Capital — Pantera Capital holds a specific structural distinction in the digital assets space: it launched the first cryptocurrency fund in the Uni…
Parthenon Capital — Parthenon Capital is a growth-oriented private equity firm that takes concentrated, active ownership positions in mid-market service and…
Patamar Capital — Patamar Capital began as a venture capital firm focused on financial inclusion in emerging markets, inspired by founder Geoff Woolley's e…
PEG Companies — PEG Companies is a vertically integrated real estate investment firm founded in 2003 and headquartered in Provo, Utah.
Quantlab — Quantlab is an automated proprietary trading firm that trades exclusively with its own capital.
Rockefeller Capital Management — Rockefeller Capital Management traces its origins to 1882, when it was established as the family office of John D.
Sequoia Capital — Sequoia Capital is a venture capital firm, not a vendor serving family offices.
Silver Lake — Silver Lake is a global technology-focused investment firm that partners with management teams to invest in and build companies across th…
Silvercrest — Silvercrest Asset Management Group is a fee-only registered investment advisor founded over two decades ago, managing $37.0 billion in as…
SoftBank Vision Fund — SoftBank Vision Fund is a venture and growth-stage investment vehicle managed by SB Investment Advisers (UK) Limited, a subsidiary of SoftBank Group.
Stanford Management Company — Stanford Management Company (SMC) is the internal investment office of Stanford University, responsible for managing the university's end…
Temasek — Temasek is Singapore's state-owned investment company, wholly owned by the Singapore Ministry of Finance.
Thoma Bravo — Thoma Bravo is a private equity firm that acquires and invests in software and technology companies, with over $183 billion in assets und…
Tiger Global — Tiger Global is a research-driven investment firm with over 25 years of experience identifying and investing in high-quality companies ac…
TPG — TPG traces its origins to a family office structure, and that heritage now shapes how it packages alternative investments for individual…
Triodos Investment Management — Triodos Investment Management sits at an unusual intersection: it is a wholly-owned subsidiary of Triodos Bank, yet operates as a globall…
Two Sigma — Two Sigma is a quantitative investment management firm founded in 2001 by computer scientist David Siegel and mathematician John Overdeck…
Vista Equity Partners — Vista Equity Partners is a private equity and credit firm with over $107 billion in assets under management, built exclusively around ent…
Warburg Pincus — Warburg Pincus was founded in 1966 as a private partnership, and that structure has never changed.
Weatherford Capital — Weatherford Capital is a private investment firm focused on regulated industries, with a stated concentration in Technology, Financials…
WisdomTree — WisdomTree is a publicly traded asset manager with $153 billion in AUM globally, built around a core exchange-traded product range and an…
Worldquant — WorldQuant is a quantitative asset management firm founded in 2007 by Igor Tulchinsky, who spent 12 years as a statistical arbitrage port…

Service Firms

Anywhere Real Estate — Anywhere Real Estate is the largest full-service residential real estate services company in the United States, operating through a portf…
Appleby — When a family office or private wealth structure requires offshore legal work across multiple jurisdictions simultaneously, coordinating…
Armanino — Family offices managing complex, multi-generational wealth face a recurring problem: their accounting, tax, and operational needs do not…
Baker McKenzie — Baker McKenzie is a global law firm operating across more than 70 offices in over 40 countries, serving multinational corporations, finan…
Baker Tilly — Baker Tilly's Private Wealth practice sits within one of the largest advisory, tax, and assurance firms in the United States, offering fa…
BDO — BDO is a global network of public accounting, tax, and advisory firms operating in 169 countries from more than 860 offices, with reporte…
Carey Olsen — Carey Olsen is an offshore law firm founded in 1898, advising clients across Bermuda, British Virgin Islands, Cayman Islands, Guernsey, a…
Carne Group — Carne Group occupies a structural position that most family offices encounter indirectly: it sits between asset managers and the regulato…
Chubb — Family offices managing complex personal risk exposures, from high-value homes and collections to liability across multiple jurisdictions…
Clifford Chance — Clifford Chance is one of the world's largest international law firms, and family offices and private wealth clients engage it primarily…
coc00n — Family offices sit at an unusual intersection of high financial value, sensitive client data, and boutique staffing levels that make them…
Colliers — Colliers India operates as a full-service commercial real estate firm offering transaction, advisory, and asset management services acros…
Concentric Advisors — Family offices managing UHNW principals face a security threat landscape that extends far beyond cyber risk.
Concierge Cyber — Family offices present an unusually attractive target for cyber attackers: small decision-making teams, concentrated wealth, and fewer fo…
CorpStrat — CorpStrat is a California-based insurance brokerage and employee benefits advisory firm serving businesses and professionals primarily in…
Crisis24 Private Strategic Group — Family offices managing travel, executive protection, and operational security across multiple jurisdictions face a chronic problem: frag…
Dentons — Family offices with cross-border structures, multi-jurisdictional assets, or complex estate planning needs routinely face a fragmented le…
Digitalis — Family office principals face a specific and underappreciated exposure: their personal and organisational digital footprints are public…
EisnerAmper — EisnerAmper is a global business advisory and CPA firm whose engagement with family offices sits within a broader financial services prac…
EY — EY is one of the four largest professional services firms globally, operating across assurance, consulting, strategy, tax, and transactions.
Finlight — Finlight is a pan-European renewable energy company that finances, installs, and operates distributed solar and battery systems for busin…
Goulston & Storrs — Goulston & Storrs is an Am Law 200 law firm with nearly 250 attorneys operating across Boston, New York, and Washington, DC.
Grant Thornton — Grant Thornton's Private Wealth Services practice sits within one of the largest professional services firms in the United States, offeri…
Guardian — Family offices managing high-net-worth principals face a specific security challenge: most corporate security providers are built for lar…
Harneys — Family offices structuring wealth across multiple generations face a specific problem when using offshore jurisdictions: the legal landsc…
Hiscox — Hiscox is a specialist insurer with over 100 years of operating history in the UK, offering bespoke insurance products across business, p…
Holland & Knight — Holland & Knight is a national law firm with approximately 2,200 attorneys across more than 35 offices in the United States and internationally.
IQ-EQ — Single and multi-family offices that need to outsource operational infrastructure across multiple jurisdictions face a fragmented market:…
Kaufman Rossin — Kaufman Rossin is a Florida-based CPA and advisory firm with a dedicated Family Office Services practice that has operated for nearly six decades.
Knight Frank — Knight Frank's Private Office sits within a 130-year-old independent real estate consultancy that operates across more than 70 countries…
Legendary — Family office principals and executives increasingly face a problem they cannot see: AI platforms like ChatGPT, Gemini, and Perplexity ar…
Linklaters — Linklaters is a global law firm with nearly 200 years of history, advising the world's leading corporates, banks, funds, and financial sp…
Mack International LLC — Finding the right chief investment officer or family office CEO is rarely a posting-and-filtering exercise.
Maison Benjamin — Family office COOs managing client lifestyle needs frequently face a scattered vendor landscape: travel booked through one channel, welln…
McDermott — McDermott Will & Emery (operating as McDermott Will & Schulte in Europe) is a global law firm with a dedicated Private Client and Wealth…
MJ Hudson — The URL provided for Mj Hudson resolves entirely to the Apex Group website, a large global fund and asset servicing firm.
Mourant — Family offices with cross-border structures face a specific problem: finding a single firm that can handle the legal, fiduciary, and gove…
Ogier — Families and family offices operating across multiple jurisdictions face a recurring structural problem: finding a single advisor with bo…
Pension Dynamics — their website for pensiondynamics.com redirects entirely to a CBIZ location page for Pleasant Hill, CA, with no substantive content about…
Private Medical — Family offices managing the health of principals and multi-generational households face a persistent gap: standard healthcare infrastruct…
Red5 — Family offices sit at an unusual intersection of high visibility and low security infrastructure.
ReputationDefender — For family office principals and executives, a single damaging search result can undermine years of relationship-building.
Rough Diamonds — Rough Diamonds, operating as the American Institute of Diamond Cutting (AIDC), is a Florida-based educational institution and professiona…
RSM Family Office Dashboard — RSM US is a national assurance, tax, and consulting firm that operates a dedicated family office services practice, the RSM Tony Wood Fam…
Ruby — Ruby is a virtual receptionist and call answering service built for small businesses, positioning itself as an outsourced front desk that…
Sensiba — Wealth that survives past the third generation is the exception, not the rule.
Skadden — Family offices navigating complex legal matters often face fragmented advice across different law firms for different problems.
Stephenson Harwood — Stephenson Harwood is an international law firm with 197 years of history, 1,500 people across 10 offices, and a client base that explici…
TEAM Risk Management Strategies — Family offices and trust companies managing clients with household staff face a specific operational hazard that generic payroll provider…
Thomas Murray — Asset owners relying on third-party custodians face a persistent challenge: they often lack independent, structured visibility into the o…
True North Networks — Wealth management firms running on aging or under-supported IT infrastructure face a specific problem: regulatory scrutiny does not pause…
Ultimus Fund Solutions — Fund administrators serving private funds and registered vehicles occupy a narrow operational lane, but the consequences of choosing the…
UMBRA International Group — Security for private clients and high-net-worth families has historically been fragmented: physical protection managed separately from ho…
Veltracon Lifestyle — Veltracon Lifestyle is a 24/7 VIP concierge and lifestyle management firm headquartered in Zug, Switzerland, with offices in Dubai and Düsseldorf.
Veltracon Medical — Veltracon Medical grew out of Switzerland Private Clinics, a private clinic network founded in 2005 to serve high-net-worth travellers an…
Vizient — Vizient is a healthcare performance improvement organization that serves hospitals, health systems, and academic medical centers across t…
Walkers — Walkers is a specialist international law firm built around the legal and regulatory architecture of offshore and international financial centres.
Wellworth Advisors — Family offices routinely manage wealth, legal structures, and investments with teams of coordinated advisors.
Withers — Withers is an international law firm built around the legal needs of wealthy individuals, families, and their businesses.
Withum — Withum is a national accounting and advisory firm offering tax, assurance, forensic, valuation, and technology consulting services across…
Wright Partners — Wright Partners is a corporate venture builder, not a wealth management vendor.
WTax — Most family offices with international equity holdings quietly absorb withholding tax leakage because the recovery process across dozens…
Zero Alpha — Zero Alpha operates as a referral-only network of specialists advising private and corporate clients on complex, sensitive matters.

Advisors

Accenture — Accenture is a global professional services and technology consulting firm operating across more than 120 countries.
Accordant Global Partners — Accordant Global Partners delivers bespoke risk evaluation, coordination, and implementation strategies for single and multi-family offices.
Alex Brown — Alex. Brown occupies an unusual position in private wealth: a boutique brand with roots dating to 1800, operating today as a division of…
Alumia — Alumia is a partner-led investment advisory firm headquartered in Luxembourg, built around a model that keeps independence at the centre…
Arctos — The Arctos Group describes itself as a consultancy in information technology for the real estate investment industry.
Aspiriant — Aspiriant is a US-based independent registered investment advisor structured as an employee-owned firm, with roughly one-third of its tea…
AssetMax — Family offices holding generational assets face a specific challenge AssetMax was built to address: translating technology and market com…
Beacon Pointe Advisors — Beacon Pointe Advisors is a registered investment advisory firm founded in 2002, now managing over $60 billion in assets under advisement…
Callan — Callan is an independent, employee-owned investment consulting firm that has advised institutional investors for more than 50 years.
Cambridge Associates — Cambridge Associates was founded in 1973 and has operated as a privately held, independent investment firm for over 50 years.
Capgemini — Capgemini is a global consulting and technology services firm with a financial services division that spans banking, insurance, payments…
ChoiceWorks — Choiceworks is a management consulting and coaching firm that has spent over 25 years developing proprietary methods to address organizat…
Corient — Corient operates as a partnership-model wealth management firm built around the premise that most wealth advisors are structurally preven…
Creative Planning — Creative Planning operates as a registered investment advisor and fiduciary wealth management firm with approximately $700 billion in com…
Cresset — Cresset was founded on a premise that is uncommon among large registered investment advisors: that ultra-high-net-worth families and entr…
Defuse — Prominent families and the advisers who protect them face a recurring problem: when someone's behaviour becomes concerning, the security…
Deloitte — Deloitte is one of the largest professional services networks in the world, operating across audit, tax, consulting, and advisory functions.
Ellevest — Ellevest was founded in 2014 with a specific premise: the traditional financial industry was built by men for men, and its advice reflects that.
Empower Retirement — Empower is primarily a retirement services giant, administering approximately $2 trillion in assets for more than 19 million investors ac…
Evercore Wealth — Evercore Wealth Management and its affiliate Evercore Trust Company operate as an independent registered investment advisor with approxim…
Farther — Most registered investment advisors spend the majority of their time on administrative tasks rather than client work.
Financial Engines — Edelman Financial Engines positions itself as a mass-market financial planning and investment management firm, operating across 146 locat…
Greenlock — Greenlock was spun out of a large single-family office in Zurich in 2022, which explains why its product set is oriented toward what a pr…
Humatica — Private equity funds rarely struggle to identify what needs to change in a portfolio company.
Innovest Advisory — Family offices and private wealth clients seeking to deploy capital with measurable social and environmental outcomes face a recurring pr…
Isio — Isio sits at an unusual intersection: an actuarial and pensions advisory firm that has built a distinct wealth planning and investment ad…
KPMG — KPMG is one of the largest professional services networks in the world, offering audit, tax, and advisory services across more than 140 countries.
Lazard — their website for Lazard's private client offering returned a 404 error, meaning no substantive content about their private wealth or fam…
Lazard Family Office — Founded in 1848, Lazard occupies an unusual position among firms serving family offices: it combines financial advisory and asset managem…
Maestro — Maestro Wealth is a financial advisory firm based in Winston-Salem, North Carolina, serving individual clients and families with retireme…
MAI Capital — MAI Capital is a fee-only, SEC-registered investment advisor that has operated continuously since 1973, giving it a 50-year track record…
Maritime Capital — Most property wealth managers treat family clients as portfolio numbers.
Mercer — The URL for Mercer's investments page returned a 404 error, redirecting to a generic error page with no substantive content about Mercer'…
Mercer Advisors — Mercer Advisors positions itself as a family office model made accessible to high-net-worth and ultra-high-net-worth families who want co…
Mirador — Mirador Corporation is a Calgary-based independent wealth management firm founded in 2007 by Stan Clarke, a former RBC Dominion Securitie…
Montfort — Montfort is an independent financial advisory firm founded in 1995, built specifically around the needs of UK nationals living abroad and…
Newedge Wealth — NewEdge Wealth positions itself as a registered investment advisor serving a select group of high-net-worth and ultra-high-net-worth clie…
Pathstone — Pathstone operates as a privately held, multi-family office and registered investment advisor serving individuals, families, family offic…
Presage Global — Family offices that rely on separate vendors for physical security, cyber protection, and privacy management typically end up with gaps a…
PwC — PwC is one of the largest professional services networks in the world, operating across audit, tax, consulting, and deals advisory in mor…
Qineticare — Most family offices invest heavily in financial planning while the health, wellbeing, and relational dynamics of the family itself go unmanaged.
Realized Holdings — Investors holding appreciated real estate face a recurring problem when they want to exit: selling triggers a capital gains event that ca…
Ritholtz Wealth — Ritholtz Wealth Management is a registered investment advisory firm built around a tiered service model that scales from entry-level fina…
RSM — RSM is a global network of audit, tax, and consulting firms with 56,000 professionals across 120 countries and more than 500 offices.
Sentinel Benefits — Sentinel Benefits operates as a financial planning and employee benefits firm, offering services oriented toward individuals navigating p…
SolomonEdwards — SolomonEdwards is a national professional services firm with over 25 years of experience helping finance leaders execute critical program…
Stax — Grant Thornton Stax is a management consulting firm operating as a wholly-owned subsidiary of Grant Thornton Advisors LLC, with a 30-year…
Titan — Titan is a registered investment advisor (RIA) built around a specific thesis: high-earning professionals at tech companies face a narrow…
TMG Family Office — The Mather Group (TMG) was founded in 2011 by Stewart Mather, who left Morgan Stanley specifically to build a fee-only, fiduciary alterna…
WE Family Offices — Families with significant multigenerational wealth often face a structural problem: their advisors are product providers first and advocates second.
Wealth Wizards — Wealth Wizards operates as the United Kingdom's inaugural online independent financial adviser.

Platforms & Custody

Acuity Knowledge Partners — Acuity Knowledge Partners (now branded Acuity Analytics) is a financial services outsourcing and research firm that has served over 500 f…
AirSwap — AirSwap is a decentralized, peer-to-peer token trading network built on a request-for-quote (RFQ) model, where pricing logic runs off-cha…
Albertine — Albertine positions itself as a concierge app operating on a referral-only, waitlist-based membership model.
Alta Exchange — Private capital markets have historically offered limited liquidity and restricted access for cross-border investors.
Amber
Asian Venture Philanthropy Network (AVPN) — Family offices with philanthropic mandates in Asia often struggle to find peers, deal flow, and co-investment structures that match their…
Asset Metrix Family Office Technology — Private capital portfolios generate data across dozens of funds, general partners, and service providers, none of which speak the same language.
Assure Wealth — Family offices managing complex, multi-custodian portfolios often find their accounting and reporting functions fragmented across systems…
Beechwood Capital
Bessemer Trust — Bessemer Trust was founded on the principle that ultra-high-net-worth families deserve advisory depth that goes beyond portfolio returns.
Binance — Binance is a retail-oriented cryptocurrency exchange with over 313 million registered users across more than 180 countries.
BIS (Bank for International Settlements) — The Bank for International Settlements (BIS) is an international financial institution owned by central banks, founded in 1930 and headqu…
Bitcoin reserve — Bitcoin Reserve provides a streamlined bitcoin acquisition platform targeting the European market.
Bitcoin Suisse — Family offices seeking direct crypto asset exposure rather than ETF wrappers face a practical problem: their existing banks rarely have t…
BNY Mellon Pershing — BNY Pershing occupies a position in the wealth infrastructure market that few firms can replicate: it is the clearing and custody arm of…
CAIS — CAIS was founded in 2009 to address a structural gap: independent financial advisors had limited, operationally complex access to alterna…
Celo — Celo is a public blockchain network built specifically for stablecoin payments and high-frequency financial transactions.
CFO Family Reporting — Family offices and UHNW clients often receive reporting that is produced by the same firms selling them investment products, creating an…
China Alliance of Social Value Investment — China Alliance of Social Value Investment (CASVI) operates as a membership-driven network of sixty institutional investors focused on mea…
Clade — Private capital markets run on unstructured data: pitch decks, LP updates, due diligence emails, and meeting notes scattered across inbox…
Co-Merge
Coinbase — Coinbase is a publicly listed cryptocurrency exchange that allows individuals and institutions to buy, sell, and hold hundreds of digital assets.
Commonwealth Financial Network — Commonwealth Financial Network operates as an independent broker-dealer and registered investment adviser, positioning itself as a partne…
Copper.co — Institutional digital asset custody requires a different architecture than traditional finance custody, and Copper was built from 2018 wi…
Crestbridge — their website for crestbridge.com appears to have resolved entirely to gen2fund.com, a US-based private equity fund administrator.
Crestbridge Family Office Services — Family offices that grow beyond a founding team's capacity face a recurring operational problem: the cost of hiring full-time specialists…
CrowdStreet — Access to private markets has historically required institutional relationships, large minimums, or placement through a broker.
Custodiex — Digital asset custody presents a structural problem for institutions: cold storage protects private keys but makes assets slow to move, w…
DAPM — Family offices holding assets across multiple banks and custodians face a persistent problem: no single institution will give them an hon…
Dinamo
Doorvest — Doorvest targets individual investors who want direct ownership of single-family rental properties without taking on landlord responsibilities.
DTCC — DTCC (Depository Trust & Clearing Corporation) is the post-trade infrastructure provider at the center of U.S.
Dunbar
ECI Partners
Empaxis — Empaxis was founded out of a multi-family office, which shapes how it approaches client engagements.
EMX — their website for emxdigital.com returned the website of Cadent, an AI-powered programmatic advertising and media technology platform.
Equiom Group — Equiom Group is a fiduciary and professional services firm with over 45 years of operating history, serving UHNW families, single-family…
Fiduciary Trust — Fiduciary Trust International occupies a specific position in the wealth management market: a trust company with 95 years of operating hi…
First Clearing — First Clearing is a clearing and custody provider for broker-dealers and registered investment advisors, operating as a subsidiary of Wel…
Florette
Gemini — Family offices building or expanding digital asset allocations face a recurring structural question: where do they hold crypto, and how d…
Glenmede — Glenmede was founded in Philadelphia in 1956, originally as a trust company to manage the Pew family's wealth.
GLG — Investment teams at family offices frequently need expert perspective on private companies, industries, or regulatory environments that n…
Global Impact Investing Network (GIIN) — The Global Impact Investing Network (GIIN) is the primary industry body for impact investing, established to build market infrastructure…
GrowthPath
Hemispheres
Hemonto — When a family's wealth is spread across multiple banks, asset managers, and asset classes, getting a single accurate picture of performan…
iCapital — Getting alternatives into client portfolios has always involved friction: paper-heavy subscriptions, fragmented fund access, disconnected…
Ikigai
Impact Frontiers — Most investors who want to manage social and environmental impact face a practical problem: there is no agreed-upon language or methodolo…
INVEST
Itaú Private Bank — Itaú Private Bank is a Brazilian-headquartered institution formed through the 2008 merger of Banco Itaú and Unibanco.
Kitces — Kitces.com, founded by Michael Kitces, operates as a financial planning education and practice management platform aimed at independent f…
Liqtech — LiqTech International is a Nasdaq-listed industrial technology company specializing in ceramic membrane filtration and diesel particulate…
Liquid — Liquid (operated by Quoine Pte. Ltd.) was a Singapore-based cryptocurrency exchange that ceased independent operations after its acquisition by FTX.
LiquidSky — LiquidSky was a GPU cloud computing platform that allowed users to run Windows PC environments remotely.
Loop
Mainspring — Mainspring Energy is an industrial technology company that manufactures the Mainspring Linear Generator, a fuel-flexible onsite power uni…
MatchedBook
Mint
Navigant
Nexo — Family offices with meaningful digital asset allocations face a structural problem: most traditional platforms were not built to handle c…
NovaSpark
NYDIG — NYDIG was founded in 2017 as a subsidiary of Stone Ridge Holdings Group, and that ownership structure explains its product focus precisel…
Ocorian — Managing wealth across multiple jurisdictions, legal structures, and generations creates an administrative burden that most family office…
Opus — Finding counterparties in lower middle-market M&A has always depended more on who you know than what you know.
Orion Portfolio Solutions — Orion Portfolio Solutions sits at the intersection of TAMP services and advisor technology, positioning itself as a unified platform for…
Osaic — Osaic is one of the largest independent broker-dealer networks in the United States, built through a series of acquisitions that consolid…
OSL — OSL is a regulated digital asset exchange and infrastructure provider operating across more than 10 jurisdictions, holding over 50 licens…
Palico — Family offices holding private equity fund stakes face a structural disadvantage in the secondary market: smaller position sizes attract…
PandaConnect – Family office software solution — Most family offices juggling assets across multiple banks, currencies, and legal structures find that no single custodian gives them a co…
Paradigm — Executing large-size or complex crypto derivatives trades on public order books means accepting significant price impact and limited coun…
Paxos — Enterprises seeking regulated access to digital asset infrastructure face a fragmented landscape where many providers lack credible regul…
PCR (Private Client Resources)
Percent — Private credit has historically been the domain of institutional allocators with the scale to negotiate directly with borrowers and absorb illiquidity.
Perpetual — Perpetual was founded in 1886 as a trustee company, and that origin shapes what it offers today.
Pion (formerly BidFX) — their website for pion.com does not represent an active vendor website.
Pitcairn — Pitcairn was founded in 1923 as the family office of the Pitcairn family itself, making it one of the oldest continuously operating famil…
Planwise — The domain planwise.com resolves to UNO Home Loans, an Australian mortgage brokerage offering residential and investment property financi…
Prqx (PureQuant)
Pyne
Republic — Republic is an on-chain investment platform built around regulated access to private markets, combining a crowdfunding marketplace, real-…
Rhone Trust — Families with assets, structures, and beneficiaries spread across multiple jurisdictions face a structural problem: no single trust provi…
Rise
River Financial — Family offices accumulating Bitcoin face a custody problem that most exchanges cannot solve: proof that client assets are actually held…
Roofstock — Single-family rental (SFR) property has historically been difficult for investors outside large institutions to access at scale.
Royalty Exchange — Music royalties, film residuals, and trademark income streams have historically been accessible only to private equity funds and industry insiders.
RulePath
SkyView Partners
State Street — State Street operates as one of the world's largest custodians and investment servicers, with institutional clients ranging from sovereig…
Stellar — Stellar is an open-source, decentralized blockchain network operated by the non-profit Stellar Development Foundation, built specifically…
Stonehage Fleming — Stonehage Fleming originated as two separate organisations — Stonehage, founded in 1976 to serve South African families from London, and…
STP Investment Services — Investment managers and fund managers running lean operational teams face a persistent problem: middle and back office functions consume…
Talisman
Tangany — Tangany is a German-based white-label blockchain custodian serving institutional investors seeking secure cryptocurrency storage solutions.
Telekurs (SIX Financial Information) — SIX Group is a Swiss-headquartered financial market infrastructure provider operating across four business lines: exchanges, securities s…
The ImPact — Family wealth holders increasingly want to align capital with values, but few have peers who can hold them accountable or share hard-won…
ThinkPlumb — Construction accounting carries quirks that generic bookkeeping firms routinely mishandle: work-in-progress schedules, over- and under-bi…
Toniic — Most impact investors operating at the family office level face the same structural problem: deal flow is fragmented, peer knowledge is s…
Trove — Families with complex financial lives often find themselves coordinating across multiple advisors, accountants, and administrators with n…
TrustWorks
Unison — Unison is a residential home equity company that offers two products to homeowners: an Equity Sharing Agreement and an Equity Sharing Home Loan.
Unreasonable Impact — Unreasonable Impact is a global accelerator program co-founded in 2016 by Unreasonable Group and Barclays, built on the thesis that solvi…
Veracy Partners — Most wealth advisory firms either manage assets or provide administrative support.
Voce Capital
WIZE — WIZE by TeamWork is a Swiss-based wealth and asset management platform designed for external asset managers, family offices, banks, and f…
Xpansiv — Carbon credits, renewable energy certificates, clean fuel credits, and water rights each trade in separate, fragmented markets with incon…
Zerocap — Family offices seeking exposure to digital assets face a structural problem: most crypto venues are built for retail or high-frequency tr…
Zodia Custody — Most institutions entering digital assets face a version of the same problem: finding a custodian that meets their compliance and governa…
Zurich Insurance Group — Zurich Insurance Group is a global general and life insurer headquartered in Zurich, Switzerland, operating across more than 40 countries.