1fs Wealth

Most wealth aggregation platforms were built around publicly traded securities. 1fs Wealth takes a different approach, designing its platform to consolidate more than 24 asset classes in a single interface, with explicit support for collectables alongside conventional investments. That breadth matters for family offices managing complex, illiquid holdings across wine, art, whisky, and real assets alongside traditional portfolios.

The platform is built by founders with direct family office and portfolio management backgrounds. CEO Bobby Console-Verma held senior roles at CSFB and Nomura and ran a family office operation at Tower Gate Capital. Co-founder Vitaly Nechaev brings over 20 years in fintech and financial data infrastructure. That combination of practitioner and engineering experience shapes the product focus on ownership tracking, succession planning, and concentration risk decomposition, not just performance reporting.

Key capabilities the platform provides include:

• Consolidation of investments and collectables with manual entry or API-based data ingestion
• Proprietary metrics for decomposing concentration risk across complex portfolios
• Document storage and asset allocation tools for succession planning, with controls at the individual family member level
• Geolocation integration and market data feeds for real-time asset tracking
• Secure collaboration groups and ownership transfer workflows
• Multi-factor authentication and encrypted data storage with granular access permissions

Partners include Apex Group, Plaid, Sotheby's, Grant Thornton, and Cult Wines, signalling integration depth across financial data, alternative asset valuation, and administration. The platform is available on iOS, Windows, and macOS. Pricing is not publicly disclosed, and the platform appears primarily UK-oriented based on partner affiliations. Buyers seeking deep accounting or general ledger functionality will likely need complementary tools.

• Aggregate and consolidate multi-asset portfolios including collectables
• Track ownership structures and manage transfers across family members
• Analyse portfolio performance and concentration risk
• Store and share asset-related documents for succession planning
• Monitor real-time asset values via geolocation and market feeds
• Control access and collaboration across family office users

• Support for 24+ asset classes including collectables
• Proprietary concentration risk decomposition metrics
• Succession planning with asset and document allocation to family members
• Geolocation integration and real-time market data feeds
• Secure collaboration groups and ownership transfer workflows
• Multi-factor authentication and encrypted data storage
• Functional and data-level access permissions per user
• API-based and manual data ingestion
• Available on iOS, Windows, and macOS
• Analytics suite for performance measurement against targets and peers

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

Demo scheduling available via contact form on website.