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MyFo

This company develops software that centralises financial data, performance reporting and entity management for family offices, private banks and wealth advisors.

wealth

This company develops a digital platform for estate and tax planning for financial advisors and their institutional clients.

Asseta

This company develops a multi-entity general ledger and financial management platform for family offices to integrate banking, investments and accounting data.

Masttro

Masttro provides a wealth management technology platform for family offices, private banks and financial advisors to aggregate and manage investment data across all assets.

Y Tree

This company provides a wealth management platform and advisory services for high-net-worth individuals to track finances and plan lifestyle goals.

Harvest

This company develops wealth management software for financial advisers, asset managers, banks and insurers to support client management, tax planning and investment strategy.

PlannerPal

This company develops artificial intelligence workflow software for financial advice and wealth management firms to automate documentation, meeting notes and client data updates.

Optifi

This company develops an operations and workflow orchestration platform for trust companies, corporate service providers and family offices to manage client entities and compliance.