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Asseta

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

MyFo

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

MProfit

This company provides portfolio management and accounting software for investors, financial advisors, family offices and chartered accountants to track multi-asset investments.

Centricity

This company provides a software platform for financial professionals and family offices to manage investments and distribute wealth products to affluent clients.

OneVest

This company provides a wealth management platform for independent advisors and financial institutions to manage client data, onboarding, and workflows in one digital workspace.

Investbanq

Investbanq provides an artificial intelligence wealth management platform for asset managers, banks, family offices, and high-net-worth individuals.

Allocate

This company provides a digital platform for wealth managers and family offices to access, manage and track private market investments.

Arch

This company provides a platform that automates data collection and reporting for private market investments, serving family offices, investment advisors and institutional allocators.