MyFo

Asseta

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

Performativ

This company develops a cloud-native operating system for wealth and asset managers to consolidate portfolio management, analytics, compliance and reporting workflows.

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.

leafplanner

This platform provides information management and succession planning software for wealthy families, family offices and their professional advisors to organise complex financial data.

Arch

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

Centricity

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

MyCFO

This company provides digital financial management tools and fractional accounting services for start-ups, small businesses and venture capital funds.

Flanks

This company provides a wealth data aggregation platform and API for financial advisors, banks, and family offices to automate portfolio reporting and management.