Asseta

Asseta AI

Asseta AI develops a multi-entity accounting and financial operations platform for family offices, private equity firms, and construction businesses.

MyFo

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

Arch

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

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.

Performativ

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

Aspen Digital

This company provides a digital asset management platform for wealth managers, family offices and external asset managers to invest in cryptocurrency and blockchain products.

Flanks

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

Capassa

This company develops a financial management platform providing automated budgeting, reporting and AI-driven insights for businesses, accounting firms and sales leaders.