Partner directory

A global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.

Wealth management platform that gives ultra-high-net-worth individuals, family offices, and their advisors a single, real-time picture of what they own, why they own it, and how they own it.

A software and services partner for wealth management, combining software with dedicated accounting and operations expertise to support single family offices and multi-family offices, private banks, and private funds.

Financial operating system for 400+ family offices across 10+ countries, with over US$400B in assets tracked, providing integrated accounting, performance reporting, and a complete view of total wealth.

A payment workflow automation and operations platform that unifies money movement, cash management, reconciliation, and reporting for RIAs and family offices.

An AI-powered investment workspace where institutional investors capture, structure and leverage their research, diligence and decision history in a single governed system of record.

Keeps investment documents stored and shared securely in one place.

Focuses on software selection, implementation, and back-office services for single and multi-family offices.

Syncs fund documents and files directly with your cloud storage.

The hands-on partner that connects platforms, people, and processes into a system that simply works, helping your firm move faster with less friction.

An adaptive WealthTech company that helps financial advisors streamline operations, deepen client relationships, and deliver more personalized financial advice through an integrated ecosystem of technology, data, and investment solutions.

A technology consulting and advisory firm that helps RIAs, family offices, bank/trust companies, broker-dealers, and institutional investors select, implement, and optimize the technology that runs their business.

Keeps fund documents in sync with your cloud storage, no manual uploads required.

A family office technology and operations partner specializing in data, automation, and AI solutions.

A cloud platform that aggregates data from 750+ custodians, maps entities and ownership structures across every asset class and jurisdiction, and automates reporting and document workflows, protected by client-owned encryption.

An independent advisory practice designed to assist families with the creation and development of their family office infrastructure.

Keeps client and prospect records in sync with your CRM.

Securely shares and stores fund documents outside your inbox.

Keeps fund documents and data in sync with your document management system.

A suite of technology and services that streamlines operations, strengthens client connections, and supports long-term growth for wealth management firms.

An independent investment technology consulting firm that helps RIAs, wealth and asset managers, family offices, and other financial organizations modernize their technology ecosystems.