17.6
FundCount brings portfolio, partnership, and general ledger accounting together for investment analysis and reporting.
AndroidiOSWeb
Alternatives to Asseta
27.2
Ginkgo is a web-based wealth-management platform for family offices and corporate investment platforms.
Free planWebAPI
37.2
Sharpfin Family Office Suite is a modular wealth management platform for onboarding, reporting, KYC, portfolio management, and compliance.
AndroidiOSWeb
- 4
Asora
Asora is a family-office operating platform for centralizing financial data, managing portfolios, and reporting across multiple asset types.
AndroidiOSWeb6.9 - 5
QPLIX
QPLIX is wealth management software for consolidating and managing portfolios and assets.
AndroidiOSWebAPI6.6 - 6
Asset Vantage
AndroidiOSWeb6.5 - 7
Canopy
Canopy brings wealth records from multiple custodians into a reconciled portfolio view for family offices, external asset managers, and private banks.
AndroidiOSWebAPI6.5From $15,000 a year - 8
Elysys
Elysys is a family-office platform that combines wealth management, accounting, bill pay, cash flow, and investment management.
AndroidiOSWebmacOS6.4 - 9
Addepar
AndroidiOSWebAPI6.3 - 10
Landytech Sesame One
Landytech Sesame One is a platform for managing multi-asset portfolios, combining data consolidation, analytics, reporting, accounting, and AI.
AndroidiOSWebAPI6.3 - 11
orydio
orydio is a proprietary platform for Swiss and European investment firms, venture capital firms, and family offices.
iOSWebAPI6.3From 79 CHF a month - 12
WealthSpectrum
WealthSpectrum is a wealth management platform for front-, middle-, and back-office operations.
AndroidiOSWebAPI6.3 - 13
Hatcher+ FAAST
Hatcher+ FAAST is a web-based operating platform for family offices, venture and private equity firms, accelerators, angel networks, and university research groups.
Web6.2 - 14
Masttro
Masttro consolidates public and private, liquid and illiquid assets into a real-time wealth view for ultra-high-net-worth families, family offices, and their advisors.
AndroidiOSWeb6.2 - 15
AtlasFive
AtlasFive is a cloud-native wealth-management platform that brings entity and portfolio management together with general-ledger and fund accounting,…
Web6.0 - 165.9From $2,500 a month
- 17
MYFO
MYFO is a web-based family office operating platform that consolidates financial data, entities, documents, stakeholders, and reporting.
Web5.8From $850 a month - 18
AnyVault
AnyVault is a private, single-tenant platform for family offices and investment holding companies, combining investments, entities, cash, documents, and accounting.
Web5.6 - 19
Global WealthES™
Global WealthES™ is a web-based wealth management platform for medium and large financial institutions.
Web5.6 - 20
Archway Platform
Archway Platform is web-based software for investment aggregation, accounting, and reporting, organized around a single general ledger.
Web5.5 - 21
Anclave
Anclave is a web-based financial data management platform for family offices, private wealth managers, and institutional investors.
Web5.4 - 22
Stellon
Stellon is a governed wealth operating platform for boutique wealth managers, family offices, and private banks.
5.3 - 23
WealthSphere
WealthSphere is integrated client management software for trust, corporate, and family office service providers.
WebSelf-hosted5.3