Stellon
Stellon is a governed wealth operating platform for boutique wealth managers, family offices, and private banks.
What Stellon is
Stellon is a governed wealth operating platform for boutique wealth managers, family offices, and private banks. It combines relationship management, investment governance, operations, compliance, finance, reporting, and client experience in one shared system. Eleven role-built consoles use a governed data spine, with capabilities including CRM, client and prospect portals, investment and risk tools, legal workflows, and administration. Reports can consolidate custodians, entities, and asset classes into family wealth packs, portfolio reviews, and ledger-backed statements. Integrations connect custodian banks, PMS/OMS, market data, accounting, and compliance vendors through APIs, secure files, or scheduled pulls; twelve are described as live end-to-end. Stellon also describes about twenty AI capabilities across roughly 42 workflow surfaces, controlled by tenant policies and audit logging. Pricing is scoped per tenant and is not published.
Good
- Unifies wealth operations in one system
- Consolidates reporting across entities and custodians
- Role-built consoles share governed data
- Multiple integration methods
- AI gateway includes policy and audit controls
Watch out
- Pricing is available only by scoped proposal
- Some integrations remain in active build
- Designed for wealth-industry organizations
- Implementation path varies by tenant
Who it suits
It is built for wealth managers, multi-family offices, single-family offices, and boutique private banks, with a stated typical AUM range of $200M–$5Bn. Organizations needing consolidated reporting and governed workflows may find its scope relevant.
Verdict
Stellon brings broad wealth-management functions, reporting, integrations, and controlled AI into one platform. Buyers should request a scoped proposal and confirm required jurisdiction and integration coverage.
Plans and prices
From Stellon's own pricing page, checked 5 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Enterprise | Priced on request | Private bank or large multi-family office · four-plus jurisdictions · full module scope · bespoke implementation · option of Sovereign AI · Scoped proposal; pricing is not published. |
| Office | Priced on request | Single office or single-jurisdiction boutique · full operating platform · express implementation · Scoped proposal; pricing is not published. |
| Practice | Priced on request | Multi-family office or wealth manager · several teams · up to a few jurisdictions · standard configured implementation · Scoped proposal; pricing is not published. |
The facts
Each one read from Stellon's own pages, with the date it was checked.
What it does
- AI
- Stellon says roughly twenty AI capabilities run across about 42 workflow surfaces, including statement extraction, due-diligence drafting, commodity sentiment and custodian reconciliation.checked 5 Oct 2026
- AI controls
- AI calls pass through a governed gateway with per-tenant policy, confidence floors and audit-hashed logging, and the company says AI cannot autonomously approve payments or trades.checked 5 Oct 2026
- Client reporting
- Reports can consolidate information across custodians, entities and asset classes and include family wealth packs, portfolio reviews and ledger-backed statements.checked 5 Oct 2026
- Compliance
- The maker says the platform is modelled for FCA, FINMA, CySEC and ADGM/FSRA, and lists live jurisdiction coverage across the UK, Switzerland, Cyprus, UAE and Czechia.checked 5 Oct 2026
- Consoles
- Stellon describes eleven role-built consoles that use one governed data spine.checked 5 Oct 2026
- E-signature
- Document e-signature is provided through a Swiss-regulated provider and is described as compliant with ZertES and eIDAS.checked 5 Oct 2026
- Hosting and isolation
- Stellon says it is EU-hosted and multi-tenant, with application-layer tenant isolation and per-tenant database schemas and data residency available on request.checked 5 Oct 2026
- Integrations
- The integration layer connects to custodian banks, PMS/OMS, market and reference-data feeds, firm accounting and compliance vendors through APIs, secure file feeds or scheduled statement pulls.checked 5 Oct 2026
- Integration status
- The company says twelve integrations are live end-to-end; unattended custodian SFTP auto-pull and aggregator inbound feeds are listed as in active build.checked 5 Oct 2026
- Intended customers
- Stellon says it is built for wealth managers, multi-family offices, single-family offices and boutique private banks, with a typical AUM range of $200M–$5Bn.checked 5 Oct 2026
- Key features
- Its listed capabilities include CRM, client and prospect portals, investment and risk tools, compliance, operations, finance, legal workflows and administration.checked 5 Oct 2026
- Pricing
- Pricing is scoped per tenant based on platform tier, implementation path, module scope and AI edition; the company says it does not publish a rate card.checked 5 Oct 2026
- Pricing model
- Licensing is per tenant and scoped to firm assets and selected consoles; the maker says pricing is individually scoped and publishes no rate card.checked 5 Oct 2026
- Product
- Stellon is a governed wealth operating platform for boutique wealth managers, family offices and private banks.checked 5 Oct 2026
- Scope
- The platform spans relationship management, investment governance, operations, compliance, finance, reporting and client experience in one shared system.checked 5 Oct 2026
- Security
- The maker describes encrypted EU-region document storage, short-lived signed links, server-side role controls, and SHA-256 hash-chained audit registers.checked 5 Oct 2026
- Support
- The company says it replies to walkthrough requests within one business day and acknowledges suspected vulnerability reports within one business day.checked 5 Oct 2026
- Support and response
- The company says it usually returns a scoped estimate and walkthrough within one business day, and acknowledges responsible vulnerability reports within one business day.checked 5 Oct 2026
- Tenant isolation
- Tenant data is isolated at the application layer, with per-tenant database schemas and data residency available on request.checked 5 Oct 2026
- Unified system
- The platform brings relationship management, investment governance, operations, compliance, finance, reporting and the client experience into one shared system.checked 5 Oct 2026
- Who it serves
- Stellon is built for wealth managers, multi-family offices, single-family offices and boutique private banks; its stated typical AUM range is $200M–$5Bn.checked 5 Oct 2026
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