Family Office Software Vendors
Complete Directory of Family Office Software Solutions
Explore our comprehensive directory of 86 family office software vendors and technology solutions. Each vendor profile includes detailed feature analysis, pricing information, and implementation insights.
Apex Fintech Solutions
Custody and infrastructure for digital investing platforms
View Full Profile →Black Diamond (SS&C Advent)
Wealth management platform for advisors and family offices
View Full Profile →Canoe Intelligence
Automated data extraction from alternative investment documents
View Full Profile →Redi2 (Envestnet Revenue Manager)
Billing and revenue management for financial institutions
View Full Profile →Simple
Comprehensive AI family office platform for CEOs providing guides, tools, data, and services to help wealth owners and family offices simplify every stage of growth and development.
View Full Profile →Addepar
Addepar specializes in Investment management, consolidated reporting, analytics. Focus areas include Investment management, consolidated reporting, analytics. Global (strong in US).
View Full Profile →Masttro
Masttro specializes in Security, multi-currency, visual dashboards, alternatives. Focus areas include Global family offices, UHNW reporting, alternative assets. Global (Latin America, US, Europe).
View Full Profile →Eton Solutions
Eton Solutions specializes in Accounting, reporting, entity management. Focus areas include Fully integrated family office operations. US, growing in international markets.
View Full Profile →FundCount
FundCount specializes in GL, partnership accounting, fund admin. Focus areas include Accounting-led offices, partnerships, private investments. US, EMEA, APAC.
View Full Profile →Asset Vantage
Asset Vantage specializes in Accounting, consolidated reporting, private assets. Focus areas include HNW & FO accounting + investment tracking. US, India, Middle East.
View Full Profile →Asseta
AI-powered asset management and analytics platform for family offices and institutional investors
View Full Profile →Sumit
Digital wealth management platform providing comprehensive financial planning and investment management for high-net-worth clients
View Full Profile →Browse by Category
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