| Addepar | Large single and multi-family offices with complex, alternatives-heavy portfolios that want an established reporting platform. | Aggregation and reporting | Single and multi-family offices (its FAQ says it serves both) | Not published | Not published | Varies with legacy data, custodial feeds and history migration; dedicated implementation team (vendor FAQ) | Hundreds of custodians, banks and administrators via daily feeds; market data and pricing partners | Yes: PE, VC, hedge funds, real estate, direct investments | Positions itself as a data and AI company | SOC 2 Type II; third-party penetration testing | Since 2009; Addepar states $10 trillion+ in assets on platform across 1,500+ clients in 60+ countries (about page) |
| Aleta | Single and multi-family offices that want consolidated wealth reporting with a principal-friendly interface and published entry pricing. | Aggregation and reporting | Single and multi-family offices | Its own comparison page cites $50 million to $5 billion+ | Aleta states from $1,000 a month, not AUM-based (its comparison page) | Aleta states "a couple of weeks to 2–3 months" (site FAQ) and 4–8 weeks (comparison page) | Aleta states 100+ custodian and bank integrations; open API, MCP layer, Power BI and Excel | Yes: private equity, real estate, co-investments | AI features (Aleta Intelligence) for fund documents and analysis | States SOC 2 certification | New York HQ (site); Aleta states $100 billion+ in monitored assets |
| Altoo | Wealth owners and family offices, particularly in Europe, that want Swiss-hosted consolidation and a family-facing app. | Wealth platform for families | Wealth owners, SFOs, MFOs, private banks, trusts and foundations | Not published | Not published | Not published | Altoo Wealth API and MCP | Non-bankable assets supported | MCP connection for AI assistants | Platform produced, hosted and resident only in Switzerland | Altoo AG, Baar, Switzerland |
| Arch | Offices with large private fund programmes that need K-1s, capital calls and statements collected and verified automatically. | Private markets data and documents | Investors including single family offices (testimonials on site) | Not published | Not published | Not published | Pushes "trusted data in the systems that power your business" via partners | Core focus: private markets | Not published | GDPR statement on site | Not published |
| Archway | Large, accounting-led family offices and private banks that want aggregation, accounting and reporting on one general ledger. | Accounting and administration | SFOs, MFOs, private banks, private funds | Not published | Not published | Not published | Mentions Canoe, Microsoft, Excel, ChatGPT and Claude on its site | Yes: illiquid investments, K-1s | Discusses AI on clean data | Not published | Since 2002 |
| Asora | Single and multi-family offices that want fast set-up of aggregation, performance and reporting with private assets included. | Aggregation and reporting | SFOs, MFOs, UHNW individuals, advisers | Not published | Not published | Wealth structure live in 4 weeks or less (vendor-stated) | Feeds, APIs and file ingestion from banks and custodians; uses Canoe Intelligence for private assets | Yes: PE, real estate, VC, direct investments, capital calls | Not published | ISO 27001 certified; GDPR; private-cloud option | Asora states 100+ families |
| Asset Vantage | Single and multi-family offices and CPA firms that want accounting, wealth reporting and aggregation in one system. | Accounting and reporting | SFOs, MFOs, CPAs and business managers | Not published | Not published | Not published | Bill.com; mobile app (iOS and Android) | Private equity tracking | Not published | Not published | Case studies cite offices in the US and India |
| Asseta | Family offices replacing spreadsheets or a generic ERP with a family-office-specific ledger, bill pay and reconciliations. | Accounting and operations | SFOs, MFOs and RIAs, accounting firms | Not published | Not published | Not published | QuickBooks migration, MCP | Investment data and partnership accounting | AI-powered automated workflows | SOC 2 Type II and ISO 27001 | Asseta states 50+ families onboarded |
| SS&C Black Diamond | Multi-family offices and trust-heavy offices that need household reporting, branded client portals and CRM from one provider. | Reporting, portal and CRM | SFOs and MFOs, wealth managers, trust companies | Not published | Not published | Dedicated implementation and service model (product brief) | SS&C states 1,000+ direct data feeds and 90+ third-party integrations | Yes: alternatives, partnerships, collectibles | Not published | Not published | Part of SS&C Technologies |
| Canoe Intelligence | Offices with many private fund commitments that want document collection and data extraction automated. | Alternatives documents and data | Canoe states 75+ family offices among 300+ alternative investor clients | Not published | Not published | Five-phase onboarding (vendor-stated) | Addepar, Tamarac, Black Diamond, Orion and more | Core focus | Machine-learning extraction | "8 layers of protection" (vendor-stated) | Founded 2013 inside a single family office |
| Copia Wealth Studios | Wealth owners, single family offices and MFOs that want reporting, entity mapping and capital-call forecasting. | Aggregation and reporting | Individuals and family offices, MFOs, institutions and RIAs | Not published | Not published | Not published | Not published | Capital calls and private investments | AI-powered document ingestion | SOC 2-audited | Not published |
| Elysys | Offices that run on Microsoft and want front-to-back investment accounting inside Dynamics 365 Business Central. | Accounting and investment management | Family offices, institutional and corporate investors | Not published | Not published | Not published | Microsoft ecosystem; banks, brokers and feeds automation | Not published | AI-powered automation; states client data is not used to train models | SOC 1, SOC 2, ISO 27001, GDPR | Elysys states $230 billion+ in assets and deployment in 18+ countries |
| Eton Solutions (AtlasFive) | Large single and multi-family offices wanting one integrated platform for accounting, investments and operations. | Integrated platform with AI | SFOs, MFOs, business managers, RIAs, PE and real estate firms | Not published | Not published | Not published | Not published | Serves PE, real estate and fund-of-funds firms | EtonAI ("WealthAI platform") | Not published | HQ Morrisville, North Carolina; international HQ Singapore |
| FundCount | Accounting-led offices that want portfolio, partnership and general-ledger accounting on one real-time ledger, with published prices. | Accounting and investments | SFOs, MFOs, fund administrators | Not published | FundCount states SFO from $35,899 a year and MFO from $26,950 a year, plus implementation and hosting fees | Scoped in the quotation (vendor-stated) | Data aggregation; Excel | Partnership accounting | AI Document Intelligence | SOC 2 Type II | Founded 1999; HQ Barbados; offices in Boston, Toronto, Singapore and Dubai |
| Gravity Software | Smaller and mid-sized offices that need multi-entity accounting and consolidations in the Microsoft ecosystem. | Accounting (Microsoft) | Single and multi-family offices | Not published | Not published | Not published | Microsoft 365 (Excel, Outlook, Teams, Copilot), Power BI, Power Automate, Salesforce CRM | Private investments analysed by entity and fund | Microsoft Copilot | Not published | Not published |
| Kubera | Individuals and smaller multi-entity families that want a low-cost balance sheet across currencies and asset types. | Personal balance sheet | Individuals; Kubera Black for complex multi-entity wealth; white label for firms | Not published | Kubera states from $250 a year (Essentials); $2,500 a year for Kubera Black | Self-serve | International bank and brokerage connections; ChatGPT and Claude | Yes | Works with AI assistants | Not published | Not published |
| Landytech (Sesame) | Multi-asset single and multi-family offices, especially in Europe, that need broad custodian coverage and APIs. | Aggregation and reporting | SFOs, MFOs, private banks, asset managers and owners | Not published | Not published | Not published | Landytech states 500+ custodians and 10,000+ open banking feeds; data and analytics APIs | Multi-asset | aLi AI agent | SOC 2 Type II, ISO 27001, GDPR | London HQ; Landytech states $250 billion+ under reporting and 20+ countries served |
| Ledgex | Offices that want AI to automate statements, capital calls, K-1s and reconciliation on their own infrastructure. | AI back-office automation | Single and multi-family offices, wealth managers, investment firms | Not published | Not published | Offers an AI-readiness assessment | Custodian statements, portals, spreadsheets | Capital calls, PCAPs, K-1s | Core focus | Runs on client infrastructure | Founded 2010 |
| Masttro | Global single and multi-family offices with many entities and jurisdictions that prefer pricing not linked to AUM. | Full-stack platform | SFOs, MFOs, wealth advisers | Not published | Not linked to AUM (vendor-stated); quote on request | Not published | Masttro states 750+ direct connections to custodians, banks and data providers; API; Excel | Yes: AI module for capital calls and statements | Masttro Intelligence; AI module | Encrypted, secure (no named certification on pages reviewed) | Founded 2010; offices in New York, Zurich and Monterrey; Masttro states 400+ family offices |
| Private Wealth Systems | UHNW families and offices that need consolidated performance reporting and portfolio accounting. | Reporting and accounting | UHNW individuals, family offices, RIAs, endowments | Not published | Not published | Not published | Not published | Not published | Not published | Not published | Not published |
| QPLIX | European family offices and private banks that need liquid and illiquid assets, accounting and tax in one platform. | Portfolio management | Family offices, funds, private banks, IFAs, foundations | Not published | Not published | Not published | API-based; partner ecosystem | Yes: illiquid assets | AI-powered tools | ISO 27001 data centres; ISAE 3402; BaFin-registered AISP | Germany |
| SS&C Total Return | Investment-heavy family offices with partnership structures that need fund-style accounting and tax processing. | Accounting (portfolio, partnership, GL) | Family offices, private wealth funds, hedge funds | Not published | Not published | On-premise or hosted | Not published | Complex securities and multi-tier ownership | Not published | Not published | Part of SS&C Technologies |
| SumIt | Finance teams in single and multi-family offices that need a simple multi-entity ledger with one-click consolidations. | Accounting (general ledger) | SFOs and MFOs | Not published | Not published | Not published | Addepar and Bill.com (vendor-stated) | Not published | Not published | Not published | Founded by a family office operator (about page) |
| AgilLink | Family offices and business managers that run bill pay and household accounting for many clients. | Bill pay and client accounting | Family offices, business managers, CPAs, trust companies | Not published | Not published | Not published | API; investment data integration | Not published | Not published | Not published | Linked to City National Bank (site) |