Real-time wealth aggregation, AI-powered document processing, and multi-entity accounting — built for the complexities of modern family offices.
One unified platform replacing spreadsheets, fragmented tools, and endless email threads.
Connect every account, entity, and custodian. See your complete wealth picture updated live — no manual reconciliation.
Upload statements, K-1s, and legal docs. Our AI extracts, categorizes, and reconciles automatically.
Benchmark-grade analytics with attribution, IRR, and exposure analysis across all entities and asset classes.
Trusts, LLCs, partnerships, and personal accounts — all consolidated with proper intercompany elimination.
Bank-grade encryption with granular permissions. Every document versioned, searchable, and audit-ready.
Charter management, decision tracking, meeting records, and succession planning — built for multi-generational wealth.
A guided onboarding experience that meets you where you are.
Link custodians, banks, and investment platforms through secure API connections. We support 200+ integrations out of the box.
Drag in existing documents, statements, and reports. Our AI processes and categorizes everything — building your historical picture automatically.
Your complete wealth picture — live. Dashboards, reports, and governance tools, all in one place. Accessible to your whole team with proper controls.
Family Office OS replaced six different tools and countless spreadsheets. For the first time, our entire family wealth is visible in one place — and our quarterly reporting went from two weeks to two hours.
Transparent pricing that grows with your family office.
Tailored to your family office structure, entity count, and governance requirements.
Join the family offices transforming how they manage wealth. Request access for a personalized demo.