The Modus family office technology map (below) is a visualization of software and services utilized by single-family offices. This version was updated on September 23, 2025.
The map is not an endorsement of these companies by Modus. Their inclusion has no influence on Modus’s journalism.
Companies will never pay to be part of the Modus map. Any software or service that claims to work with single-family offices will be considered.
Modus will strive to update the map frequently and make it as helpful as possible to family offices, consultants, current and prospective investors in the companies on the map, and other stakeholders.
Recommendations to the map — companies, categories, its design, or functionality — are encouraged and should be emailed to Modus Editor Michael Thrasher: michael.thrasher@modus.news.
The map was inspired by the long-running Kitces.com Financial Advisor Technology Map, which includes several categories, more than two dozen subcategories, and over 200 different companies. The Kitces.com and Modus maps share some categories, but others on the Kitces.com map are less relevant to family offices (prospecting, digital onboarding, client meeting support), or are absent and important to many family offices (accounting).
Family Office Technology Map Companies and Categories
Accounting
Software focused on recording, managing, analyzing, and reporting on financial transactions.
Asseta, Ledgex, NetSuite, QuickBooks, Sage, SumIt Software.
Performance Reporting
Software focused on tracking investment performance, asset valuation, and analysis.
Addepar, Aleta, Altoo, Asora, Landytech, Masttro, Sofistic.AI.
Alternative Investment Document Management
Software that helps family offices manage and analyze their private or alternative investments, including private equity, venture and other types of funds, as well as direct investments in companies.
Arch, Canoe, Tamarix, Unlimited AI.
Bill Pay
Like the category's name suggests, family offices use this software to pay bills.
Bill.com, RBC AgilLink, Atomic Insights.
Trust, Estate & Family Organization
Software used by family offices to help organize and manage their structure, documents and more.
iPaladin, Leafplanner, Luminary, Orca, Trusted Family, Trustworthy, Vanilla, Wealth.com.
Cash Management
Software that family offices use to increase the yield of their cash holdings and more.
Fourish, Max.
All (or Some)-In-One Platforms
Companies with proprietary software and solutions spanning multiple other categories.
Armanino, Aquliance, Archway, Asset Vantage, Auria, Bessemer Trust, Copia Wealth Studios, Eton Solutions, FundCount, MyFO, Northern Trust, SS&C, Stavtar, STP WealthSite, Summitas, Vidrio, WealthHub.
