Modus Family Office Technology Map

A pixelated image of the Modus Family Office Technology Map. Illustration by Modus.

The Modus family office technology map (below) is a visualization of software and services used by single-family offices.

The market 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).

Modus first published the family office technology map in 2025. It has had several versions and should be considered a living document. Modus strives to update it 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.

The map is not an endorsement of these companies by Modus. Their inclusion does not influence Modus’s journalism.

Companies will never pay to be part of the Modus map. We will consider any software or service that claims to work with single-family offices.

Suggestions for the map—including companies or categories to add, how they are presented, or other ideas—are encouraged. Recommendations should be emailed to Modus editor Michael Thrasher: [email protected].