Turning Today's Wealth Into Tomorrow's Legacy

Helping founders and investors grow, preserve, and manage equity with expert guidance and transparent updates.

Our Company

Your Trusted Partner in Wealth Management

With over 20 years of experience managing wealth for clients worldwide, our team specializes in creating personalized financial strategies that deliver results.

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Assets under management
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Trusted clients globally
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Years of experience
HC
Handelsblatt Capital
M
Money
DZ
Die Zeit
FG
Fonds Global
BR
Börse Review
EM
Extra Markets
AP
Allurion Partners
HC
Handelsblatt Capital
M
Money
DZ
Die Zeit
FG
Fonds Global
BR
Börse Review
EM
Extra Markets
AP
Allurion Partners

Trusted by more than 12,000 financial companies in 40 countries.

We'll be there for you throughout the journey

Optimise workflows and automate repetitive tasks so your team focuses on decisions, not data entry. Keep controls tight while speeding up investor updates.

Scalable and secure
Bank-grade encryption, approvals, and audit trails by default.
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Easy integrations
Connect data rooms, CRMs, and reporting without heavy lift.
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24/7 support
Access to specialists when your team or investors need answers.
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Sample allocation breakdown

Services

Our Financial Solutions

Our suite of services is designed to meet all your financial needs, whether you're planning for retirement, investing in global markets, or building an estate plan.

Benefits

Why Choose Us?

Our suite of services is designed to meet all your financial needs, whether you're planning for retirement, investing in global markets, or building an estate plan.

Investment strategies for every client.

Our prefabricated panel assembly allows us to deliver your home up to 3x faster than a typical construction. With a clear budget and a predictable timeline, you get less unfortunate surprises.

Financial advisor to guide you through every step.

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Low fees, full transparency, and a proven track record.

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Access to top-performing investment opportunities.

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Team presenting financial insights

Designed with clients in mind

Built for investors, guided by managers.

FundEQ gave us the control and clarity we needed across mandates. Investors see progress, our team stays aligned, and we spend less time reconciling data.

Liam Carter

Managing Partner, Aurora Capital

Their reporting and governance kept our board confident while we expanded into new markets. Everything stayed compliant and well-documented.

Jacob Patel

Chief Investment Officer, Northpoint Ventures

We consolidated cash, FX, and capital calls in one place. The team saved hours each week and our LPs finally see updates without chasing us.

Daniel Brooks

General Partner, Meridian Growth

FundEQFundEQ

We are a full-service financial company founders trust to create products that become verbs