Built for the Next Generation of Family Offices

Built for the Next Generation: The Fastest-Growing Family Office Software

MyFO
Software (est. 2024)
The most advanced family office experience, 2025
Crafted by the minds at MyFO, this platform redefines innovation in the family office space. Shaped by stakeholder insight, it’s built to solve complex, real-world challenges.

With a design rooted in clarity and purpose, every feature enhances strategic capability. MyFO transforms complexity into intuitive tools that exceed expectations.

We invite you to immerse yourself in the experience.‍
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As Seen In

Why Choose Us?

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Built For Clarity
Wealth today spans entities, asset classes, currencies, and generations. MyFO unifies this complexity, giving family offices a single source of truth through a holistic and consolidated view.
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Seamless Setup
Onboard in days with hands-on support and an intuitive design your team can adopt immediately. With 20,000+ bank and accounting integrations, you can connect data instantly and start working without delay.
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Proven Efficiency Gains
Family offices save millions each year by reducing administrative overhead and compliance drag. MyFO streamlines KYC, automates processes, and accelerates turnaround by more than 400%.
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Customized For You
From single-entity to multi-family offices, MyFO adapts to your needs. Custom roles, permissions, and tailored reporting ensure every stakeholder gets exactly the level of visibility they require.
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Secure By Design
Bank-grade infrastructure and SOC 2 compliance come standard, so your sensitive data stays protected without sacrificing usability.

Product Features

To simplify and organize financial lives by creating a comprehensive family office platform that consolidates data,.
Data Consolidation
Stakeholder Directory & User Management
Entity Mapping
Reporting
Document Storage & Management
Integrations
Data Security
Data Consolidation
Stakeholder Directory & User Management
Entity Mapping
Reporting
Document Storage & Management
Integrations
Data Security

MyFO

Built to serve modern family offices and the advisors who support them.
For Family Offices
For Advisors
Family offices lose up to 30% of their time to administration, costing over $1.5 million each year.
MyFO streamlines operations so you can focus on what matters most:
Gain a real-time view of your total net worth across entities, asset classes, and geographies
Centralize documents, reporting, and communication in one secure platform—no more moving files between systems
Reduce administrative work and improve collaboration between family members and advisors
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Advisors spend 60% of their time on KYC instead of clients.

Deliver strategic value with less admin and greater clarity.
Reduce KYC friction and eliminate back‑and‑forth with clients by working from the same real‑time data.
Access portfolios, documents, and reports in one secure, unified platform. Assess opportunities and adjust strategies quickly.
Spend more time strengthening relationships and delivering results that last.
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Bank-level Security

From day one, we have prioritized security at every layer of our platform, ensuring families and their advisors can work with confidence. Your information is protected through enterprise-grade infrastructure, continuous monitoring, and encrypted data flows.
Trusted Service Provider
SOC ll Certified
More About Security
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Access Controls
Infrastructure Security
Product & Data Security
Continuous Monitoring
Risk & Compliance

Our Awards

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2025
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Double Winner - MyFO
CLIENT DRIVEN INNOVATION
IMPLEMENTATION OF A TECHNOLOGY SOLUTION/BEST TECH STACK
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2025
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Double Winner - MyFO
reporting solution (americas)
female executive (americas)
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2023
Finalist - Simran Kang
Top 10 Female Founders
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2025
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Winner - MyFO
startup awards recipient (early category)
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2024
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Winner - MyFO
best wealth management tool
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2025
Winner- MyFO
2024 Best Tool (Fintech Category)
2025 Best Tool (Fintech Category)
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2025
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Double Winner - MyFO
CLIENT DRIVEN INNOVATION
IMPLEMENTATION OF A TECHNOLOGY SOLUTION/BEST TECH STACK
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2025
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Winner - MyFO
reporting solution (americas)
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2025
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Winner - Simran Kang
female executive (americas)
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Winner - MyFO
startup awards recipient (early category)
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2025
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Winner - MyFO
best wealth management tool
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Winner - MyFO
2024 q2 product awards- fintech category
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2025
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Double Winner - MyFO
CLIENT DRIVEN INNOVATION
IMPLEMENTATION OF A TECHNOLOGY SOLUTION/BEST TECH STACK
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2025
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Winner - MyFO
reporting solution (americas)
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2025
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Winner - Simran Kang
female executive (americas)
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2025
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Winner - MyFO
startup awards recipient (early category)
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2025
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Winner - MyFO
best wealth management tool
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Winner - MyFO
2024 q2 product awards- fintech category

Preferred Partners

Consulting

Deviate Consulting

Deviate Consulting supports family offices with technology selection, implementation, and back-office services. Their tailored approach ensures smooth adoption and ongoing operational support.
Data

InfoGuard

InfoGuard is a Swiss cybersecurity firm specializing in managed security services, incident response, and consulting. It protects organizations across finance, healthcare, and public sectors with certified expertise.
Data

SumIt

SumIt offers an intuitive accounting platform built for family offices managing multiple entities. It automates transactions, reporting, and ledger consolidation to save time and increase accuracy.
Integrations

Asseta

Asseta provides a family office platform that consolidates reporting, accounting, and investment oversight. Its AI-driven tools deliver real-time visibility and operational efficiency
Data

Canoe Intelligence

Canoe uses AI to automate the collection and processing of alternative investment documents and data. It streamlines workflows for investors and wealth managers, reducing manual work and errors.
All Partners

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Paint Your Financial Masterpiece
Designed to bring order to complexity, MyFO transforms fragmented financial data into a unified dashboard that everyone can understand with clarity and confidence.
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