Wealth Intelligence
Your wealth is everywhere.
It shouldn't be.
One platform for everything you own.
Integrated with
The Problem
Still using spreadsheets?
You've built serious wealth across stocks, properties, art, crypto, and more. Managing it shouldn't feel like a part-time job.
The old way
Spreadsheets
Bank portals
Filing cabinets
Email chains
Multiple apps
Confusion
Scattered. Stressful. Slow.
The 1fs way
Total Portfolio
All assets unified
Live
Performance
+12.4%
Asset Classes
24+
Recent Activity
Unified. Clear. Effortless.
What We Do
Everything you need.
Nothing you don't.
Consolidate
Every asset, one view
24+ asset classes from stocks to art to crypto. Connected via API or manual upload. See your complete wealth picture instantly.
Analyze
Insights that matter
Real-time performance tracking. Risk analysis. Fee monitoring. Know exactly where you stand and what to do next.
Collaborate
Share with who matters
Give family members and advisors the access they need. Granular permissions keep you in control of who sees what.
Protect
Bank-grade security
Enterprise-level encryption. Multi-factor authentication. Your data is yours. Period.
Who It's For
Built for serious wealth.
Whether you're managing personal wealth, running a family office, or serving clients—we've got you covered.
Individuals & Families
See your complete picture
You've spent decades building wealth. Now manage it with the clarity and control it deserves.
- Complete portfolio visibility
- Legacy & succession planning
- Secure family collaboration
Perfect for
HNWIs · Multi-generational families
Family Offices
Streamline your operations
Replace fragmented systems with a unified platform built for complexity. Your team will thank you.
- Multi-entity consolidation
- Instant reporting & analytics
- Team workflows & permissions
- Document vault & search
Perfect for
Single & Multi-family offices
Enterprise
Elevate your offering
Give your clients the modern platform they expect. White-label or integrate via API.
- White-label platform
- Full API access
- Dedicated support
Perfect for
Banks · Wealth managers · Advisors
Why Trust Us
The proof is in the platform.
Award Winner
WealthTech of the Year
2023
£2B+
Assets tracked
50+
Family offices
24+
Asset classes
Family Office
85%
faster quarterly reporting
Consolidated 3 generations of wealth into one unified view.
Read story →
Private Family
12
asset classes unified
First complete view of net worth across 5 countries.
Read story →
Wealth Manager
40%
increase in client satisfaction
White-labeled 1fs to modernize their client offering.
Read story →
Program Alumni
EY Fintech
Accelerator program graduate
Program Alumni
Grow London
Mayor's international business program
+14 more
Advisory Board
Leaders from UBS, HSBC, Visa & more →
Get Started
Ready to see your
wealth clearly?
Book a personalized demo. See how 1fs can transform how you manage wealth.
Typical response: same business day
Award Winner
WealthTech of the Year
2023
"1fs transformed how we manage our family's portfolio. What used to take days now takes minutes."
James M.
Family Office