One Platform to Manage Wealth Across Generations

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Modernise your family office with a secure, intuitive platform built for complex structures and multi-asset portfolios. Be first to try our revolutionary new feature that transforms how wealth is structured and shared.

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(Nordic Angels members receive 30% off their Sharpfin Family Office platform subscription).

Yes. Sharpfin is built for family offices that need a clear, consolidated view of their entire portfolio — including listed securities, private investments, and all associated cash flows.

The Sharpfin platform for Family Offices offers seamless integration of listed assets, providing daily updates of your entire portfolio. No manual imports, no delays — just up-to-date data, always at your fingertips.

Yes! With Sharpfin, you can easily manage cash flows using counter bookings. Create assets or liabilities from transactions with just a click — whether it’s a dividend payment or your latest art acquisition. Everything is tracked and structured in one intuitive system.