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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Greenlock operates as an autonomous wealth management platform that utilizes a Swiss-based, zero-knowledge framework, providing full transparency and capital efficiency for both single- and multi-family offices. The platform offers extensive services including comprehensive fee benchmarking and reduction, performance audits, optimization of private equity and venture capital portfolios, real estate oversight, executive reporting, and core capital risk monitoring. By leveraging advanced analytics and net-of-fee assessments, it reveals hidden expenses such as those from banks, private equity, and hedge funds, enabling wealth owners to make informed, fee-conscious choices. Family offices benefit from the ability to create customized, automated reports featuring modules that can be tailored to address risk, returns, fees, benchmarks, and non-bank assets. Greenlock seamlessly integrates with current systems and operates without selling financial products or managing client assets, thereby maintaining incentives that are fully aligned with the owners' interests. Managing more than $2 billion in assets, the platform has successfully achieved significant fee reductions for its clientele, reinforcing its value as a partner in wealth management. This capacity allows it to continually adapt and respond to the evolving needs of family offices in today's financial landscape.

Description

Wealth Management by Zahlenwerk is a cloud-based platform designed for family offices and investment managers to manage and monitor private-market investments across various legal entities. It enables the documentation of fund LP and SPV commitments, direct equity holdings, SAFEs, convertible instruments and options, while also tracking capital calls, distributions, cash flows, and valuations necessary for IRR, TVPI, and DPI metrics. Users have the ability to upload or forward capital account statements, call notices, and distribution notifications, ensuring that extracted data remains linked to its original source for easy verification. The system organizes financial records by legal entity and associates them with corresponding portfolio positions. Additionally, an integrated assistant and MCP server facilitate the connection of portfolio data with advanced AI systems like Claude and ChatGPT. While the assistant is restricted from deleting positions, entities, individuals, or bank accounts, all modifications within the app require explicit user authorization. The product is in beta, in use at a small number of family offices, and access is available on request.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ChatGPT No 
Claude No 
Gmail No 
Google Drive No 
Microsoft Azure Yes 
Microsoft Outlook No 
Microsoft Teams No 
Model Context Protocol (MCP) No 
Slack No 

Integrations

ChatGPT Yes 
Claude Yes 
Gmail Yes 
Google Drive Yes 
Microsoft Azure No 
Microsoft Outlook Yes 
Microsoft Teams Yes 
Model Context Protocol (MCP) Yes 
Slack Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

€199/month
€199/month per team. Beta package pricing is team-based; new beta customers receive an individual package quote.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Greenlock

Country

Switzerland

Website

www.greenlock.io

Vendor Details

Company Name

Zahlenwerk Studio

Founded

2026

Country

Germany

Website

www.zahlenwerk.studio/wealth-management

Product Features

Product Features

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