Wealth Management by Zahlenwerk 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.
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Pricing
Pricing Starts At:
€199/month
Pricing Information:
€199/month per team. Beta package pricing is team-based; new beta customers receive an individual package quote.
Integrations
Company Details
Company:
Zahlenwerk Studio
Year Founded:
2026
Headquarters:
Germany
Website:
www.zahlenwerk.studio/wealth-management
Media
Portfolio dashboard: value, TVPI, DPI and IRR per currency (demo data)
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Customer Support
Online Support
Wealth Management by Zahlenwerk Features and Options
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