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What is Wealth Management by Zahlenwerk?

Wealth Management by Zahlenwerk is a cloud-based solution crafted for family offices and investment managers to oversee and evaluate private-market investments across different legal entities. This platform facilitates the recording of fund LP and SPV commitments, direct equity holdings, SAFEs, convertible instruments and options, alongside tracking vital financial elements like capital calls, distributions, cash flows, and valuations necessary for calculating IRR, TVPI, and DPI metrics. Users can upload or forward capital account statements, call notices, and distribution notifications, ensuring the extracted information stays linked to its source for straightforward verification. The system methodically organizes financial records by legal entity, associating them with relevant portfolio positions for better clarity. Furthermore, an integrated assistant and MCP server enhance the connection between portfolio data and advanced AI technologies like Claude and ChatGPT. Although the assistant is unable to delete positions, entities, individuals, or bank accounts, any changes made within the application require explicit user approval to maintain integrity. The platform is in beta, in use at a limited number of family offices, and access can be requested.

What is 1fs Wealth?

1fs Wealth is a cutting-edge wealth intelligence platform that leverages AI technology and cloud infrastructure to assist high-net-worth individuals and family offices in efficiently managing a wide array of assets, including public and private investments, real estate, and digital collectibles, all through a unified interface. The platform prioritizes security with features such as multi-factor authentication, comprehensive role-based access controls, and advanced encryption methods. Users gain access to real-time market valuations, market feeds, specialized risk analysis tools, and metrics for evaluating asset distribution and geographical location. It also supports detailed succession planning, equipping future beneficiaries with necessary asset allocation strategies, documentation, and ownership insights. Enhanced collaboration features allow family members, advisors, and external specialists to work seamlessly together, utilizing thorough analytics, peer comparisons, and information related to carbon and ESG considerations. Furthermore, it includes smooth integrations like API connectivity, account aggregation via Plaid, and hedge fund benchmarks provided by Albourne indices, rendering it an all-encompassing solution for refined wealth management. This holistic strategy not only streamlines asset management but also empowers users to navigate the complexities of the constantly evolving financial environment with confidence. By leveraging these advanced tools and insights, users can effectively enhance their wealth management practices and achieve their financial goals.

Media

Media

Integrations Supported

ChatGPT
Claude
Gmail
Google Drive
Microsoft Outlook
Microsoft Teams
Model Context Protocol (MCP)
Slack

Integrations Supported

Plaid

API Availability

API Availability

Has API

Pricing Information

€199/month
€199/month per team. Beta package pricing is team-based; new beta customers receive an individual package quote.

Pricing Information

Free
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS
iPhone
iPad
Windows
Mac

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

Zahlenwerk Studio

Date Founded

2026

Company Location

Germany

Company Website

www.zahlenwerk.studio/wealth-management

Company Facts

Organization Name

1fs

Company Location

United Kingdom

Company Website

www.1fs.co

Categories and Features

Family Office

Not specified

Wealth Management

Not specified

Categories and Features

Family Office

Not specified

Wealth Management

Not specified

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