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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 DployAI?

DployAI focuses on the implementation and integration of artificial intelligence technologies, primarily aimed at assisting family offices by offering tailored AI solutions and driving their digital transformation. Their offerings include the automation of financial operations, streamlining repetitive activities, and enhancing decision-making through custom algorithms designed for portfolio management, risk assessment, and trend analysis. Clients benefit from the creation of specialized AI models, personalized consulting services, and ongoing training to ensure the optimal use and effectiveness of their systems. DployAI claims that its efforts can boost operational efficiency by 40%, achieve over 99 successful system integrations, and enable finance teams to reduce their weekly working hours by around 20%, emphasizing their dedication to fostering efficiency improvements and providing comprehensive AI-powered financial insights. By positioning themselves as a catalyst for cutting-edge financial solutions, DployAI empowers family offices to navigate and succeed in a rapidly evolving economic environment. The company’s commitment to innovation and support helps clients stay ahead of the curve in the financial sector.

Media

Media

Integrations Supported

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

Integrations Supported

API Availability

API Availability

Pricing Information

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

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
24 Hour 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

DployAI

Company Location

United States

Company Website

www.dployai.com

Categories and Features

Family Office

Not specified

Wealth Management

Not specified

Categories and Features

Family Office

Not specified

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FINARTIS