MyFO

Built for the Next Generation of Family Offices

_MyFO

Software (est. 2024)

The most advanced family office experience, 2025

Crafted by the minds at MyFO, this platform redefines innovation in the family office space. Shaped by stakeholder insight, it’s built to solve complex, real-world challenges.

With a design rooted in clarity and purpose, every feature enhances strategic capability. MyFO transforms complexity into intuitive tools that exceed expectations.

We invite you to immerse yourself in the experience.‍

BOOK A DEMO

As Seen In

Why Choose Us?

Built For Clarity

Wealth today spans entities, asset classes, currencies, and generations. MyFO unifies this complexity, giving family offices a single source of truth through a holistic and consolidated view.

Seamless Setup

Onboard in days with hands-on support and an intuitive design your team can adopt immediately. With 20,000+ bank and accounting integrations, you can connect data instantly and start working without delay.

Proven Efficiency Gains

Family offices save millions each year by reducing administrative overhead and compliance drag. MyFO streamlines KYC, automates processes, and accelerates turnaround by more than 400%.

Customized For You

From single-entity to multi-family offices, MyFO adapts to your needs. Custom roles, permissions, and tailored reporting ensure every stakeholder gets exactly the level of visibility they require.

Secure By Design

Bank-grade infrastructure and SOC 2 compliance come standard, so your sensitive data stays protected without sacrificing usability.

Product Features

To simplify and organize financial lives by creating a comprehensive family office platform that consolidates data,.

Data Consolidation

Stakeholder Directory & User Management

Entity Mapping

Reporting

Document Storage & Management

Integrations

Data Security

Built to serve modern family offices and the advisors who support them.

^{Family offices lose up to 30% of their time to administration, costing over $1.5 million each year.}

MyFO streamlines operations so you can focus on what matters most:

Gain a real-time view of your total net worth across entities, asset classes, and geographies

Centralize documents, reporting, and communication in one secure platform—no more moving files between systems

Reduce administrative work and improve collaboration between family members and advisors

BOOK A DEMO

Advisors spend 60% of their time on KYC instead of clients.

Deliver strategic value with less admin and greater clarity.

Reduce KYC friction and eliminate back‑and‑forth with clients by working from the same real‑time data.

Access portfolios, documents, and reports in one secure, unified platform. Assess opportunities and adjust strategies quickly.

Spend more time strengthening relationships and delivering results that last.

BOOK A DEMO

Bank-level Security

From day one, we have prioritized security at every layer of our platform, ensuring families and their advisors can work with confidence. Your information is protected through enterprise-grade infrastructure, continuous monitoring, and encrypted data flows.

Trusted Service Provider
SOC ll Certified

More About Security

Our Awards

2025

Double Winner - MyFO

CLIENT DRIVEN INNOVATION

IMPLEMENTATION OF A TECHNOLOGY SOLUTION/BEST TECH STACK

2025

Double Winner - MyFO

reporting solution (americas)

female executive (americas)

2023

Finalist - Simran Kang

Top 10 Female Founders

2025

Winner - MyFO

startup awards recipient (early category)

2024

Winner - MyFO

best wealth management tool

2025

Winner- MyFO

2024 Best Tool (Fintech Category)

2025 Best Tool (Fintech Category)

2025

Double Winner - MyFO

CLIENT DRIVEN INNOVATION

IMPLEMENTATION OF A TECHNOLOGY SOLUTION/BEST TECH STACK

2025

Winner - MyFO

reporting solution (americas)

2025

Winner - Simran Kang

female executive (americas)

Winner - MyFO

startup awards recipient (early category)

2025

Winner - MyFO

best wealth management tool

Winner - MyFO

2024 q2 product awards- fintech category

2025

Double Winner - MyFO

CLIENT DRIVEN INNOVATION

IMPLEMENTATION OF A TECHNOLOGY SOLUTION/BEST TECH STACK

2025

Winner - MyFO

reporting solution (americas)

2025

Winner - Simran Kang

female executive (americas)

2025

Winner - MyFO

startup awards recipient (early category)

2025

Winner - MyFO

best wealth management tool

2025

Winner - MyFO

2024 q2 product awards- fintech category

Book a Demo in 30 Seconds

Just answer a couple quick questions and we’ll be in touch ASAP.

Thank you for reaching out! A member of the MyFO team will be in touch as soon as possible with the next steps to get your demo.

Oops! Something went wrong while submitting the form

Paint Your Financial Masterpiece

Designed to bring order to complexity, MyFO transforms fragmented financial data into a unified dashboard that everyone can understand with clarity and confidence.

Stay in the loop by joining our mailing list

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Use MyFO

For Family Offices For Advisors Why MyFO Product Features Security

Learn More

Book a Demo Contact Sales Resources

Legal