Private markets are projected to reach $18.3 trillion by 2027, creating unprecedented demand for platforms that consolidate and report on complex private holdings. Eight proven platforms dominate this space, each addressing specific investor needs from family office management to venture fund administration.

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1. MyFO – Comprehensive Family Office Management

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Website: https://www.myfotech.com

Best for: Family offices managing multi-entity portfolios across private and public investments

MyFO is purpose-built for tracking, consolidating, and reporting on private and public investments across family office structures. The platform brings entities, ownership structures, investments, and documents into a single system of record.

The platform supports private equity, venture capital, real estate, and traditional assets with reporting at both consolidated portfolio and individual asset levels. Users can generate single-date or comparative reports across time periods with breakdowns by asset class, currency, and geography.

With controlled access across stakeholders, bank-grade security, and audit-ready reporting, MyFO serves family offices and their advisors overseeing more than $20B in assets.

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2. PitchBook – Private Market Intelligence

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Website: https://pitchbook.com

Best for: Investors seeking comprehensive visibility into private company valuations and deal flow

PitchBook provides the industry standard for private market intelligence, covering over 3 million companies, 1.6 million deals, and 300,000+ investors. The platform delivers comprehensive valuation analysis, performance tracking, and benchmarking capabilities.

Key capabilities include global deal tracking with real-time updates, market visualization tools, and performance analytics enabling data-driven investment decisions. Institutional-grade data supports thorough due diligence across private equity and venture capital portfolios.

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3. Empower – Accessible Wealth Tracking

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Website: https://www.empower.com

Best for: Individual investors and smaller family offices seeking intuitive wealth tracking

Empower (formerly Personal Capital) consolidates private investments, public securities, and retirement assets into real-time dashboards. The platform's web and mobile interfaces prioritize simplicity without sacrificing functionality.

Core features include net worth tracking, integrated financial planning tools, and seamless integration of private and public assets. Empower's zero-cost model makes sophisticated wealth management tools accessible to a broader investor base.

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4. Kubera – Complex Asset Tracking

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Website: https://www.kubera.com

Best for: High-net-worth individuals managing diversified portfolios including illiquid and unconventional assets

Kubera specializes in tracking complex asset mixes that traditional platforms struggle to handle, from private startup investments to collectibles. The platform provides clarity for investors with non-traditional portfolios.

The system offers automated valuation updates, performance dashboards, secure data storage, and customizable reporting. Kubera's personal plan costs $249 annually and bridges personal wealth tracking with professional-grade functionality.

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5. Morningstar – Research and Analytics

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Website: https://www.morningstar.com

Best for: Investors requiring institutional research depth and comprehensive benchmarking

Morningstar extends its public-market analytics expertise into private markets. The Morningstar PitchBook U.S. Modern Market 100 Index tracks 90 major public companies alongside 10 venture-backed private firms, providing a unified framework across asset classes.

The platform delivers comprehensive portfolio analytics, manager and fund comparison tools, and integrated tax and compliance reporting. Morningstar's research rigor ensures credible analysis of blended portfolios.

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6. Carta – Venture Fund Administration

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Website: https://carta.com

Best for: General partners, limited partners, and venture fund managers requiring operational automation

Carta transforms venture fund administration by automating capital calls, NAV tracking, and LP reporting processes. The platform serves more than 3,000 venture firms administering over $150 billion in capital.

Key automation includes fund accounting, investor update generation, and workflow integration for capital events and valuations. Data-driven dashboards provide comprehensive trend analysis and return tracking while maintaining institutional reporting standards.

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7. KraneShares – Index-Based Private Tech Access

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Website: https://kraneshares.com

Best for: Accredited investors seeking transparent exposure to high-growth private technology companies

KraneShares provides index-based private-market access through funds tracking S&P Dow Jones private-company indices. Launched in October 2025, these offerings provide accredited investors with exposure to private technology firms including SpaceX, OpenAI, xAI, Stripe, Databricks, and Anthropic.

The platform combines private growth potential with public market comparability and institutional-quality reporting for alternative investment strategies.

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8. Sharesight – Global Multi-Currency Reporting

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Website: https://www.sharesight.com

Best for: Internationally diversified investors managing cross-border assets across multiple currencies

Sharesight delivers professional-grade reporting across global markets, consolidating international portfolios into unified performance dashboards. The platform excels at handling complex multi-currency scenarios.

Core capabilities include multi-currency reporting with FX-adjusted performance calculations and comprehensive tax and dividend tracking across global exchanges. Sharesight offers four pricing tiers: free (limited features), Starter at $7/month, Standard at $18/month, and Premium at $23.25/month.

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Key Selection Factors for Private Investment Platforms

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Data Coverage

Supports all asset classes, including illiquid and alternatives

Automation

Reduces manual input through live data feeds and synchronization

Analytics

Delivers real‑time insight into returns, risk, and liquidity

Security & Compliance

Ensures encrypted, regulatory‑aligned data environments

Scalability

Handles expanding portfolios and entities with consistent performance

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The Bottom Line

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As private markets approach $18.3 trillion by 2027, successful firms will distinguish themselves through superior data consolidation and transparency capabilities. The platforms above represent proven solutions across different investor needs—from MyFO's comprehensive family office infrastructure to specialized solutions for venture fund administration, global reporting, and accessible wealth tracking.

The right platform depends on your specific requirements: portfolio complexity, asset types, reporting needs, and operational scale. Leading platforms combine institutional-grade security with advanced analytics to transform fragmented investment data into actionable strategic insights.

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Frequently Asked Questions

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What makes a platform suitable for family offices?

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Family office platforms must handle complex multi-entity structures, provide bank-grade security, offer customizable reporting for diverse stakeholder needs, and integrate advanced analytics for sophisticated portfolio management. Single-family offices typically require at least $100 million in investable assets to justify dedicated infrastructure costs.

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How do platforms handle illiquid asset valuation?

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Leading platforms use multiple methodologies, including automated market-data feeds, third-party valuation services, manual-input capabilities for private transactions, and advanced estimation models. They typically allow quarterly or annual valuation updates reflecting the illiquid nature of private investments.

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What security standards should platforms meet?

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Professional platforms should provide bank-grade encryption, multi-factor authentication, regular security audits, and compliance with financial regulations such as SOX and GDPR. Many platforms obtain SOC 2 Type II attestation, which evaluates the operational effectiveness of security controls over 3-12 months according to AICPA standards.

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Can these platforms integrate with existing systems?

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Most enterprise-grade platforms offer API integrations with popular accounting software, CRM systems, and custodial platforms. Integration capabilities vary significantly by vendor and should be evaluated during platform selection.

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What is the typical cost range?

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Costs vary by sophistication: free options like Empower for basic tracking, $249 annually for Kubera, and tiered monthly subscriptions for Sharesight (free to $23.25/month). Platforms like MyFO, PitchBook, and Carta use custom pricing based on assets under management, number of users, and specific feature requirements.

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