MYFO Featured in Forbes’ Family Office Software Roundup for the Third Consecutive Year

MYFO has been included in Forbes’ 2025 Family Office Software Roundup, making it the third consecutive year MYFO has appeared in the annual guide (2023, 2024 and 2025). Compiled by Forbes contributor Francois Botha, the roundup is one of the most widely referenced overviews of family office technology.

Recognized in Data Consolidation & Wealth Reporting

In the 2025 edition, MYFO appears in the Data Consolidation & Wealth Reporting category, which covers platforms that bring a family’s financial picture together in one place. That is the core of what MYFO does.

Family offices often track investments, businesses, real estate and entities across disconnected spreadsheets and systems. MYFO is a family office operating system that consolidates financial data, documents, ownership structures and stakeholders in one secure platform. It connects information from banks, brokerages and private investment firms.

Three years of steady growth

MYFO first appeared in the roundup in 2023, the year of its official product launch. Since then the platform has expanded well beyond asset tracking and secure document storage. Today it uses AI to collect, organize and reconcile financial data, and it adds reporting, analytics and scenario modelling on top of that unified data.

Thank you to the family offices, advisors and partners who have helped shape MYFO along the way.

Read the 2025 Forbes roundup →