Auxilium Wealth offers a platform that enables private banks, wealth managers, and family offices to provide holistic financial advice at scale. The solution integrates portfolio management with broader considerations such as family legacy, impact investing, business ownership, pensions, insurance, and real assets, helping advisors meet regulatory requirements while expanding service breadth. It is used by leading global private banks to deliver comprehensive wealth planning.
Funding
Funding not disclosed
Founders
Product
Problem
Private banks, wealth managers, and family offices struggle to offer comprehensive financial advice that spans investments, legacy, impact, business ownership, pensions, insurance, and real assets while staying within regulatory constraints and managing risk. Providing this breadth of services at scale often incurs high costs and operational complexity.
Solution
Auxilium Wealth offers a unified platform that centralizes all components of holistic financial advice, allowing firms to deliver integrated recommendations across investment, legacy, impact, and other wealth domains. The solution embeds regulatory compliance checks and risk‑management tools directly into the workflow, reducing the need for separate systems. By leveraging a network of over 4,000 experts and 1,000 partner companies, the platform supplies up‑to‑date content and product capabilities without extensive in‑house development. Its modular architecture lets advisors customize client journeys while maintaining consistent data governance and audit trails. The cloud‑based service scales with the firm’s client base, helping reduce operational costs and improve advisory efficiency.
Target Audience
Primary customers are private banks, independent wealth management firms, and family offices seeking to provide comprehensive, compliant financial advice to high‑net‑worth clients.
Features
- Integrated advisory workspace covering investments, legacy planning, impact, business ownership, pensions, insurance, and real‑asset holdings
- Built‑in regulatory compliance engine that validates recommendations against jurisdictional rules in real time
- Risk‑management module with scenario analysis, stress testing, and automated reporting
- Access to a curated library of expert content and product offerings from a global network of 4,000+ specialists and 1,000+ firms
- Modular, API‑driven architecture enabling seamless integration with existing CRM, portfolio management, and reporting systems
- Cloud‑native deployment with role‑based access control and audit logging for secure, scalable operations