Graphene
Graphene provides a unified, institutional-grade technology stack for wealth management firms, connecting data, platform operations, and client experiences into a single intelligent layer. The modular platform enables private banks and consolidators to operate their own infrastructure with compliance built in, without building it from scratch. Graphene's systems are connected to a $1.7 trillion global custody ecosystem and trusted by firms managing tens of billions in assets.
- Financial Technology
- Software Only
Funding
Founders
Product
Problem
Wealth management firms face fragmented systems, disconnected data, and costly in-house infrastructure development when trying to deliver modern digital client experiences. Building and maintaining proprietary platforms diverts resources from core advisory services and creates compliance and operational inefficiencies.
Solution
Graphene provides a unified, institutional-grade technology layer that connects data, wealth platforms, and client experiences into one intelligent stack. The platform offers modular architecture with compliance by design, allowing firms to operate their own platform, data, client experience, and operations without building everything themselves. Graphene unifies the systems, data, and processes that power a wealth business, enabling firms to scale, integrate, and deliver seamless digital experiences. The infrastructure is connected to a $1.7 trillion global custody ecosystem and is trusted by firms managing tens of billions in assets globally.
Target Audience
Primary customers are private banks, wealth consolidators, and next-generation wealth platforms that need institutional-grade infrastructure to operate their own technology stack without building it from scratch.
Features
- Modular architecture that lets firms customize and control their platform components
- Compliance-by-design framework with automated regulatory report generation and monitoring
- Unified data layer connecting custody, portfolio, and client information across systems
- Client portal with portfolio views, holdings, and document management capabilities
- Integration with a $1.7 trillion global custody ecosystem
- Implementation and migration support for transitioning from legacy systems