Lightbox Wealth is an AI‑enabled outsourced chief investment office (OCIO) platform that consolidates custodial data, private‑market holdings, risk analytics, and governance documentation into a single, auditable investment operating system for single and multi‑family offices. Its AI assistant, Stella, synthesizes portfolio information, flags risk exposures, and generates IPS‑compliant, committee‑ready reports, reducing manual effort and preserving institutional memory.
Funding
Funding not disclosed
Founders
Product
Problem
Family offices and boutique investment teams managing institutional‑grade, multi‑asset portfolios often contend with fragmented custodial reporting, opaque private‑market exposures, complex IPS monitoring, and manual, error‑prone due‑diligence processes. These inefficiencies lead to limited risk visibility, governance documentation gaps, and loss of institutional memory, making investment committee preparation time‑consuming and less reliable.
Solution
Lightbox Wealth offers an AI‑enabled outsourced‑chief‑investment‑office (OCIO) platform that unifies portfolio data, private‑market holdings, risk analytics, and governance documentation into a single, auditable investment operating system. The platform’s AI assistant, Stella, synthesises data across custodians, highlights risk exposures, and generates committee‑ready outputs aligned to the Investment Policy Statement (IPS). Real‑time IPS monitoring transforms the static policy into an active workflow, automatically documenting decisions, deviations, and rationales for full auditability. Integrated due‑diligence modules structure product evaluation, while scenario‑driven allocation tools provide disciplined strategy insight. The result is a governed, explainable environment that reduces manual effort, preserves institutional memory, and enhances transparency for investment leaders.
Target Audience
Primary customers are single‑family offices, multi‑family offices, chief investment officers, investment committees, trustees, and boutique firms that manage institutional‑grade, multi‑generational wealth portfolios.
Features
- Centralised data hub that aggregates custodial reports, private‑market positions, and risk metrics into a unified dashboard
- AI‑driven assistant (Stella) that analyses portfolio data, flags risk concentrations, and prepares IPS‑compliant committee reports
- Real‑time IPS monitoring with automated documentation of decisions, deviations, and rationale for full audit trails
- Structured product due‑diligence workflow that standardises evaluation, scoring, and approval processes
- Scenario‑based allocation and risk analytics tools that provide disciplined strategy insight across multi‑asset portfolios
- Role‑based access controls, ISO 27001‑certified security, and AWS‑hosted encryption ensuring data segregation and ownership
- Integration capabilities with existing custodians and data feeds to preserve legacy systems while consolidating workflows