MyFO is a cloud‑based software platform that consolidates all financial data for family offices and their advisors into a single source of truth. It offers over 20,000 pre‑built bank and accounting integrations, automated KYC and compliance workflows, and real‑time multi‑entity, multi‑currency dashboards, enabling rapid onboarding and streamlined wealth management.
Funding
$3.3M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Family offices often manage assets across multiple entities, currencies, and generations, leading to fragmented data, high administrative overhead, and compliance challenges. The lack of a unified system makes it difficult to obtain a clear, real‑time view of wealth and to streamline processes such as KYC and reporting.
Solution
MyFO provides a cloud‑based software platform that consolidates all financial data into a single source of truth for family offices and their advisors. The solution connects to over 20,000 bank and accounting systems, enabling instant data ingestion and eliminating manual entry. Built‑in workflow automation handles KYC, compliance, and routine tasks, reducing administrative costs and accelerating turnaround times by more than 400%. An intuitive interface allows teams to onboard in days and start using the platform immediately, while comprehensive dashboards deliver holistic, multi‑entity, multi‑currency visibility into wealth performance.
Target Audience
Primary customers are family offices and their professional advisors who require integrated wealth management, compliance automation, and real‑time reporting across complex, multi‑generational portfolios.
Features
- Unified dashboard that aggregates assets, liabilities, cash flows, and performance across entities, asset classes, and currencies
- Over 20,000 pre‑built integrations with banks, custodians, and accounting software for real‑time data syncing
- Automated KYC and compliance workflows that reduce manual effort and error rates
- Rapid onboarding tools with hands‑on support, enabling deployment within days
- Customizable reporting and analytics modules for strategic decision‑making
- Role‑based access controls for advisors and family members to ensure data security and appropriate visibility