Vumi is a SaaS platform that automatically aggregates financial positions from banks, brokers and other custodians via APIs and PSD2 accounts, normalizing data across currencies, asset classes and legal entities. It provides a single dashboard and one‑click, white‑label reporting—including real‑time analytics and natural‑language queries—so family offices, multi‑family offices, family businesses and mid‑size corporations can view and manage their consolidated net wealth without manual spreadsheet work.
Funding
$503K 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, corporate finance teams, and wealth managers must manually extract, normalize, and consolidate asset data from dozens of custodians and internal systems, often using error‑prone spreadsheets. This fragmented process consumes dozens of hours each month, produces outdated reports, and hampers timely investment and governance decisions.
Solution
Vumi offers a SaaS platform that automatically connects to banks, brokers, and other custodians via APIs and PSD2 accounts to ingest financial positions in real time. The data are normalized across currencies, asset classes, and legal entities, then presented in a single, role‑based dashboard. Users can generate branded PDF reports or query the portfolio in natural language, receiving up‑to‑date asset allocation, performance, and risk metrics instantly. The platform also supports non‑financial assets such as real estate, private equity stakes, and tangible assets, providing a complete view of net wealth for single‑family offices, multi‑family offices, family businesses, and corporations.
Target Audience
Primary customers are CFOs and finance teams of single‑family offices, multi‑family offices, family‑owned businesses, and mid‑size corporations managing €30 M–€500 M of diversified assets.
Features
- Direct API and PSD2 integration with >10 custodians per client, enabling continuous, automated data aggregation
- Multi‑currency normalization with real‑time FX rates and automatic conversion to a base currency
- Consolidated reporting engine that produces one‑click, white‑label PDF reports and interactive web dashboards
- Natural‑language analytics assistant for instant portfolio queries (e.g., “exposure to US equities across all custodians”)
- Inclusion of non‑financial assets (real estate, private equity, art, other tangible holdings) within the same valuation model
- Granular role‑based access control and client isolation for multi‑family office environments
- Enterprise‑grade security: AWS EU hosting, AES‑256 encryption, ISO 27001 compliance, GDPR‑aligned data handling