Intelligence for
every asset class
Finner.AI unifies your public markets and private assets into a single intelligence layer — delivering real-time monitoring, consolidated reporting, and AI-driven analysis designed for European family offices of every size, without the complexity or cost of enterprise platforms.
Managing wealth across silos is broken
European family offices — especially smaller ones — rarely have a dedicated operations team. You're managing custodian portals, fund administrator reports, and multi-currency spreadsheets yourself, with no unified view and no time to act on insights.
Finner.AI is built for lean teams. It aggregates everything automatically, so a small office gets the same intelligence as a large one — without the headcount.
Fragmented data, blind spots
Public portfolios in one portal, PE in another, real estate in a spreadsheet. Critical insights fall through the cracks.
Manual reporting every quarter
Weeks spent aggregating data for reporting. Finner.AI automates consolidation so you close in hours, not weeks.
Private asset opacity
Capital calls, distributions, and NAV updates arrive via email. Finner ingests and structures these automatically.
Built for lean European offices
No IT team, no lengthy onboarding, no six-figure licences. Finner.AI is priced and sized for boutique offices across the EU — from €50M to multi-generational portfolios.
Everything your family office needs
From live market data to private fund analytics — one platform, designed for complexity.
Public Markets Monitoring
Real-time pricing, P&L attribution, and benchmark comparison across equities, fixed income, ETFs, and derivatives.
- Multi-custodian aggregation
- Intraday & historical P&L
- Custom benchmarks
- Dividend & corporate actions
A unified live view across all custodians — no more logging into three portals to piece together where you stand.
Private Assets Tracking
Unified view of PE, VC, real estate, private credit, and direct investments — including unrealised value and cash flow forecasts.
- Capital call & distribution tracking
- NAV ingestion from PDFs
- MOIC / IRR dashboards
- Vintage-year analysis
NAV reports, capital call notices, and fund statements — dropped in as PDFs, emails, or spreadsheets and structured automatically in minutes.
AI-Powered Analysis
Ask Finner anything. Natural language queries, anomaly detection, and proactive insights delivered before you think to ask.
- Natural language portfolio Q&A
- Automated commentary generation
- Risk signal detection
- Asset class suggestions by return & risk profile
Questions that would take an analyst half a day to compile — answered across your entire portfolio in seconds.
Consolidated Reporting
One-click reports for principals, advisors, and auditors. Fully white-labelled, with automated generation on your schedule.
- Automated monthly & quarterly packs
- White-label PDF & Excel export
- Multi-entity consolidation
- Audit-ready data lineage
Quarterly reporting packs that used to take weeks of manual aggregation, generated in an afternoon.
Risk Intelligence
Portfolio-level risk decomposition, stress testing, and concentration alerts — across public and private holdings simultaneously.
- VaR & CVaR calculations
- Scenario & stress testing
- Concentration heatmaps
- Currency & duration exposure
Risk exposure across your entire portfolio — public and private — visible in one view, without a dedicated risk team.
Smart Alerts & Automation
Configurable triggers for price moves, capital call deadlines, covenant breaches, or custom thresholds — delivered in real time.
- Threshold-based price alerts
- Capital call reminders
- Covenant monitoring
- Slack, email & webhook delivery
Never miss a capital call deadline or covenant breach — Finner monitors continuously so you don't have to.
Live in days, not months
No lengthy implementations. Finner.AI connects to your existing data sources and is up and running in a matter of days.
Connect your data
Link custodians and fund administrators via API or secure file ingestion. Upload existing fund documents and we parse the rest.
Finner structures it
AI normalises, classifies, and enriches your data across asset classes — building a clean, auditable data model automatically.
Gain instant intelligence
Your consolidated portfolio goes live. Query, analyse, and report — with AI insights surfaced from day one.
Your portfolio analyst, always on
Ask Finner anything about your portfolio in plain language. Get instant answers, forward-looking scenarios, and proactive alerts — across every asset class, 24/7.
Natural Language Q&A
Ask "What's our real estate exposure in Europe this year?" and get a structured answer with sources.
Anomaly & Risk Detection
Finner continuously monitors your holdings for unusual moves, concentration drift, and covenant risk — alerting you before issues escalate.
Automated Narrative Generation
Generate polished investment commentary and quarterly summaries in minutes, not days.
Cash Flow Forecasting
AI-projected capital calls, distributions, and liquidity needs across your private portfolio — months in advance.
Asset Class Suggestions
Define a target return and risk profile and Finner surfaces suitable asset classes ranked by fit with your existing portfolio and constraints.
Your total portfolio healthcare exposure is €94,2M (11,1% of AuM), up from 8,4% six months ago — driven primarily by a new commitment to BioVentures Fund III (€22M committed) and NAV appreciation in your existing Novartis and Novo Nordisk positions.
Across every corner of the portfolio
Finner.AI supports the full breadth of family office asset classes — from listed equities to illiquid alternatives.
Listed Equities
Real-time pricing, corporate actions, dividends across all major global exchanges.
PublicFixed Income
Government & corporate bonds, duration, yield, and credit quality monitoring.
PublicETFs & Funds
Mutual funds, ETFs, and UCITS — with full look-through where available.
PublicDigital Assets
Crypto holdings across wallets and exchanges with real-time valuation.
PublicPrivate Equity
LP positions in PE funds — capital calls, distributions, MOIC, and IRR tracking.
PrivateVenture Capital
VC fund and direct investments, with round tracking and markups.
PrivateReal Estate
Direct property holdings and real estate funds — income, valuation, and exposure.
PrivatePrivate Credit
Direct lending, mezzanine, and credit funds with coupon and covenant monitoring.
PrivateTrusted by leading family offices
After several years running our portfolio through Finner, it has become central to how we manage towards our 10% target return. The consolidated view across public and private holdings is what makes that discipline possible.
Quarterly reporting used to take three weeks across four systems. With Finner.AI, we generate a complete reporting pack in a single afternoon. The private asset coverage is unlike anything else we've evaluated.
Before you get in touch
The questions we hear most from family offices considering Finner.AI.
Does Finner.AI replace my custodian or bank?
No. Finner.AI sits alongside your existing custodians, banks, and fund administrators — it reads and consolidates your data, but never holds assets or executes transactions. Your current relationships stay exactly as they are.
Is my financial data used to train AI models?
No. Your portfolio data is yours. It is not shared with third parties, not used to improve our models, and not made accessible to other clients. AI processing runs on your data in isolation, under the terms of a Data Processing Agreement.
Does our data leave the EU?
No. All data is stored and processed on EU-based infrastructure. Finner.AI is built to meet GDPR requirements from the ground up, with a Data Processing Agreement in place for every client.
Do we need an IT team to get started?
No. Finner.AI provides an in-house integration team that handles the technical setup on your behalf. Connections to standard data sources are pre-built, and any document — PDF, spreadsheet, or email — can be dropped in directly. Most offices are up and running within days, with no internal IT involvement required.
Ready to unify your portfolio intelligence?
Join family offices that have replaced spreadsheets and fragmented portals with a single, AI-powered view of everything they own.
No commitment required. · hello@finner.ai · EU AI Act · GDPR compliant