Asset Vantage
General ledger accounting and performance reporting for family offices
- Family offices
- RIAs
Family-office technologySubscription
Swiss legal entity and structure-chart management software for family offices and their advisors
Zurich, ZH, CHFounded 2017withorca.com
ORCA is Swiss software for managing ownership structures and legal entity records. Single and multi-family offices are core segments, alongside trust and law firms, private equity and real estate investors and operating companies.
The platform holds a document-backed record of entities, shareholdings, trusts and inter-family loans. Its Sonar AI engine reads uploaded agreements, cap tables or charts, extracts the facts and redraws the structure chart, with every fact linked to its source document. Charts can be viewed at past dates or used to plan future restructurings, deadlines and reasoning are stored with each change, and data can be shared selectively with lawyers, banks, auditors and the next generation. For multi-family offices each family sits in a separate vault that ORCA says it cannot access.
ORCA AG was incorporated in Zurich in late 2016 and markets itself as operating since 2017. Its early seed round of CHF 1 million came from founding families.
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