01
Fragmented across platformsPublic equities in one system. Private investments in another. No single view of what you actually own — across all entities, at this moment.
Your entire portfolio.
One singular view.
Atrean is family office portfolio management software built for offices managing $100M–$1B. Unified public and private investment intelligence, automated capital call management, and the world's first voice AI portfolio analyst — on a flat annual fee.
No AUM fees
Live in hours
Zero headcount added
SOC 2 certification in progress
$100M–$1B offices
Designed for family offices across the United States
Single Family Offices
Multi-Family Offices
Dynasty Trusts
Embedded FOs
RIAs & Wealth Advisors
The Problem
Every platform has
promised you this
before.
You have sat through the Addepar demo. You have evaluated Masttro. You have reviewed implementation proposals with six-month timelines and five-figure consulting retainers attached.
And still — somewhere in your office — there is a spreadsheet. There is a capital call that nearly slipped through. There is a quarterly report that took three days and two analysts to produce.
The problem was never the data. It was always the architecture.
02
Capital calls managed manuallyNotices arrive by PDF, buried in fund documents and email threads. Missing one call costs more than any platform on this page.
03
No real-time intelligenceYour portfolio moves continuously. Your system shows you last week. The gap between the two is where decisions are made without full information.
04
Priced against your own successAUM-based fees mean the stronger your returns, the more you pay. A pricing model designed for the vendor — not the office.
05
Requires a team to run the toolsImplementation consultants. Dedicated admin staff. Six-month onboarding. The platform was meant to reduce overhead, not create it.
One intelligence
layer. Five
capabilities.
Atrean replaces the fragmented stack of tools, analysts, and manual processes with a single AI-native family office portfolio management platform — built specifically for the complexity of multigenerational wealth across $100M to $1B.
01 — Core Intelligence
Unified Portfolio Data Layer
Every investment your office holds — public equities, private equity, real estate, venture, credit — consolidated into a single live intelligence layer. The singular source of truth your office has never had.
Explore capability →02
Document Intelligence
Reads every fund document, K-1, and capital call notice automatically — extracting and posting data without manual entry. The only family office platform with native PDF extraction.
Explore →03
Automated General Ledger
Capital calls and distributions read, parsed, and posted to your general ledger the moment they arrive. Zero manual entry. A clean, auditable record — always current.
Explore →04
Voice AI Portfolio Analyst
The world's first voice-native AI analyst for family offices. Ask your portfolio anything. Receive precise, sourced answers — across all entities, all asset classes — in seconds.
Explore →05
Institutional Secure Vault
All portfolio data stored in an encrypted, institutionally secured vault. Every document. Every transaction. Every entity. Maintained, searchable, permanently yours.
Explore →From the offices using Atrean
What CIOs say
after 90 days.
Anonymised at the request of each office.
We had evaluated Addepar twice. The implementation cost alone was more than Atrean's annual fee. We were live on Atrean the same week we signed.
Chief Investment Officer
Single-Family Office
$380M AUM · Southeast US
The capital call automation alone justified the switch. We had a $200,000 call that nearly missed its deadline last year. That doesn't happen anymore.
Managing Director, Investments
Multi-Family Office
$620M AUM · New York
$100M–1B
AUM range
of offices using Atrean
of offices using Atrean
<1 day
Average time
to full deployment
to full deployment
0x
Implementation teams
required
required
0%
AUM-based fees.
Ever.
Ever.
Platform Comparison
How Atrean compares
to the alternatives.
A direct comparison across the capabilities that matter most for family offices managing $100M–$1B. For the full competitive analysis including Addepar, Masttro, Archway, Allvue, Black Diamond, and Orion — see the dedicated comparison page.
Full competitive analysis →| Capability | Addepar | Masttro | Spreadsheets | Atrean |
|---|---|---|---|---|
| Portfolio Intelligence | ||||
| Unified public + private view | Partial | Partial | Manual | ✓ Unified |
| Live data aggregation | Delayed | Delayed | ✕ | ✓ Live |
| Automation & AI | ||||
| Voice AI portfolio analyst | ✕ | ✕ | ✕ | ✓ World's first |
| Automated PDF extraction | ✕ | Partial | ✕ | ✓ Automatic |
| Capital call end-to-end automation | ✕ | Partial | ✕ | ✓ End-to-end |
| Operations & Cost | ||||
| Pricing model | AUM % | AUM % | Salary + overhead | Flat annual |
| Onboarding timeline | 3–6 months | 2–4 months | Never complete | Hours |
| Added headcount required | 0.5–1.0 FTE | 0.5 FTE | 1–2 FTE | ✓ Zero |
| This is a summary comparison. See the full 8-platform analysis including Archway, Allvue, Black Diamond, and Orion → | ||||
Pricing
We don't charge
a percentage of
your success.
Every other platform in this category prices against AUM — meaning the better your portfolio performs, the more you pay. Atrean charges a flat annual fee. Your returns belong entirely to your family.
✓ No AUM fees · ever
✓ No implementation cost
✓ No added headcount
✓ Cheaper than analysts
✓ Onboard same day
Foundation
Offices up to $250M
Private Office
$250M – $750M
Dynasty
$750M – $1B+
Pricing disclosed privately · No AUM percentage · Ever
Common Questions
Questions from
CIOs like yours.
The questions we hear most often from family office CIOs evaluating Atrean for the first time.
How is Atrean different from Addepar?
Addepar is a powerful reporting platform for offices with dedicated data operations teams — typically at $750M+ with implementation budgets and a trained administrator on staff. Atrean is built for offices that want institutional intelligence without the institutional overhead.
The key differences: Atrean charges a flat annual fee rather than AUM percentage. It deploys in hours, not months. It requires no implementation team or added headcount. And it includes capabilities Addepar doesn't offer natively — automated PDF extraction, end-to-end capital call management, and a voice AI portfolio analyst. See the full comparison →
How long does it actually take to deploy?
Most family offices are fully operational within a single business day. Connecting brokerage accounts takes approximately 30 minutes through secure read-only integrations. Uploading existing private investment documents and letting Atrean extract and structure your private portfolio takes 1–2 hours. Configuring your entity structure takes another hour.
There is no implementation team, no migration project, and no multi-month onboarding process. You are live the day you start.
Does Atrean really extract data from PDFs automatically?
Yes — and this is one of the most significant differentiators in the category. Atrean's document intelligence engine reads capital call notices, distribution notices, K-1s, quarterly fund reports, and capital account statements automatically. It extracts fund name, amount, due date, entity allocation, and transaction type — then posts the structured data to the appropriate ledger entry.
Every extraction is confidence-scored. Items below the confidence threshold are flagged for human review before posting. You get automation without blind trust.
What does the voice AI analyst actually do?
Atrean's voice AI is the world's first voice-native portfolio analyst built specifically for family offices. It understands your office's specific structure — your entities, your fund positions, your historical transactions — and can reason across all of it in response to a natural question spoken aloud or typed.
Ask it what your blended IRR is across vintage 2022 funds. Ask it which entity has the highest rate-sensitive exposure. Ask what capital calls are due in the next 45 days across all trusts. Every answer is sourced — citing the specific document, position, or ledger entry that supports it.
How does pricing work — is there really no AUM fee?
Correct — Atrean charges a flat annual subscription fee. There is no AUM percentage, no per-transaction fee, and no pricing that scales with portfolio performance. The fee is the same whether your portfolio returns 5% or 35% in a given year.
Specific pricing is disclosed privately through the demonstration process. Request a private demonstration to receive pricing for your office tier.
Is Atrean secure enough for family office data?
Atrean uses field-level encryption at rest — meaning data is encrypted at the individual field level, not just at the database level. All data in transit uses TLS 1.3. The platform is pursuing SOC 2 certification.
Access controls are granular by entity, asset class, and document type — so each principal, advisor, or accountant sees exactly what they should, nothing more. A complete immutable audit log records every access, change, and export. Review the full security architecture →
Private Access
This is not
another demo
you'll forget.
We work with a select number of family offices at any given time. If your office manages between $100M and $1B and you are ready to see what institutional portfolio intelligence actually looks like — we would like to show you.
Responses within 24 hours · NDA available · For qualified family offices managing $100M–$1B