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. Public markets, private funds, and direct investments in one intelligence layer, with automated capital activity management and voice AI portfolio analysis, on a flat annual fee. Pricing provided immediately following your private demonstration.
No AUM fees
Fast onboarding
Pricing after demo, no black box
Zero headcount added
Direct investments supported
$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 one AI-native family office portfolio management platform shaped around the realities of multigenerational wealth across $100M to $1B.
01 · Core Intelligence
Unified Portfolio Data Layer
Public equities, private equity, real estate, venture, credit, co-invests, and direct investments consolidated into one live intelligence layer. A cleaner operating picture for the whole office.
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
A voice AI analyst built for family offices. Ask your portfolio a question and get a sourced answer across entities and asset classes in seconds.
Explore →05
Institutional Secure Vault
All portfolio data stored in an institutional secure vault. Every document. Every transaction. Every entity. Maintained, searchable, permanently yours.
Explore →What Offices Care About
The outcomes CIOs
tell us matter most.
Illustrative examples of the operating improvements family offices ask for most often.
Family offices want software they can put to work quickly, without turning onboarding into a quarter-long internal project.
Shorter Time To Value
Implementation Priority
Reduce deployment drag and start using the platform sooner, with less lift from the office.
They also want capital activity managed in one controlled workflow, rather than spread across inboxes, reminders, and manual follow-up.
Lower Capital Call Risk
Operations Priority
Bring notices, allocations, approvals, and due dates into a workflow the office can actually trust.
$100M–1B
Target office
AUM range
AUM range
Days
Typical onboarding
window
window
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 |
| Continuously updated portfolio view | Available | Available | ✕ | ✓ Current |
| 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.
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 aimed at offices that want strong portfolio intelligence without that level of overhead.
The key differences are straightforward: Atrean uses flat annual pricing instead of AUM pricing, is faster to get live, does not assume added headcount, and includes document extraction, capital call workflow support, and voice AI portfolio analysis. See the full comparison →
How long does it actually take to deploy?
Most family offices can begin getting value within days, not quarters. Exact timing depends on the complexity of your entities, the condition of your source data, and which workflows you want configured first.
There is no implementation team, no six-month migration project, and no requirement to hire dedicated platform operations staff before you can start using the system.
Does Atrean really extract data from PDFs automatically?
Yes. 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 built for family offices. It understands your office's structure, your entities, your fund positions, and 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, and 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?
Security and access expectations are reviewed directly during the demonstration process so your office can evaluate the platform against its own requirements and operating model.
If security review is part of your evaluation, request a private demonstration and we can walk through the current product setup in that context.
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