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On the recordRead 15 Oct 202643 facts
Sharpfin Family Office Suite
Sharpfin lists its address as Vasagatan 10, 111 20 Stockholm.
Plans and prices
Fund manager example
Priced on request
all management modules · client portal · unit-holder register · NAV calculation
Read 15 Oct 2026 · sharpfin.com
Discretionary manager example
Priced on request
all management modules · client portal · 3,000 clients · SEK 6.5 billion AUM
Read 15 Oct 2026 · sharpfin.com
Sharpfin Family Office Suite
Priced on request
module selection and assets under management determine pricing · month-to-month license · unlimited users
Read 15 Oct 2026 · itechguides.com
Sharpfin Wealth Management Suite
Priced on request
Pricing based on selected modules and assets managed; quoted examples are 1.87 bps and 2.5 bps on assets under management
Read 8 Oct 2026 · sharpfin.com
On the record
- Advisory
- The advisory platform consolidates client holdings across custodians and insurance providers and supports customizable advisory workflows.sharpfin.com · read 8 Oct 2026
- AML and KYC
- Client Relations supports document management, automated anti-money-laundering checks, PEP and sanctions monitoring and configurable KYC forms.sharpfin.com · read 15 Oct 2026
- API connectivity
- Sharpfin describes open architecture and API connections to custodians and fund administrators, but no public Sharpfin API reference or SDK is published on the pages reviewed.sharpfin.com · read 15 Oct 2026
- Back office
- Back Office supports configurable performance or volume fees, commission sharing and machine-learning accounting exports.sharpfin.com · read 15 Oct 2026
- Client portal
- The branded client portal uses Nordic BankID login and lets clients securely view investment information without separate integration work.sharpfin.com · read 15 Oct 2026
- Company headquarters
- LinkedIn places headquarters at Vasagatan 10, Stockholm, Sweden.linkedin.com · read 15 Oct 2026
- Company size
- LinkedIn lists Sharpfin Wealth Management Suite as a privately held company with 2–10 employees.linkedin.com · read 15 Oct 2026
- Compliance
- The platform includes built-in anti-money-laundering controls, risk workflows, and regulatory reporting.sharpfin.com · read 8 Oct 2026
- Core engine
- Sharpfin Core provides server operations, multilingual support, role and permission controls, a transaction engine and holdings-allocation classification.sharpfin.com · read 15 Oct 2026
- Crunchbase profile
- Crunchbase describes Sharpfin as a private Stockholm company with 1–10 employees and no publicly shown funding amount.crunchbase.com · read 15 Oct 2026
- Customer scale claim
- Sharpfin’s homepage claims more than 200 active portfolio managers use its platform.sharpfin.com · read 15 Oct 2026
- Deployment
- The independent iTechGuides listing describes Sharpfin as a cloud deployment accessed through a web platform.itechguides.com · read 15 Oct 2026
- Documentation depth
- Public materials consist mainly of product pages, FAQs, partner articles and release notes; no public installation guide, system requirements page or developer documentation was found.sharpfin.com · read 15 Oct 2026
- Family-office scope
- The Family Office Suite includes Sharpfin Core, reporting and tools for managing holdings, allocations and client communications.sharpfin.com · read 15 Oct 2026
- Fund administration
- Fund Administration combines NAV calculations, accounting documentation, shareholder registers, regulatory compliance, and reporting.sharpfin.com · read 8 Oct 2026
- Fund management
- Fund Management provides unit-holder registers, NAV calculation and share-class handling.sharpfin.com · read 15 Oct 2026
- Fund unit registry
- The unit-holder register supports fund order routing, branded client access, secure BankID login, and automated reporting.sharpfin.com · read 8 Oct 2026
- GetApp platforms
- GetApp lists Web, Android and iPhone/iPad as supported platforms.getapp.com · read 15 Oct 2026
