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On the recordRead 5 Oct 202621 facts
Stellon
Plans and prices
Enterprise
Priced on request
Private bank or large multi-family office · four-plus jurisdictions · full module scope · bespoke implementation
Read 5 Oct 2026 · stellon.com
Office
Priced on request
Single office or single-jurisdiction boutique · full operating platform · express implementation
Read 5 Oct 2026 · stellon.com
Practice
Priced on request
Multi-family office or wealth manager · several teams · up to a few jurisdictions · standard configured implementation
Read 5 Oct 2026 · stellon.com
On the record
- AI
- Stellon says roughly twenty AI capabilities run across about 42 workflow surfaces, including statement extraction, due-diligence drafting, commodity sentiment and custodian reconciliation.stellon.com · read 5 Oct 2026
- AI controls
- AI calls pass through a governed gateway with per-tenant policy, confidence floors and audit-hashed logging, and the company says AI cannot autonomously approve payments or trades.stellon.com · read 5 Oct 2026
- Client reporting
- Reports can consolidate information across custodians, entities and asset classes and include family wealth packs, portfolio reviews and ledger-backed statements.stellon.com · read 5 Oct 2026
- Compliance
- The maker says the platform is modelled for FCA, FINMA, CySEC and ADGM/FSRA, and lists live jurisdiction coverage across the UK, Switzerland, Cyprus, UAE and Czechia.stellon.com · read 5 Oct 2026
- Consoles
- Stellon describes eleven role-built consoles that use one governed data spine.stellon.com · read 5 Oct 2026
- E-signature
- Document e-signature is provided through a Swiss-regulated provider and is described as compliant with ZertES and eIDAS.stellon.com · read 5 Oct 2026
- Hosting and isolation
- Stellon says it is EU-hosted and multi-tenant, with application-layer tenant isolation and per-tenant database schemas and data residency available on request.stellon.com · read 5 Oct 2026
- Integrations
- The integration layer connects to custodian banks, PMS/OMS, market and reference-data feeds, firm accounting and compliance vendors through APIs, secure file feeds or scheduled statement pulls.stellon.com · read 5 Oct 2026
- Integration status
- The company says twelve integrations are live end-to-end; unattended custodian SFTP auto-pull and aggregator inbound feeds are listed as in active build.stellon.com · read 5 Oct 2026
- Intended customers
- Stellon says it is built for wealth managers, multi-family offices, single-family offices and boutique private banks, with a typical AUM range of $200M–$5Bn.stellon.com · read 5 Oct 2026
- Key features
- Its listed capabilities include CRM, client and prospect portals, investment and risk tools, compliance, operations, finance, legal workflows and administration.stellon.com · read 5 Oct 2026
- Pricing
- Pricing is scoped per tenant based on platform tier, implementation path, module scope and AI edition; the company says it does not publish a rate card.stellon.com · read 5 Oct 2026
- Pricing model
- Licensing is per tenant and scoped to firm assets and selected consoles; the maker says pricing is individually scoped and publishes no rate card.stellon.com · read 5 Oct 2026
- Product
- Stellon is a governed wealth operating platform for boutique wealth managers, family offices and private banks.stellon.com · read 5 Oct 2026
- Scope
- The platform spans relationship management, investment governance, operations, compliance, finance, reporting and client experience in one shared system.stellon.com · read 5 Oct 2026
- Security
- The maker describes encrypted EU-region document storage, short-lived signed links, server-side role controls, and SHA-256 hash-chained audit registers.stellon.com · read 5 Oct 2026
- Support
- The company says it replies to walkthrough requests within one business day and acknowledges suspected vulnerability reports within one business day.stellon.com · read 5 Oct 2026
- Support and response
- The company says it usually returns a scoped estimate and walkthrough within one business day, and acknowledges responsible vulnerability reports within one business day.stellon.com · read 5 Oct 2026
