Audience

Professional trustees looking for a tool providing independent oversight and optimization of investment fees, performance, and portfolio efficiency

About Greenlock

Greenlock is an independent wealth oversight platform offering Swiss-based, zero-knowledge architecture and full traceability to enhance transparency and capital efficiency for single- and multi-family offices. It provides comprehensive fee benchmarking and reduction services, performance audits, PE/VC portfolio optimization, real estate monitoring, executive reporting, and core capital risk surveillance. It uncovers hidden costs, including bank, private equity, and hedge fund fees, through advanced analytics and net-of-fee evaluations, empowering wealth owners to make fee-aware decisions. Family offices can generate tailored, automated reports with customizable modules covering risk, return, fees, benchmarks, and non-bank assets. Greenlock integrates with existing systems without selling financial products or managing assets, ensuring fully owner-aligned incentives. It processes over $2 billion in assets and has achieved substantial fee savings for clients.

Integrations

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Company Information

Greenlock
Switzerland
www.greenlock.io

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
In Person
Support
Online

Greenlock Frequently Asked Questions

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Greenlock Product Features