MyFO is the fastest-growing platform for family offices and the wealth management professionals who service them, headquartered in Vancouver, BC. The company offers an omnipresent, end-to-end dashboard that consolidates data, documents, and stakeholder management and is integrated with over 20,000 financial institutions across North America. Core features include an intuitive user interface, analytics, scenario modeling, benchmarking, and advanced data-ingestion capabilities, all designed with an emphasis on security and privacy. The platform claims to reduce traditional client onboarding from as long as 18 months to just a few hours and highlights that only 16% of family offices currently use a data aggregation tool, underscoring market opportunity. MyFO plans to scale operations, enhance product offerings, and expand its team to meet growing demand in a family-office market managing roughly $5.9 trillion in assets. The company recently closed a Seed financing to support those growth plans.

Total raised

$4M

Funding rounds

1

Latest round

Seed

Latest activity

Oct 2024