Audience
Single-family offices, multi-family offices and investment managers tracking private-market investments.
About Wealth Management by Zahlenwerk
Wealth Management by Zahlenwerk is a cloud portfolio and bookkeeping workspace for family offices and investment managers tracking private-market investments across legal entities. It records fund LP and SPV commitments, direct holdings, SAFEs, convertibles and options, with capital calls, distributions, cash flows and valuations supporting IRR, TVPI and DPI calculations. Users can forward or upload capital account statements, call notices and distribution notices; extracted figures stay linked to their source documents for review. The platform maintains books by legal entity alongside related portfolio positions. An in-app assistant and MCP server connect portfolio data with Claude and ChatGPT. The assistant cannot delete positions, people, entities or bank accounts, and every in-app write requires explicit approval. The product is in beta, in use at a small number of family offices, and access is by request.
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Pricing
Starting Price:
€199/month
Pricing Details:
€199/month per team. Beta package pricing is team-based; new beta customers receive an individual package quote.
Integrations
Company Information
Zahlenwerk Studio
Founded: 2026
Germany
www.zahlenwerk.studio/wealth-management
Videos and Screen Captures
Portfolio dashboard: value, TVPI, DPI and IRR per currency (demo data)
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Product Details
Platforms Supported
Cloud
Training
Documentation
Support
Online
Wealth Management by Zahlenwerk Frequently Asked Questions
Q: What kinds of users and organization types does Wealth Management by Zahlenwerk work with?
Wealth Management by Zahlenwerk works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Wealth Management by Zahlenwerk support in their product?
Wealth Management by Zahlenwerk supports these languages: English.
Q: What kind of support options does Wealth Management by Zahlenwerk offer?
Wealth Management by Zahlenwerk offers support via online.
Q: What other applications or services does Wealth Management by Zahlenwerk integrate with?
Wealth Management by Zahlenwerk integrates with: ChatGPT, Claude Duet, Claude for Legal, Claude, Google Drive, Gmail, Microsoft Outlook, Microsoft Teams, Model Context Protocol (MCP), and Slack.
Q: What type of training does Wealth Management by Zahlenwerk provide?
Wealth Management by Zahlenwerk provides training in the form of documentation.
Q: How much does Wealth Management by Zahlenwerk cost?
Pricing for Wealth Management by Zahlenwerk starts at €199/month.
