Assure A/S

Assure Wealth operates as an independent cooperation partner for family offices and high-net-worth individuals, specializing in wealth data management and reporting. The firm explicitly states it is not an asset manager; instead, its core service is to provide a comprehensive and consolidated overview of a client's total fortune. This service aggregates data from diverse portfolios, which may be held with various managers, including foreign ones.

The platform's capabilities extend to tracking complex and typically illiquid assets such as unlisted investments and private equity, alongside more traditional holdings. By delivering clear reports, the service enables clients to better understand their total wealth, associated risks, and overall returns. This data-centric approach empowers clients to make their own informed financial decisions without direct management from the firm.

The business model appears to be a service-based one, likely charging fees for its data aggregation, management, and reporting functions, positioning itself as a neutral third-party provider in the wealth management ecosystem.

Keywords: wealth reporting, family office services, data management, asset consolidation, risk analysis, portfolio overview, private equity reporting, unlisted investments, financial data, wealth-tech