Company
One system for the whole firm.
Stellon is a governed wealth operating platform for wealth managers running complex, multi-jurisdiction operations across the UK, Switzerland, Cyprus and the UAE. It was shaped inside the operating reality of a regulated wealth business, and is live in production today.
Why we built it
Software, by practitioners.
Most firms run on seven systems that don't talk to each other. Every handover is a manual reconciliation and a place where things go wrong — and the real cost is the people whose job is to move numbers between systems and hope they match.
Stellon is designed by people who have lived that problem — investment professionals who understand the workflows and the regulation, working with engineers who build regulated, data-intensive platforms.
The result is a platform that is auditable by design, configurable by firm, and built multi-tenant from day one — so it serves a single family office or a boutique private bank on the same code.
The mark of success is simple: a fact is entered once, and it is correct everywhere it appears.
Where it is today
In production. In daily use.
AI workflows are in daily use for portfolio health checks, due-diligence drafting, deal and risk briefings, regulatory and adverse-media monitoring, private-markets extraction, and disclosure review. In active development: broader and direct custodian connectivity, a client-portal PDF export for the Virtual Family Office, commodity-sentiment surveillance, and the next phase of the risk lab.
Who it's for
Firms modernising how they operate.
Single-family offices
That want their principals to have a real, considered client experience — not a quarterly PDF.
Boutique private banks & managers
With an advisory or discretionary business needing investment governance, IC workflow, and front-to-back integration without the legacy weight.
Get in touch
Live in production now.
For a partnership conversation, a pilot, or to see Stellon in action.
ir@stellon.com