FundCount From $333.33/mo 8.6 Visit Ginkgo
iginkgo.com
What it is
Ginkgo is a web-based wealth-management platform for family offices and corporate investment platforms. It ingests, parses and reconciles financial information across asset classes from custodian feeds, data APIs and emailed PDFs, contract terms and screenshots. Its core capabilities include AI-powered data ingestion, forecasting passive asset events and customizable output. Supported assets span equities, fixed income, funds, structured products, options, private equity, alternatives, crypto and multi-currency cash. Ginkgo performs daily two-way trade reconciliation and says it detects errors automatically and sends alerts. Users can configure charts themselves in 10 minutes, request team customization in one day, or ask for a PPT/PDF template to be replicated in one week. It aggregates custodian feeds and APIs; Bloomberg feeds and sell-side research are inputs for corporate bond analysis. Ginkgo says data is hosted in AWS Singapore and does not leave Singapore. Described safeguards include AWS KMS key management, AES-256 storage encryption, TLS transmission encryption, role-based access and multifactor authentication. Third-party security certification status is still to be confirmed. Pricing is on request; deployment is free for 4–8 weeks, and the listed trial rate is $1,000 a month, with contract rate thereafter.
Spec sheet
- What it does
- Ginkgo is a family-office wealth-management operating system that ingests, parses and reconciles financial information across asset classes.Read 14 Oct 2026 · iginkgo.com
- Purpose
- Ginkgo is a wealth-management platform for family offices that ingests, parses, and reconciles financial data across asset classes.Read 7 Oct 2026 · iginkgo.com
- Intended users
- Ginkgo is built for single-family and multi-family offices and ultra-high-net-worth families, and also serves corporate investment platforms.Read 7 Oct 2026 · iginkgo.com
- Integrations
- Documented inputs include custodian data feeds, data APIs, email, PDF, Excel and Gmail mailbox connections.Read 14 Oct 2026 · iginkgo.com
- Security
- The security page says data is hosted in AWS Singapore and describes AWS KMS key management, AES-256 storage encryption, TLS transmission encryption, RBAC, and MFA.Read 7 Oct 2026 · iginkgo.com
- Privacy
- Ginkgo says it is Singapore-incorporated and subject to Singapore PDPA; its FAQ states that data does not leave Singapore.Read 7 Oct 2026 · iginkgo.com
- Support
- Ginkgo offers a 30-minute product demo and says fully managed data operations are included at no extra charge.Read 7 Oct 2026 · iginkgo.com
- Headquarters
- SingaporeRead 28 Sep 2026 · iginkgo.com
- Founded
- 2021Read 28 Sep 2026 · iginkgo.com
- AI data retention
- The company says its currently used AI services operate under zero-data-retention arrangements and do not retain processed data on the model-provider side.Read 14 Oct 2026 · iginkgo.com
- App stores
- No Apple App Store, Google Play, Chrome Web Store or Microsoft Store listing for the iginkgo.com family-office product was identified in the reviewed sources.Read 14 Oct 2026 · iginkgo.com
- Asset coverage
- Supported assets include equities, fixed income, funds, structured products, options, private equity, alternatives, crypto, and multi-currency cash.Read 7 Oct 2026 · iginkgo.com
- Cash-flow waterfall
- The platform automatically aggregates projected events into a forward 10-year cash-flow waterfall that can be refreshed as positions change.Read 14 Oct 2026 · iginkgo.com
- Certification status
- The security FAQ says third-party security certification status is still to be confirmed.Read 7 Oct 2026 · iginkgo.com
- Company address
- The Grid lists the registered address as 10 Anson Road, #11-20, International Plaza, Singapore 079903.Read 14 Oct 2026 · sgpgrid.com
- Company classification
- The Grid classifies the entity as an exempt private limited company in information-technology consultancy excluding cybersecurity.Read 14 Oct 2026 · sgpgrid.com
- Company incorporation
- The Grid lists WEALTH PULSE PTE. LTD. as incorporated on 24 May 2023 in Singapore.Read 14 Oct 2026 · sgpgrid.com
- Company size signal
- The Grid reports two officers and ordinary share capital of SGD 10,000 for the entity.Read 14 Oct 2026 · sgpgrid.com
- Convertible-bond monitoring
- The product parses convertible-bond redemption triggers and conversion windows and calculates conversion value in real time.Read 14 Oct 2026 · iginkgo.com
- Core capabilities
- Its three core capabilities are AI-powered data ingestion, forecasting passive asset events, and customizable output.Read 7 Oct 2026 · iginkgo.com
- Corporate-bond analysis
- The corporate-bond module provides yield, duration, rate-sensitivity, cash-flow and more than 13 credit-risk indicators.Read 14 Oct 2026 · iginkgo.com
- Data inputs
- It supports custodian data feeds, data APIs, and email-delivered PDF statements, contract terms, and screenshot images.Read 7 Oct 2026 · iginkgo.com
- Data location statement
- The FAQ states that Ginkgo stores data in AWS Singapore and operates under Singapore's Personal Data Protection Act.Read 14 Oct 2026 · iginkgo.com
- Decoder ingestion
- Decoder accepts email, PDF, Excel, data feeds, contract terms and screenshot images, then applies AI parsing and rule validation.Read 14 Oct 2026 · iginkgo.com
- Documentation
- Public documentation consists mainly of feature pages, a detailed FAQ and a downloadable digital-transformation guide; no public SDK documentation is identified on those pages.Read 14 Oct 2026 · iginkgo.com
- Fund analytics
- Fund return tables can be uploaded, sent by API or email, after which Ginkgo calculates Sharpe, Sortino, drawdown, beta, alpha, backtests and efficient-frontier weights.Read 14 Oct 2026 · iginkgo.com
- Funding
- No funding amount or investor information is stated on the reviewed Ginkgo pages or the company directory record.Read 14 Oct 2026 · sgpgrid.com
- Gmail permissions
- The Gmail connector requests openid, email, profile and gmail.modify OAuth scopes to read transaction messages and apply a processed label.Read 14 Oct 2026 · iginkgo.com
- Horizon forecasting
- Horizon models future coupons, dividends, capital calls, option exercises, maturities and structured-product observations with advance alerts.Read 14 Oct 2026 · iginkgo.com
- Maker legal name
- The privacy policy identifies the operator as WEALTH PULSE PTE. LTD., Singapore UEN 202320351N.Read 14 Oct 2026 · iginkgo.com
- Multi-custodian aggregation
- The system combines custodian feeds, APIs and AI-parsed email from multiple private banks, brokers and funds into one dataset.Read 14 Oct 2026 · iginkgo.com
- Multi-entity consolidation
- Ginkgo supports look-through consolidation across trusts, corporations and individual accounts with real-time currency conversion.Read 14 Oct 2026 · iginkgo.com
- Polymorph output
- Polymorph provides configurable tables, charts, documents, dashboards and feature modules backed by the data layer.Read 14 Oct 2026 · iginkgo.com
- Privacy limitation
- Gmail message bodies and attachments are sent to third-party AI, language-model and OCR processors to extract transaction data.Read 14 Oct 2026 · iginkgo.com
- Privacy retention
- Processed mailbox content and derived transaction data are retained during the account and deleted or anonymized within 90 days after closure.Read 14 Oct 2026 · iginkgo.com
- Private-equity support
- Capital-call schedules can be entered and integrated into the family office cash-flow forecast.Read 14 Oct 2026 · iginkgo.com
- Quote monitoring
- Ginkgo aggregates multi-broker structured-product quotes, matches preset conditions and visualizes knock-out levels against analyst target prices.Read 14 Oct 2026 · iginkgo.com
- Rating on G2
- No rating for the iginkgo.com family-office product was found; the G2 page located is for a different mapping product named Ginkgo.Read 14 Oct 2026 · g2.com
- Reconciliation
- Decoder performs daily trade-by-trade two-way reconciliation against custodian data and sends alerts when it detects errors.Read 14 Oct 2026 · iginkgo.com
- Report configuration
- Users can configure charts themselves in about 10 minutes; Excel replicas are quoted at one day and pixel-perfect PPT/PDF replicas at one week.Read 14 Oct 2026 · iginkgo.com
- Reporting
- Users can configure charts themselves in 10 minutes, request team customization in one day, or have a PPT/PDF template replicated in one week.Read 7 Oct 2026 · iginkgo.com
- Scale served
- Ginkgo says it covers approximately $20 billion of assets across family offices and corporate investment platforms.Read 14 Oct 2026 · iginkgo.com
- Security controls
- Ginkgo states that it uses sensitive-field encryption, access permissions, multi-factor authentication and AWS-managed encryption keys.Read 14 Oct 2026 · iginkgo.com
- Structured-product alerts
- Ginkgo monitors FCN, ELN, RCN, DRAN, CRAN and autocallable knock-in conditions and issues advance warnings based on observation schedules.Read 14 Oct 2026 · iginkgo.com
- Support contact
- The public contact route is a product-demo request through the website or [email protected].Read 14 Oct 2026 · iginkgo.com
- Target users
- The platform is designed for single-family offices, multi-family offices and ultra-high-net-worth families.Read 14 Oct 2026 · iginkgo.com
Plans and prices
Deployment Free 4–8 week deployment · fully managed data operations included Read 14 Oct 2026 · iginkgo.com
Trial $1,000 a month monthly Trial after deployment · contract rate follows Read 14 Oct 2026 · iginkgo.com
Contract Price not published fixed annual fee; rate by contract No AUM percentage · no usage-based charges Read 14 Oct 2026 · iginkgo.com
Strong points and limits
Strong points
- Accepts custodian feeds, APIs and emailed documents
- Daily two-way trade reconciliation
- Supports multiple asset classes, including alternatives and crypto
- Data hosted in Singapore
- Managed data operations included at no extra charge
Limits
- Pricing on request
- Trial rate is $1,000 a month
- Third-party certification status is unconfirmed
- Deployment takes 4–8 weeks
Who it suits
Ginkgo is built for single-family and multi-family offices and ultra-high-net-worth families. It also serves corporate investment platforms managing financial data across asset classes.
Ginkgo in depth
Read the full write-up
Ginkgo is a web-based wealth-management platform for family offices and corporate investment teams handling complex, multi-asset portfolios. It suits organizations that need automated collection, reconciliation, and consolidated reporting rather than a lightweight portfolio tracker. The main decision is whether its managed operations and Singapore-based data controls justify a 4–8 week deployment and custom ongoing contract.
Overview
Founded in 2021 and headquartered in Singapore, Ginkgo brings custodian and market information into a single operating layer for single-family offices, multi-family offices, ultra-high-net-worth families, and corporate investment platforms. Automated data import, entity management, and consolidated reporting address the administrative burden of portfolios spread across providers and asset classes.
Ginkgo is a considered purchase rather than a quick self-serve setup. Deployment takes 4–8 weeks, and the ongoing contract has a fixed annual fee with no AUM percentage or usage-based charges. A 30-minute product demo and included fully managed data operations give prospective customers a way to evaluate the fit before committing.
Key features
Ginkgo accepts custodian data feeds, data APIs, and documents delivered by email, including PDF statements, contract terms, and screenshots. That breadth is useful when providers do not expose uniform feeds, while automated importing reduces recurring manual collection. Coverage includes equities, fixed income, funds, structured products, options, private equity, alternatives, crypto, and multi-currency cash, so it is built for offices whose holdings extend well beyond public markets.
Daily two-way trade reconciliation automatically detects errors and sends instant alerts. For teams comparing transactions across custodians, this makes discrepancies visible as part of the daily process instead of waiting for periodic checks. Ginkgo also forecasts passive asset events, adding forward-looking monitoring to its ingestion and reconciliation work.
Reporting can be adapted at three levels. Users can configure charts themselves in 10 minutes, request team customization within one day, or have an existing PPT or PDF template replicated in one week. That gives an office a fast route to standardized outputs while preserving a higher-touch option for established reporting packs. Ginkgo aggregates custodian feeds and APIs, and says Bloomberg feeds and sell-side research can inform corporate bond analysis.
Security controls include AWS Singapore hosting, AWS KMS key management, AES-256 encryption at rest, TLS encryption in transit, role-based access control, and multi-factor authentication. Ginkgo says data does not leave Singapore and that the Singapore-incorporated business is subject to Singapore PDPA. Its security FAQ says third-party security certification status is still to be confirmed, which matters to organizations whose procurement requires a completed certification review.
Pricing
Ginkgo has no free plan, but it offers a free deployment period. The Deployment plan is free; deployment is free while setup takes 4–8 weeks. This removes an initial software charge, but it is not a permanent operating tier.
The Trial plan costs $1,000 a month, with the contract rate applying thereafter. It is the clearest paid evaluation option for an office that wants to move beyond deployment, although the eventual rate is not given. The Contract plan has custom pricing, is billed as a fixed annual fee, and carries no AUM percentage or usage-based charges. That structure favors firms seeking predictable billing, while custom pricing makes budget comparison impossible without a proposal.
Fully managed data operations are included at no extra charge. The plans do not publish seat or quota limits, so organizations should confirm those commercial terms, renewal conditions, and the transition from trial pricing before signing.
Platforms
Ginkgo runs on the web. The service is therefore suited to teams working across office devices, but the published platform scope does not include native desktop or mobile applications.
Who it's for
Choose Ginkgo when a single- or multi-family office needs consolidated oversight across public, private, alternative, and digital assets, especially where custodian feeds, emailed documents, and APIs must be combined. Its daily reconciliation, configurable reporting, and included managed operations are particularly relevant to teams that want an operating partner rather than another manual data tool. Corporate investment platforms can also use its broad ingestion and bond-analysis inputs.
It is a weaker fit for a small investor seeking immediate setup, a firm that requires a published price list, or a buyer that cannot accept a multi-week deployment. Organizations with mandatory third-party security certification should resolve that status before procurement.
Pros and cons
Pro: Broad input support covers feeds, APIs, PDFs, contract terms, and screenshots, helping offices accommodate inconsistent providers.
Pro: Daily two-way reconciliation with automatic error detection and instant alerts targets a material control problem in multi-custodian operations.
Pro: Coverage spans traditional, private, alternative, crypto, and multi-currency holdings, with consolidated reporting and entity management.
Pro: Fully managed data operations are included at no extra charge, and reporting can be configured or rebuilt on stated timelines.
Con: Deployment takes 4–8 weeks, so it is not an immediate replacement for an existing workflow.
Con: Contract pricing is custom and the trial's post-trial rate is undisclosed, complicating upfront comparison.
Con: Third-party security certification status remains to be confirmed, a potential procurement blocker.
Alternatives
For a broader shortlist of products serving this market, see Family Office Software.
Elysys is a paid alternative available on Android, iOS, macOS, self-hosted deployments, the web, and Windows; choose it when platform breadth matters more than Ginkgo's Singapore-focused operating model.
QPLIX is paid and supports mobile, API, desktop, self-hosted, web, and Windows environments; it suits buyers prioritizing a wide deployment footprint.
Asseta is a paid option for Android, iOS, and web when a simpler cross-device scope is sufficient.
FundCount has no free trial and starts at $35,899 a year for a Single Family Office / Asset Owner plan; choose it when a published entry price is more useful than Ginkgo's custom contract.
Addepar is a paid Android, iOS, API, and web platform with pricing discussed by demo; consider it when those access channels fit your firm.
Canopy starts at $15,000 a year per Subscription Unit for a Single Family Office, with additional units at 5,000.00 USD annually; it suits buyers wanting an explicit annual starting price.
Hatcher+ FAAST is a paid web platform with a free trial; choose it when trial access is the priority.
Masttro offers paid web and mobile access with a personalized flat annual fee; it is an alternative for firms wanting custom scope without an AUM-based fee.
Verdict
Ginkgo is a strong choice for family offices and corporate investment teams that need automated multi-source ingestion, daily reconciliation, and adaptable consolidated reporting across complex holdings. Choose it for the included managed operations and Singapore data residency; look elsewhere if you need immediate deployment, transparent long-term pricing, or confirmed third-party certification before purchase.
Verdict
Ginkgo combines data ingestion, reconciliation and configurable reporting for wealth-management operations. Confirm the contract terms and certification status, and account for the stated deployment period.
Where Specifiction places it
- Family Office Software#1 of 248.7
