Stellon
stellon.com
Spec sheet
- Product
- Stellon is a governed wealth operating platform for boutique wealth managers, family offices and private banks.Read 5 Oct 2026 · stellon.com
- Integrations
- The integration layer connects to custodian banks, PMS/OMS, market and reference-data feeds, firm accounting and compliance vendors through APIs, secure file feeds or scheduled statement pulls.Read 5 Oct 2026 · stellon.com
- Security
- The maker describes encrypted EU-region document storage, short-lived signed links, server-side role controls, and SHA-256 hash-chained audit registers.Read 5 Oct 2026 · stellon.com
- Compliance
- The maker says the platform is modelled for FCA, FINMA, CySEC and ADGM/FSRA, and lists live jurisdiction coverage across the UK, Switzerland, Cyprus, UAE and Czechia.Read 5 Oct 2026 · stellon.com
- Support
- The company says it replies to walkthrough requests within one business day and acknowledges suspected vulnerability reports within one business day.Read 5 Oct 2026 · stellon.com
- AI
- Stellon says roughly twenty AI capabilities run across about 42 workflow surfaces, including statement extraction, due-diligence drafting, commodity sentiment and custodian reconciliation.Read 5 Oct 2026 · stellon.com
- AI controls
- AI calls pass through a governed gateway with per-tenant policy, confidence floors and audit-hashed logging, and the company says AI cannot autonomously approve payments or trades.Read 5 Oct 2026 · stellon.com
- Client reporting
- Reports can consolidate information across custodians, entities and asset classes and include family wealth packs, portfolio reviews and ledger-backed statements.Read 5 Oct 2026 · stellon.com
- Consoles
- Stellon describes eleven role-built consoles that use one governed data spine.Read 5 Oct 2026 · stellon.com
- E-signature
- Document e-signature is provided through a Swiss-regulated provider and is described as compliant with ZertES and eIDAS.Read 5 Oct 2026 · stellon.com
- Hosting and isolation
- Stellon says it is EU-hosted and multi-tenant, with application-layer tenant isolation and per-tenant database schemas and data residency available on request.Read 5 Oct 2026 · stellon.com
- Integration status
- The company says twelve integrations are live end-to-end; unattended custodian SFTP auto-pull and aggregator inbound feeds are listed as in active build.Read 5 Oct 2026 · stellon.com
- Intended customers
- Stellon says it is built for wealth managers, multi-family offices, single-family offices and boutique private banks, with a typical AUM range of $200M–$5Bn.Read 5 Oct 2026 · stellon.com
- Key features
- Its listed capabilities include CRM, client and prospect portals, investment and risk tools, compliance, operations, finance, legal workflows and administration.Read 5 Oct 2026 · stellon.com
- Pricing
- Pricing is scoped per tenant based on platform tier, implementation path, module scope and AI edition; the company says it does not publish a rate card.Read 5 Oct 2026 · stellon.com
- Pricing model
- Licensing is per tenant and scoped to firm assets and selected consoles; the maker says pricing is individually scoped and publishes no rate card.Read 5 Oct 2026 · stellon.com
- Scope
- The platform spans relationship management, investment governance, operations, compliance, finance, reporting and client experience in one shared system.Read 5 Oct 2026 · stellon.com
- Support and response
- The company says it usually returns a scoped estimate and walkthrough within one business day, and acknowledges responsible vulnerability reports within one business day.Read 5 Oct 2026 · stellon.com
- Tenant isolation
- Tenant data is isolated at the application layer, with per-tenant database schemas and data residency available on request.Read 5 Oct 2026 · stellon.com
- Unified system
- The platform brings relationship management, investment governance, operations, compliance, finance, reporting and the client experience into one shared system.Read 5 Oct 2026 · stellon.com
- Who it serves
- Stellon is built for wealth managers, multi-family offices, single-family offices and boutique private banks; its stated typical AUM range is $200M–$5Bn.Read 5 Oct 2026 · stellon.com
Plans and prices
Enterprise Priced on request Scoped proposal; pricing is not published. Private bank or large multi-family office · four-plus jurisdictions · full module scope · bespoke implementation · option of Sovereign AI Read 5 Oct 2026 · stellon.com
Office Priced on request Scoped proposal; pricing is not published. Single office or single-jurisdiction boutique · full operating platform · express implementation Read 5 Oct 2026 · stellon.com
Practice Priced on request Scoped proposal; pricing is not published. Multi-family office or wealth manager · several teams · up to a few jurisdictions · standard configured implementation Read 5 Oct 2026 · stellon.com
Where Specifiction places it
- Family Office Software#23 of 247.0
