Automating the end-to-end onboarding,
administration, accounting and reporting processes
for funds and family offices


Automating private wealth administration




Private Equity and Hedge Funds rely upon our integrated investment management, accounting and reporting solution to seamlessly support their operational needs.


Family Offices


As families grow and invest, our solutions help single family offices and multi-family offices support and deliver all of the services associated with managing complex wealth.


Investment Advisors


A rapidly growing wealth management segment, investment advisors are seeking the proven, efficient, and scalable technology solutions that Veridate offers.

Veridate delivers an automated investor onboarding process that provides an improved level of client engagement and offers our clients a distinct competitive advantage. Veridate are leading the way in digital KYC and AML processes and procedures. Highlights include:

  • Providing a simple and non-intrusive user experience
  • One centralized system for all compliance activities with digital output
  • Automates all independent third party KYC/AML checks and provides log and date records
  • Reporting capability to the individual or enterprise level which is fully customizable to provide the desired output
  • Approval workflow and audit history documenting all activity

Veridate Financial's

automated investor onboarding system