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iown
iown provides a digital wealth planning platform that enables families, businesses, and advisors to model complex international structures and test the impact...
iown
iown provides a digital wealth planning platform that enables families, businesses, and advisors to model complex international structures and test the impact of transactions such as relocation, succession, or M&A deals. The platform includes a private digital vault for organizing wealth and data to facilitate smooth succession and secure transition of knowledge across generations. It serves wealthy individuals, family offices, business owners, investors, multinationals, trustees, company administrators, advisors, and private banks.
General information
Firm type
other
Sector focus
Frequently asked questions
Does iown function as a family office or deploy its own capital?
No. iown does not present itself as a family office, asset manager, or any form of capital allocator. Its website describes a software platform sold to wealth holders and their advisors. There is no public record of iown managing assets, making direct investments, or participating in fund commitments.
Who runs investment decisions at iown?
iown does not disclose who runs the firm. No founder, CEO, CIO, or investment committee members are named on its website. In the absence of identifiable leadership, the firm's decision-making structure is entirely opaque.
Is there any verifiable AUM or scale associated with iown?
No. iown's site promotes a digital planner for wealth structuring, not a managed pool of capital. No AUM figure, aggregate client assets, or deployment volume has been published. The firm does not appear in regulatory filings or independent wealth-management databases.
How does iown source clients or deal flow?
iown solicits demo requests via its website, targeting a broad range of personas from family offices to multinationals. There is no evidence of deal flow — the firm sells planning software, not investment opportunities. It does not disclose any proprietary sourcing channel for investments.
What investment stages or asset classes does iown target?
None. iown is a technology provider offering a planning interface. It does not state any asset-class preferences, investment-stage focus, or portfolio allocation strategy, and it does not publicize any direct or fund investments.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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