Stewardly

Modern family office wealth management platform

Orchard Ventures, a US based family office, identified a critical gap in wealth management. The reliance on Excel spreadsheets for managing multimillion dollar portfolios was outdated and risky. Their solution: Stewardly, a platform built specifically for high net worth individuals, combining intuitive design with deep customization to manage complex investment portfolios.

Stewardly

Modern family office wealth management platform

Orchard Ventures, a US based family office, identified a critical gap in wealth management. The reliance on Excel spreadsheets for managing multimillion dollar portfolios was outdated and risky. Their solution: Stewardly, a platform built specifically for high net worth individuals, combining intuitive design with deep customization to manage complex investment portfolios.

Project Duration
16 weeks
Country
United States
Industries
Finance & Data

Orchard Ventures, a US based family office, identified a critical gap in wealth management. The reliance on Excel spreadsheets for managing multimillion dollar portfolios was outdated and risky. Their solution: Stewardly, a platform built specifically for high net worth individuals, combining intuitive design with deep customization to manage complex investment portfolios.

The Challenge

The vision was a platform that would fundamentally transform the industry standard. While Excel dominates wealth management, it creates constant risk of human error and offers virtually no reporting capabilities. The product needed to eliminate manual mistakes entirely while delivering an elegant interface for visualizing assets, performance metrics, and portfolio composition across diverse investment types.

The Solution

We built a comprehensive platform to replace Excel with a modern, intelligent system. The solution centers on crystal clear data visualization and a user experience tailored to each client's unique portfolio structure. Core features include a customizable dashboard with advanced filtering and multiple chart types, a complete transaction database tracking all investment movements, and an asset management system that provides deep analytical insights across the entire portfolio.

Project Results

Stewardly's launch transformed how family offices manage wealth. Data is now accurate and instantly accessible, client communication is streamlined, and error prone manual processes are eliminated. The platform proved its value immediately, attracting clients and significant assets under management. Following the successful product launch, Naviu and Stewardly continue their partnership, iterating and expanding the platform's capabilities.

10 +
Onboarded clients
+$20 Million
in Managed Assets
4.8
NPS score from clients

Products we've launched

Modern family office wealth management platform

Orchard Ventures, a US based family office, identified a critical gap in wealth management. The reliance on Excel spreadsheets for managing multimillion dollar portfolios was outdated and risky. Their solution: Stewardly, a platform built specifically for high net worth individuals, combining intuitive design with deep customization to manage complex investment portfolios.

AI governance & compliance platform for enterprise

Datalogiq 360, a leading data and AI governance consultancy, needed to replace inefficient Excel based certification processes with an automated SaaS platform. The goal: enhance operational efficiency, deliver seamless user experiences, and enable enterprise scalability. CoComply automates data governance workflows using AI, providing a structured evaluation model that identifies and certifies data assets and AI capabilities. The platform empowers organizations to drive innovation, accelerate growth, and navigate regulatory requirements with confidence.

Digital company formation platform for Volksbank

Created in partnership between Berliner Volksbank and No Venture Studio, Startbereit simplifies German company formation by offering ready made GmbHs and UGs with operational bank accounts. The platform delivers a fully digital experience, enabling entrepreneurs to establish businesses within 72 hours. The product focuses on essential functionalities, providing a streamlined, secure, and compliant solution for founders entering the German market.

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5 days
From call to clear plan
12–16 wks
Average time to launch