Revolutionizing wealth management
Greenlock emerged in 2022 as a spin-off from
a large Single Family Office in Zurich. Frustrated by opaque structures and hidden fees, we built a solution to give wealth owners full control and clarity—across banks, markets, and asset classes.
Total Transparency.
No Assumptions.
Financial intermediaries thrive on opacity—beneficiaries rarely see the true cost of inefficiency. When confidence replaces clarity, wealth leaks. We restore transparency through independent benchmarking, advanced performance audits, and true net-of-fee analysis.
The Silent
Wealth Drain
All money managers assure you that your wealth is optimized. But what they don’t tell you is the real story: beneath the surface, hidden fees, inefficient structures, and misaligned incentives quietly erode capital—compounding year after year. These flaws aren’t accidental; they’re embedded in the financial system.
Fully Aligned
Incentives
We do not sell financial products. We do not manage assets. We act solely in the interest of the wealth owner—ensuring full control and accountability over capital. When we do our job right, you’ll keep us by your side for years to come—not because you have to, but because you choose to.
Total Transparency. No Assumptions.
Financial intermediaries thrive on opacity—beneficiaries rarely see the true cost of inefficiency. When confidence replaces clarity, wealth leaks. We restore transparency through independent benchmarking, advanced performance audits, and true net-of-fee analysis.
The Silent Wealth Drain
All money managers assure you that your wealth is optimized. But what they don’t tell you is the real story: beneath the surface, hidden fees, inefficient structures, and misaligned incentives quietly erode capital—compounding year after year. These flaws aren’t accidental; they’re embedded in the financial system.
Fully Aligned Incentives
We do not sell financial products. We do not manage assets. We act solely in the interest of the wealth owner—ensuring full control and accountability over capital. When we do our job right, you’ll keep us by your side for years to come—not because you have to, but because you choose to.
Prepare Wealth for the Next Generation
Will you hand your wealth to the next generation with only asset managers in place—or ensure it’s passed on with clarity and accountability? We provide a layer of wealth protection designed for legacy: transparent and fully aligned with the interests of the wealth owner.
Total Transparency.
No Assumptions.
Financial intermediaries thrive on opacity—beneficiaries rarely see the true cost of inefficiency. When confidence replaces clarity, wealth leaks. We restore transparency through independent benchmarking, advanced performance audits, and true net-of-fee analysis.
The Silent Wealth Drain
All money managers assure you that your wealth is optimized. But what they don’t tell you is the real story: beneath the surface, hidden fees, inefficient structures, and misaligned incentives quietly erode capital—compounding year after year. These flaws aren’t accidental; they’re embedded in the financial system.
Fully Aligned Incentives
We do not sell financial products. We do not manage assets. We act solely in the interest of the wealth owner—ensuring full control and accountability over capital. When we do our job right, you’ll keep us by your side for years to come—not because you have to, but because you choose to.
2025
Reached $2B in assets under monitoring
Secured $10M+ in annual recurring fee savings for our clients
2024
Reached $1B in assets under monitori
Partnered with Microsoft Azure (Switzerland)
Introduced Real Estate Asset Monitoring
2023
Reached $500M in assets under monitoring
Expanded offerings with Performance Benchmarking and PE/VC Monitoring
WealthBriefing award «AI in Wealth Management 2023»
2022
Launched our first product: Fee Monitoring Module
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