Ginkgo
Ginkgo: A focused platform for consolidating, reconciling, forecasting, and reporting wealth data. Ranked #14 of 24 in Family Office Software by our editors (8.0/10); pricing: Pricing on request; best for offices needing document-driven reconciliation.
At a glance
- Editor score8.0 / 10
- PricingPricing on request
- Best forOffices needing document-driven reconciliation
- Free planNo
- Paid from$1,000/mo
- Consolidated reportingYes
- Founded2021 · Singapore
- Facts checked22 Sep 2026
Where it wins
- Parses email, PDF, Excel, contracts, screenshots, and data feeds
- Daily two-way reconciliation across custodians, entities, assets, and currencies
- Forecasts cash flows, asset events, capital calls, and structured-product triggers
Where it doesn't
- Deployment takes 4–8 weeks
- Annual contract pricing requires a sales conversation
- Narrower feature coverage than full accounting suites
Our verdict on Ginkgo
Ginkgo is a wealth-management and operations platform for single-family offices, multi-family offices, and ultra-high-net-worth families. It brings together information from emails, PDFs, Excel files, data feeds, and other sources, then supports multi-asset, multi-entity, and multi-currency consolidation. The platform is suited to offices that need document-driven reconciliation, custodian data coordination, configurable reporting, and visibility across complex portfolios rather than a general-purpose accounting system.
Pricing is structured around deployment, a trial, and a contract. Deployment takes 4–8 weeks. The Trial plan costs $1,000 per month with monthly billing. The Contract plan uses a fixed annual fee, with no AUM percentage and no usage-based charges. This structure gives offices a defined paid evaluation route and a predictable contract model, while the annual engagement requires a sales discussion. There is no free plan, so Ginkgo is better suited to offices prepared for a formal implementation and commercial process.
Its standout strength is the combination of AI-assisted document parsing and daily two-way reconciliation with custodian data feeds. Ginkgo also tracks coupons, dividends, capital calls, maturities, and option exercises; monitors structured-product events and knock-ins; forecasts ten-year cash-flow waterfalls; and provides trade-ledger filtering and export. Configurable reports, charts, dashboards, and PPT/PDF replicas extend the platform into recurring communication workflows. Choose Ginkgo when reconciliation, forecasting, and wealth-operations visibility are the priority. Offices seeking the broader coverage of a full accounting suite should consider an alternative.
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Ginkgo pricing
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Ginkgo fact sheet
| Free plan | No |
|---|---|
| Paid from | $1,000/mo |
| Consolidated reporting | Yes |
| Investment accounting | Not verified |
| Entity management | Yes |
| Document management | Not verified |
| Workflow automation | Not verified |
| Data import methods | Automated |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | 2FA |
| Support | |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 5 integrations: Custodian data feeds, Data APIs, Email, PDF, Excel |
| Pricing | Pricing on request (source) |
| Website | iginkgo.com |
| Facts checked | 22 Sep 2026 |
Ginkgo integrations
Ginkgo lists 5 integrations on its own site.
- Custodian data feeds
- Data APIs
- Excel
Alternatives to Ginkgo
- FundCountA broad accounting and reporting platform for complex, multi-entity family offices.9.4
- Archway PlatformA broad family-office system for connecting investment books, entities, reporting, and operations.9.2
- QPLIXA broad family-office platform for consolidated reporting and multi-entity operations.9.1
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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