Your wealth manager's favorite subcontractor.
Your wealth manager's favorite subcontractor.
The Imperative of Strategic Technology: Meeting the Demands of a New Generation of Clients.
We unite your core once so automation and customization reach every corner of the firm.
Unite your fragmented systems into a single source of truth with real-time reconciliation
Model the world as it actually is: entities, accounts, relationships, documents, with KYC/AML workflows that travel
Replace manual spreadsheets with automated fee calculations, revenue splits, and commission tracking that auditors love
Trust your numbers with automated custodian feeds, daily reconciliation, and client-ready outputs you can stand behind
Capital calls and distributions that post themselves, subscription docs that extract and validate, exposure that rolls forward immediately
Least privilege roles, real segregation of duties, immutable audit logs, and policy engines that actually enforce mandates
Embassy is a team of experienced engineers who've built fintech infrastructure at scale. We've seen what breaks at 10x volume and what makes operations teams burn out. We're building the operating system that wealth management actually needs - where the work is system-native, evidence is automatic, and your best people do judgment instead of duct tape.
Experience. Discretion. A vision for the future of wealth management.
"We love what we do..."
Paul Menchov
Head of Hydraulics