GlassThe seam between systems.
Glass is the operating platform that lets a multi-family office deliver single-family depth at multi-family reach. We built it to run Velar; we are opening it to the offices that face the same problem.
A modern multi-family office runs on a constellation of disconnected systems.
Reporting in one place, alternatives in another, the general ledger in a third, the CRM in a fourth, compliance in the inbox. Every close is a human copy-paste. Every exception is a thread. Every quarter, forty or more hours disappear into reconciliation that does not compound anyone's wealth.
Glass synchronizes the stack continuously.
Diffs positions, transactions, and cost basis across every connected system. Proposes journal entries with cited precedent. Never applies — a human always approves.
Carries approved fixes to the firm's communication, CRM, and back-office channels. Writes the audit receipt. Keeps humans informed without becoming the bottleneck.
Natural-language questions across every connector, with inline citations. “What is our alts exposure relative to last quarter?” reads the alts book live and answers in seconds.
Scans every decision against Rule 206(4)-7 and Regulation S-P. Writes the compliance trail as it happens. Flags gaps for CCO review.
Three days to close. Ten hours back.
- 22-day month-end close
- 97.2% reconciliation at month-end
- 140 hours/month in recon labor
- Exception queue in email + spreadsheets
- Compliance memo drafted quarterly
- 3-day close, continuous reconciliation
- 99.8% reconciliation, always-on
- Ten hours returned per advisor per day
- Queue + proposals with agent-cited fixes
- Audit trail writes itself
Headcount no longer scales the multi-family office.
Two hundred and fifty SEC-registered multi-family offices in the United States. A few thousand single-family offices globally. Each adds ops people every year to keep up with positions, exceptions, and compliance. Glass is the first platform that scales the office without adding the headcount — so principal advisors can hold a deeper book without losing the depth.
A small number of multi-family offices to operate on Glass with us.
We are working with a small number of multi-family offices to operate on Glass alongside Velar. You receive the platform at cost during the partnership, a direct line to the team, and a seat on the product roadmap. In exchange we harden against real books of record.
Talk to the team