Lightbox Wealth OCIO

Lightbox Wealth OCIO is a governance-first investment operating platform for single-family offices, multi-family offices, trustees, wealth fiduciaries and institutional investment teams. It turns the Investment Policy Statement into a live operating framework, monitors portfolio alignment and potential breaches, and connects multi-custodian portfolio analytics, risk oversight, investment-product due diligence, market intelligence and decision records. Stella AI contextualises information against each organisation’s portfolio and mandate, prepares committee-ready outputs and preserves a complete audit trail. The platform supports investment professionals rather than replacing human judgement. Lightbox Wealth does not provide regulated investment advice, hold client assets or execute trades.

What problem it solves

Replaces static IPS documents, fragmented portfolio data, manual due diligence and scattered committee records with one governed, auditable investment workflow.

Alternatives & competitors

Addepar, Masttro, Eton Solutions AtlasFive and FundCount