The Operating System for Complex Family Wealth
Purpose-built for Canadian advisory firms and family offices.
The Platform
Everything in one place. Finally.
Wealth Map
The Wealth Map
Map and visualize complex ownership structures — individuals, corporations, trusts, and holding companies — with clear hierarchies.
Dashboards
Consolidated Dashboards
See positions, performance, and allocations across every entity and custodian — consolidated in real time.
Document Vault
Secure Document Vault
Store, organize, and share documents by entity. Trust agreements, corporate resolutions, and client records in one secured location.
The Problem
Built for families. Not just portfolios.
The Old Way
Fragmented, Manual, Risky
- Spreadsheets stitched together across entities
- Data scattered across bank portals, PDFs, and Excel files
- No consolidated family view across custodians
- Compliance gaps — Canadian regulators demand more than spreadsheets
- Hours wasted building client reports manually
The Mozaiik Way
Entity-first. Compliance-ready.
- Entity-level mapping — individuals, trusts, holdcos, all connected
- Single source of truth across every custodian
- Consolidated dashboards, ready in real time
- Built-in Canadian regulatory compliance workflows
- Polished client reports generated automatically
0%of wealthy families lose their wealth by the second generation
0%lose it by the third generation
0%of family offices still run on spreadsheets
$0Tin Canadian wealth transferring to the next generation
Mozaiik Intelligence
AI that Understands Family Wealth
M
IN DEVELOPMENT
0xmore family offices adopted AI in 2025 than the year before
0%of wealth managers say AI saves them time
0%only use AI beyond basic tasks like emails and notes
In Development
Mozaiik Intelligence is being built into the platform. Get early access →
Built for advisors who think in systems.
Pilot cohort forming now. Limited to select Canadian IC firms and MFOs.
Built alongside leading Canadian investment counsel firms.