Understand
Connect custodians, documents, manager notes, holdings, events, and mandate rules.
Family Office Software in Hong Kong
AI agents for
modern family offices.
Turoid
Agentic AI
AI CIO on your own data
Inputs
Portfolio data
Context
Documents and notes
Action
Reports and workflows
Reasoning
Risk and decisions
Turoid helps Hong Kong and Singapore family offices turn portfolio data, documents, reporting, and internal workflows into AI agents that monitor, reason, and act with evidence.
Hong Kong & Singapore
Private-bank friendly
NVIDIA Inception
Award recognition
Winner — Best Innovative Technology Solution
Turoid was recognised at the WealthBriefingAsia Greater China Awards 2026 for its approach to agentic AI across family-office operations, reporting, and workflow automation.
Ecosystem
Agentic AI
One AI layer across investment, operations, and control
Family offices do not need another isolated dashboard. They need agents that can read internal context, monitor exposures, prepare decisions, and coordinate work across the investment office.
Reason
Ask questions across your own data and receive evidence-backed investment context.
Act
Route approvals, prepare reports, monitor exceptions, and coordinate the next workflow.
Use Cases
Built for wealth teams where complexity compounds quickly
Agentic AI becomes valuable when it can reduce operational drag, improve decision context, and help lean teams scale without adding headcount.
Multi Family Office
SFC 4,9 licensed office with $2B AUM and 30+ HNW clients
Multiple custodians, private banks, and fund administrators, supported by an Excel-heavy mid and back office with a 4-person ops team.
- Manual consolidation of bank statements and fund reports
- High workload for trade and cash reconciliation
- Turoid deployed AI extraction, reconciliation, and monthly client snapshots
- Internal web portal enabled natural-language portfolio queries
~80 hours
saved per month
2 weeks to 3 days
reporting cycle reduction
50+ clients
scaled without hiring
Private Credit Manager
$1B+ AUM manager running a complex feeder fund structure
Oversees 10+ funds across multiple strategies while dealing with fragmented data from custodians, fund admins, and underlying managers.
- Complex subscriptions, redemptions, and investor transfers
- High-touch reporting by fund and by investor
- Turoid deployed AI agents and custom report generation
- Internal portal supported historical activity and capital-flow search
>70%
monthly reporting workload cut
Less Excel dependence
more structured workflows
More funds, more investors
without additional hires
Team
Cross expertise in asset management and AI
Turoid brings together wealth management experience, AI engineering, full-stack product execution, and senior asset-management advisory depth.
Founder & CEO
Nick Wong
Wealth-tech founder with experience across business development, asset management, fintech, and bank AI implementations. Built US$1B+ alts investment platform Altive from scratch after starting his career at Macquarie.
AI Lead
Dr. Jason Hu
Previously co-founded a venture-backed tech startup in China and holds a PhD in Machine Learning from King's College London.
Engineering Lead
Jasmine Pak
Former AI Engineer at CLSA, where she led development of an internal AI chatbot used across departments.
Advisor
Gary Leung
Former Head of Alternatives APAC at J.P. Morgan Asset Management and former Head of Alternatives at Bank of Singapore.
Full Stack Engineer
Almat Zhezbaybe
Scholarship-winning engineer from Kazakhstan with a track record in building innovative full-stack solutions.
Advisor
Tian Tan
Founding Partner of Azuremount, a PE fund focused on SaaS investment, previously with EQT and Macquarie IBD.
Media
Turoid in the market
Coverage, announcements, and essays on how agentic AI is changing family-office operations and wealth management.
Annum Capital & Turoid: Co-Pilots in AI Transformation
Hubbis covers how Turoid and Annum Capital are bringing AI-enabled operating architecture to family offices and asset managers. Read article
From building AI for banks to building AI for ourselves
See post
New Report “Early Bird” Maps Tech Investing for Asian Family Offices
Read report Download PDF
Customer Proof
Trusted by family offices and private investment teams
Teams running complex portfolios across multiple custodians choose Turoid to reduce operational drag and improve decision context.
Annum Capital
For lean investment teams, Turoid adds structure and clarity to day-to-day portfolio operations.
Aaron Sung
Managing Director, Annum Capital
Vice President, HKLPFA
Velmara Private Office
Turoid gives our team one cleaner view across custodians, portfolios, and reporting workflows.
Nadia Lim
Director of Investment Operations
Velmara Private Office, Singapore
Kavento Wealth Advisors
Turoid feels like the next operating model for wealth teams — AI-native, connected, and ahead of legacy workflows.
Victor Tao
Head of Portfolio Operations
Kavento Wealth Advisors, Kuala Lumpur
Resources for choosing family office software by market
Hong Kong Guides
Resources for choosing family office software in Hong Kong
Practical pages for family offices comparing vendors, replacing Excel-heavy reporting, and deciding where AI belongs in their operating model.
ALL RESOURCES
Benchmark
HK Family Office Software Stack Benchmark
A report-style checklist for reporting, Excel risk, alternatives, document AI, and controls.
View page
Free auditHK Family Office Software Audit
A 20-minute review of reporting, Excel risk, alts, document AI, and controls.
View page
Exact guideHK Family Office Software
The exact-search hub for HK family offices comparing software, reporting, AI, and Excel replacement.
View page
ComparisonBest Family Office Software in Hong Kong
A buyer-style comparison of Turoid, global platforms, and Excel/manual workflows.
View page
GuideHong Kong Family Office Technology Guide
A practical guide to reporting, alts, AI, controls, and software selection.
View page
ToolHK Family Office Software Readiness Assessment
A quick scorecard to see whether a family office has outgrown spreadsheets.
View page
ReportingFamily Office Reporting Software Hong Kong
Targeted workflows for private-bank data, alts, reconciliation, and monthly reports.
View page
AlternativesAlternative Investment Reporting Software
Private fund reporting for NAVs, commitments, capital calls, and manager documents.
View page
Document AIAI Document Processing for Family Offices
Turn statements, capital calls, fund reports, and manager PDFs into workflow data.
View page
Excel ReplacementFamily Office Excel Replacement Hong Kong
Move recurring reporting, approvals, and data workflows out of fragile spreadsheets.
View page
SINGAPORE GUIDES
Resources for choosing family office software in Singapore
Practical pages for Singapore family offices reviewing software options, reporting workflows, and implementation readiness.
ALL RESOURCES
Comparison
Best Family Office Software Singapore
A buyer-style comparison of family office software options in Singapore.
View page
ReportingFamily Office Reporting Software Singapore
Reporting workflows for portfolio packs, recurring updates, and stakeholder communication.
View page
AuditSingapore Family Office Software Audit
A practical audit framework to evaluate software readiness and operational priorities.
View page
FAQ
Questions people ask when looking for family office software
This section helps both buyers and search engines understand where Turoid fits: portfolio operations, reporting, controls, and AI-assisted investment workflows.
Contact
Request a demo, consultation, or simply connect with the team
Turoid is based in Sheung Wan, Hong Kong and is currently focused on helping family offices modernize how investment and operations teams work.
hello@turoid.ai
+852 6231 5831
Room 2601, 26/F, Arion Commercial Centre,
2-12 Queen's Road West,
Sheung Wan, Hong Kong