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Effective URL: https://www.withorca.com/
Submission: On December 20 via api from BE — Scanned from US
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Less admin. More business. Use Cases Data Security Client Stories Login Book a DEMO STRUCTURE CHARTS, ENTITY MANAGEMENT AND REGULATORY REPORTING FOR * EFFICIENCY LOVERS * PRIVACY DEFENDERS * COMPLIANCE CHAMPIONS * EFFICIENCY LOVERS * PRIVACY DEFENDERS * COMPLIANCE CHAMPIONS * EFFICIENCY LOVERS * PRIVACY DEFENDERS * COMPLIANCE CHAMPIONS * EFFICIENCY LOVERS * PRIVACY DEFENDERS * COMPLIANCE CHAMPIONS ORCA is the easiest, fastest, and most intelligent way to manage all your tax, legal and compliance to-do's. WATCH THE VIDEO TRUSTED BY THE BEST WORLDWIDE. CORPORATIONS, INVESTMENT COMPANIES, TRUST COMPANIES, CPA FIRMS, PRIVATE CLIENT ADVISORS, LAW FIRMS, AND FAMILY OFFICES. IMAGINE WHAT YOU COULD ACHIEVE WITH 85% LESS TIME SPENT ON ADMIN. WITH ORCA, ALL THE HARD WORK IS LESS WORK. NO PAIN, ALL GAIN MINIMIZE DATA ENTRY, MAXIMIZE DATA OUTPUT Import ownership structures and master data from Addepar or Excel, in minutes. Additional APIs available on demand. Eliminate the clutter. Focus on must-have information data and documents only. Stop searching. Find everything intuitively, in seconds. BY SMART WE MEAN SMART SMART AUTOMATED CHECKS, VISUALIZATIONS AND REPORTS Celebrate the perfection of complete data. Automated checks ensure your data is flawless. Elevate your dialogue. Auto-generated structure charts paint clear, relevant pictures at any point in time: past, present or future. Guarantee compliance with the Corporate Transparency Act and other regulations with inbuilt auto-reporting features. SHARE FAST, STAY SAFE COLLABORATE SEAMLESSLY WITHOUT COMPROMISING ON SECURITY Share important data and documents in seconds via secure links. Retrieve information from third parties using automated workflows and upload only links. Enjoy peace of mind knowing everything is protected by zero trust encryption at all times. OUR UNIQUE APPROACH TO SECURITY GUARANTEES ABSOLUTE PRIVACY, WITHOUT COMPROMISE ORCA’s zero-trust cloud ensures that only you can access your sensitive data. Neither ORCA nor any unwanted 3rd party can see or get into your data. Swiss data centers, 256-bit encryption and a blockchain inspired immutable log, are just some of the many ways your data is kept safe. ORCA is EU General Data Protection Regulation (GDPR) compliant and only works with service providers that are GDPR compliant. Find out more in our security white paper DESIGNED FOR * FAMILY OFFICES Multi-family offices that want to scale their business while guaranteeing consistent service quality. And single family offices that seek seamless collaboration with external stakeholders and more time to focus on strategic family initiatives. * OPERATING COMPANIES That want seamless entity management across various jurisdictions, in a highly collaborative, fully accountable and compliant way. * PRIVATE CLIENT ADVISORS Who seek to deliver advice based on structured, complete and standardized data, and are set on reducing their administrative workload to devote more time to their advice. * WEALTH OWNERS Who want to spend zero time searching, gathering and sharing documents and data with advisors and service providers. Who want perfect family governance and succession planning, leaving more time for what really matters. * INVESTMENT COMPANIES That want to communicate transparent, accurate and timely information to investors, regulators, and stakeholders with unmatched efficiency. * TRUST COMPANIES That want to scale their business while guaranteeing consistent service quality and adhering to regulations. All whilst adopting a digital-first approach to client experience. * FAMILY OFFICES Multi-family offices that want to scale their business while guaranteeing consistent service quality. And single family offices that seek seamless collaboration with external stakeholders and more time to focus on strategic family initiatives. * OPERATING COMPANIES That want seamless entity management across various jurisdictions, in a highly collaborative, fully accountable and compliant way. * PRIVATE CLIENT ADVISORS Who seek to deliver advice based on structured, complete and standardized data, and are set on reducing their administrative workload to devote more time to their advice. * WEALTH OWNERS Who want to spend zero time searching, gathering and sharing documents and data with advisors and service providers. Who want perfect family governance and succession planning, leaving more time for what really matters. * INVESTMENT COMPANIES That want to communicate transparent, accurate and timely information to investors, regulators, and stakeholders with unmatched efficiency. * TRUST COMPANIES That want to scale their business while guaranteeing consistent service quality and adhering to regulations. All whilst adopting a digital-first approach to client experience. * FAMILY OFFICES Multi-family offices that want to scale their business while guaranteeing consistent service quality. And single family offices that seek seamless collaboration with external stakeholders and more time to focus on strategic family initiatives. * OPERATING COMPANIES That want seamless entity management across various jurisdictions, in a highly collaborative, fully accountable and compliant way. * PRIVATE CLIENT ADVISORS Who seek to deliver advice based on structured, complete and standardized data, and are set on reducing their administrative workload to devote more time to their advice. * WEALTH OWNERS Who want to spend zero time searching, gathering and sharing documents and data with advisors and service providers. Who want perfect family governance and succession planning, leaving more time for what really matters. * INVESTMENT COMPANIES That want to communicate transparent, accurate and timely information to investors, regulators, and stakeholders with unmatched efficiency. * TRUST COMPANIES That want to scale their business while guaranteeing consistent service quality and adhering to regulations. All whilst adopting a digital-first approach to client experience. * FAMILY OFFICES Multi-family offices that want to scale their business while guaranteeing consistent service quality. And single family offices that seek seamless collaboration with external stakeholders and more time to focus on strategic family initiatives. * OPERATING COMPANIES That want seamless entity management across various jurisdictions, in a highly collaborative, fully accountable and compliant way. * PRIVATE CLIENT ADVISORS Who seek to deliver advice based on structured, complete and standardized data, and are set on reducing their administrative workload to devote more time to their advice. * WEALTH OWNERS Who want to spend zero time searching, gathering and sharing documents and data with advisors and service providers. Who want perfect family governance and succession planning, leaving more time for what really matters. * INVESTMENT COMPANIES That want to communicate transparent, accurate and timely information to investors, regulators, and stakeholders with unmatched efficiency. * TRUST COMPANIES That want to scale their business while guaranteeing consistent service quality and adhering to regulations. All whilst adopting a digital-first approach to client experience. OUR CLIENTS SAY IT BEST * "I DON'T WANT TO IMAGINE WHERE WE WOULD BE WITHOUT ORCA" WHITNEY MCKNIGHT Executive Director Muse Family Enterprises Single Family Office * “SAVE UP TO 90% OF YOUR TIME WITH AML REGULATION” SEYMA YAVUZ Trust Officer, Accountant Staiger Law Private Client Law, Trust * "ORCA MADE US 85% MORE EFFICIENT" SUMNER BILLINGSLEY Partner Billingsley Company Real Estate Investments * “A TIME SAVER AND A LIFE SAVER WHEN IT COMES TO FILING BOI REPORTS FOR THE CORPORATE TRANSPARENCY ACT (CTA)” ETHAN BONAR CEO CFO Family Multi-Family Office * “SIMPLIFIED KYC AND IMPROVED CLIENT EXPERIENCE FOR PRIVATE CLIENT LAWYERS” DR. GUIDO URBACH Naming Partner Kohli Urbach Rechtsanwalte AG Complex Structures * "A ONE STOP SHOP FOR TAX AND LEGAL INFORMATION." JULIE BEAVER VP of Treasury and Tax Billingsley Company Investment Firms * "UP AND RUNNING INSTANTANEOUSLY WITH DATA IMPORT." KERRI SCOTT COO Mt. Vernon Single Family Offices * "A CORE COMPONENT OF ONBOARDING NEW FAMILIES AND TEAM MEMBERS." ROBIN MIRIANTHOPOULOS VP of the Family Office Services Trove FS Multi-Family Offices * “NO MORE DATA SILOS. SAVE TIME AND MONEY WITH A SMART ARCHIVE.” KERSTIN ENGLER Managing Partner Amana Family Office Multi-Family Offices * "HOLISTIC ADVICE FOCUSED ON THE BIG PICTURE." DAVID BENSKIN Co-Founder & Executive Director 28 Independent Advisory Office Multi-Family Offices * "INTERACTIVE STRUCTURE CHARTS ENABLE FASTER, MORE ACCURATE DECISIONS." STAN SUNG Founder and Managing Director Genrich Family Office Multi-Family Offices * "CONCENTRATE ON PROVIDING THE BEST ADVICE POSSIBLE AT ALL TIMES." SANJEEV PREMCHAND Partner Swisspartners AG Advisors * "STATE OF THE ART GOVERNANCE TECHNOLOGY THAT MAKES UHNW FAMILY CONSULTING BETTER." CHRISTIAN SCHIEDE Managing Partner Schiede, Hülsbeck Partnerschaft Advisors * "I DON'T WANT TO IMAGINE WHERE WE WOULD BE WITHOUT ORCA" WHITNEY MCKNIGHT Executive Director Muse Family Enterprises Single Family Office * “SAVE UP TO 90% OF YOUR TIME WITH AML REGULATION” SEYMA YAVUZ Trust Officer, Accountant Staiger Law Private Client Law, Trust * "ORCA MADE US 85% MORE EFFICIENT" SUMNER BILLINGSLEY Partner Billingsley Company Real Estate Investments * “A TIME SAVER AND A LIFE SAVER WHEN IT COMES TO FILING BOI REPORTS FOR THE CORPORATE TRANSPARENCY ACT (CTA)” ETHAN BONAR CEO CFO Family Multi-Family Office * “SIMPLIFIED KYC AND IMPROVED CLIENT EXPERIENCE FOR PRIVATE CLIENT LAWYERS” DR. GUIDO URBACH Naming Partner Kohli Urbach Rechtsanwalte AG Complex Structures * "A ONE STOP SHOP FOR TAX AND LEGAL INFORMATION." JULIE BEAVER VP of Treasury and Tax Billingsley Company Investment Firms * "UP AND RUNNING INSTANTANEOUSLY WITH DATA IMPORT." KERRI SCOTT COO Mt. Vernon Single Family Offices * "A CORE COMPONENT OF ONBOARDING NEW FAMILIES AND TEAM MEMBERS." ROBIN MIRIANTHOPOULOS VP of the Family Office Services Trove FS Multi-Family Offices * “NO MORE DATA SILOS. SAVE TIME AND MONEY WITH A SMART ARCHIVE.” KERSTIN ENGLER Managing Partner Amana Family Office Multi-Family Offices * "HOLISTIC ADVICE FOCUSED ON THE BIG PICTURE." DAVID BENSKIN Co-Founder & Executive Director 28 Independent Advisory Office Multi-Family Offices * "INTERACTIVE STRUCTURE CHARTS ENABLE FASTER, MORE ACCURATE DECISIONS." STAN SUNG Founder and Managing Director Genrich Family Office Multi-Family Offices * "CONCENTRATE ON PROVIDING THE BEST ADVICE POSSIBLE AT ALL TIMES." SANJEEV PREMCHAND Partner Swisspartners AG Advisors * "STATE OF THE ART GOVERNANCE TECHNOLOGY THAT MAKES UHNW FAMILY CONSULTING BETTER." CHRISTIAN SCHIEDE Managing Partner Schiede, Hülsbeck Partnerschaft Advisors * "I DON'T WANT TO IMAGINE WHERE WE WOULD BE WITHOUT ORCA" WHITNEY MCKNIGHT Executive Director Muse Family Enterprises Single Family Office * “SAVE UP TO 90% OF YOUR TIME WITH AML REGULATION” SEYMA YAVUZ Trust Officer, Accountant Staiger Law Private Client Law, Trust * "ORCA MADE US 85% MORE EFFICIENT" SUMNER BILLINGSLEY Partner Billingsley Company Real Estate Investments * “A TIME SAVER AND A LIFE SAVER WHEN IT COMES TO FILING BOI REPORTS FOR THE CORPORATE TRANSPARENCY ACT (CTA)” ETHAN BONAR CEO CFO Family Multi-Family Office * “SIMPLIFIED KYC AND IMPROVED CLIENT EXPERIENCE FOR PRIVATE CLIENT LAWYERS” DR. GUIDO URBACH Naming Partner Kohli Urbach Rechtsanwalte AG Complex Structures * "A ONE STOP SHOP FOR TAX AND LEGAL INFORMATION." JULIE BEAVER VP of Treasury and Tax Billingsley Company Investment Firms * "UP AND RUNNING INSTANTANEOUSLY WITH DATA IMPORT." KERRI SCOTT COO Mt. Vernon Single Family Offices * "A CORE COMPONENT OF ONBOARDING NEW FAMILIES AND TEAM MEMBERS." ROBIN MIRIANTHOPOULOS VP of the Family Office Services Trove FS Multi-Family Offices * “NO MORE DATA SILOS. SAVE TIME AND MONEY WITH A SMART ARCHIVE.” KERSTIN ENGLER Managing Partner Amana Family Office Multi-Family Offices * "HOLISTIC ADVICE FOCUSED ON THE BIG PICTURE." DAVID BENSKIN Co-Founder & Executive Director 28 Independent Advisory Office Multi-Family Offices * "INTERACTIVE STRUCTURE CHARTS ENABLE FASTER, MORE ACCURATE DECISIONS." STAN SUNG Founder and Managing Director Genrich Family Office Multi-Family Offices * "CONCENTRATE ON PROVIDING THE BEST ADVICE POSSIBLE AT ALL TIMES." SANJEEV PREMCHAND Partner Swisspartners AG Advisors * "STATE OF THE ART GOVERNANCE TECHNOLOGY THAT MAKES UHNW FAMILY CONSULTING BETTER." CHRISTIAN SCHIEDE Managing Partner Schiede, Hülsbeck Partnerschaft Advisors * "I DON'T WANT TO IMAGINE WHERE WE WOULD BE WITHOUT ORCA" WHITNEY MCKNIGHT Executive Director Muse Family Enterprises Single Family Office * “SAVE UP TO 90% OF YOUR TIME WITH AML REGULATION” SEYMA YAVUZ Trust Officer, Accountant Staiger Law Private Client Law, Trust * "ORCA MADE US 85% MORE EFFICIENT" SUMNER BILLINGSLEY Partner Billingsley Company Real Estate Investments * “A TIME SAVER AND A LIFE SAVER WHEN IT COMES TO FILING BOI REPORTS FOR THE CORPORATE TRANSPARENCY ACT (CTA)” ETHAN BONAR CEO CFO Family Multi-Family Office * “SIMPLIFIED KYC AND IMPROVED CLIENT EXPERIENCE FOR PRIVATE CLIENT LAWYERS” DR. GUIDO URBACH Naming Partner Kohli Urbach Rechtsanwalte AG Complex Structures * "A ONE STOP SHOP FOR TAX AND LEGAL INFORMATION." JULIE BEAVER VP of Treasury and Tax Billingsley Company Investment Firms * "UP AND RUNNING INSTANTANEOUSLY WITH DATA IMPORT." KERRI SCOTT COO Mt. Vernon Single Family Offices * "A CORE COMPONENT OF ONBOARDING NEW FAMILIES AND TEAM MEMBERS." ROBIN MIRIANTHOPOULOS VP of the Family Office Services Trove FS Multi-Family Offices * “NO MORE DATA SILOS. SAVE TIME AND MONEY WITH A SMART ARCHIVE.” KERSTIN ENGLER Managing Partner Amana Family Office Multi-Family Offices * "HOLISTIC ADVICE FOCUSED ON THE BIG PICTURE." DAVID BENSKIN Co-Founder & Executive Director 28 Independent Advisory Office Multi-Family Offices * "INTERACTIVE STRUCTURE CHARTS ENABLE FASTER, MORE ACCURATE DECISIONS." STAN SUNG Founder and Managing Director Genrich Family Office Multi-Family Offices * "CONCENTRATE ON PROVIDING THE BEST ADVICE POSSIBLE AT ALL TIMES." SANJEEV PREMCHAND Partner Swisspartners AG Advisors * "STATE OF THE ART GOVERNANCE TECHNOLOGY THAT MAKES UHNW FAMILY CONSULTING BETTER." CHRISTIAN SCHIEDE Managing Partner Schiede, Hülsbeck Partnerschaft Advisors WATCH MORE TESTIMONIALS READY TO GET #ORCANIZED? THERE IS NO SUBSTITUTE TO EXPERIENCING ORCA FIRST-HAND. ORCA AG Freigutstrasse 5 8002 Zurich Switzerland hello@withorca.com +41 79 938 95 23 Contact & Support Terms & Conditions Privacy Policy Help Center Social Media We use cookies to personalize content, run ads, and analyze traffic.