Amsterdam-based startup Bonafi has secured new funding to build a digital platform tailored for high-net-worth individuals and family offices. The software aims to solve a common administrative problem for people managing complex financial holdings scattered across multiple asset classes.
Founder Cece de Boon developed the concept while interning at Shoe Investments, an investment firm run by Dutch entrepreneur Pieter Schoen.
During her time there, she noticed that wealthy individuals often lacked a single, comprehensive overview of their overall net worth, frequently relying on spreadsheets or fragmented documentation.
Centralizing complex portfolios
The company is creating a consolidated dashboard that brings together diverse assets into one platform. Users can track traditional holdings alongside less liquid investments, including real estate, private equity, startup equity, personal loans, artwork, luxury watches, and cryptocurrency.
In addition to balance tracking, the platform stores underlying legal contracts, such as shareholder agreements and purchase deeds.
By linking directly to data sources like Microsoft OneDrive and accounting software Exact, the tool can read incoming documents and automatically flag actions, such as pending capital calls from investment funds.
Targeting ultra-high-net-worth clients
Unlike standard personal finance apps aimed at general consumers, Bonafi specifically targets individuals and entities with at least 10 million euros in investable assets. The platform is designed to serve both private individuals and professional multi-family offices managing shared family wealth.
The company plans to expand its integration capabilities further by establishing direct partnerships with corporate finance firms and investment networks to streamline automated data entry.
