Wealth,
in good faith.

Real-time insight into wealth, for families and the offices who serve them. One platform, current to the last sync, and every figure traceable to its source.

ISO 27001 certified · incl. 27017 & 27018Infrastructure & AI in the Netherlands

In practice

Twenty-two entities and fourteen asset classes, in one overview

Family office
In practice

Twelve hours a week, back from administration to the decisions that matter

Private wealth

Waitlist

Be first in line.

We onboard a small number of families and offices at a time. The demo is always open; the waitlist holds your place.

One purpose only: reaching you when a place opens up. No newsletter, no third parties. Prefer the full form? Open the waitlist page.

2,500+

bank connections, plus the systems that hold the rest

10 min

the sync loop: documents in from the sources you connect, facts updated

2 clicks

at most, from any figure directly to the exact source it came from

0

numbers without a source. Not a goal, a rule

Figures describe the platform, not a forecast

Our belief

Most platforms bolt AI onto a dashboard and call it intelligence. Bonafi is built differently. We believe trust in wealth is built through personal contact, and that administration is what stands in its way. So AI does the heavy lifting: extraction, reconciliation, classification, drafting. Done in minutes, every result waiting for human approval. The hours that used to disappear into spreadsheets now go to the conversations that matter. Faster answers, lower cost, and the attention you, or your clients, deserve.

How we think about trust

The overview

One picture of everything you hold.

The value and its allocation, and the structure behind it. Two views of the same sourced truth.

bonafi.ai/overview

Full picture · economic value

€ 43.3M

22 entities

Growth

'22
'23
'24
'25
Real estate14.2M
Private debt12.4M
PE / VC9.1M
Public markets7.6M

One basis, labelled · every amount carries its source

bonafi.ai/structure

Fam. Van Dam

8 entities · through STAK, control and economics apart

UBO by control
Van Dam Holding B.V.19.16% via STAK
Vastgoed B.V.Real estate
2 assets
Herengracht 412
FMV
Singel 190
FMV
Invest B.V.Private debt
€ 1.500.000
Northline Private Creditcommitment
Public portfolioCustodian
live

The structure behind the value · every holding with its source

How it works

Follow one document.

The life of one fund report, from landing in your drive to proving itself in your overview.

bonafi.ai/pipeline

Step 1 of 6 · Lands

Quarterly report · Q3

Northline Private Credit · page 4 of 12

…a total 1commitment of € 1.500.000 towards the fund…

…of which 225% is called for the current closing, payable within 310 business days

Scanned annex · not readable with confidence

A report lands in your drive

Found by the 10 minute loop. Nobody pressed anything.

1Commitment€ 1.500.0000.97
2Called25%0.94
3Due10 business days

Synced · read · queued for extraction

No number without a source

01 · It arrives on its own

A fund report lands.

Nobody uploads anything. Every ten minutes Bonafi syncs the folders you connect and reads what is new, unasked.

02 · It is read like an accountant reads

Extracted, with its confidence.

The values that matter light up on the page and are lifted out, per KPI, each with its own confidence.

03 · Then it stops

Nothing enters without human review.

You approve the extracted values, and only then are they processed.

04 · It becomes part of the record

The approval is itself a source.

Logged with a user and date stamp, and the system learns from every review.

05 · And it stays accountable

Two clicks back to the page.

Every number traceable back to its source: click a value and the page opens beside it, the exact figure marked.

06 · And when it is not sure

No guesses, no hallucination.

When a number cannot be read or processed reliably, Bonafi says so honestly and asks you to confirm.

Intelligence

Answers with sources, around the clock.

Ask what your accountant would know, at any hour. The answer comes in seconds, with the sources to prove it. The AI never changes your numbers.

bonafi.ai/agent

What did we pay in management fees across all funds in 2025?

Meridian Growth Fund III
€ 142.000
Northline Private Credit
€ 96.500
Atlas Real Estate II
€ 71.200
Public markets mandate
€ 38.400
Q4 report · p. 12Ledger 2025Fund agreement §6.2

Who it's for

Built for both sides of the table.

Owners see everything they hold; offices serve every client from one workspace. Two points of view, one sourced truth underneath.

bonafi.ai

Wealth owners

Families · entrepreneurs

One clear, auditable picture of everything you own, advisors invited on your terms.

HoldingsReal estateLiquidity

Wealth professionals

Family offices · managers

Every client on one platform, scoped to your mandate, with one secure workspace behind it.

Client portalsRoles & accessProjects
One platform · one source of truth

Connects to what you already run

ExactMoneybirdNmbrseAccountingHubSpotOutlookOneDriveSharePointDropboxGoogle DrivePower BISaxoPlaidDeGiroBitvavo2,500+ banks+ your stackExactMoneybirdNmbrseAccountingHubSpotOutlookOneDriveSharePointDropboxGoogle DrivePower BISaxoPlaidDeGiroBitvavo2,500+ banks+ your stack

See your wealth in one picture.

Book a thirty-minute demo, for yourself or for your clients. Bring one fund report or annual statement and watch it become structured, sourced and reviewable.

We onboard a small number of families and offices at a time. Not ready for a demo? Join the waitlist

FAQ

Common questions

Wealth, explained properly.

Essays and columns on AI, oversight and trust in wealth management. Written from practice, the first ones on their way. No noise.