Stellon

Paid

What Stellon is

Stellon is a governed wealth operating platform for boutique wealth managers, family offices, and private banks. It combines relationship management, investment governance, operations, compliance, finance, reporting, and client experience in one shared system. Eleven role-built consoles use a governed data spine. Listed capabilities include CRM, client and prospect portals, investment and risk tools, legal workflows, administration, entity management, document management, workflow automation, and consolidated reporting. Reports can combine information across custodians, entities, and asset classes, including family wealth packs, portfolio reviews, and ledger-backed statements. Integrations connect custodian banks, PMS/OMS, market and reference-data feeds, accounting, and compliance vendors through APIs, secure files, or scheduled statement pulls. Stellon says twelve integrations are live end-to-end. It describes about twenty AI capabilities across roughly 42 workflow surfaces, governed by tenant policies, confidence floors, and audit-hashed logs; AI cannot approve payments or trades autonomously. The platform is EU-hosted, multi-tenant, and supports data residency on request. Pricing is scoped per tenant rather than published.

Who it suits

Stellon is designed for wealth managers, multi-family offices, single-family offices, and boutique private banks. Its stated typical AUM range is $200M–$5Bn.

What it does well

Combines wealth operations in one system
Consolidated reporting across custodians and entities
Twelve integrations live end-to-end
Governed AI with audit-hashed logging
EU hosting with tenant isolation

What to know first

Pricing requires a scoped proposal
Some integrations remain in active build
AI cannot approve payments or trades
Data residency is available on request

Limits

All plans use scoped proposals rather than published rates. Enterprise implementation can be bespoke, while the Sovereign AI option is listed only for that plan.

Plans

Plan	Billed and limits	Price
Practice	Scoped proposal; pricing is not published. · Multi-family office or wealth manager · several teams · up to a few jurisdictions · standard configured implementation	On request
Office	Scoped proposal; pricing is not published. · Single office or single-jurisdiction boutique · full operating platform · express implementation	On request
Enterprise	Scoped proposal; pricing is not published. · Private bank or large multi-family office · four-plus jurisdictions · full module scope · bespoke implementation · option of Sovereign AI	On request

As stellon.com lists them, read 5 Oct 2026. The maker's own page has the final word.

Getting started

Open https://stellon.com/
Request a walkthrough and scoped estimate
Select Practice, Office or Enterprise scope
Define modules, implementation path and AI edition
Connect custodians, PMS/OMS, data, accounting and compliance systems

Verdict

Stellon brings broad wealth-management operations, reporting, integrations, and governed AI into one platform. Buyers will need a scoped proposal to determine modules, implementation, and cost.

Questions

How is Stellon priced?

Pricing is scoped per tenant according to platform tier, implementation path, module scope and AI edition. The company does not publish a rate card.

Is there a free plan?

No. Stellon is a paid platform, with Practice, Office and Enterprise plans handled through scoped proposals.

Who is Stellon built for?

It is built for wealth managers, multi-family offices, single-family offices and boutique private banks, typically managing $200M–$5Bn in AUM.

Which integrations are available?

The integration layer connects to custodian banks, PMS/OMS, market and reference-data feeds, firm accounting and compliance vendors through APIs, secure file feeds or scheduled statement pulls.

Can AI approve trades or payments?

No. Stellon says its AI cannot autonomously approve payments or trades.

Facts from Stellon's own pages

AI: Stellon says roughly twenty AI capabilities run across about 42 workflow surfaces, including statement extraction, due-diligence drafting, commodity sentiment and custodian reconciliation. · stellon.com, 5 Oct 2026
AI controls: AI calls pass through a governed gateway with per-tenant policy, confidence floors and audit-hashed logging, and the company says AI cannot autonomously approve payments or trades. · stellon.com, 5 Oct 2026
Client reporting: Reports can consolidate information across custodians, entities and asset classes and include family wealth packs, portfolio reviews and ledger-backed statements. · stellon.com, 5 Oct 2026
Compliance: The maker says the platform is modelled for FCA, FINMA, CySEC and ADGM/FSRA, and lists live jurisdiction coverage across the UK, Switzerland, Cyprus, UAE and Czechia. · stellon.com, 5 Oct 2026
Consoles: Stellon describes eleven role-built consoles that use one governed data spine. · stellon.com, 5 Oct 2026
E-signature: Document e-signature is provided through a Swiss-regulated provider and is described as compliant with ZertES and eIDAS. · stellon.com, 5 Oct 2026
Hosting and isolation: Stellon says it is EU-hosted and multi-tenant, with application-layer tenant isolation and per-tenant database schemas and data residency available on request. · stellon.com, 5 Oct 2026
Integrations: The integration layer connects to custodian banks, PMS/OMS, market and reference-data feeds, firm accounting and compliance vendors through APIs, secure file feeds or scheduled statement pulls. · stellon.com, 5 Oct 2026
Integration status: The company says twelve integrations are live end-to-end; unattended custodian SFTP auto-pull and aggregator inbound feeds are listed as in active build. · stellon.com, 5 Oct 2026
Intended customers: Stellon says it is built for wealth managers, multi-family offices, single-family offices and boutique private banks, with a typical AUM range of $200M–$5Bn. · stellon.com, 5 Oct 2026
Key features: Its listed capabilities include CRM, client and prospect portals, investment and risk tools, compliance, operations, finance, legal workflows and administration. · stellon.com, 5 Oct 2026
Pricing: Pricing is scoped per tenant based on platform tier, implementation path, module scope and AI edition; the company says it does not publish a rate card. · stellon.com, 5 Oct 2026
Pricing model: Licensing is per tenant and scoped to firm assets and selected consoles; the maker says pricing is individually scoped and publishes no rate card. · stellon.com, 5 Oct 2026
Product: Stellon is a governed wealth operating platform for boutique wealth managers, family offices and private banks. · stellon.com, 5 Oct 2026
Scope: The platform spans relationship management, investment governance, operations, compliance, finance, reporting and client experience in one shared system. · stellon.com, 5 Oct 2026
Security: The maker describes encrypted EU-region document storage, short-lived signed links, server-side role controls, and SHA-256 hash-chained audit registers. · stellon.com, 5 Oct 2026
Support: The company says it replies to walkthrough requests within one business day and acknowledges suspected vulnerability reports within one business day. · stellon.com, 5 Oct 2026
Support and response: The company says it usually returns a scoped estimate and walkthrough within one business day, and acknowledges responsible vulnerability reports within one business day. · stellon.com, 5 Oct 2026
Tenant isolation: Tenant data is isolated at the application layer, with per-tenant database schemas and data residency available on request. · stellon.com, 5 Oct 2026
Unified system: The platform brings relationship management, investment governance, operations, compliance, finance, reporting and the client experience into one shared system. · stellon.com, 5 Oct 2026
Who it serves: Stellon is built for wealth managers, multi-family offices, single-family offices and boutique private banks; its stated typical AUM range is $200M–$5Bn. · stellon.com, 5 Oct 2026

Where Stellon stands on Freedom251

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