Spiegel Financial provides a wealth management platform designed for sophisticated families, modern investors, and wealth teams. It brings public and private investments, real estate, bank accounts, crypto wallets, and exchange holdings into a unified operational view, helping users manage financial information with greater transparency and control.

The platform combines portfolio reporting and analytics with treasury workflows, private-market tools, risk monitoring, and client reporting. Users can review reconciled positions and cash accounts, create net-worth and stakeholder reports, manage banking connections, and track digital assets. Private-market features support capital-call workflows, fund-vintage tracking, and commitment pacing, while risk tools provide concentration monitoring, scenario testing, and compliance checks. The service also includes entity management, a document vault, and an AI assistant.

Spiegel highlights security and governance features including encryption, granular permissions, multifactor authentication, and audit trails. Its subscription plans are offered at a flat monthly or annual price, with no per-seat fees; annual subscribers also receive personalized onboarding and priority AI capacity.