2020 FOX Family Office Technology Showcase - EstateSpace


EstateSpace is an asset management solution that provides a single point of record for your family's physical assets.

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Who We Are

EstateSpace is a financial technology company focused on innovating physical asset management to increase and protect generational wealth. Since our inception, our emphasis has been on offering our customers compelling value. Our modern business model enables us to create new connections and opportunities for us to gain insights, better understand complex challenges and deliver a simple solution, together.

What We Do

Asset Management Made Simple. EstateSpace offers simple, scalable subscriptions to help families, businesses, and wealth managers and private staff better manage valuable physical assets securely from your mobile device. We help improve the management of overlooked family assets to produce favorable investment returns. Consolidate disparate data sources containing your family’s assets, and streamline private operations with real-time visibility. And make it easy to organize and share generational wealth portfolios with family office stakeholders and key advisors. We empower you and your family office with dynastic technology.

What's Special About Us?

EstateSpace meets the complex intersection of business and lifestyle with simplicity. Our innovative solution is more relevant everyday as the world continues to go virtual. For those looking for a white-glove experience, services such as concierge assessment services are accessible in real-time through EstateSpace to help build, streamline, and manage private operations. We making it easy for you to get the help you need, when you need it.

The world is constantly changing, forcing industries like financial services to rethink how things have been done and how they will be done in the future. EstateSpace is leading the charge by delivering a market-leading experience for families, individuals, and their asset management teams to more efficiently understand, manage, and grow their portfolio of physical assets in the same way as they do their financial investments. We give principals and family offices control over their most complex holdings all form their mobile device.


As of date: 
Tuesday, July 14, 2020

Company Materials

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Jason Shelby
VP of Sales and Marketing


Tysons Corner  Virginia

United States