Privacy is the architecture
Not a checkbox, not a setting, but the foundational design constraint. Every feature begins with the question: who should be able to see this, and how do we guarantee no one else can?
About Crossmarc
A small, deliberate company building for the long term.
Crossmarc, LLC exists to help families steward what they’ve been given, with software built to the same standard of care they bring to everything else. We are not trying to be the biggest. We are trying to be worth trusting.
The story
Why Crossmarc exists.
Crossmarc began with a hard lesson. Our founder lost family members he loved, unexpectedly, and served as executor of what they left behind. Settling their estates meant months of chasing loose ends in the middle of grief: finding accounts, matching documents to entities, guessing at wishes that were never written down. He wanted to be a good steward of what they left. Nothing made that easy.
That experience pointed at something broader. Families have almost no software that is genuinely for them. Advisors have platforms. Institutions have systems. The family itself has portals, spreadsheets, and filing cabinets, along with the quiet risk that the full picture lives in one person’s head.
Crossmarc exists to build that missing software, deliberately. Private by architecture. Funded by subscriptions alone. Designed for the timescale families actually live on: generations, not quarters.
Steward, our first product, brings a family’s finances into one place. More is coming: tools for a family’s memories, and for the daily working of the household. All of it serves the same conviction: that what a family holds is entrusted to it for a time, and that caring for it well is a blessing to the people you love and to the world beyond them.
That conviction is a commitment we keep ourselves. Crossmarc gives at least 10% of its gross profits to charitable causes, including Crossmarc Cares, our own 501(c)(3) nonprofit, which works to meet urgent needs in our community and to encourage and equip people in their life’s calling.
How we build
These principles shape every decision we make about our products, our infrastructure, and how we handle your data.
Aligned incentives
We charge for software. That is the whole model. No data brokering, no advertising, no misaligned growth pressure. Our success depends entirely on building something worth paying for.
Built for decades
Family life operates on generational timescales. Our software is designed for continuity: records that persist, access that transfers, and architecture that does not depend on us staying trendy.
A stack we answer for
Our products run on a platform we designed and operate ourselves. We choose the services we depend on carefully, keep the list short, and tell you exactly who they are, because your trust should never rest on parties you have not heard of.
What we build
A family of tools, built in order.
Steward, available now, is family-office software for private families: a consolidated balance sheet across custodians, a secure document and credential vault, entity and ownership tracking, and controlled access for family and advisors.
Two more areas are in design: a private home for a family’s cherished memories, and a hub for the operational life of a household. We will name them when they are ready to be named.
We are a small team, and we intend to stay that way. Small means we can be deliberate. It means every customer matters. It means we can make promises about how we handle data and actually keep them.