Addepar is the investment management technology company empowering investors and family offices to navigate the increasingly complex world of finance. Addepar brings a new level of integrity, transparency and impact to investment management by giving all stakeholders a complete, accurate and investor-centric picture across every portfolio.

Sage Intacct is the only family office financial solution provider to bring a best-in-class cloud financial solution carrying ALL the following recognitions: 30 of the Top 100 CPA firms have chosen Sage Intacct; we are the ONLY AICPA® preferred financial management solution, and Sage Intacct is preferred by the International Federation of Accountants® (IFAC).

SEI Family Office Services provides integrated accounting and investment reporting technology and outsourced service solutions designed to streamline the accounting, investment management and reporting operations within family offices and financial institutions.