Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios. Founded in 2009 by Joe Lonsdale, who currently serves as an active Chairman of its Board of Directors and General Partner at 8VC, the company's platform aggregates portfolio, market and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with hundreds of leading financial advisors, family offices and large financial institutions that manage data for over $2.5 trillion of assets on the company's platform. In 2020, Addepar was named as a Forbes Fintech 50 company and honored as a member of the CB Insights Fintech 250. Addepar is headquartered in Silicon Valley and has offices in New York City and Salt Lake City. All brokerage services offered through Acervus Securities Inc., member FINRA / SIPC.

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The Eton Solutions platform, AtlasFive^®, is a game-changing, comprehensive enterprise management system for family offices. It is a cloud-native application suite which facilities end to end family office management and has capabilities that include entity management, data aggregation, investment reporting, general ledger accounting, partnership accounting, transaction initiation and document management.

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Private Wealth Systems cloud-based platform provides account aggregation, multi-asset portfolio management, and client reporting software and services to family offices on 5 continents.  A preferred provider to over 5 private banks and accounting firms, Private Wealth Systems has proven its ability to deliver data that is more accurate, more comprehensive, and more personalized than any other platform.

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Rockit^® Solutions combines its technology, personalized client team, and time-tested processes to provide a tailored service for family office professionals and advisors. Comprehensive information regarding your accounts, transactions, investment managers, cash income, and more is efficiently reviewed with flexible reporting and customized dashboards. Our secure and innovative platform ensures data integrity while preserving the privacy and confidentiality of your information.  

Rockit’s Solution Suite® delivers end-to-end wealth information management including Data Aggregation, Reconciliation & Data Enrichment, Investment & Performance Reporting, Portfolio Accounting, Principal & Income Trust Accounting, and Partnership Accounting & Tax Services.

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SEI Family Office Services delivers technology and outsourced services that support the accounting, investment management and reporting functions of family offices, private banks, private wealth advisors and alternative asset managers. Designed to help family offices and advisors to wealthy families better serve their ultra-high-net-worth clients, SEI’s award-winning Archway Platform℠ and high-touch outsourced services efficiently handle complex partnership, portfolio and corporate accounting alongside bill payment, investment management and multi-asset class data aggregation. As of March 31, 2021, SEI Family Office Services has $450 billion in assets on platform. For more information, visit seic.com/archway.

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Deviate Consulting is a professional services firm that provides a full suite of accounting and software consulting options for family offices. Deviate Consulting focuses on software consulting and accounting services for family offices and investment advisors throughout the world.

Why Deviate? Our values are simple: Trust, Integrity and Hard Work. We believe that our clients deserve our full attention during every step of their project. We take a thorough and honest approach to developing our project plans, workflows and policies and procedures, resulting in appropriate expectations for reaching important deadlines.