ARCH

Classic Partner

Arch is a New York based technology company that automates data aggregation and operations management for private (alternative) investments. Arch identified the significant amount of manual work required to manage & track investments, specifically across the private markets, through the Arch co-founders' work with single-family offices. The Arch founding team set out to solve...

Deviate Consulting

Classic Partner

Deviate Consulting is a professional services firm based in Indianapolis that provides a full suite of accounting and software consulting options for single and multi-family offices. Our software focus includes QuickBooks and multiple investment accounting, portfolio accounting and wealth management platforms prominent in the industry...

Eton Solutions

Premier Partner

Eton Solutions is a software and services company founded to handle the complexities of servicing ultra-high-net-worth families. Created by family office leaders, Eton Solutions’ flagship product is AtlasFive, an integrated platform with over $425 billion in assets under administration that holistically aggregates and manages all your office’s data, reporting, and workflow processes. With one source of truth, Eton Solutions leads family offices...

Fi-Tek Wealth Solutions

Executive Partner

Fi-Tek Wealth Solutions (formerly Rockit Solutions) is a technology-enabled family office service provider, specializing in complex, multi-generational single/multi-family offices, RIA’s and Trust Companies. Born out of the Rockefeller family office over twenty years ago as Rockit Solutions, our company was built to serve the unique needs of the most complex family offices.

leafplanner

Virtual Partner

leafplanner collects, organizes and connects the disparate parts of life in a unique leafplan to serve as a roadmap for a family. By identifying, aggregating, and communicating the intricacies of a family enterprise with family members and advisors, leafplanner enables families to apply a holistic perspective to their communication, decision-making, and education. In addition to identifying blind spots...

Ledgex Systems

Executive Partner

Ledgex is the first FinTech platform specifically designed to fix the data quality challenges all Family Offices face. We enable family offices to more confidently and successfully manage complex portfolios, with game-changing improvements in your data accuracy, transparency, and timeliness...

Libretto

Executive Partners

Founded in 2017, Libretto was designed to streamline comprehensive advice delivery to UHNW clients. Libretto’s framework combines innovations in investment methodology with a family office wealth delivery. Our mission is to help advisors implement robust solutions for their clients while driving business value with tools that illuminate comprehensive...

Masttro

Classic Partner

Masttro is a global wealth technology platform that provides wealth owners and family enterprises with a 360-degree view of net worth across all financial and non-financial assets, banking relationships, currencies, and ownership structures through an intuitive, client-centric user experience...

Pinnacle Fund Services

Classic Partner

Pinnacle Fund Services provides customized portfolio and investor performance across multiple investment structures including full outsourcing of back-office functionality.

Private Wealth Systems

Executive Partner

Private Wealth Systems, a global financial technology company that is revolutionizing the way private wealth is analyzed, reported, and managed. Private Wealth Systems has been named a FinTech Top 20 Company by American Banker, and Top FinTech Innovator by CIO Review...

Sage

Executive Partner

Sage Intacct is used by thousands of organizations from startups to public companies to improve company performance and make finance more productive. As a best-in-class system, our cloud accounting software products and financial management solutions deliver deep accounting capabilities across multiple industries designed with a single aim—to accelerate your success...

SEI Family Office Services

Executive Partner

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-networth clients, SEI’s award-winning Archway Platform℠ and high-touch outsourced services efficiently handle complex...

SumIt Software

Classic Partner

SumIt is a software company based in New York City focused on redefining technology for family offices, starting with an accounting system that consolidates financials across entities with a couple clicks.

Summitas

Classic Partner

Summitas Platform® is our Software-as-a-Service (SaaS) system accessed through Web browsers and mobile applications. Our customers use Summitas to simplify operations, increase communication, and provide a safe way to organize, protect, and share information—all from one place. From the Digital Vault to collaboration tools, integration of financial information, and the ability to streamline workflows, a branded Summitas portal provides...

TIFIN Give

Classic Partner

TIFIN Give empowers wealth enterprises to become an integral part of the charitable planning process through a streamlined, comprehensive digital experience. The platform supports various charitable structures, including donor advised funds and private foundations, to unlock opportunities and value for wealth enterprises and their clients.