Resource Partners - Technology & Risk Management

Accordant Global Partners (AGP) is a Risk Management advisory firm. We are a global network of risk professionals serving some of the most prominent families, corporations and business leaders in the world. Our Purpose – To ensure the families and organizations under our protection remain resilient to the unique and dynamic global risk landscape. ​We do this across Five Pillars of protection and Risk Management - Cyber, Persona... Learn More

Archis thedigitaladmin for private investments, delivering the missing infrastructure for managing and understanding private market investments.Arch consolidates data from the various web portals, collects K-1s, and tracks performance, cash flows, and metrics across investments, while digitally updating existing reporting and accounting systems.We're a New Yorkin-person team supporting 80B in assets... Learn More

Concierge Cyber is an Atlanta, Georgia, USA based company that provides an annual subscription membership to protect against cyber, reputational, and physical threats and provide emergency response services to a cyberattack, data breach and cyber fraud. Learn More

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. Learn More

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 fami... Learn More

Global Security Firm that specializes in quality staffing, immediate response, and addressing what keeps our clients up at night. Event Risk Security Services is a US-based, veteran owned company, providing protection services, risk consulting for fortune 500 companies, movie studios, celebrities and high net worth individuals. As one of the largest providers in North America for armed rapid deployment services, we pride ourselves in... Learn More

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. Learn More

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 and educating family members and... Learn More

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. Learn More

Masttro is the world’s leading wealth tech solution for visualizing total net worth. Specializing in alternative assets, built from the ground up for multi-currency and secured with world-class cybersecurity architecture, Masttro is the all-in-one solution to building a 100% view of wealth. Learn More