TECHNOLOGY-ENABLED ANALYTICS FOR PRIVATE WEALTH
We leverage advanced tools to automatically consolidate diverse data sources—including private investments, direct ownership, and personal assets. This automated process eliminates the manual, time-consuming burden on your team, ensuring seamless data integration.
WHO WE SERVE
FAMILY OFFICES
Built for complexity, trusted for precision.
We serve single and multi-family offices navigating complex ownership structures, bespoke investments, and evolving governance needs. Our outsourced analytics and BI tools empower lean teams with institutional-grade insights—without the overhead. From private equity to real assets, every detail is captured, validated, and reconciled. We turn that data into actionable intelligence delivered through clear, timely reports and dashboards that support decision-making at every level.
WEALTH MANAGERS
A modern middle office, on demand.
We partner with RIAs and independent advisors who want to scale without sacrificing control or quality. Our services act as an extension of your firm, bringing data fluency, investment performance accuracy, and client-ready visuals to your fingertips. No need to build internal infrastructure—our team integrates seamlessly with yours to boost efficiency and client satisfaction.
HIGH-NET-WORTH INDIVIDUALS
Independent clarity for complex wealth.
For families, entrepreneurs, and sophisticated investors, we provide a comprehensive, consolidated view of your financial life—across private investments, multi-entity structures, and personal assets. Our platform serves as an independent layer of oversight ensuring objective validation of reporting, performance, and risk.
