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iPaladin

Category
Governance
HQ
United States of America

iPaladin’s Digital Family Office is a blockchain platform to orchestrate people, services, documents and activity, as one source of truth, for the modern family office.

iPaladin’s Digital Family Office is a new information architecture specifically designed for family office professionals who need a centralized system to collaborate while relying on one source of truth. Battle-tested for over 10 years, iPaladin uses distributed ledger technology to introduce new control standards for virtual collaborative work inside a military-grade encrypted cloud environment. You will have a bird’s eye view to track the past, understand the present and prepare for for the future in a way that saves time, money and stress at every stage of growing the family’s legacy.

Key Company Info

Have a look at the company, clients and references to learn whether this is a match for you.

Company

Facts about the company

Employees

11-50

Revenue

$1 million+

Founded

2010

Ownership
  • Owned by management
  • Key staff also have ownership
  • Clients are also owners
Incorporated

United States

Locations

Tampa

Top 5 Markets
  • United States of America
  • Canada
  • Mexico
  • Bahamas
Clients

Facts about the clients

Focus

Single family offices

Serves also
  • Individual Wealth Owners
  • Multi-Family Offices
  • Financial advisors
  • Banks
Number

50+

References

Two references available upon request.

Request References

    What iPaladin's clients say

    "I know everything is getting done but I wanted a bird’s eye view to see and verify without having to ask. Also, we have had a lot of turnover, I want everything digitized so that if one person leaves, the next person step in and train themselves."

    3rd Gen Family Office CEO

    Product

    Get an overview of what this software does.

    The basics

    Basics about the product

    Main tasks
    • Enterprise Compliance
    • Enterprise Tasks
    • Document Standardization
    • Communication and Meetings
    Top features
    • Connect every person in the network
    • System of Internal Control
    • System of Records
    • Succession Process
    Assets supported

    Customizable to accommodate the operational needs of any type of entity, asset or liability

    Compliance

    GDPR

    Whitelabel

    Yes

    Download Detailed Feature List
    Technology

    Look under the hood

    Type Of Software
    • Serviced Software
    • SAAS
    • Fully Standalone
    Security
    • Data encrypted in transit and at rest
    • Advanced Encryption Standard 256 (AES 256)
    • Segregating information using multi-tiered physical and logical separation
    • Complete spectrum of role-based access controls
    • Multi-Factor Authentication
    • Industry standard deployment orchestration tools
    Ecosystem

    AWS

    Integrations

    Limited integrations

    Mobile App

    No

    Pricing & Co

    Learn about the commercials

    Cost structure

    Contract with annual subscription

    Average cost p.a.
    • Single family office $30,000
    • Multi-family office $75,000

    Support & Services

    Learn what support and services you can expect

    Support options

    General contact mail or phone, Dedicated contact, In person on site support

    Pricing of support

    Based on SLA

    Onboarding

    Implementation time depends upon current level of organization and complexity.

    Customisation

    The Family Administrator user (not IT) can fully customize the system to accommodate any type of entity, asset or liability regardless of type or jurisdiction.

    Added services

    Digital Family Office Implementation

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