Sensiba San Filippo LLP
Category
Accounting
Country
United States of America
Company Representative
Tom Crotty
Sensiba offers family office services for your distinct needs. Their enterprise-level approach provides family offices with timely, relevant, and accurate reporting, internal controls, accounting support, and CFO insight to make informed decisions.
We provide best-in-class technology tools suited for each client’s situation, preferences, and needs, backed with robust security and unparallel visibility through custom dashboards. We are a certified Sage Intacct Partner and have deep expertise in cloud-based technology solutions.
What sets Sensiba San Filippo apart?
"We are passionate about reducing the stress families experience due to complexities in their lives. Understanding their full financial picture allows greater impact on their families and communities."
Tom Crotty
Product
Get an overview of what this software does.
Main Tasks
- Accounting
- Consolidated Reporting
Top features
- Custom development service
- Digital excellence
- Visionary purpose
- Custom reports
Assets supported
- Cash & equivalents
- Private equity
- Direct private equity
- Foreign Exchange
- Lifestyle Assets & Rare Collectibles
- Real Estate
- Residential
Compliance
GDPR
Whitelabel
Yes
Type Of Software
SAAS
Ecosystem
Other
Integrations
- Bill
- Knowledger
- Banking through Sage Banking Cloud
- Credit Cards
Type of data
Holding level
Accuracy
Sage Intacct is a full functioning accounting system with internal controls, permissions, and roles. Additionally, oversight is provided by highly qualified accountants and CFOs.
Multi-currency
- Based on holding/position data
- Based on transaction data
- Users can separate holding level gain/loss from currency gain/loss
- Users can set multiple base currencies
Cost structure
- Flat fee
- Feature-based
- Seat based (per named user)
Average cost p.a.
Average single family office Amount: $48,000 to $150,000 annually, occasionally significantly more.
Key Company Information
Have a look at the company, clients, and references to learn whether this is a match for you.
Employees
- 100-500
Founded
- 1977
Ownership
Key staff also have ownership
Incorporated
United States of America
Locations
- Pleasanton, CA
- Bend, OR
- Fresno, CA
- Portland, OR
- San Jose, CA
- San Mateo, CA
Top markets
United States of America
Focus
Single family offices
Secondary focus
- Individual wealth owners
- Multi-family offices
- Endowments
- Foundations
- Software and technology providers
Number
- 17 single family offices
- 2 multi-family offices
- 3 foundations
- 6 software
Not disclosed.
Support & services
Learn what support and services you can expect
Added Services
Book keeping
Tax advice
Support options
Dedicated contact
Pricing of support
Based on SLA
Onboarding
Two to three months, depending on size, complexity, and historical data.
Customisation
Reports and dashboards can be customized for individual needs. Custom fields and rules are leveraged for better data governance.
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