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Chief Investment Officer
Multi Family Office in the US
Some companies with in depth profiles
WIZE by TeamWork
Category
Portfolio Management
HQ
Switzerland
The Swiss all-in-one Wealth & Asset Management solution with an integrated portfolio management system including 100+ custodian automatic feeds for multi-asset consolidated reporting.
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Addepar
Category
Consolidated Reporting
HQ
United States of America
Addepar is a leading wealth management technology platform for connecting data, technology and people to manage wealth and achieve multigenerational family objectives
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