iPaladin vs Way2B1 Comparison

You are looking for alternatives to iPaladin. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys
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IPaladin, family office software, portfolio management software, consolidated reporting software



iPaladin's Digital Family Office is a USA-based blockchain platform designed for family office professionals to orchestrate people, services, documents and activity. Family offices are able to save time, money and stress through a birds eye view platform that allows them to track past, understand present and anticipate future.

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Operating out of the USA, Way2B1's innovative systems facilitate decision making, create institutional memory, and ensure information continuity across real-world domains. Dedicated resources are allocated to onboarding, and insights are shared throughout the process into building alignment among key stakeholders.

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The company was founded in 2008 by Jill Creager.

About the owners and the team

Jill Creager is the Founder and serves as Chief Executive Officer at iPaladin. She is the Founder and serves as Chief Executive Officer at Providence Family Offices. She is the force behind iPaladin and the Digital Family Office business model.

  • 11-50

  • 2015

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

  • United States of America

  • San Francisco
  • California
  • Chicago
  • Illinois
  • Zürich
  • Switzerland

  • States of America
  • Switzerland
  • Singapore
  • Germany
  • Canada




  • Single-family offices

  • Individual wealth owners
  • Banks



  • Governance
  • Accounting
  • Impact/ESG reporting
  • Family office operations

  • Collaboration with anyone  across the globe
  • Secure, single point of access to important information across family operations
  • Keep a variety of information current, organized and accessible from anywhere
  • Submission of documents in a secure manner & and automatic backups
  • Control of expenditures, investments, philanthropic goals and more.
  • Consolidation communication, documentation, and due diligence
  • Highly customizable approval processes that adapt to workflows
  • Management of repairs and projects
  • Scheduling of preventative maintenance ahead of time
  • Checklists

  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
  • Real estate
  • Private equity

  • GDPR
  • SOC 2
  • Type 2

  • No

  • SaaS

  • SOC 2
  • Type 2
  • Certified
  • Client data ownership
  • Multifactor authentication
  • End-to-end encryption
  • Single tenant virtual private cloud
  • Regular 3rd party security audits
  • Segmented network infrastructure
  • Annual employee security training

  • Linux

  • Quick Books Online
  • Google Drive
  • Google Suite

  • Yes
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