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Provider Type
Technology Providers
Technology Providers
Tagline
A Smarter Way to Track and Manage Wealth
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Founded
2020
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Location
United States of America
United States of America
Verified
Verified
Not verified
Categories
Artificial IntelligenceClient PortalConsolidated ReportingDataData AggregationDevelopersInvesting technologyOutsourced solutionsPeer BenchmarkingPerformance ReportingPortfolio AllocationPortfolio ManagementPrivate MarketsReportingTechnology provider
Portfolio Management
Services
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Target Segments
Multi-family officeIndividual wealth ownersSingle-family officesMulti-family officesInvestment & Financial Advisors (RIAs/IFAs)Endowments
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Regions Served
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Client Types
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Provider Type
Technology ProvidersTagline
A Smarter Way to Track and Manage WealthFounded
2020Location
United States of AmericaVerified
VerifiedCategories
Artificial IntelligenceClient PortalConsolidated ReportingDataData AggregationDevelopersInvesting technologyOutsourced solutionsPeer BenchmarkingPerformance ReportingPortfolio AllocationPortfolio ManagementPrivate MarketsReportingTechnology provider
Services
—Target Segments
Multi-family officeIndividual wealth ownersSingle-family officesMulti-family officesInvestment & Financial Advisors (RIAs/IFAs)Endowments
Regions Served
—Client Types
—Website
Visit WebsiteProvider Type
Technology ProvidersTagline
—Founded
—Location
United States of AmericaVerified
Not verifiedCategories
Portfolio Management
Services
—Target Segments
—Regions Served
—Client Types
—Website
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