Family Wealth Report Family Office Fintech Forum 2025

Muralidhran (Murali) Nadarajah, Chief Information Officer at Eton Solutions, leverages over three decades of global experience in system integration and professional services. His expertise in digital transformation, AI, and analytics spans across the US, UK, and Asia. Murali’s career is distinguished by his roles as CEO, CTO, and CIO at HCL, BancTec, and DXC Technologies (formerly CSC and HP Enterprises), including co-founding VC-funded ventures like Digité. He has driven significant innovations such as an award-winning automatic fare system and the world’s first nationwide cloud-based virtual learning environment. His contributions to high-impact projects for financial titans like American Express and Goldman Sachs showcase his strategic vision and commitment to transforming industries through technology. At Eton, he led the transformation of AtlasFive into a cloud-native platform, now hosted securely across multiple countries. The platform re-architecting also allowed the transformation of AtlasFive to economically address wealth owners with lower AUMs. He broadened cybersecurity and privacy measures, adding ISO27001, ISO27701, and OSPAR to the existing SOC2 compliance. With a deep-rooted background in AI that began over 37 years ago during his academic tenure, Murali leads the integration of LLMs, expert systems, and machine learning into Eton’s AtlasFive Family Office platform, enhancing family office operations with AI-driven solutions. Murali is the inventor behind several patents and provisional patents in the design of autonomous AI agents, context-aware AI-based OCR, and AI-based dynamic visualization.

Stuart Guidry is the Vice President of Platform Consulting at Eton Solutions, a leader in family office software solutions. With a background as a Certified Public Accountant (CPA) and experience at Deloitte, Stuart brings a deep understanding of the financial complexities faced by ultra-high-net-worth families and family offices. His extensive career in finance and technology has equipped him with the expertise to bridge the gap between operational challenges and innovative solutions. Since joining Eton Solutions, Stuart has played a pivotal role in guiding family offices through their digital transformation journeys. His hands-on experience working closely with clients has given him a comprehensive understanding of their unique needs and challenges. As a result, he is committed to delivering tailored, practical solutions that enhance operational efficiency and provide greater financial clarity. Prior to Eton Solutions, Stuart held various leadership and consulting roles, contributing to financial strategy and operational excellence. His time at Deloitte further solidified his knowledge of financial management and best practices in accounting and consulting. Stuart earned his Master’s of Accounting from the University of North Carolina at Chapel Hill and a Bachelor of Science in Business Administration from UNC Kenan-Flagler Business School. His dedication to excellence and client success continues to drive his work at Eton Solutions, where he remains focused on empowering family offices with cutting-edge technology and best-in-class consulting support.

In the late 1990s, Ryan initiated his investment technology career at Advent software. Advancing through roles at Advent, he later joined SEI to oversee their outsourced investment management. With a knack for data management and client service, he established Accusource in 2008, specializing in white-glove operations for family offices and RIAs. Addressing the challenge of transferring investment data to GLs, Ryan founded KnowLedger in 2020. Based near Philadelphia, he harmonizes family life with his love for bicycling.

Paul is a versatile business leader and entrepreneur with 25 years of FinTech industry experience. He leads PwC’s Wealth Compass managed service, addressing the technology and reporting needs of family offices and ultra-high-net-worth individuals. Paul was a founding Partner of Archway Technology, a premier SaaS company serving the private wealth industry. Paul and his partners grew Archway by successfully implementing technology at hundreds of family offices. Paul started, lead and grew Archway Finance and Operations (“AFO”), using Archway’s best-in-class technology to aggregate marketable and alternative assets, and providing partnership administration for family investment pools and  fund administration to hedge funds and private equity funds. Paul served as President of SEI Archway. At SEI, he fulfilled post-acquisition responsibilities with primary mandates focused on business development, marketing and servicing the alternative investment, banking, single and multi-family office market verticals. Paul received his MBA from Indiana University and is a Certified Public Accountant.

Leanne Haupt is a Partner and Head of Family Office Services at Corient. Leanne oversees the delivery of firm-wide family office services, including addressing client needs, service offerings, and quality control. She serves as a trusted advisor, providing strategic solutions to her family office teams and clients. Prior to Corient, Leanne was a Partner and Management Committee member at Geller Advisors, a multi-family office, providing holistic wealth management services to UHNW clientele. Earlier in her career, Leanne was a Managing Director at a national public accounting firm. She received her B.A. from Providence College and her J.D. from Catholic University.

Andrew Thomas is a Strategic Account Executive at BILL who works with our family office partners to elevate their bill pay process by eliminating manual work, centralizing accounts, and placing internal controls around disbursements. His previous experience includes LPL Financial, where he worked as a Regional Director streamlining and standardizing family office services.

As Managing Director of Omega Systems' Northeast Region, Warren Finkel leverages decades of experience and deep-rooted relationships within the financial services sector. Prior to Omega's acquisition of ACE IT Solutions in 2022, where he founded and served as leader for 14 years, Warren cultivated a reputation for delivering exceptional, bespoke IT solutions to family offices, private equity firms, hedge funds, RIAs, and alternative asset firms. His proven ability to combine strategic IT vision with outstanding customer service makes him a highly sought-after advisor.

Simran Sandhu is an EVP at Citco Fund Services, she is responsible for formulating and developing new products for Fund allocators, Institutional clients, and Family offices.  Simran’s remit includes full gamut of product responsibilities from product ideation, strategic planning, execution, marketing, and delivery. She started her career in Product Development at Goldman Sachs and has held product development roles at State Street and Duquesne.  Her expertise include innovation, business transformation, reporting and analytics, and client delivery. Simran holds a B.A in Economics and B.Sc. in Management from the State University of New York, and is on the advisory board of the School of Management at Binghamton University

Driven by frustration with existing accounting software, Alex founded SumIt to simplify family office accounting. As a second-generation leader of his family's real estate ventures in France and China, he now dedicates himself to SumIt. Collaborating with 30+ family office advisors, he's tailored SumIt to meet the unique needs of the sector efficiently. Alex holds an MBA from Chicago Booth and a Master's from London Business School.

Wendy has spent her career focused on using, building, designing and integrating technology tools to solve business problems.  A 10-year stint at IBM afforded her the opportunity to acquire deep Design Thinking expertise and play an integral part of transformation within multiple functions and business units.  In 2021 she pivoted to focus on the Wealth Tech and Services industry first with ECI, an MSP of cloud, cybersecurity and digital transformation to Private Equity, Hedge Funds and Family Offices.  Then in a strategic role at Ledgex, a portfolio management and accounting solution for Family Offices.  Wendy now provides consulting services to a variety of stakeholders in the Wealth Management industry.

As Managing Director of Global, Grayson leads First Rate’s international business development, operations, and product strategy, driving expansion into new markets. He also spearheads the growth of the firm’s family office offering, delivering tailored data aggregation, investment performance, reporting, and analytics solutions. Since joining in 2018, he has been instrumental in launching global innovations and advancing cross-cultural collaboration. Grayson started as a business process outsourcing (BPO) auditor, enhancing offshore operations and training programs, and later led the acquisition of an AI/ML product development team in India, establishing First Rate’s Innovation Lab. He then transitioned to sales, shaping the firm’s domestic growth strategy and market presence. Based in Rogers, Arkansas, Grayson also serves on the board of Center Court Tennis, supporting adaptive sports programs. He and his wife Emily enjoy outdoor activities, local dining, and traveling.

Ayo Ekhator is co-founder and COO of Bridge. Before founding Bridge, he was an investor at Apax Partners and The Blackstone Group. Ayo began his career at Citigroup and holds degrees from Williams College and Harvard Business School.

Alex Goodwin is co-founder and CEO of Bridge.  Before founding Bridge, Alex was an investor at Audax Group and Leonard Green & Partners, and Vice President of Corporate Development at Winc, a Bessemer portfolio company. Alex holds degrees from the University of Michigan, Ross and Harvard Business School (Baker Scholar).

Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on software selection, implementation, and accounting services for single and multi-family offices.  Erin is a financial and software professional with a diverse background in the alternative investment and private wealth space, including time spent with Plante Moran, Bank of America, and SEI/Archway Family Office Services. Ms. Hulse has been managing Deviate Consulting since 2015 and is based in Indianapolis, IN.

Josh’s passion is to use his education, training and experience in an integrated manner to bring thoughtful, personalized family consulting services to his clients. Alone, or with a team, whether financial, legal, political or familial, he brings deep thought, innovation, drive, integrity, and leadership to add value to every situation he encounters. For nearly two decades, Josh turned this skillset inward and managed his family’s 30+ year income and estate tax controversies. Applying a coordinated, cohesive, strategic approach to the various income tax, estate tax, innocent spouse, collection, and other tax matters involved,  Josh developed and managed a team of experts and professionals, and the controversies, to a successful adjudication through administrative means, the Tax Court, three Circuit Courts of Appeals, and the United States Supreme Court. Josh also took on the responsibility of reorganizing his family’s complex business, tax, and estate structures, building the systems and tools necessary to function as a single-family office, while maintaining family dialog and harmony among three generations of fifteen individuals with a wide diversity of education, financial and legal literacy, geography, age and needs. This gave Josh a hands-on, direct exposure to a multitude of issues faced by families of wealth dealing with intergenerational wealth management, wealth transfer, and family dynamics. More recently, Josh has been consulting with other families to provide similar family, legacy, business, tax, and estate planning services. Prior to joining his family’s business, Josh implemented this philosophic framework by becoming the de facto general counsel to many of his clients, using his talents to balance their business needs and legal risks, having a full view of their business and legal concerns, managing their fees and fee expectations, and enabling them to focus their energy on their core competency of building their businesses. Josh’s legal, business and family office experience includes corporate and securities law, mergers and acquisitions, real estate, venture capital, private equity, bankruptcy, commercial lending, family office operations, trusts and estates, multi-generational wealth planning and consulting, and more. Josh has been a frequent speaker and panelist on family, family office, political, economic, and philanthropic topics. Josh has also been active philanthropically throughout his career, working with dozens of arts, cultural, and educational organizations. Most recently he founded the Alliance for a Better Utah, a nontraditional, non-governmental organization dedicated to providing balance, accountability and transparency in Utah policy and politics. Josh is of counsel to the Chicago law firm of Barack, Ferrazzano, Kirschbaum & Nagelberg. He is President of Chicago Financial, Inc., a single-family office, and is a Director and Vice President of the Kanter Family Foundation. Josh has served on the boards of numerous for-profit companies and nonprofit organizations. Josh received his J.D. from the University of Chicago in 1987. He earned a BA/BS in Economics (magna cum laude) and Political Science from Emory University in 1984.

Samira Salman is a highly accomplished professional known for her ability to forge strong connections and deliver exceptional results. With a diverse range of roles, including CEO of Salman Solutions, founder of Collaboration Circle(TM), and COO of a single family office, she is recognized as a collaboration creator, global connector, business builder, trusted advisor, thought leader, and investor. Samira has an impressive track record, surpassing $5.5 billion in successful ventures across various industries and asset classes. She has developed a proprietary business-growth methodology, earning a reputation as one of the most well-connected professionals in private finance. Drawing from nearly 25 years of experience in personal development, professional law practice, and global business building, Samira has built a thriving enterprise centered around genuine human connections. Through Collaboration Circle, Samira has curated a network of catalysts, thought leaders, and game changers, focusing on coalitions, transactions, strategies, and best practices among leading families. Her multicultural upbringing and exposure to diverse countries and cultures have provided her with a unique perspective, enabling her to facilitate better outcomes for investors, founders, and management teams. She strongly believes in the power of connecting, collaborating, and fostering consensus among stakeholders. With a background as a mergers and acquisitions tax attorney at prestigious firms such as Shell Oil Company, Arthur Andersen, KPMG, and Deloitte, as well as serving as Vice-Chair of the American Bar Association Energy and Environment Taxes Committee, Samira possesses the technical expertise and structural acumen necessary to navigate today's dynamic business landscape. Her specialties include facilitating co-investment and capital, structuring organizations and transactions, improving operations, identifying underutilized assets, increasing revenues, and providing valuable board leadership and advisory services. Samira was raised overseas and is a first-generation Arab-American. Her father is Lebanese, and her mother is of Sicilian, French, and Irish descent. She grew up in U.A.E, Saudi Arabia, Turkey, Switzerland, Syria, and London. Travel and exploration of the culinary arts are two of her passions. She travels globally to dine, share meals, attend culinary festivals, experience food markets, savor street food, and build connections while breaking bread.

Mark Wickersham is a senior strategic marketing & business development executive. Mark has over three decades of fintech in the family office and RIA markets. Mark has served in a variety of roles including product management, partnership development, marketing, strategic consulting and business development. He has worked for some of the top firms in the family office market including Fidelity Investments, Family Office Metrics, ByAllAccounts and other family wealth focused technology firms. Mark is based just north of Boston and is a native New Englander. In addition to enjoying Dunkin’ ice coffee all year long, he enjoys mountain biking, hiking, skiing and spending time with his family in Maine. LinkedIn Profile - https://www.linkedin.com/in/markwickersham/

Andrew Thomas is a Strategic Account Executive at BILL who works with our family office partners to elevate their bill pay process by eliminating manual work, centralizing accounts, and placing internal controls around disbursements. His previous experience includes LPL Financial, where he worked as a Regional Director streamlining and standardizing family office services.

Charles is the co-founder and CEO of Osyte, a venture funded Alts Portfolio Management, Liquidity Management, and Risk Management platform. Charles was an investor and allocator at Russell Investments where he helped many billion-dollar endowments, foundations, and corporate plans manage liquidity risks and asset allocation across public and private markets. He founded Osyte [O-Sight] to solve the liquidity management and allocation planning challenges of private market commitments for any investor.  Osyte's current clients are outsourced CIOs, multi-family offices, and single-family offices whose combined assets under management is more than $100 billion.

Anna Garcia is the founder and managing partner of Altari Ventures, a New York-based early stage enterprise fintech fund. Prior to starting Altari Ventures, Anna was a B2B SaaS investor at Runway Venture Partners, a successful angel and a long-time Wall Street executive. Over the course of her 17 year banking career, Anna held senior investment banking and asset management roles at Merrill Lynch, Jefferies and JP Morgan. Anna has been actively engaged in the fintech ecosystem since 2013 and sees enormous and continued opportunity in backing companies modernizing financial services infrastructure, the functioning of the capital markets and institutional processes in financial services and other industries. Altari Ventures is bringing together and leveraging all of Anna's professional experiences, knowledge and networks to build and support a unique growth portfolio aligned with these views. Current fund portfolio includes: FinOptSys, Micruity,  TodayPay,  Identifee,  inbanx, Tradewell Technologies,  Kredit,  Cognicor,  Otonomi,  Legal Karma,  Sugarwork, Auditive among others. Notable pre-Altari investments include: Trumid (fintech unicorn), Liveoak Technologies (acquired by Docusign), HiFi (acquired by Block), YayPay (acquired by Quadient).

Dr. Sindhu Joseph, is the CEO and founder of Wealth management AI startup CogniCor. CogniCor's Copilots are indispensable allies of growth minded advisors and RIA firms. CogniCor Copilot enables advisors and firms to personalize and scale effortlessly navigating client review meetings, client servicing workflows, and discovering actionable insights  from client and advisor interactions. Dr. Joseph has a Ph.D in AI, and has co-authored over 6 patents and was chosen as the top 10 to watch in 2023 by Wealth Management.com and CEO of the year by Wealth Solutions Report in 2024. With a global background spanning India, Europe, and the USA, she is passionate about AI, and democratizing access to wealth for all. She is in the advisory board of several companies. Dr. Sindhu is also part of Forbes Technology Council and Fast Company Technology Council. Outside of her professional interests, she enjoys hiking, reading, and stand-up comedy.