Ninth Family Wealth Report Family Office Fintech Summit 2024

360 Privacy's mission is to protect the digital identity and reputation of high-profile executives, professional athletes, ultra-high-net-worth families and family offices. With experts from Special Operations, Intelligence Community, Corporate Security, Finance, and Technology sectors, we give our clients the ability to regain control over their personal information and privacy by reducing digital risk. We combine our decades of professional experience with propriety technology to provide the most comprehensive and customized Digital Executive Protection available.

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $6 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases.

Advyzon offers a comprehensive, cloud-based wealth management platform and investment management services through Advyzon Investment Management, (AIM), tailored for RIAs and wealth managers. A team of entrepreneurs led by CEO Hailin Li, Ph.D., CFA®, have built a single source destination for portfolio management, customizable performance reporting, trading and rebalancing, client portals, CRM, billing and secure storage. AIM further enhances this offering with investment management services and a model marketplace. Advyzon also fosters networking and practice management through its annual Advyzon Conference. Advyzon delivers innovative solutions and seamless integrations that enhance the advisor experience through exceptional technology and unmatched service.

Asora is a SaaS solution for single and multi-family offices to track and oversee assets, automating data capture and providing digital on-demand reporting on the web and mobile. Asora provides a single secure location for all the family’s data. The data is protected with always-on encryption and robust security protocols. Time-consuming manual handling of data and report creation are replaced with automated data feeds, comprehensive data cleansing and enrichment and digital on-demand reporting.

BILL (NYSE: BILL) is a leading financial operations platform for small and midsize businesses (SMBs). As a champion of SMBs, we are automating the future of finance so businesses can thrive. Our integrated platform helps businesses to more efficiently control their payables, receivables and spend and expense management. Hundreds of thousands of businesses rely on BILL’s proprietary member network of millions to pay or get paid faster. Headquartered in San Jose, California, BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. For more information, visit bill.com

Deviate Consulting is a professional services firm that focuses on software selection, implementation, and back-office services for single and multi-family offices. Deviate is an independent, objective partner serving the best interests of our clients, resulting in successful long-term relationships. Deviate was founded in 2015 in Indianapolis and has a team of 20 consultants throughout the country.

Eton Solutions is an award-winning cloud-based software and services company for wealth management firms, including Single and Multi Family Offices, Business Managers, Trust Companies, Registered Investment Advisors and High Net Worth Individuals. Eton Solutions’ AI-driven cloud-native platform, AtlasFive®, is a fully integrated platform which seamlessly integrates core wealth management functions, from Data Aggregation, Entity Management, Portfolio Management, Performance Reporting, Risk Management, General Ledger (GL), Fund and Trust Accounting, Bill Payment, Transaction Processing, Tax Ledger, Private Loan Management and Client Reporting, eliminating the re-keying of data into multiple systems and the inefficiencies of reconciling data across these products. Eton Solutions also offers Administrative Family Office (AFO™), backed my managed services, to economically address wealth owners with lower AuMs. The Global Technology Center collaborates with clients to manage middle and back-office operations, offering comprehensive services including data aggregation, fund administration, accounting, transaction processing, and compliance support. Eton Solutions has developed the world’s first Generative AI application, EtonGPT™, for the Family Office Industry. The AI technology seamless integrates with AtlasFive® CRM Knowledge Graph, Document Management, Investment and Accounting functions. This allows EtonGPT™ to understand the context and relationship between data points, enabling automation of complex cognitive tasks and augmenting staff knowledge. Eton Solutions is based in the United States, in Research Triangle Park, NC. with its international headquarters in Singapore focused on serving markets outside of the Americas. Created by family office leaders, Eton Solutions’ AtlasFive®, manage over US$936 billion on the integrated platform that holistically aggregates and manages all liquid and alternative investment assets and office’s data, reporting and workflow processes. With one source of truth, Eton Solutions leads wealth management into the future by maximizing efficiency and minimizing errors and risk.

Frank, Rimerman + Co. is a premier certified public accounting firm rooted in the dynamic culture of Silicon Valley. With a 75-year legacy, we have built enduring relationships with pioneering individuals and businesses, offering expert tax consulting, investment advisory, and family office services. Our success is driven by a deep commitment to aligning your evolving needs with our expertise, from early venture capital pioneers to today’s life altering startups. Recognized for our creative and innovative contributions, we provide peace of mind by managing financial complexities with the highest level of personalized service.

With its patented, AI-powered SaaS automation and collaboration platform, K1x digitizes and distributes IRS Schedules K-1, K-3, and 990 data seamlessly–connecting investors, advisors, tax software, portals, accounting firms, IRS and state taxing authorities.

As a multi-award-winning managed service provider (MSP), Omega Systems is passionate about delivering the security and compliance expertise today’s businesses need alongside the responsive and reliable managed IT support they deserve. Omega’s service-driven IT solutions portfolio includes 24x7 managed IT support, cybersecurity risk management, managed detection & response (MDR), backup and disaster recovery, IT compliance services and more. Serving financial firms across the U.S. and internationally – including family offices, RIAs, hedge funds, and other investment firms – Omega Systems delivers a superior and satisfying customer experience unparalleled by other MSPs.

At Polaris, global risk is our business. With over 50 years of global security, crisis management, cybersecurity, and investigations experience, Polaris is a leader in the corporate risk management space. Clients in over 80 countries have relied on Polaris’ practiced and practical methods, with expert assessments scaled to match the size, industry, market presence, and risk exposure of its clients – resulting in targeted, actionable reporting. Our stable of domestic and international subject matter experts deliver complex, cost-effective services consistently designed to meet the high standard of Polaris’ ethos: Attentive. Nimble. Relentless.

Private Wealth Systems is reimagining the world of ultra-high net worth portfolio management through a cloud-based platform uniquely designed to improve efficiency, accuracy and agility. UHNW individuals, family offices and private banks leverage Private Wealth Systems to transform how they aggregate investment data, validate data accuracy, report on multi-asset class portfolio performance and evolve complex investment portfolios over time. Private Wealth Systems’ UHNW portfolio management technology platform provides critical insights investors needs to effectively manage portfolio performance, risk and liquidity –delivering an accurate pulse of the portfolio. Visit privatewealthsystems.com

Risclarity fills in the technology gaps wealth firms face when serving the complex needs of ultra-high net worth individuals and families. We enable firms to simplify complexity so they can scale efficiently and securely.

Risk Strategies, the 9th largest U.S. privately held insurance brokerage firm, specializes in providing comprehensive insurance solutions, expert risk management advice, and consulting services designed to meet the unique needs of businesses and individuals across the country. Our Private Client Services team, together with our Cyber liability experts, focus on preparing family offices and successful families to face a complex future with confidence. We offer a full suite of Private Client insurance solutions to protect our clients’ assets and passions, including their homes, vehicles, collector cars, yachts, equine interests, aviation exposures, fine arts, private collections, data, personal information, and more.

SEI Family Office Services delivers technology and outsourced services that support the accounting, investment management and reporting functions of family offices, private banks, private wealth advisors and alternative asset managers. Designed to help family offices and advisors to wealthy families better serve their ultra-high-net-worth clients, SEI’s award-winning Archway Platform℠ and high-touch outsourced services efficiently handle complex partnership, portfolio and corporate accounting alongside bill payment, investment management and multi-asset class data aggregation. As of March 31, 2023, SEI Family Office Services has $593 billion in assets on platform.

SS&C is a global provider of services and software to over 20,000 companies in the financial services and healthcare industries. Fund services and technology are a core pillar of the organization. SS&C Family Office Services offers a comprehensive solution for operations, accounting, analytics and reporting for single- and multi-family offices supported by a team with deep industry expertise. SS&C helps reduce costs and risks while refocusing staff on higher-value activities: harvesting alpha, family office management, quality reporting, deeper analysis/planning, engagement with the family. Our scalable, efficient solutions meet the needs of family offices of all sizes, structures and investment strategies.

SumIt is an intuitive family office accounting software that consolidates your financials across multiple entities with a couple clicks. We are specifically designed for you with Bill.com and Addepar integrations, and statements such as our net worth statement. Leveraged by accountants, controllers, CFOs, and principals, SumIt gives time and confidence back to family offices and a much simpler view of their complexity.

Award-winning Summitas Platform ® helps families and wealth managers enhance client engagement with an unsurpassed combination of security, privacy, and flexibility. From the Digital Vault to collaboration tools, integration of financial information, and the ability to manage projects and tasks to streamline workflows, a branded Summitas portal provides measurable value to family offices, wealth advisors, and other client-facing businesses.
www.summitas.com

Truewind is a technology company based in San Francisco developing a digital staff accountant. Powered by AI, Truewind is a digital staff accountant that never sleeps, never gets sick, and always does its work. Completely predictable capacity planning. Automate data categorization, supporting documentation collection, and client follow-up. Truewind’s AI agents will follow up on outstanding action items while the accountant can work on strategic tasks. This is fully integrated and unified across your accounting operations. We make it easy to get work done and get visibility into your team’s processes. Trusted by over 100 customers, including accounting firms EisnerAmper and Frank Rimerman, along with fast-growing companies such as Wefunder, SuperAnnotate, StartPlaying and Mozart Data. We’re backed by the industry leaders of accounting and AI, Thomson Reuters Ventures, Y Combinator, and Fin Capital.

Vyzer redefines family wealth management through comprehensive financial intelligence and tailored services. Our cutting-edge platform consolidates and continuously updates financial data from any source, creating a single, accurate financial source of truth. In addition, Vyzer offers a suite of value-added services that elevate wealth management capabilities. By handling complex data infrastructure, we empower family offices to focus on delivering strategic advice. Vyzer creates essential infrastructure for modern wealth management, combining advanced data capabilities with customized services to transform how family offices support their clients.

PEVCtech is a community for family offices, private equity funds, lenders, and VCs using technology and analytics to generate alpha.We share insights on technologies, data, and processes. We organize and co-sponsor events and collaboratively publish original research on best practices, including breakdowns of the tech stack of financial services firms. PEVCtech is a project of Versatile VC.

ProFundCom helps financial institutions raise and preserve AuM using digital marketing analytics. ProFundCom has been built using expertise and best practice from within the financial services industry. Our marketing analytics focus solely on the asset/investment management space and offer an integrated solution across all digital properties. We understand email/web traffic patterns of investment management clients and how you can leverage these behaviours.

Founded by April Rudin in 2008 at the height of the financial crisis, the Rudin Group is a full-service marketing agency operating at the intersection of wealth management, next-gen and fintech. The firm was founded on the premise that wealth management firms need relevant and differentiated marketing in order to break through and succeed with their clients and prospects. The Rudin Group was brought into being to deliver on those essential qualities. The firm specializes in creating marketing campaigns and solutions for multi-family offices, wealth management firms, RIAs, hedge funds, private banks, private equity groups and other financial services firms who want to be visible in the UHNW/HNW space. The Rudin Group has expertise in multi-generational strategy, messaging and customized programs including compliant content creation, social/digital media, public relations and virtual events. The firm has deep expertise in maximizing visibility and industry thought leadership for firms and individual executives with UHNW/HNW clients and prospects and UHNW/HNW lead generation.

The UHNW Institute was founded in 2019 to transform the wealth management industry to better serve ultra-high-net-worth families as they continue to evolve. As a nonprofit think tank and learning exchange, the UHNW Institute is elevating the wealth management industry to a new standard so that advisors and families can foster prosperous and meaningful relationships from one generation to the next. The UHNW Institute offers unbiased thought leadership, peer-to-peer collaboration, original content and programming, and more.

smartKYC’s AI software is used by banks to automate customer due diligence whether for remediation, onboarding, refresh or continuous monitoring; our technology drives faster, better, and more cost- effective KYC at every stage of the relationship – liberating human effort to focus on decision-making rather than laborious screening and research. smartKYC integrates all relevant KYC sources - external watchlists, media archives, open web search, private company data, internal blacklists and, like a human, it reads everything and extracts useful intelligence in the form of facts. smartKYC presents facts about risks like adverse media, but also provides insights into information like source of wealth, network risk and even ESG misdemeanours. Sophisticated hit scoring maximises relevance and minimises false positives. All of this is done at speed and at scale and, as such, straight through processing opportunities become obvious. In refresh or continuous monitoring mode, smartKYC watches only for net new risks as they emerge and never repeats what is already known.