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The inner orchestration of Dynasty, Addepar and Pershing/BNY Mellon it took to harmonize a $1.4 billion Merrill Lynch family office team

Vendors are finding ways to put UHNW corner family offices on conveyor belts in the service of RIA prosperity

Author Lisa Shidler September 9, 2015 at 8:21 PM
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Steve Wagner (center): I think there's something really cool about working with families.

Breakaway Stories



Pete Giza

Pete Giza

September 10, 2015 — 2:34 PM


Nice article. I am happy to see that the UHNW news space is starting to heat up. Family office bred fintech providers such as Addepar and WealthSite continue to find this niche underserved. Few if any other platforms outside the aforementioned can provide the customization and sub-asset reporting of private assets alongside their client’s public assets.

The world over family offices use Excel as their primary tool to manage private assets. Bringing it all together to produce a coherent and naturally flowing picture of a UHNW client’s worth is a tedious and painstaking process.

My point? There is a wide open market of opportunity to assist those managing the extraordinary wealth of over 2000 billionaires world wide. When you put it in those terms its a virtually untapped market for fintech.

As we like to say here at WealthSite to our client prospects regarding private assets: “We’re here to take Excel out of your reporting picture.”



Pete Giza | VP Biz Dev | www.wealthsite.com

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Pershing Advisor Solutions
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Top Executive: Mark Tibergien

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