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
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Joe Lonsdale uses words like 'egregious' 'crapshoot' and 'rude' in Wall Street Journal article to explain how 'America and its economy are the butt of the joke.'
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Joe Lonsdale is prepping Lonsdale Investment Technologies for launch 13 years after founding Addepar -- with the new business model too cannibalistic for comfort, some say
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Dynasty Financial hires 'real deal' TD Ameritrade RIA sales talent who left after Schwab deal; he'll again mine for RIAs on Florida's Gold Coast--first big news since IPO disclosed
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February 17, 2022 at 2:50 AM
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Pershing Advisor Solutions
Asset Custodian
Top Executive: Mark Tibergien
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Portfolio Management System
Top Executive: Eric Poirier
Pete Giza
Lisa,
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.”
Best,
Pete
Pete Giza | VP Biz Dev | www.wealthsite.com
