Consulting and Advisory

Family Office

Advisor

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Enlist services from our growing ecosystem of best-in-class consultants.

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InfoGrate

Infograte specializes in family office technology, helping clients select, buy, and implement low-cost, scalable solutions that can be maintained long-term.

Services

Alternatives Data Management

Implementation

Managed Services

Institutions

Private Bank

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Mirador, LLC

Addepar implementations and outsourced managed services

Work with Mirador to outsource essential business operations and Addepar implementations. Grounded in Wall Street and enabled by technology, Mirador combines data science with deep financial expertise to provide custom-built technology, alternatives data management, and a range of managed services. 

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Ridgeway Lane

Tailored onboarding, implementation, and data management services

Ridgeway Lane delivers scalable and curated platform solutions and services, empowering family offices, RIAs, and boutique wealth managers to concentrate on their core business.

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Dawkins Advisory Group

Custom implementation and operational services for family offices

Dawkins Advisory Group specializes in family assets and provides personalized implementation and operational services for family offices. Working exclusively with Addepar, they implement the latest feature updates while offering evolving analytics and reporting on public and private investments.

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Alter Domus

Provides integrated solutions for alternative investors

Alter Domus provides alternative data management services for wealth managers, family offices, endowments, foundations, pensions, OCIO groups, and more.

Features & Benefits

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F2 Strategy

Strategy, consulting, and outsourced Chief Technology Officer

As a strategic consulting partner or outsourced chief technology officer, F2 helps improve data architecture and create customized, exceptional digital experiences for advisors and clients. 

Platform  Implementation

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Amplify

A strategic operating partner led by ex-Addepar solutions experts.

Led by ex-Addepar solutions experts and seasoned professionals, Amplify serves its clients as an
employee-owned, strategic operating partner. Their mission is to help clients create value through technology by restructuring access to operations, technology and
solutions expertise.

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Elevate Advisory

Service Partner focused on supporting Addepar experiences.

We are an experienced service partner with expertise in Addepar.
Our passion for enhancing client solutions and over six years of experience in designing, implementing, and resolving Addepar projects – both simple and complex makes them an ideal partner regardless of the firm size.


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