Resource Partners - Technology & Risk Management

Accordant Global Partners (AGP) is a Risk Management advisory firm. We are a global network of risk professionals serving some of the most prominent families, corporations and business leaders in the world. Our Purpose – To ensure the families and organizations under our protection remain resilient to the unique and dynamic global risk landscape. ​We do this across Five Pillars of protection and Risk Management - Cyber, Personal, Medical,...
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Concierge Cyber is an Atlanta, Georgia, USA based company that provides an annual subscription membership to protect against cyber, reputational, and physical threats and provide emergency response services to a cyberattack, data breach and cyber fraud.
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Deviate Consulting is a professional services firm based in Indianapolis that provides a full suite of accounting and software consulting options for single and multi-family offices. Our software focus includes QuickBooks and multiple investment accounting, portfolio accounting and wealth management platforms prominent in the industry.
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Eton Solutions is a software and services company founded to handle the complexities of servicing ultra-high-net-worth families. Created by family office leaders, Eton Solutions’ flagship product is AtlasFive, an integrated platform with over $425 billion in assets under administration that holistically aggregates and manages all your office’s data, reporting, and workflow processes. With one source of truth, Eton Solutions leads family offices...
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We are a team of large-scale donors, philanthropy advisors and technologists committed to making philanthropy more accessible, effective and meaningful. Our mission is clear: Find a way to administer charitable gifts that doesn’t suck all the joy out of it. Our product solves the challenges of managing the complex administrative efforts typical in a family office, especially when using multiple funding sources. Because Giving Place is designed...
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leafplanner collects, organizes and connects the disparate parts of life in a unique leafplan to serve as a roadmap for a family. By identifying, aggregating, and communicating the intricacies of a family enterprise with family members and advisors, leafplanner enables families to apply a holistic perspective to their communication, decision-making, and education. In addition to identifying blind spots and educating family members and advisors,...
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Ledgex is the first FinTech platform specifically designed to fix the data quality challenges all Family Offices face. We enable family offices to more confidently and successfully manage complex portfolios, with game-changing improvements in your data accuracy, transparency, and timeliness.
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Founded in 2017, Libretto was designed to streamline comprehensive advice delivery to UHNW clients. Libretto’s framework combines innovations in investment methodology with a family office wealth delivery. Our mission is to help advisors implement robust solutions for their clients while driving business value with tools that illuminate comprehensive and personalized advice.
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Masttro is a global wealth technology platform that provides wealth owners and family enterprises with a 360-degree view of net worth across all financial and non-financial assets, banking relationships, currencies, and ownership structures through an intuitive, client-centric user experience.
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Private Wealth Systems, a global financial technology company that is revolutionizing the way private wealth is analyzed, reported, and managed. Private Wealth Systems has been named a FinTech Top 20 Company by American Banker, and Top FinTech Innovator by CIO Review.
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Sage Intacct is used by thousands of organizations from startups to public companies to improve company performance and make finance more productive. As a best-in-class system, our cloud accounting software products and financial management solutions deliver deep accounting capabilities across multiple industries designed with a single aim—to accelerate your success.
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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-networth clients, SEI’s award-winning Archway Platform℠ and high-touch outsourced services efficiently handle complex...
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Summitas Platform® is our Software-as-a-Service (SaaS) system accessed through Web browsers and mobile applications. Our customers use Summitas to simplify operations, increase communication, and provide a safe way to organize, protect, and share information—all from one place. From the Digital Vault to collaboration tools, integration of financial information, and the ability to streamline workflows, a branded Summitas portal provides...
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