Tag: family office
Aspen 2.0 targets wealth management’s data problem
Mercer Advisors, the Denver-headquartered wealth management and financial planning firm, has launched the second generation of Aspen, its proprietary AI-enabled platform designed to help...
Kids saver: securing AUM in the great wealth transfer
The great wealth transfer is no longer a future concern — it is happening now. Trillions of dollars are expected to move between generations...
Copia Wealth and ByAllAccounts boost wealth tools
Copia Wealth Studios is redefining wealth management for family offices and high-net-worth individuals by solving a longstanding challenge in financial data aggregation.
With clients juggling...
Arta, the family office for everyone, exits stealth with $90m
Arta is a new financial management platform that aims to become the family office for everyone, not just the rich. The company has launched out of stealth mode, with $90m in equity.
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