Family Office Technology Hub

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Apr 2026

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Welcome to the FOTechHub Podcast, a resource for all things tech and operations within the realm of family offices. Join us as we delve into the intricate world of technological advancements tailored specifically for Single Family Office and Multi-Family Office Personnel.

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29 recent

April 10, 2026Episode 759 min

Tech-NEW-logy: Tania Neild interviews Stavtar & Atomic Insights

Dr. Tania Neild, CTO & Owner, InfoGrateDr. Tania Neild is the CTO and Owner of InfoGrate, a data strategy firm serving family offices and wealth advisors. With over 20 years of experience in data integration and secure technology infrastructure, she specializes in helping family offices turn complex, fragmented information into centralized, actionable intelligence. Tania holds a PhD in engineering and is widely recognized for her ability to translate sophisticated data environments into long-term operational value for multi-generational families.Steven Petersen, Co-Founder, Stavtar SolutionsRichard Zazo, Co-Founder, Atomic InsightsLucas Babbitt, Co-Founder & CEO, Atomic InsightsStavtar is the premier provider of business spend management and expense allocation SaaS solutions built for the Office of the CFO in complex businesses like alternative asset management. Headquartered in New York, with a global footprint spanning Dallas, London, Mumbai, and Bengaluru, Stavtar was founded by seasoned professionals from the alternative asset management industry.Our flagship business spend management and expense allocation platform, StavPay, empowers over 130 leading alternative asset managers, collectively overseeing more than $3.1 trillion in AUM. Atomic Insights revolutionizes payment workflow management for RIAs and family offices by offering a groundbreaking, centralized platform that leverages real-time API connectivity with banks and other custodians. This unified system provides instant cash position visibility, automates compliance checks, and streamlines payment request submissions, significantly enhancing transaction speed, accuracy, and security. By seamlessly integrating with existing CRM and portfolio management tools, Atomic Insights eliminates redundant data entry, offering a cohesive view of client information that streamlines relationship management and financial oversight. The platform's automation of key payment processing functions and enhanced reporting capabilities not only reduces administrative burdens, but also empowers RIAs and family offices to deliver more responsive and transparent service to their clients. Ultimately, this innovative approach saves time, ensures a more secure and scalable financial management framework, and transforms how firms handle financial operations.If you'd like to connect with the participants, email adriana@fotechhub.comFind more info on the program and recordings at fotechhub.com

March 9, 2026Episode 659 min

Tech-NEW-logy: Erin Hulse Interviews PCR & Aleta

Erin Hulse speaks with the CEOs of PCR and Aleta. Last year, Aleta’s CEO moved from Denmark to New York to lead the company’s expansion. PCR, founded in 2002, also relaunched last year with a new leadership team and a new strategic direction. Together, the CEOs share how things are going and the response they are receiving from the family office community.Erin Hulse, Founder & CEO, Deviate ConsultingErin Hulse is the Founder of Deviate Consulting, LLC, advising single and multi-family offices on software selection, implementation, and accounting. She brings experience from Plante Moran, Bank of America, and SEI / Archway Family Office Services and has led Deviate Consulting since 2015.Ranjan Mishra, CEO, PCR Financial AggregationKen Gamskjaer, CEO & Co-Founder, AletaPCR is a financial data aggregation and managed services firm serving family offices, wealth managers, and financial institutions. The firm specializes in collecting, normalizing, and reconciling both custodial and alternative investment data — including structured feeds and document-driven private markets information. PCR delivers complete, accurate, and controlled data that powers reporting, performance, risk analytics, and downstream wealth-tech platforms and Family offices.Aleta is a modern data and reporting platform for family offices, designed to centralise financial information, streamline reporting, and improve data visibility across entities, asset classes, and stakeholders. It helps teams move away from manual processes and fragmented data toward more timely, structured, and decision-ready reporting.If you'd like to connect with the participants, email adriana@fotechhub.comFind more info on the program and recordings at fotechhub.com

February 16, 2026Episode 528 min

Addepar’s AI Evolution: Redefining Data Intelligence for Family Offices

Part 6 of our Annual Conference miniseries, recorded live at FOTechHub (18–19 November 2025).In this Tech-NEW-logy Institute session, Alejandro Nazario (TOS Advisors) speaks with Addepar’s Diana Turbayne (Alts & Data Management) and Kunal Gosar (Head of AI Platform, former Arcus CEO) about how Addepar is embedding AI across its platform — moving from aggregation toward applied intelligence for family offices.SPEAKERSKunal GosarHead of AI Platform, Addepar Kunal leads the AI Platform org at Addepar, managing the overall engineering and product teams working on AI in Addepar's client-facing products and services. Prior to Addepar, Kunal was the founder and CEO of Arcus, an AI startup building agentic systems for complex data workflows, which Addepar acquired earlier in 2025.Diana TurbayneSr. Manager, Alts Data Management, Addepar Diana is the product lead for Addepar’s Alternatives and Data Management solutions. Diana has held various positions at Addepar and formally led the data operations team overseeing custodial/online data in New York. Prior to Addepar, Diana worked in Economic Consulting on securities litigation and financial regulation cases. Diana holds a Bachelor’s degree from Princeton University and is a CFA charterholder.MODERATORAlejandro NazarioPartner, TOS AdvisorsAlejandro has ten years of experience in wealth management. He joined TOS in 2017, starting as a senior financial analyst for a large single-family office, where he focused on investment reporting, forecasting, personal expense analysis, and art collection management. Previously, Alejandro spent four years at UBS Financial Services, working with over 100 financial advisors to build scalable, planning-based practices and support next-generation client engagement. He holds a BA in Economics from Vanderbilt University and is both a CFP® professional and a CFA charterholder.For more info check out: ⁠⁠fotechhub.com

February 2, 2026Episode 41 hr 0 min

Tech-NEW-logy: Dave Petersen interviews Masttro & Aquilance

Dave Petersen speaks with the CEOs of Masttro and Aquilance about how family office reporting and financial administration are evolving—and what that means for operating models, data visibility, and decision-making.About the ModeratorDave Petersen, Director of Technology Consulting, Northern TrustDave works closely with family offices and private wealth organizations on technology strategy, system selection, and operating model design.IntervieweesJay McNamara — CEO, MasttroJohn Carey — CEO, AquilanceSystems FeaturedMasttro is a global wealth and asset reporting platform built for complex family offices, UHNW individuals, and investment organizations. It delivers real-time, consolidated visibility across assets, entities, and ownership structures through secure, flexible reporting. Over the past year, Masttro has expanded its ecosystem with new integrations, including Arch and Canoe, and launched its AI capability, Masttro Intelligence—signalling a shift toward a more open, connected, and intelligence-driven reporting model.Aquilance supports family offices and wealth management firms with financial administration capabilities spanning bill payment, cash flow oversight, and consolidated reporting, all underpinned by institutional-grade infrastructure. Founded in 1987, the firm is re-examining how its long-established operating model evolves—reflecting wider industry moves toward greater flexibility in how technology, services, and operational support are delivered.🌐 Find more information on the program and recordings at fotechhub.com📩 To connect with the participants, email ⁠alex@fotechhub.com

January 25, 2026Episode 244 min

Owning the Truth: How Family Offices Turn Data into Power

(Full episode) . This Episode is also available as a video replay in our ⁠Conference Replays Library.⁠ Part 5 of our podcast miniseries featuring stage discussions and interviews from our annual conference, held on 18–19 November 2025. Recorded live. Your data is your most valuable asset—if you can harness it. See how family offices are connecting the tools they already use to unlock the full value of their data and operate from one trusted source of truth.The panel brings together perspectives from a multi-generational family office optimising its existing systems, an established family office that has centralised its data into a single model, and a technology consultant helping family offices get more value from the systems they already use.Topics:Why switching platforms often just moves the problem elsewhereThe importance of standardising and governing data before automatingPrivate investment data challenges and reconciliation at scaleCentralising spreadsheets into a true “single source of truth”Using APIs, dashboards, and visualisation tools to improve visibility and controlWhy owning your data is critical for long-term flexibility, security, and scalabilityCommon misconceptions about how long and how hard data transformation really isSPEAKERSVivecca Hartman, Principal & Controller, Fayez Sarofim & Co.Vivecca Hartman is a Principal and Controller with over 30 years of experience in investments and family office management. A licensed CPA and CFP, she combines financial expertise with a passion for helping others. Outside of work, Vivecca advocates for individuals with special needs and supports families in her community. She enjoys playing soccer, relaxing at the lake, and spending time with her grand kids.Hannah Robertson, Accountant, Fayez Sarofim & Co.Hannah Robertson, Accountant at Fayez Sarofim & Co., has over 10 years of diverse accounting experience and a passion for technology-driven efficiency. Hannah received a bachelor’s degree in accounting, Summa Cum Laude, from the University of Houston–Downtown in 2020. She specializes in leveraging SQL, VBA, and emerging tools to enhance reporting accuracy and scalability in investment accounting.Matthew Espinosa, Senior Operations Manager, Ford Estates Matt Espinosa is a Senior Operations Manager at Ford Estates and a Strategic Operations & Business Leader with expertise in process optimization, cross-functional excellence, and long-term industry trends. Since joining in 2018, he has led portfolio accounting initiatives and strengthened the data behind process management across the organization. Previously, Matt held operations leadership roles at several Michigan-based registered investment advisory firms. He holds a B.S. in Mathematics and Economics from Eastern Michigan University.MODERATOR Greg Silverman, Principal Consultant, ClarityEdge I’m the founder and principal consultant of ClarityEdge LLC, a firm specializing in comprehensive technology consulting services for family offices. Our work spans software selection and implementation, data management, systems integration, and fractional CTO services - helping family offices optimize their technology infrastructure and achieve greater operational clarity.

January 9, 2026Episode 256 min

Tech-NEW-logy: Christi Van Rite interviews AgilLink & Bridge

This episode brings together two very different generations of family office technology. One platform has been around for nearly 50 years. The other was built in just the last year for today’s private markets.Christi Van Rite moderates a conversation with Bridge and AgilLink, exploring what starts to break as family offices grow, why private investments remain operationally difficult, and the real trade-offs between experience and innovation in family office systems.ModeratorChristi Van Rite, Founder, White River ConsultantsIntervieweesAsher Adler, MBA — SVP & Head of Product Management, AgilLinkAlex Goodwin — Co-Founder & CEO, BridgeSystems FeaturedBridge is building an AI-driven operating system for private-markets investing, automating onboarding, document management, and reporting to reduce operational friction and improve execution for allocators.AgilLink is a cloud-based accounting and bill-pay platform designed for family offices and high-net-worth service firms, combining multi-entity accounting, embedded banking, and controlled approval workflows. Its Connect to Bank capability automates daily balance and transaction feeds, eliminating manual uploads and improving cash visibility.🌐 Find more information on the program and recordings at fotechhub.com📩 To connect with the participants, email alex@fotechhub.com

January 3, 2026Episode 141 min

Before You Sign the Contract: Family Office Tech Realities

(Full episode) This Episode is also available as a video replay in our Conference Replays Library.Part 4 of our podcast miniseries featuring stage discussions and interviews from our annual conference, held on 18–19 November 2025. Recorded live. Most family office technology decisions don’t fail because of bad software — they fail because the risks weren’t thought through.In this episode from the FOTechHub November annual conference, experienced family office operators get candid about how technology decisions really play out behind the scenes. From vendor vetting and change management to what happens when a platform doesn’t deliver — or disappears altogether.The conversation dives into often-overlooked safeguards like source-code escrow, why glossy demos don’t tell the full story, and how peer how peer insight adds critical real-world context to technology decisions. You’ll also hear why systems only work when people actually use them, and how family offices can avoid expensive, hard-to-undo mistakes.SPEAKERSAmy Beahm, Director, Private Family Office Amy is the Family Office Director for a private family office based out of Bethesda, MD. She has 18 years of experience providing financial and investment reporting, tax planning and estate and wealth transfer strategy services to ultra-high net worth families, working across both single and multi-family offices. She has been instrumental in directing multiple clients through the implementation and maintenance of a carried interest structure and has also guided multiple clients through the implementation of various financial software. Amy earned a Masters in Business Administration and a Bachelor’s degree in Accounting from the University of Maryland, College Park and she obtained her CPA license in the State of Maryland.Nico Amoroso, VP, IT, Wirtz Corporation Nico Amoroso is the Vice President of Technology for Wirtz Corporation, leading digital strategy and innovation across industries including real estate, beverage distribution, professional sports, advertising/media, insurance, and agriculture. He partners with business leaders to deliver scalable, data-driven solutions that boost performance and efficiency. During his tenure, Nico has guided Wirtz through multi-billion-dollar mergers, an ERP transformation, an enterprise e-commerce rollout, and multiple championship seasons. He holds a degree in Management Information Systems from Millikin University and serves on the National Board of Directors for Delta Sigma Phi. Outside of work, Nico is active in community leadership through Chicago’s BUILD organization, his local church, and youth sports. He lives in Palos Heights, Illinois, with his wife, Angie, and their four children.MODERATORPatty Esslinger, VP - Head of Product, Trove Family Office With over 20 years of industry experience, Patty leads digital transformation at Trove for a collaborative client experience. At RSM, she launched FamilySight for family offices, and during 16 years at Deloitte, she supported HNW and family office clients in tax and strategy, focusing on tech and streamlined processes. Her passion drives successful business transformation and operational scaling.⁠⁠For more info check out: ⁠⁠fotechhub.com

December 21, 2025Episode 918 min

What’s Next for Archway? A Conversation with CEO Anthony Abenante

Full Episode is available in audio on ⁠⁠⁠⁠⁠⁠⁠⁠⁠our Members Podcast⁠ or as a ⁠Video Replay⁠Part 3 of our podcast miniseries featuring stage discussions and interviews from our annual conference, held on 18–19 November 2025. Recorded live. In this special Tech-NEW-logy Interview, held within our annual conference in November, Paul McKibbin sits down with Anthony Abenante, the new CEO of Archway Group.Five months into the role, Anthony shares how one of the longest-standing platforms in the family office space is approaching its next chapter following its acquisition by Aquiline. The conversation explores what it takes to modernise a core system after years of underinvestment, including priorities around UI, reporting, hiring, and opening up the platform to better integrate within a broader tech ecosystem.With reflections on Archway’s history, its role as a “system of record” for family offices, and the realities of operating in a fast-changing market, this episode offers a grounded look at how legacy platforms can evolve — without trying to be everything to everyone.SPEAKERAnthony Abenante, CEO, Archway GroupAnthony Abenante is the CEO of Archway Group, leading the company’s strategy and growth as an independent provider of technology and services to Single Family Offices, Multi-Family Offices ,and UHNW wealth managers. He brings over 30 years of leadership across financial services and fintech, including roles as Global Head of Equities at Credit Suisse and CEO of Instinet. Anthony serves as a senior advisor to several technology firms and is a trustee of Big Brothers Big Sisters of NYC.MODERATORPaul McKibbin, ED, Private Client Services, FO Advisory Services, EY Paul is a Managing Director in Ernst & Young LLP’s Americas Family Office Advisory practice, where he advises single-family offices on governance, operations, reporting, and risk management. He previously served as Managing Partner at Family Office Metrics and founded Private Family Networks, later acquired by Guggenheim Partners. A frequent speaker on reporting architecture and family office best practices, Paul also founded the Shaking the Tree Foundation, a nonprofit that uses theater to explore family dynamics and philanthropy.⁠⁠For more info check out: ⁠fotechhub.com

December 12, 2025Episode 823 min

AI in Action: From Hype to High-Impact Results

Full Episode is available in audio on ⁠⁠⁠⁠⁠⁠⁠⁠our Members Podcast or as a Video ReplayPart 2 of our podcast miniseries featuring stage discussions from our annual conference, held on 18–19 November 2025. Recorded live. Family offices are moving past the AI buzz — using it to automate, analyze, and decide smarter. In this episode, we look at how three private family offices are actually deploying AI—inside real workflows, not slide decks. One is running Copilot and ChatGPT in parallel. One bypassed the big platforms and built an end-to-end solution with Mantle to fix the alt-data problem and feed it directly into their accounting platform, Archway. The third combines point tools, automation, and LLMs to generate code, close reporting gaps, and standardise investment processes.We examine what drives these choices: security posture, ROI, and internal capability—and whether AI is reducing work or reshaping it. An audience poll shows most offices are doing exactly this: running both Copilot and ChatGPT rather than picking a single winner. Three approaches, three philosophies—a clear snapshot of where AI adoption in family offices stands today.SPEAKERSJoe Donovan, Vice President of Operations, CYMI Holdings Joe leads the finance, technology, and operations functions at CYMI Holdings, the family office serving three generations of the Mathile family. His teams provide the accounting, reporting, and organizational infrastructure that support both the family’s business and philanthropic endeavors. He also helped establish CYMI Trust Company, which serves the fiduciary needs of the family’s trusts. Joe is particularly interested in how emerging technologies—especially AI—can enhance decision-making, improve efficiency, and reshape the way complex, multi-generational family offices operate.Sharon Li, COO, Spindrift Management Sharon Li is Chief Operating Officer at Spindrift Management, a New York–based family office. She oversees operations, tax, accounting, and reporting, and supports investment due diligence and asset management. Previously, she was Vice President and Chief Compliance Officer at HighBrook Investment Management, and earlier held senior roles in private equity at Goldman Sachs Asset Management and Morgan Stanley.Daniel Amberger, CTO, Single Family OfficeDaniel Amberger is the Chief Technology Officer of a global single-family office, where he has led technology strategy for the past five years. With over 11 years at the organization, he has supported its growth from a 50-person US-based team to a 200+ employee enterprise with multiple international offices. Daniel focuses on leveraging AI and automation to drive innovation and scalability across the business.MODERATORTania Neild, CTO & Owner, InfoGrate Dr. Neild consults on complex issues in ledger systems, security attributes, and tax accounting, aligning tech with business needs for compliance and security. As CTO and COO of Private Client Resources, she built a $6B asset-tracking platform and co-founded EnvestNet. She holds a PhD in computer engineering and began her career at the NSA.⁠⁠For more info check out: fotechhub.com

December 4, 2025Episode 723 min

Follow the Money: Backing the Future of Family Office Tech

Full Episode is available in audio on ⁠⁠⁠⁠⁠⁠⁠⁠⁠our Members Podcast⁠ or as a ⁠Video Replay⁠.Part 1 of our podcast miniseries featuring stage discussions from our annual conference, held on 18–19 November 2025. Recorded live.Family office tech is no longer a backwater. Investors who backed Uber, Airbnb, SpaceX, Addepar — plus a 50-year SFO & MFO operator and a fintech strategist rebuilding the family office stack — are all betting on the same thing: AI is finally powerful enough to fix the broken data, outdated ledgers, and messy workflows that have held this market back. This panel made it clear: this “small” vertical is about to become the operating layer for serious wealth.SPEAKERSNihal MehtaGeneral Partner, Eniac Ventures At Eniac, we call Nihal the human Rolodex—he’s built thousands of connections with the world’s top companies and brands, often the hard way. Since 1999, he’s founded five startups: Philly2nite → UrbanGroove → Chapter 7 bankruptcy; ipsh! → acquired by Omnicom (NYSE: OMC); buzzd → LocalResponse → acquired by BlueCava. The scars are real, and so are the stories. Nihal began investing early, spotting breakout companies like AdMob (acquired by Google), Alloy, Brightwheel, Tala, and Uber. Today, he and his wife are active angel investors and LPs, backing nearly 100 underrepresented founders and fund managers.Billy StimpsonCo-Founder & CEO of Bienville Capital Billy is Co-Founder and CEO of Bienville Capital, a New York based multi-family office and asset management firm. His family has a 153 year old operating business and has managed a family office for 50 years. Billy oversees portfolio construction and client relationships at Bienville. Previously he traded equity derivatives at Deutsche Bank, JP Morgan and BayCrest. He is a Board Member of Cedar Creek Land & Timber and T.R. Miller Mill Company. He graduated from Vanderbilt University.Harsh GovilPartner, Motive Ventures Harsh Govil is a Partner on Motive Ventures’ investment team in New York, focused on payments, AI, wealth and vertical applications. He leads deals and supports portfolio companies, with board roles across the Motive portfolio. Previously, he helped build Embedded/Capital and was a Principal at FinLeap, after starting in Morgan Stanley’s Investment Banking Division. INSEAD MBA; Stanford MA and BA.MODERATOR: Tania NeildCTO & Owner, InfoGrate Dr. Neild consults on complex issues in ledger systems, security attributes, and tax accounting, aligning tech with business needs for compliance and security. As CTO and COO of Private Client Resources, she built a $6B asset-tracking platform and co-founded EnvestNet. She holds a PhD in computer engineering and began her career at the NSA.⁠⁠For more info check out: fotechhub.com.com⁠