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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June 22, 2026Episode 846 min
Tech-NEW-logy: Paul McKibbin & Asset Vantage
Tech-NEW-logy Institute returns on June 4 with a live interview session featuring Paul McKibbin and Asset Vantage. In this 45-minute discussion, Paul McKibbin (EY) speaks with Sunil Dalal (UNIDEL) and Nicole Eberhardt (Asset Vantage) about how family office systems evolve from solving one office's internal problems into platforms used across the wider market. The conversation will touch on AI, implementation realities, integration challenges, and the growing tension between founder-led businesses and private equity-backed growth in family office tech. Bringing together perspectives from an owner, operator and implementation expert, the session offers a rare look behind the scenes at how these systems are really being built and scaled. If you'd like to connect with the participants following the session, please contact adriana@fotechhub.com. Find more information on the program and recordings at fotechhub.com.
Dr. Tania Neild, CTO & Owner, InfoGrate. Dr. 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 Solutions. Richard Zazo, Co-Founder, Atomic Insights. Lucas Babbitt, Co-Founder & CEO, Atomic Insights. Stavtar 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.com. Find more info on the program and recordings at fotechhub.com
March 9, 2026Episode 659 min
Tech-NEW-logy: Erin Hulse & 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 Consulting. Erin 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 Aggregation. Ken Gamskjaer, CEO & Co-Founder, Aleta. PCR 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.com. Find more info on the program and recordings at fotechhub.com
February 2, 2026Episode 41 hr 0 min
Tech-NEW-logy: Dave Petersen & 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 Moderator: Dave Petersen, Director of Technology Consulting, Northern Trust. Dave works closely with family offices and private wealth organizations on technology strategy, system selection, and operating model design. Interviewees: Jay McNamara — CEO, Masttro. John Carey — CEO, Aquilance. Systems Featured: Masttro 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 10, 2026Episode 256 min
Tech-NEW-logy: Christi Van Rite & 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. Moderator: Christi Van Rite, Founder, White River Consultants. Interviewees: Asher Adler, MBA — SVP & Head of Product Management, AgilLink. Alex Goodwin — Co-Founder & CEO, Bridge. Systems Featured: Bridge 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
December 22, 2025Episode 528 min
Addepar's AI Evolution: Redefining Data Intelligence for Family Offices
This Episode is also available as a video replay on our website. 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. Speakers: Kunal Gosar, Head 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 Turbayne, Sr. 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. Moderator: Alejandro Nazario, Partner, TOS Advisors. Alejandro 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
December 18, 2025Episode 941 min
What's Next for Archway? A Conversation with CEO Anthony Abenante
This Episode is also available as a video replay on our website. Part 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. Speaker: Anthony Abenante, CEO, Archway Group. Anthony 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. Moderator: Paul 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
Full Episode is available on our members podcast. Show Summary: Cori Rodda moderates a conversation with Vyzer and Asseta. They explore how new platforms are reshaping family office technology. The conversation covers multi-entity reporting, moving beyond QuickBooks, API flexibility, bill pay, and partnership accounting. We look at how AI is streamlining reconciliations and insights, the importance of security and privacy, and whether families are ready for adoption. Cori Rodda, President, FWO Accounting & Consulting. Cori is a CPA and the founder of FWO Accounting. She specializes in family office accounting and operations, with previous roles at PwC and SEI Family Office Services. Vyzer, represented by Litan Yahav, Co-Founder & CEO. Vyzer is an AI-powered wealth-tech platform built for high-net-worth individuals and their advisors to simplify, track, and optimize complex private wealth portfolios. It transforms fragmented financial data into actionable insights through a holistic, digital-first experience. Vyzer offers a comprehensive financial dashboard, automated tracking for traditional and alternative investments, advanced cash flow planning, and document analysis. Asseta AI, represented by Dean Palmiter, CEO & Founder. Asseta AI is an all-in-one platform for family offices, replacing spreadsheets and disconnected tools. It handles general ledger, accounting, bill pay, banking, consolidations, document management, investment performance, data aggregation, reconciliation, and analytics. Its built-in AI adapts to your workflow to streamline multi-entity financial management. Join our network at fotechhub.com
June 22, 2025Episode 51 hr 2 min
Tech-NEW-logy Institute: Michael Perez Interviews Advyzon & Mantle
Full Episode is available on our members podcast. Show Summary: Michael Perez moderates a focused conversation with Advyzon and Mantle—two innovative platforms helping family offices modernize investment reporting, client communications, and private fund operations. Michael Perez, Managing Director, Family Office Practice, F2 Strategy. Michael Perez brings over 25 years of experience in professional services for the wealth management industry, including senior roles at Grant Thornton LLP, Fiduciary Trust International, and Chase Private Banking. He leads F2 Strategy's Family Office Practice, advising clients on technology transformation, operations, and digital strategy. Advyzon, represented by Kartik Srinivasan, President, Advyzon International. Advyzon provides comprehensive wealth management technology, as well as investment solutions, for independent financial advisors, financial professionals, and financial institutions. Auria is a new offering from Advyzon that combines portfolio management, customizable performance reporting, trading and rebalancing, web portals, mobile app, CRM, billing, and secure document storage for wealth managers and family offices. It is built to handle the complexities of UHNW clients, including entity management, fractional ownership, and the handling of alternative investments. Mantle, represented by Amar Varma, Co-Founder & CEO. Mantle is an end-to-end automation platform purpose-built for Limited Partners managing private fund investments. It streamlines document and workflow management, replacing manual processes and legacy systems with modern infrastructure tailored to the unique needs of family offices and institutional investors. Mantle brings transparency, control, and efficiency to the management of private market data. Join our network at fotechhub.com
Full Episode is available on our members podcast. The Larry Kraus Family Office Tech-NEW-logy Institute - Live Seminar Program, in Collaboration with FOTechHub. Show Summary - Recorded May 6, 2025. Dr. Tania Neild interviews TMG, Arch, and Elysys—three powerful platforms supporting family offices with IT infrastructure, private investment data, and portfolio accounting. Moderator: Dr. Tania Neild, CTO & Owner, InfoGrate. Tania is a leading expert in data integration and secure tech infrastructure for family offices. She helps transform fragmented data into actionable intelligence, drawing on 20+ years of experience and a PhD in engineering. Featured Platforms & Speakers: TMG – Christopher Tepper, Family Office Practice Manager. TMG provides managed IT strategy, support, and cybersecurity services tailored for family offices. Elysys – Max Wattel, Managing Director. Elysys offers enterprise-grade portfolio management and accounting, built on Microsoft Dynamics 365. Arch – Ryan Eisenman, Co-Founder & CEO. Arch is a digital admin platform for private investments, replacing spreadsheets with real-time, structured data. Join our network at fotechhub.com
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