Resource Partners - Risk Management

Accordant Global Partners (AGP) is a boutiqueRisk Management & Security advisory firm. We are a global team of Non-Financial Risk and Security professionals, dedicated to serving some of the most prominent families, corporations, and business leaders worldwide. We act as your Outsourced Family Office Chief Security Officer, we focus on safeguarding the safety, privacy and security of your family and businesses.​ Learn More

ARCHis thedigitaladmin for private investments, delivering the missing infrastructure for managing and understanding private market investments.ARCH consolidates data from the various web portals, collects K-1s, and tracks performance, cash flows, and metrics across investments, while digitally updating existing reporting and accounting systems.We're a New Yorkin-person team supporting$205B as... Learn More

Archway delivers technology and outsourced services that connect and power the accounting, investment management, and reporting functions of family offices and family office divisions of financial intermediaries. Archway's offering is designed to streamline family office operations and deliver advanced financial reporting for ultra-high-net-worth families, via our award-winning Archway Platform℠ and high-touch outsourced services. ... Learn More

As a top 25 accounting and consulting firm in the nation, Armanino specializes in providing tailored solutions for Family Offices and their portfolio companies. With deep industry expertise, we serve as trusted strategic partners, offering a comprehensive range of services designed to meet the unique needs of Family Offices. Our dedicated team goes beyond responsiveness to deliver personalized guidance in areas such as cutting-edge te... Learn More

Asset Vantage, a UNIDEL company, is headquartered in the United States with offices in India and Singapore. AV PRO serves the needs of over 340 global families and has been built from the ground up to simplify wealth management and accounting for the modern family office. Trusted by families across 10+ countries, the platform tracks over USD 400 billion in assets and aggregates more than 7,500 accounts. With integrations from over 45 ... Learn More

Advyzon provides comprehensive, intuitive, cloud-based wealth management technology and investment management services for wealth managers and registered investment advisors (RIAs). Learn More

BILL (NYSE: BILL) is a leading financial operations platform for small and midsize businesses (SMBs). As a champion of SMBs, we are automating the future of finance so businesses can thrive. Our integrated platform helps businesses to more efficiently control their payables, receivables and spend and expense management. Hundreds of thousands of businesses rely on BILL’s proprietary member network of millions to pay or get paid faster.... Learn More

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. Learn More

Eton Solutions is an award-winning cloud-based software and services company for wealth management firms, including Single and Multi Family Offices, Business Managers, Trust Companies, Registered Investment Advisors and High Net Worth Individuals. Learn More

Fi-Tek Wealth Solutions (formerly Rockit Solutions) is a technology-enabled family office service provider, specializing in complex, multi-generational single/multi-family offices, RIA’s and Trust Companies. Born out of the Rockefeller family office over twenty years ago as Rockit Solutions, our company was built to serve the unique needs of the most complex family offices. Learn More