Resource Partners - Risk Management

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

Founded in 1999 and headquartered in Barbados from 2022, with subsidiaries in Canada, Signapore, UAE, USA and offices in Boston, Toronto, Singapore, and Dubai, FundCount provides fully integrated accounting, general ledger, partnership and investment analysis software. Learn More

iCapital is a global leader, shaping the future of global investing for financial advisors, family offices, wealth managers, asset managers, and other industry participants. iCapital offers a diverse and complete range of non-traditional investment products on iCapital Marketplace, Enterprise Solutions, and both Technology and Data Services, designed to help drive better outcomes for all participants in the ecosystem. Learn More

A Fast Company Most Innovative Companies 2025 honoree, K1x is building the intelligent tax infrastructure for the private markets. Learn More

KnowLedger is a middleware SaaS solution that provides automation of the Investment Book of Records (portfolio accounting and investment reporting solutions) into the Accounting Book of Records (ERP/GL solutions). Learn More

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... Learn More

Established in 2010 by technologists & wealth management experts, Masttro provides a wealth platform to consolidate, visualize and report on complex, multi-asset wealth across borders, currencies and legal structures. With a unique ability to consolidate both liquid and illiquid holdings - from traditional financial assets to alternative investments, operating businesses, real estate, collectibles and other alternative assets. Ma... Learn More

Nines is the modern household management platform built to help discerning families and family offices manage properties, people and projects all in one place. Learn More

Pinnacle Fund Services provides customized portfolio and investor performance across multiple investment structures including full outsourcing of back-office functionality. Learn More

Drawing upon our decades of combined experience in family wealth accounting and consolidated performance reporting, we partner with our clients to develop personalized solutions to address potential gaps or limitations in existing reporting systems. Learn More