Resource Partners - Technology 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 a digital way to track all of your private market investments. Arch consolidates data from over 800 fund portals,collects K-1s,and tracks performance, cash flows, and metrics across investments, while digitally updating existing reporting and accounting systems. With Arch, asset allocators and advisors of all types, save valuable team time, while automatically producinghard to come by insights and automa... 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 private banks.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

Armanino is a top 20 accounting and consulting firm that helps family offices navigate complexity, safeguard legacy and embrace innovation. With decades of expertise in wealth, tax and estate strategy, we deliver integrated solutions across accounting, advisory and outsourcing — now powered by practical AI. We don’t overwhelm with hype; we bring clarity, showing how AI and modern technology can simplify operations, reduce risk and fut... 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

Auria 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

EntityKeeper is a corporate services and entity management platform that helps organizations centralize, track, and manage all of their entity-related data in one secure location. It offers tools for building and maintaining organizational charts, managing compliance deadlines, storing key documents, and automating corporate filings. By acting as a single source of truth for entity information, EntityKeeper helps reduce risk, improve ... Learn More

Eton Solutions is an award-winning ERP software and services company, founded to address the complexities of servicing family offices and private equity firms globally. The company offers two flagship products—AtlasFive® and EtonAI™—which together manage $1.3 trillion on an integrated platform. Created by family office leaders, AtlasFive® holistically aggregates and manages all liquid and alternative investment assets, along with data... Learn More