Financial Technology & Services

Wealth & Fund

As registered investment advisers (RIAs) work to grow and differentiate their practices, they require both scaled technology that relieves the burden of back-office requirements and centralized services that expand the value they can offer their clients.  

Our Wealth & Fund ISO is focused on companies that are transforming the Wealth Management industry and empowering investment professionals to focus on what they do best: provide world-class service to their clients.

The Wealth Management and Alternative Fund end markets are some of the fastest growing in Asset Management—and those helping to enable advisors and fund managers to digitize their workflows and offer new, incremental services are finding the most success.

Edward Shahnasarian Edward Shahnasarian Managing Director