Family Office Technology Hub

Ken Gamskjaer, CEO of Aleta — builder of a family-office data and reporting platform. Ranjan Mishra, CEO of PCR — specialist in custodial and private markets data aggregation and reconciliation. They discuss platform origins, data completeness and backfills, practical AI for document extraction and agents, implementation timelines, and how best-of-breed partners complement each other.

Kunal Gosar, Head of AI Platform at Addepar and former AI startup founder, and Diana Turbayne, Alts & Data Management lead and CFA, discuss embedding AI into portfolio workflows. They cover building native alternatives look-through tools, agentic automation for reconciliations and tax, proactive anomaly detection, data governance, and adapting AI for global regulation and security.

John Carey, CEO of Aquilance — a 39-year financial administration and bill-pay firm modernizing its platform. He talks about Aquilance’s recent growth equity, operational transformation, security priorities, and using AI to improve internal efficiency and data workflows. Conversations cover client fit, integrations, onboarding timelines, and what they plan to deliver in 2026.

Vivecca Hartman, Principal and Controller at a multi-generational family office, CPA with deep accounting and tax control experience. Matthew Espinosa, Senior operations manager who centralized data on Salesforce and automated workflows. They discuss keeping the right systems while owning your data. They cover standardising private investment entries, using APIs, Power BI and data warehouses, and why centralising data beats buying more apps.

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.ModeratorChristi Van Rite, Founder, White River ConsultantsIntervieweesAsher Adler, MBA — SVP & Head of Product Management, AgilLinkAlex Goodwin — Co-Founder & CEO, BridgeSystems FeaturedBridge 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

(Full episode) This Episode is also available as a video replay in our Conference Replays Library.Part 4 of our podcast miniseries featuring stage discussions and interviews from our annual conference, held on 18–19 November 2025. Recorded live. Most family office technology decisions don’t fail because of bad software — they fail because the risks weren’t thought through.In this episode from the FOTechHub November annual conference, experienced family office operators get candid about how technology decisions really play out behind the scenes. From vendor vetting and change management to what happens when a platform doesn’t deliver — or disappears altogether.The conversation dives into often-overlooked safeguards like source-code escrow, why glossy demos don’t tell the full story, and how peer how peer insight adds critical real-world context to technology decisions. You’ll also hear why systems only work when people actually use them, and how family offices can avoid expensive, hard-to-undo mistakes.SPEAKERSAmy Beahm, Director, Private Family Office Amy is the Family Office Director for a private family office based out of Bethesda, MD. She has 18 years of experience providing financial and investment reporting, tax planning and estate and wealth transfer strategy services to ultra-high net worth families, working across both single and multi-family offices. She has been instrumental in directing multiple clients through the implementation and maintenance of a carried interest structure and has also guided multiple clients through the implementation of various financial software. Amy earned a Masters in Business Administration and a Bachelor’s degree in Accounting from the University of Maryland, College Park and she obtained her CPA license in the State of Maryland.Nico Amoroso, VP, IT, Wirtz Corporation Nico Amoroso is the Vice President of Technology for Wirtz Corporation, leading digital strategy and innovation across industries including real estate, beverage distribution, professional sports, advertising/media, insurance, and agriculture. He partners with business leaders to deliver scalable, data-driven solutions that boost performance and efficiency. During his tenure, Nico has guided Wirtz through multi-billion-dollar mergers, an ERP transformation, an enterprise e-commerce rollout, and multiple championship seasons. He holds a degree in Management Information Systems from Millikin University and serves on the National Board of Directors for Delta Sigma Phi. Outside of work, Nico is active in community leadership through Chicago’s BUILD organization, his local church, and youth sports. He lives in Palos Heights, Illinois, with his wife, Angie, and their four children.MODERATORPatty Esslinger, VP - Head of Product, Trove Family Office With over 20 years of industry experience, Patty leads digital transformation at Trove for a collaborative client experience. At RSM, she launched FamilySight for family offices, and during 16 years at Deloitte, she supported HNW and family office clients in tax and strategy, focusing on tech and streamlined processes. Her passion drives successful business transformation and operational scaling.⁠⁠For more info check out: ⁠⁠fotechhub.com

Full Episode is available in audio on ⁠⁠⁠⁠⁠⁠⁠⁠⁠our Members Podcast⁠ or as a ⁠Video Replay⁠Part 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.SPEAKERAnthony Abenante, CEO, Archway GroupAnthony 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.MODERATORPaul 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 in audio on ⁠⁠⁠⁠⁠⁠⁠⁠our Members Podcast or as a Video ReplayPart 2 of our podcast miniseries featuring stage discussions from our annual conference, held on 18–19 November 2025. Recorded live. Family offices are moving past the AI buzz — using it to automate, analyze, and decide smarter. In this episode, we look at how three private family offices are actually deploying AI—inside real workflows, not slide decks. One is running Copilot and ChatGPT in parallel. One bypassed the big platforms and built an end-to-end solution with Mantle to fix the alt-data problem and feed it directly into their accounting platform, Archway. The third combines point tools, automation, and LLMs to generate code, close reporting gaps, and standardise investment processes.We examine what drives these choices: security posture, ROI, and internal capability—and whether AI is reducing work or reshaping it. An audience poll shows most offices are doing exactly this: running both Copilot and ChatGPT rather than picking a single winner. Three approaches, three philosophies—a clear snapshot of where AI adoption in family offices stands today.SPEAKERSJoe Donovan, Vice President of Operations, CYMI Holdings Joe leads the finance, technology, and operations functions at CYMI Holdings, the family office serving three generations of the Mathile family. His teams provide the accounting, reporting, and organizational infrastructure that support both the family’s business and philanthropic endeavors. He also helped establish CYMI Trust Company, which serves the fiduciary needs of the family’s trusts. Joe is particularly interested in how emerging technologies—especially AI—can enhance decision-making, improve efficiency, and reshape the way complex, multi-generational family offices operate.Sharon Li, COO, Spindrift Management Sharon Li is Chief Operating Officer at Spindrift Management, a New York–based family office. She oversees operations, tax, accounting, and reporting, and supports investment due diligence and asset management. Previously, she was Vice President and Chief Compliance Officer at HighBrook Investment Management, and earlier held senior roles in private equity at Goldman Sachs Asset Management and Morgan Stanley.Daniel Amberger, CTO, Single Family OfficeDaniel Amberger is the Chief Technology Officer of a global single-family office, where he has led technology strategy for the past five years. With over 11 years at the organization, he has supported its growth from a 50-person US-based team to a 200+ employee enterprise with multiple international offices. Daniel focuses on leveraging AI and automation to drive innovation and scalability across the business.MODERATORTania Neild, CTO & Owner, InfoGrate Dr. Neild consults on complex issues in ledger systems, security attributes, and tax accounting, aligning tech with business needs for compliance and security. As CTO and COO of Private Client Resources, she built a $6B asset-tracking platform and co-founded EnvestNet. She holds a PhD in computer engineering and began her career at the NSA.⁠⁠For more info check out: fotechhub.com

Full Episode is available in audio on ⁠⁠⁠⁠⁠⁠⁠⁠⁠our Members Podcast⁠ or as a ⁠Video Replay⁠.Part 1 of our podcast miniseries featuring stage discussions from our annual conference, held on 18–19 November 2025. Recorded live.Family office tech is no longer a backwater. Investors who backed Uber, Airbnb, SpaceX, Addepar — plus a 50-year SFO & MFO operator and a fintech strategist rebuilding the family office stack — are all betting on the same thing: AI is finally powerful enough to fix the broken data, outdated ledgers, and messy workflows that have held this market back. This panel made it clear: this “small” vertical is about to become the operating layer for serious wealth.SPEAKERSNihal MehtaGeneral Partner, Eniac Ventures At Eniac, we call Nihal the human Rolodex—he’s built thousands of connections with the world’s top companies and brands, often the hard way. Since 1999, he’s founded five startups: Philly2nite → UrbanGroove → Chapter 7 bankruptcy; ipsh! → acquired by Omnicom (NYSE: OMC); buzzd → LocalResponse → acquired by BlueCava. The scars are real, and so are the stories. Nihal began investing early, spotting breakout companies like AdMob (acquired by Google), Alloy, Brightwheel, Tala, and Uber. Today, he and his wife are active angel investors and LPs, backing nearly 100 underrepresented founders and fund managers.Billy StimpsonCo-Founder & CEO of Bienville Capital Billy is Co-Founder and CEO of Bienville Capital, a New York based multi-family office and asset management firm. His family has a 153 year old operating business and has managed a family office for 50 years. Billy oversees portfolio construction and client relationships at Bienville. Previously he traded equity derivatives at Deutsche Bank, JP Morgan and BayCrest. He is a Board Member of Cedar Creek Land & Timber and T.R. Miller Mill Company. He graduated from Vanderbilt University.Harsh GovilPartner, Motive Ventures Harsh Govil is a Partner on Motive Ventures’ investment team in New York, focused on payments, AI, wealth and vertical applications. He leads deals and supports portfolio companies, with board roles across the Motive portfolio. Previously, he helped build Embedded/Capital and was a Principal at FinLeap, after starting in Morgan Stanley’s Investment Banking Division. INSEAD MBA; Stanford MA and BA.MODERATOR: Tania NeildCTO & Owner, InfoGrate Dr. Neild consults on complex issues in ledger systems, security attributes, and tax accounting, aligning tech with business needs for compliance and security. As CTO and COO of Private Client Resources, she built a $6B asset-tracking platform and co-founded EnvestNet. She holds a PhD in computer engineering and began her career at the NSA.⁠⁠For more info check out: fotechhub.com.com⁠

Full Episode is available on our members podcast: ⁠⁠⁠⁠⁠⁠Listen Here⁠⁠Show SummaryCori 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 & ConsultingCori 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.VyzerRepresented by Litan Yahav, Co-Founder & CEOVyzer 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 AIRepresented by Dean Palmiter, CEO & FounderAsseta 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.See the show page ⁠⁠here⁠⁠Join our network at ⁠⁠FOTechHub.com⁠