Family Office Technology Hub

Tech-NEW-logy: Tania Neild interviews Stavtar & Atomic Insights

Dr. Tania Neild, CTO & Owner, InfoGrate Dr. Tania Neild is the CTO and Owner of InfoGrate, a data strategy firm serving family offices and wealth advisors. With over 20 years of experience in data integration and secure technology infrastructure, she specializes in helping family offices turn complex, fragmented information into centralized, actionable intelligence. Tania holds a PhD in engineering and is widely recognized for her ability to translate sophisticated data environments into long-term operational value for multi-generational families. Steven Petersen, Co-Founder, Stavtar Solutions Richard Zazo, Co-Founder, Atomic Insights Lucas Babbitt, Co-Founder & CEO, Atomic Insights Stavtar [https://stavtar.com/] is the premier provider of business spend management and expense allocation SaaS solutions built for the Office of the CFO in complex businesses like alternative asset management. Headquartered in New York, with a global footprint spanning Dallas, London, Mumbai, and Bengaluru, Stavtar was founded by seasoned professionals from the alternative asset management industry. Our flagship business spend management and expense allocation platform, StavPay, empowers over 130 leading alternative asset managers, collectively overseeing more than $3.1 trillion in AUM.  Atomic Insights [https://www.atomicinsights.io/] revolutionizes payment workflow management for RIAs and family offices by offering a groundbreaking, centralized platform that leverages real-time API connectivity with banks and other custodians. This unified system provides instant cash position visibility, automates compliance checks, and streamlines payment request submissions, significantly enhancing transaction speed, accuracy, and security. By seamlessly integrating with existing CRM and portfolio management tools, Atomic Insights eliminates redundant data entry, offering a cohesive view of client information that streamlines relationship management and financial oversight. The platform's automation of key payment processing functions and enhanced reporting capabilities not only reduces administrative burdens, but also empowers RIAs and family offices to deliver more responsive and transparent service to their clients. Ultimately, this innovative approach saves time, ensures a more secure and scalable financial management framework, and transforms how firms handle financial operations. If you'd like to connect with the participants, email adriana@fotechhub.com Find more info on the program and recordings at fotechhub.com

Tech-NEW-logy: Erin Hulse Interviews PCR & Aleta

Erin Hulse speaks with the CEOs of PCR and Aleta. Last year, Aleta’s CEO moved from Denmark to New York to lead the company’s expansion. PCR, founded in 2002, also relaunched last year with a new leadership team and a new strategic direction. Together, the CEOs share how things are going and the response they are receiving from the family office community. Erin Hulse, Founder & CEO, Deviate Consulting Erin Hulse is the Founder of Deviate Consulting, LLC, advising single and multi-family offices on software selection, implementation, and accounting. She brings experience from Plante Moran, Bank of America, and SEI / Archway Family Office Services and has led Deviate Consulting since 2015. Ranjan Mishra, CEO, PCR Financial Aggregation Ken Gamskjaer, CEO & Co-Founder, Aleta PCR [https://www.pcrinsights.com/] is a financial data aggregation and managed services firm serving family offices, wealth managers, and financial institutions. The firm specializes in collecting, normalizing, and reconciling both custodial and alternative investment data — including structured feeds and document-driven private markets information. PCR delivers complete, accurate, and controlled data that powers reporting, performance, risk analytics, and downstream wealth-tech platforms and Family offices. Aleta [https://aleta.io/] is a modern data and reporting platform for family offices, designed to centralise financial information, streamline reporting, and improve data visibility across entities, asset classes, and stakeholders. It helps teams move away from manual processes and fragmented data toward more timely, structured, and decision-ready reporting. If you'd like to connect with the participants, email adriana@fotechhub.com Find more info on the program and recordings at fotechhub.com

Addepar’s AI Evolution: Redefining Data Intelligence for Family Offices

Part 6 of our Annual Conference miniseries, recorded live at FOTechHub (18–19 November 2025). In this Tech-NEW-logy Institute session, Alejandro Nazario (TOS Advisors) speaks with Addepar’s Diana Turbayne (Alts & Data Management) and Kunal Gosar (Head of AI Platform, former Arcus CEO) about how Addepar is embedding AI across its platform — moving from aggregation toward applied intelligence for family offices. SPEAKERS Kunal Gosar Head of AI Platform, Addepar  Kunal leads the AI Platform org at Addepar, managing the overall engineering and product teams working on AI in Addepar's client-facing products and services. Prior to Addepar, Kunal was the founder and CEO of Arcus, an AI startup building agentic systems for complex data workflows, which Addepar acquired earlier in 2025. Diana Turbayne Sr. Manager, Alts Data Management, Addepar  Diana is the product lead for Addepar’s Alternatives and Data Management solutions. Diana has held various positions at Addepar and formally led the data operations team overseeing custodial/online data in New York. Prior to Addepar, Diana worked in Economic Consulting on securities litigation and financial regulation cases. Diana holds a Bachelor’s degree from Princeton University and is a CFA charterholder. MODERATOR Alejandro Nazario Partner, TOS Advisors Alejandro has ten years of experience in wealth management. He joined TOS in 2017, starting as a senior financial analyst for a large single-family office, where he focused on investment reporting, forecasting, personal expense analysis, and art collection management. Previously, Alejandro spent four years at UBS Financial Services, working with over 100 financial advisors to build scalable, planning-based practices and support next-generation client engagement. He holds a BA in Economics from Vanderbilt University and is both a CFP® professional and a CFA charterholder. For more info check out: ⁠⁠fotechhub.com [https://fotechhub.com/]

Tech-NEW-logy: Dave Petersen interviews Masttro & Aquilance

Dave Petersen speaks with the CEOs of Masttro and Aquilance about how family office reporting and financial administration are evolving—and what that means for operating models, data visibility, and decision-making. About the Moderator Dave Petersen, Director of Technology Consulting, Northern Trust Dave works closely with family offices and private wealth organizations on technology strategy, system selection, and operating model design. Interviewees * Jay McNamara — CEO, Masttro * John Carey — CEO, Aquilance Systems Featured Masttro is a global wealth and asset reporting platform built for complex family offices, UHNW individuals, and investment organizations. It delivers real-time, consolidated visibility across assets, entities, and ownership structures through secure, flexible reporting. Over the past year, Masttro has expanded its ecosystem with new integrations, including Arch and Canoe, and launched its AI capability, Masttro Intelligence—signalling a shift toward a more open, connected, and intelligence-driven reporting model. Aquilance supports family offices and wealth management firms with financial administration capabilities spanning bill payment, cash flow oversight, and consolidated reporting, all underpinned by institutional-grade infrastructure. Founded in 1987, the firm is re-examining how its long-established operating model evolves—reflecting wider industry moves toward greater flexibility in how technology, services, and operational support are delivered. 🌐 Find more information on the program and recordings at fotechhub.com 📩 To connect with the participants, email ⁠alex@fotechhub.com

Owning the Truth: How Family Offices Turn Data into Power

(Full episode) . This Episode is also available as a video replay in our ⁠Conference Replays Library.⁠ [https://events.ringcentral.com/events/replays-of-3rd-annual-fotechhub-tech-ops-conference/registration] Part 5 of our podcast miniseries featuring stage discussions and interviews from our annual conference, held on 18–19 November 2025. Recorded live.  Your data is your most valuable asset—if you can harness it. See how family offices are connecting the tools they already use to unlock the full value of their data and operate from one trusted source of truth. The panel brings together perspectives from a multi-generational family office optimising its existing systems, an established family office that has centralised its data into a single model, and a technology consultant helping family offices get more value from the systems they already use. Topics: * Why switching platforms often just moves the problem elsewhere * The importance of standardising and governing data before automating * Private investment data challenges and reconciliation at scale * Centralising spreadsheets into a true “single source of truth” * Using APIs, dashboards, and visualisation tools to improve visibility and control * Why owning your data is critical for long-term flexibility, security, and scalability * Common misconceptions about how long and how hard data transformation really is SPEAKERS Vivecca Hartman, Principal & Controller, Fayez Sarofim & Co. Vivecca Hartman is a Principal and Controller with over 30 years of experience in investments and family office management. A licensed CPA and CFP, she combines financial expertise with a passion for helping others. Outside of work, Vivecca advocates for individuals with special needs and supports families in her community. She enjoys playing soccer, relaxing at the lake, and spending time with her grand kids. Hannah Robertson, Accountant, Fayez Sarofim & Co. Hannah Robertson, Accountant at Fayez Sarofim & Co., has over 10 years of diverse accounting experience and a passion for technology-driven efficiency. Hannah received a bachelor’s degree in accounting, Summa Cum Laude, from the University of Houston–Downtown in 2020. She specializes in leveraging SQL, VBA, and emerging tools to enhance reporting accuracy and scalability in investment accounting. Matthew Espinosa, Senior Operations Manager, Ford Estates  Matt Espinosa is a Senior Operations Manager at Ford Estates and a Strategic Operations & Business Leader with expertise in process optimization, cross-functional excellence, and long-term industry trends. Since joining in 2018, he has led portfolio accounting initiatives and strengthened the data behind process management across the organization. Previously, Matt held operations leadership roles at several Michigan-based registered investment advisory firms. He holds a B.S. in Mathematics and Economics from Eastern Michigan University. MODERATOR Greg Silverman, Principal Consultant, ClarityEdge  I’m the founder and principal consultant of ClarityEdge LLC, a firm specializing in comprehensive technology consulting services for family offices. Our work spans software selection and implementation, data management, systems integration, and fractional CTO services - helping family offices optimize their technology infrastructure and achieve greater operational clarity.